Best Financial Advisors in Oceanside, CA

The highest-rated Financial Planning & Wealth Management companies out of 100 vetted & reviewed in the Oceanside area.

Mydirect IRA

Mydirect IRA

(30)
Self-Directed IRA LLC, IRA Trust
“Even though Ted was not feeling well, he still made us a priority and went above and beyond to be sure that we had a clear understanding of the best path for our benefit now and in the future.....”
In Business Since 2019
4167 Avenida De La Plata Ste #101, Oceanside, CA
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Bret McMillan CPA

Bret McMillan CPA

(3)
Business Services, Tax Services, Services For Individuals
“His agency provided top-notch advice quickly, so I could file my taxes early and relax!”
In Business Since 2019
Transparent Fees & Pricing
1012 S Coast Hwy L, Oceanside, CA
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Clarke Financial Services

Clarke Financial Services

First Meeting, College Planning, Careers
“Welcome to my website. My website will provide you with information about the services I provide, what my mission is as a financial advisor, News articles, and give you some insight into my experience and skillset.”
In Business Since 2015
3720 Oceanic Way STE 208, Oceanside, CA
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California Business Solutions

California Business Solutions

Tax Services, Services Home, Accounting Services
“Our team of dedicated professionals work to continually improve our technical expertise and financial knowledge, which we pass along to you. Our high standards guide our company. We have established a reputation for providing clients with outstanding...”
In Business Since 2002
818 Mission Ave, Oceanside, CA
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Encore Leasing

Encore Leasing

“If you or your customer is acquiring new equipment or upgrading or replacing existing equipment, whether your transaction is large or small, complex or simple, an Encore lease financing expert can efficiently provide you with a custom solution that m...”
In Business Since 2003
Offers Financing Options
815 Mission Ave, Oceanside, CA
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MM Global Investing

MM Global Investing

5147 Vía Mindanao, Oceanside, CA
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Elegant Financial Business & Insurance Solutions

Elegant Financial Business & Insurance Solutions

In Business Since 2016
4061 Oceanside Blvd suite j, Oceanside, CA
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Guide My Finances

Guide My Finances

(4)
Divorce Financial Planning, Personal Financial Planning, Stock Compensation Sale Strategy
“Jackie continues to help us put together our financial plan and has given us the insight to feel confident in our short term and long term financial decisions.”
In Business Since 2009
Accepts All Major Credit Cards
6120 Paseo Del Norte l2, Carlsbad, CA
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O'Reilly Wealth Advisors

O'Reilly Wealth Advisors

(11)
  • 401k
  • Goals
“He also is on top of the market fluctuations and will rebalance your investments to keep on preforming to the best possible situation to reach your goal.”
In Business Since 2019
Coupons & Offers
6221 Paseo Alta Rico, Carlsbad, CA
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Artists Business Management Group - San Diego

Artists Business Management Group - San Diego

(13)
IRS Audit Services, Tax Management, IRS Representation
“Larry and his amazing crew make my life so much better!”
Accepts All Major Credit Cards
In Business Since 1984
Licensed, BBB Rating: A+
Free Initial Consultation
5973 Avenida Encinas Suite 200, Carlsbad, CA
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My Solo 401k Financial

My Solo 401k Financial

(30)
  • IRA
  • Business
  • Plan
“He and the compliance team are always accessible, responses are always prompt, and service is frankly much more thorough than you would expect for the cost.”
Offers Financing Options
In Business Since 2011
Transparent Fees & Pricing
701 Palomar Airport Rd #300, Carlsbad, CA
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Legacy Legal

Legacy Legal

(9)
Incorporation & Corp Entity Formation →, Estate Planning →, IRS Representation →
“Even when I was helping my grandmother through that tough time in 2000 right after my grandfather passed away, Rich was there to guide her, warmly and intelligently.”
Accepts All Major Credit Cards
In Business Since 2014
Licensed, BBB Rating: A+
Free Initial Consultation
5900 La Place Ct Suite 105, Carlsbad, CA
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Imerge Financial

Imerge Financial

(30)
  • Information
  • Application
  • Payments
“Tyler helped me apply for the loan and walked me through each step as well as called me a few times after I received the money to make sure everything was going well and if I had any questions.”
In Business Since 2020
Free Initial Consultation
701 Palomar Airport Rd Suite 300, Carlsbad, CA
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Pacific Tax & Financial Group

Pacific Tax & Financial Group

(29)
  • Organized
  • Questions
  • Turbo Tax
“The cost was only a little more than what I would have paid for the online service but the experience was 100 times better and my return increased by over a $1000.”
In Business Since 2002
Coupons & Offers
955 Boardwalk Suite 203, San Marcos, CA
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Trade Genie

Trade Genie

(30)
  • Price
  • Trading
  • Portfolio
“I have moved on in my style of trading over time, but I will always be grateful for the genie that granted my first wish of becoming a full time trader :-).”
In Business Since 2004
315 S Coast Hwy 101, Encinitas, CA
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Stone Steps Financial

Stone Steps Financial

(28)
  • Resources
  • Retirement
  • Fee
“If you have any angst or any confusion about your financial state and how to achieve your goals please take some time to meet with Stone Steps Financial.”
In Business Since 2014
533 2nd St Suite 207, Encinitas, CA
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Aldrich Cpas + Advisors

Aldrich Cpas + Advisors

(2)
Transaction Advisory Services, Retirement Plan Services, Technology
“I am a small business owner and doubt an accounting firm needs an online review, but my experience has been so positive that I felt compelled.”
Family Business
In Business Since 1997
Licensed, BBB Rating: A+
1903 Wright Pl #180, Carlsbad, CA
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Financial Security Designs

Financial Security Designs

(6)
  • Expertise
“His service is high quality and professional, and he is always knowledgeable about the latest regulations affectings these benefits- which is so important.”
In Business Since 2008
Licensed, BBB Accredited
16776 Bernardo Center Dr #203, San Diego, CA
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Wellspring Divorce Advisors

Wellspring Divorce Advisors

(7)
Divorce Mediation, Divorce Financial Planning, Collaborative Divorce
“We were a same sex couple which is new territory to all involved, but Justin was level headed, took our case seriously, and supplied accurate numbers and options for me.”
In Business Since 2015
Free Initial Consultation
703 Palomar Airport Rd Suite 240, Carlsbad, CA
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Andrew Marshall Financial

Andrew Marshall Financial

(1)
Comprehensive Financial Planning, As Needed Financial Advice
“There was no rushing during the initial zoom meeting, and same for the in-person meeting.”
Transparent Fees & Pricing
In Business Since 2019
Licensed, BBB Accredited
5857 Owens Ave Suite 300, Carlsbad, CA
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Klein Jeffrey CPA

Klein Jeffrey CPA

(7)
“Jeff is fastidious about details, extremely knowledgeable about current tax laws and IRS codes, business formation and accounting and is always available to answer questions year round.”
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
2038 Corte Del Nogal Suite 135, Carlsbad, CA
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Creative Management & Tax

Creative Management & Tax

(11)
Tax Planning, Business Tax Returns, Part Time CFO Services
“The service was professional, the pricing was more than reasonable, and the staff at creative tax are friendly and took the extra care to ensure that they were filing an accurate return while maximizing my refund.”
In Business Since 2011
817 W San Marcos Blvd, San Marcos, CA
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Cynthia M Brizard, CPA

Cynthia M Brizard, CPA

(8)
“After reading my explanation of those items, Cynthia advised me to file a simple return through an online company if it would cost less than using her service.”
In Business Since 2015
Transparent Fees & Pricing
16486 Bernardo Center Dr #378, San Diego, CA
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Intelligence Driven Advisers

Intelligence Driven Advisers

(12)
  • Goals
  • Results
“Always focused on my objectives and goals, this firm has served me - and my parents before me - with the utmost professionalism and investment success.”
In Business Since 2020
6128 Innovation Way, Carlsbad, CA
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Retirement Planning and Investment Management Services in Oceanside, CA Cost Estimates

Minimum cost
$1209
Maximum cost
$10277
National Average
$3627
Avg Per Hour Rates
$363
$2418
$6650
Typical price range is based on 272 cost profiles
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Average Cost $3627
Minimum cost $1209
Maximum cost $10277
Avg Per Hour Rates $363

Typical range $2418 to $6650 is based on 272 cost profiles.

Why these companies made our list

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