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Fider
“Great guy, good vibes and very professional will definitely be returning for now on”
Best Financial Advisors in Antioch, CA
24 firms listed · 4 in Antioch · 1 open 24/7 · 6 open weekends · 19 rated 4.5+
Data verified October 16, 2026
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Tax Advantage
- Questions
“Excellent service for the past 9 years.”
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Eldred Robert J
“A quality retirement plan ranks as a top priority when candidates are considering potential employers. In helping you select from a broad range of plans, I will tailor a strategy that matches your company size, compensation structure and culture, rei...”
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Pacific Pension & Benefit Services
“We're Here For You Pacific Pension & Benefit Services, Inc. helps small-to-medium sized businesses provide attractive benefit programs for their owners and employees. PPBS and its administration partners design, implement, and administer a full range...”
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File & Trust Tax Service
- Will
- Deductions
- Wisdom
“I came here super late to file 2 years worth of taxes and not only were they able to help me but also shared advice on how to better manage my income and prepare for my future.”
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Gale Ranch Notary, Apostille and Financial Services
- Price
“Completely professional and explained everything (these were documents written in a foreign language that required an Apostille from the Secretary of State, so everything had to be exact).”
The 24 firms listed for Antioch, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Antioch, CA
Of the 24 firms we list here, 4 are in Antioch itself and 20 come from towns including Walnut Creek (8, 14 mi), San Ramon (6, 17 mi) and Concord (3, 11 mi). 23 of the firms on this page have a rating, from 4.2 to 5.0 across 297 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. 1 is open around the clock; 5 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are business services (4), services for individuals (4), tax services (4), financial planning (3) and quickbooks services (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations; 3 offer payment plans and 3 offer a free initial consultation. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Antioch take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Alamo Capital
“Bill Egan has been a thoughtful and patient agent for Mrs Carroll for many years and his judgment has always been good; and where we have thoughts and opinions he is a good listener and adjusts his plans to suit us.”
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Mt Diablo Tax Pros
- Information
- Questions
- Season
“Jeff is very professional when it comes to filing tax returns, he explains very well the work he will do and provides useful suggestions in the process.”
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Fortune & Fortune, Cpas
“They always do a great job and still continue to do my tax services even though I no longer live in the area.”
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Robert Arnone, CPA
“Robert brings a combination of professionalism and expertise to tax work.”
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Ginsberg Financial Strategies
- Funds
- Options
- Risk
“I would highly recommend Ginsberg Financial Strategies to anyone considering becoming a client due to their expertise, reliability, and commitment to client success.”
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Insight Capital Management
- Goals
- Retirement
- Accounts
“The team at insight capital is very knowledge, easy to work with, and we feel like they have a genuine interest in achieving the best for us and our financial future.”
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Hunter & Company Cpas
“We are gearing up for our 2018 taxes right now and Hunter and Co has been working with us to make sure we get the most deductions and are doing what's best for our business and personal life!”
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Eikel Tax & Financial Solutions
“Suzanne has helped us with numberous finance related tasks and has taken the time to work hand in hand with us on items we needed to understand as owners of a small company.”
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Owl and Ore Wealth Planning
- Education
- Decisions
- Stress
“Knowing that we've got meetings coming up with him, and that he's abreast of upcoming regulatory changes as well as our specific situation, means we worry a lot less!”
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SID Consulting Group
“The person I spoke with had an outstanding knowledge about the property listings.”
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Vale Tax & Accounting Services
“We have been with Vale Tax Services for many years.”
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Secure Retirement Financial
- Investors
- Accounts
- Mind
“We truly trust both Richard and Jeff, as well his their team to always have our best interests in mind and to work hard in helping us achieve our financial goals!”
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Ken R. Anderson, CPA
- Questions
“He is always willing to answer tax questions, giving me a better understanding of the ever-changing tax codes and how they affect myself and our business.”
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Diamond Oak Wealth Partners - James Bassett
- Knowledge
- Goals
- Financial Advisor
“He has a knack for taking his knowledge and delivering it in a concise manner that helps us to understand what our options are and what he recommends for our situation.”
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Stanley C. Pollock, CPA
“Take a look at our Home page. Stanley Pollock CPA is a full service tax, accounting and business consulting firm located in Walnut Creek, CA.”
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Becker Financial Group
- Management
- Questions
- Team
“The management rates are very competitive and once you achieve the lowest rate from going over their threshold it stays at that rate for the duration of the accounts!”
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Van Kesteren Capital Management
“I have entrusted my investments to Greg Van Kesteren for years.”
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Terry Allen CFP - Financial Advisor
“Good listener, compassionate, very knowledgable.”
Retirement Planning and Investment Management Services in Antioch, CA Cost Estimates
Minimum cost
$1177
Maximum cost
$10000
National Average
$3530
Avg Per Hour Rates
$353
$2353
$6471
Typical price range is based on 325 cost profiles
Why these companies made our list
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