Best Financial Advisors in Apple Valley, CA

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

Rick Ardito, CPA

Rick Ardito, CPA

(8)
Business Services, Quickbooks Services, Services For Individuals
“Which makes having taxes done actually not stressful but put at ease.”
Licensed, BBB Rating: A+
Free Initial Consultation
Offers Financing Options
In Business Since 2016
15191 Miami Rd, Apple Valley, CA 92307
i
Hedtke Law Group

Hedtke Law Group

(23)
Landlord / Tenant, Ssdi, Family Law
“Hedtke Law Group went above and beyond my expectations, everything worked out fine with my BK, and I am so thankful to their staff for helping me thru this difficult time in my life.”
Accepts All Major Credit Cards
In Business Since 2012
Free Initial Consultation
18387 CA-18 Suite 4b, Apple Valley, CA
i
Daija Marie Accounting & Tax Services

Daija Marie Accounting & Tax Services

(8)
  • Questions
“I'm so happy I went to her because I know I can trust her with my financial information and she explains it in a way that's easy to understand, especially since I'm horrible with numbers.”
Transparent Fees & Pricing
In Business Since 2007
20601 CA-18 Suite 175, Apple Valley, CA
i
Apple Valley Medicare & Financial Services

Apple Valley Medicare & Financial Services

(22)
  • Retirement
  • Expertise
  • Profession
“My experience with Ralph is always respectful very helpful very knowledgeable and I never have any problems I definitely will give him six stars if possible”
In Business Since 2021
21735 CA-18, Apple Valley, CA
i
CBL Wealth Management

CBL Wealth Management

Financial Planning & Consulting, Asset & Portfolio Management
“CBL Wealth Management is owned and managed by Chris Lindsay. Chris has been providing quality investment advice and helping clients achieve their financial goals for more than 12 years. After working with large brokerages whose focus was on “the bott...”
Transparent Fees & Pricing
In Business Since 2017
C-5, 16000 Apple Valley Rd #8, Apple Valley, CA
i
AAA Bookeeping & Tax Service

AAA Bookeeping & Tax Service

Business Tax Returns, Tax Representation, Individuals
“I feel confident that they have our best interest.”
Accepts All Major Credit Cards
In Business Since 1995
21320 CA-18, Apple Valley, CA
i
Personalized Business Service Hesperia

Personalized Business Service Hesperia

(4)
“The best in the desert 5* no doubt very informational ..”
Licensed, BBB Rating: A
In Business Since 1983
Offers Financing Options
14609 Main St, Hesperia, CA
i
Eric Sinclair - Capstone Consulting Group

Eric Sinclair - Capstone Consulting Group

“When planning for your retirement and financial future it is important to have a skilled and experienced financial professional to help guide your way. Skills and experience, however, should be paired with a professional's intimate understanding and ...”
Licensed, BBB Rating: A+
In Business Since 1981
Accepts All Major Credit Cards
15505 W Sand St STE 102, Victorville, CA
i
Versatile Financial Solutions

Versatile Financial Solutions

(6)
“Great service”
15028 7th St #10, Victorville, CA
i
Mary's Computerized Bookkeeping

Mary's Computerized Bookkeeping

Business Tax Returns, Financial Planning, Payroll Services
In Business Since 2017
Serving Apple Valley Area
i
A4cpt - Accounting 4 Computers & Pro-Tax Solutions

A4cpt - Accounting 4 Computers & Pro-Tax Solutions

(41)
Business Services, Tax Services, Services For Individuals
“Cochran Dental Care is a family owned business in Redlands, and we have been using Kendra at Accounting 4 Computers to set up up our bookkeeping, electronic payroll and bank reconciliations.”
Offers Financing Options
In Business Since 2012
Free Initial Consultation
1255 W Colton Ave #616, Redlands, CA
i
Falcon Wealth Planning

Falcon Wealth Planning

(48)
  • Tax
  • Information
  • Teacher
“He spent the time to really listen to where I was at on my financial journey and provide key advice that has given me the level of comfort that I'm on the right track!”
CFP Certified
In Business Since 2014
3400 Inland Empire Blvd Suite 100, Ontario, CA
i
Rogers, Anderson, Malody & Scott

Rogers, Anderson, Malody & Scott

(2)
Internal & External Reporting, Client Accounting Services
“Brad, Jenny, John and staff are magnificent.”
RAMS, LLP Certified
In Business Since 1972
Remote Consultations Available
735 E Carnegie Dr, San Bernardino, CA
i
A&B Garcia Tax Services

A&B Garcia Tax Services

(6)
“The Garcia's are awesome”
BRE# 01939005
In Business Since 1997
325 N 2nd Ave, Upland, CA
i
3H Business Services

3H Business Services

(16)
  • Team
“I've been going to them for over 20 some years and I'm always getting a very warm welcoming the people are so friendly they make you feel like you're at home I invite anyone to go there to do their taxes”
Licensed, BBB Rating: A
In Business Since 1975
Accepts All Major Credit Cards
414 Tennessee St, Redlands, CA
i
Law Office of Ryan E. Fender

Law Office of Ryan E. Fender

(27)
Legacy Planning, Estate Planning Services, IRA & Retirement Planning
“I am so grateful to have had Ryan, to manage all of the details of processing through probate, including recommendations for all the aspects of this overwhelming task.”
Family Business
In Business Since 2018
300 E State St Ste 200, Redlands, CA
i
Evermont Wealth

Evermont Wealth

(10)
  • Company
  • Retirement
  • Health
“When we first started working with RPA Wealth Management, Brent has worked hard to understand what our financial goals are and what we felt comfortable with in regards to investment and risk.”
CFP Certified
In Business Since 2019
419 N Yale Ave, Claremont, CA
i
Fox & Stephens, Cpas

Fox & Stephens, Cpas

(6)
Business Services, Quickbooks Services, Services For Individuals
“The level of service and response time I receive when working with Fox & Stephens is unmatched by other firms I've experienced over my 20 years in the industry.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1992
Offers Financing Options
9302 Pittsburgh Ave #200, Rancho Cucamonga, CA
i
Sears Wealth Management & Insurance Solutions

Sears Wealth Management & Insurance Solutions

(12)
  • Peace
  • Afraid
  • Team
“We have been lucky enough to have known Mike and his staff for several years and couldn't ask for anyone more honest, trustworthy or qualified than Mike.”
Licensed, BBB Accredited
In Business Since 2017
12487 N Mainstreet #240, Rancho Cucamonga, CA
i
Hooks n Books

Hooks n Books

(2)
IRS Audit Representation, Pay, IRS Liens
“The hooks family especially Dez has put my business books on point.”
Emergency Services
In Business Since 2004
Transparent Fees & Pricing
1766 Riverside Ave, Rialto, CA
i
Hooks Financial Services

Hooks Financial Services

(26)
  • Finances
“I have been a client of Mr Hooks for over 10 years he gives excellent and professional advise and always get my tax returns done and i always get a Satisfactory return, i would definitely recommend to my family and friends.”
Licensed
In Business Since 2012
1721 N Riverside Ave, Rialto, CA
i
La Bolsa De Valores USA

La Bolsa De Valores USA

(15)
  • Course
  • Investment
  • Information
“Alejandro has extensive knowledge of the stock market, it is a fascinating world full of opportunities and will surely lead you to success in this type of investments.”
In Business Since 2011
2601 Del Rosa Ave N #222f, San Bernardino, CA
i
Gemini Professional Services

Gemini Professional Services

(3)
“Great decision, Christine and her staff are fantastic and offer great customer for working middle class family that needs thorough and professional tax services.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2015
Offers Financing Options
167 N 3rd Ave K, Upland, CA
i
Mason Financial Services, CPA

Mason Financial Services, CPA

(10)
  • Retirement
“Ensen and his staff look out for their clients and always have their best interests in mind.”
Accepts All Major Credit Cards
In Business Since 1992
Free Initial Consultation
300 E State St #504, Redlands, CA
i

Retirement Planning and Investment Management Services in Apple Valley, CA Cost Estimates

Minimum cost
$1114
Maximum cost
$9464
National Average
$3341
Avg Per Hour Rates
$335
$2227
$6124
Average price range is based on 328 cost profiles
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Average Cost $3341
Minimum cost $1114
Maximum cost $9464
Avg Per Hour Rates $335

Average range $2227 to $6124 is based on 328 cost profiles.

Why these companies made our list

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