Cathedral City, CA

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Cathedral City, CA
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Best Financial Advisors in Cathedral City, CA

The highest-rated Financial Planning & Wealth Management companies out of 102 vetted & reviewed in the Cathedral City area.

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Desert Law Group | Kimberly T. Lee

Desert Law Group | Kimberly T. Lee

(48)
Probate Services, Estate Planning, Power of Attorney
“We saw a television advertisement for Desert Law Group n when a neighbor shared his family had used their services, we contacted Desert Law Group and spoke to Emily who set us up with our first appointment.”
In Business Since 2013
Serving Cathedral City Area
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Jonathan and Associates

Jonathan and Associates

(3)
“Had to take a moment to say what a great experience my husband and I have had with Jonathan and Associates.”
Licensed, BBB Rating: A+
In Business Since 1994
Transparent Fees & Pricing
73301 Fred Waring Dr #200, Palm Desert, CA
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Allman & Allman, Apac

Allman & Allman, Apac

(6)
“Service is prompt, friendly and both Federal and State taxes are filed electronically, file copies are orderly and any questions are answered courteously.”
Licensed, BBB Rating: A+
In Business Since 2009
Accepts All Major Credit Cards
36953 Cook St STE 104, Palm Desert, CA
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Brown & Weinstein Tax & Finance Group

Brown & Weinstein Tax & Finance Group

“We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Licensed, BBB Rating: A+
In Business Since 2005
Transparent Fees & Pricing
Serving Cathedral City Area
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Miller & Mehr

Miller & Mehr

Business Services, Services For Individuals, Industries
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Licensed, BBB Rating: A+
In Business Since 2017
Offers Financing Options
Transparent Fees & Pricing
74-710 CA-111 #102, Palm Desert, CA
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Bean Counter

Bean Counter

(12)
Bookkeeping, Accounting, Start a Business
“Kevin and his team are kind and hard working in everything they do.”
In Business Since 2012
Serving Cathedral City Area
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O'Brien & Panchuk

O'Brien & Panchuk

(12)
  • Numbers
  • Meetings
“Our entire family has been working with O'Brien and Panchuk ever since we moved to Coachella Valley in 2018, and we have experienced nothing but the best service year after year.”
Family Business
In Business Since 2015
44751 Village Ct #300, Palm Desert, CA
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Desert Financial Planning

Desert Financial Planning

(3)
Fee Schedule, Services Offered
“Since that time, I have had several meetings with Nolan which have served a number of purposes including my retirement expectations and longer-term estate planning.”
Licensed
In Business Since 2018
Free Initial Consultation
74399 CA-111 Ste D, Palm Desert, CA
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My Money My Freedom

My Money My Freedom

(26)
  • Future
  • Understand
  • Program
“My favorite part of her program is that when you're on a live webcast with her you can pose any question you want and she'll answer it even when you're researching a stock and still unsure She will research it on the spot and share her screen in fron...”
Transparent Fees & Pricing
In Business Since 2020
Serving Cathedral City Area
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Brennan & Company

Brennan & Company

(2)
Financial Statements, Bookkeeping, Business Tax Returns
“I appreciate all the help he has given me these past few years.”
Licensed
In Business Since 1967
73-302 CA-111, Palm Desert, CA
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Marcia Bloemendaal - Raymond James

Marcia Bloemendaal - Raymond James

(1)
Services, Services
“Excellent advisor!”
In Business Since 1998
73130 El Paseo Ste O, Palm Desert, CA
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Bluhe Shire

Bluhe Shire

(1)
Bank Receivers, Asset Monetization, Case Studies
“I use bluhe for banking needs, they are really quick and professional”
In Business Since 2019
74-710 CA-111 Suite #102, Palm Desert, CA
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FLC Capital Advisors

FLC Capital Advisors

(1)
“Phillip Niblo has demonstrated remarkable expertise, ensuring a personalized and transparent approach to my financial goals.”
In Business Since 2007
44750 Village Ct, Palm Desert, CA
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RBC Wealth Management

RBC Wealth Management

(1)
“He has lied to me and now him and his Bank manger is going to Take That Money.”
In Business Since 2000
72960 Fred Waring Dr, Palm Desert, CA
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Franz Tatum Wealth Management

Franz Tatum Wealth Management

“Franz Tatum Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We believe in establishing a relationship with our clients to provide personal service based upon our clients' individual needs...”
Licensed
In Business Since 2011
Accepts All Major Credit Cards
34220 Gateway Dr # 100, Palm Desert, CA
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Gough Insurance & Financial Services

Gough Insurance & Financial Services

“Gough Financial is one of the few agencies in the Valley which offers Unique Products that not others offer. We offer free tax evaluations to Save YOU money. We offer Financial Strategies that prepares a person to bequeath his or her assets to a love...”
In Business Since 2017
Serving Cathedral City Area
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Eureka Wealth Management

Eureka Wealth Management

(3)
“Matthew gives the personal professional attention everyone would want from a financial adviser.”
Transparent Fees & Pricing
In Business Since 2017
Serving Cathedral City Area
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DJK CPA

DJK CPA

(2)
Business Services, Individuals and Families, Wealth Management
“They are knowledgeable, helpful and help small businesses find all the deductions allowed.”
In Business Since 1989
74199 El Paseo STE105, Palm Desert, CA
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Blanke Schein Wealth Management - A Hightower Company

Blanke Schein Wealth Management - A Hightower Company

(1)
Giving Back, Overview, In the Media
“I would recommend this group to those looking for leaders in the wealth management industry.”
In Business Since 2018
73700 El Paseo, Palm Desert, CA
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Finerty Fiduciary Services

Finerty Fiduciary Services

(4)
Power of Attorney, Trustee, Pets
“After two years of investigative work and accounting, Cindy was able find and inventory (154 pages) of all assets and make our half of the multi million dollar estate whole again and hold the original dishonest trustee liable for what was stolen.”
In Business Since 2014
Serving Cathedral City Area
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Keystone Private Wealth

Keystone Private Wealth

Estate Planning, Corporate Executive Planning, Investing
“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.”
In Business Since 2023
73575 El Paseo Suite C-2300, Palm Desert, CA
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LPL Financial

LPL Financial

Financial Planning, Estate Planning, Insurance Planning and Risk Management
“Our financial planning and wealth management advice may pertain to any of the following types of investment, risk management or insurance-based solutions.”
In Business Since 2017
72960 Fred Waring Dr # 6, Palm Desert, CA
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Vivian Investment Partners

Vivian Investment Partners

Longevity Planning, Financial Planning, Faqs
“So many people think financial independence is age-driven. But at Vivian Investment Partners, we believe it is dream-driven. Our goal is to help you reimagine your retirement or work-optional lifestyle at any age. You might be closer than you think—a...”
CFP Certified
In Business Since 1998
Serving Cathedral City Area
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Churchill Management Group - Palm Desert

Churchill Management Group - Palm Desert

Book Now, Client Portal Login, Send Files
“Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/g...”
In Business Since 1999
73-061 El Paseo STE 200, Palm Desert, CA
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Retirement Planning and Investment Management Services in Cathedral City, CA Cost Estimates

Minimum cost
$1049
Maximum cost
$8909
National Average
$3145
Avg Per Hour Rates
$315
$2097
$5765
Average price range is based on 324 cost profiles
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Average Cost $3145
Minimum cost $1049
Maximum cost $8909
Avg Per Hour Rates $315

Average range $2097 to $5765 is based on 324 cost profiles.

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Wealth Management Advisors near Cathedral City

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