Smartcpa - Chino Hills
“From friendly, detail-oriented staffs to quick response to critical questions and all the assistance needed to be in the IRS good books.”
Best Financial Advisors in Chino Hills, CA
10 firms listed · 4 in Chino Hills · 2 open weekends · 2 rated 4.5+ · 2 show a license
Data verified October 31, 2026
Kalter Financial Group
“And I have never once had a problem, been in any way disappointed, or walked out less than satisfied with my tax results.”
Five Star Bookkeeping and Taxes
“I've been coming here for many years and have never had an issue with Lori's service.”
Hoover Financial Consulting
“We became a client a several years back, and we have always been very pleased with his work, and with his bedside manner; Adam is such a breath of fresh air in the CPA industry.”
IAN Financial Group
Razi Capital
The 10 firms listed for Chino Hills, 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: Chino Hills, CA
Of the 10 firms we list here, 4 are in Chino Hills itself and 6 come from Chino (4, 4 mi) and Laguna Hills (2, 25 mi). 4 of the firms on this page have a rating, from 3.9 to 5.0 across 37 reviews; 2 are rated 4.5 or higher. 2 are open on Saturdays. 2 show a license on their websites and 2 have a BBB rating of A or A+. 6 have ten or more years of experience, the longest 38 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 10 of the firms on this page; all 10 publish a contact page; 6 list a public email and 1 takes bookings online. 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 any financial advisers listed for Chino Hills offer a free first meeting?
2 of the 10 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Benefit Consultant
KYP Financial
MCF Capital Management
Finish Strong Financial Services
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
