Smartcpa - Chino Hills
“They can help you get out of your tax burden all you need is talk to them about your problems and they would try their best to help you overcome.”
Best Financial Advisors in Chino, CA
15 firms listed · 4 in Chino · 4 open weekends · 9 rated 4.5+ · 4 show a license
Data verified October 15, 2026
Kalter Financial Group
“Our books are in good order because of them, and we have presented them to banking institutions and investors to aquire lines of credit and business acquisition inquiries.”
Five Star Bookkeeping and Taxes
“I've used there services for year's no complaints here.”
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
Benefit Consultant
The 15 firms listed for Chino, 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, CA
Of the 15 firms we list here, 4 are in Chino itself and 11 come from towns including Chino Hills (4, 4 mi), Ontario (1, 5 mi) and Claremont (1, 9 mi). 11 of the firms on this page have a rating, from 3.9 to 5.0 across 432 reviews; 3 have 50 or more reviews and 9 are rated 4.5 or higher. 4 are open on Saturdays. 4 show a license on their websites; 2 list staff certifications (CFP) and 5 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 14 publish a contact page; 9 list a public email and 3 take 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 firms listed for Chino take financial planning bookings online?
3 of the 15 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.
KYP Financial
Finish Strong Financial Services
Sense Financial Services
“They are very responsive and there are tons of resources on their website which answers and questions you may have.”
Falcon Wealth Planning
“Their recommendations were well-researched and backed by a deep understanding of current market trends and financial strategies.”
金管家會計師及財務規劃
“I highly recommend her to anyone who needs accounting or financial management services!”
Ayoub, Sidhum & Co.
“I've also called a few times before coming in to make sure I have everything I need (5+ times) which I'm sure is probably time consuming during the tax season but when someone answers they are always willing to help with an upbeat reaction.”
A&B Garcia Tax Services
“They are a great business and family owned and very knowledgeable.”
Evermont Wealth
“These guys are my heroes and I know my hard earned money is in the right place and being looked after.”
Sears Wealth Management & Insurance Solutions
“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.”
Why these companies made our list
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