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Global Tax 360 & Consulting Services
“Great service, I opened a corporation very fast and they gave me all the information I require to run it, they also keep my bookkeeping up to date as well as payroll services.”
Best Financial Advisors in Chula Vista, CA
24 firms listed · 6 in Chula Vista · 1 open 24/7 · 4 open weekends · 22 rated 4.5+
Data verified October 18, 2026
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Gold Path Investment Group
- Goals
- Retirement
“He helped me develop a comprehensive financial plan and is managing my retirement portfolio so my wife and me can retire comfortably by the time we are 60.”
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IGA Tax & Accounting
“Highly recommended if you're looking for accounting, tax services or bookkeeping services in Chula Vista or Eastlake.”
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Juliette Montoya-Cesena, Loan Officer
“She always informs my clients of all their financing options, helps them understand how the loan process is going to work before and during escrow and I highly recommend Juliette for all residential mortgages and reverse mortgages.”
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Sevilla Registration Services
“Mobile she will come anytime 24 hrs 7 days a week.”
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Strathmore & Kinghorn
The 24 firms listed for Chula Vista, 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: Chula Vista, CA
Of the 24 firms we list here, 6 are in Chula Vista itself and 18 come from towns including San Diego (14, 15 mi), National City (1, 6 mi) and Coronado (1, 10 mi). 23 of the firms on this page have a rating, from 4.0 to 5.0 across 417 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (88%), responsiveness (69%) and quality (64%). 1 is open around the clock; 4 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are business services (2), financial planning (2), investment management (2), payroll services (2) and tax planning (2). 1 shows a license on its website and 10 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers urgent consultations; 3 offer payment plans; 4 offer a free initial consultation and 1 lists coupons or special offers. 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 Chula Vista take financial planning bookings online?
2 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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San Diego, CPA A Professional Tax & Accountancy Corporation
- Individual
- Communication
- Finances
“They also spent face to face time to understand my situation and were available over the phone and email for any questions (my previous tax accountant was not as responsive).”
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San Diego Business Advisors
- Knowledge
- Company
- Questions
“San Diego Business Advisors has impressed me from the beginning with their in depth knowledge as well as their desire to fully understand my business and my goals.”
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Copley Financial Group
- Future
- Portfolio
- Retirement
“He listened and understood our concerns and investment type, offered creative solutions that protected us in a down market, yet still grew our portfolio.”
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Pierre Tax and Wealth Management
- Tax Law
- Communication
- Team
“He's provided me with excellent advice and service and most importantly saved me a lot of money in taxes by identifying all of the advantages allowed for my specific situation.”
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Darrin A. Santos, Cfp-Fsi Wealth
- Future
- Knowledge
- Retirement
“I have known Darrin Santos for more than fifteen years, since before my husband passed away - he is not only my Financial Advisor but has also become a personal friend.”
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Wealth Legacy Group
- Integrity
- Life
- Team
“I also found him to be very patient, something my wife and I needed as we took quite some time sorting through all that needed to be done for estate planning while juggling the demands of everyday life.”
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Pure Financial Advisors
- Advice
“He is very knowledgeable and concerned with helping individuals with their finances and future wealth opportunities.”
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Fleetridge Financial
“I am a small business owner and I came with a big list of questions regarding state and federal taxes, sole proprietorship vs LLC, business income and expenses, liability insurance, investment accounts and deductions, subcontractors vs employees, etc...”
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Indevia Accounting
- Financials
- Owner
- Team
“They have discovered and alerted me to numerous issues that have come up, whether it be a duplicate payment made or a missed deposit or a fraudulent check written.”
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Carrasco Group
- Attention
“They are excellent people and the truth is that we fell into excellent hands after so many false hopes that others gave us and they only took away the little money we had and God gave us On the way to these wonderful people we thank you enormously fo...”
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J & E Tax & Bookkeeping
“Always do a great job.”
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Armstrong, Fisch & Tutoli, Attorneys At Law
“While the trust was a thick document, and I really didn't have any issues with the beneficiaries, Stephanie helped with answering questions and providing suggestions or approaches to potential problems (transferring property, stocks, selling assets, ...”
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Creative Capital Management Investments
“We started working with CCMI in 2021 after realizing that we did not have a clear picture of our finances and how they looked 20 years from now.”
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Thomas A Trax, Wealth Advisor, Cep, Aams- LPL Financial
- Retirement
“I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well.”
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JW Financial
- Knowledge
“I love that she let me ramble on and came up with the best solution for me to move forward.”
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Donald Fischer Licensed Fiduciary
“It was so nice to make a call and have a live person answer the phone especially when he offered such knowledge!”
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Daca Financial Group
“Our family has gone through several changes, requiring a Living Trust with Special Needs provisions, needing a realtor to sell our mom's home, after her passing, advising and planning our retirement investments, and of course, tax preparation every y...”
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Carl Hakenjos & Associates
“Hello, I can not stress what a fantastic job Carl and his staff has done for my families personal and buisness taxes.”
Retirement Planning and Investment Management Services in Chula Vista, CA Cost Estimates
Minimum cost
$1229
Maximum cost
$10447
National Average
$3687
Avg Per Hour Rates
$369
$2458
$6760
Fair price range is based on 264 cost profiles
Why these companies made our list
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