The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Clovis area.
Learn how we score.
Prominent finalists A-Z in Clovis
Adam Bay
Beast Bookkeeping & Advisory
Bruce J. Berger Law Firm
Christopher J. Bundros, CPA
Concierge Wealth Management Service
Craig Boone & Associates
Dedekian George Small & Markarian
Diversified Wealth Management Solutions
Donald Fischer Licensed Fiduciary
Douglas M Smith & Company Cpa’s
Gill & McAvoy
Greenland Advisors
J. L. Taylor & Associates
Kerr Payroll Solutions
Legacy Finance
Linker Financial Group
Ocheltree CPA
Portfolio Advisors
Soutas Financial & Insurance Solutions
T. James Williams & Co., A.C. CPA
The Garabedian Group
The Woodworth Group
Veater Financial Group
WFG Weavers
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The Woodworth Group
(2)
Commercial Services
“Paul is a great CPA-if you have any questions he always has an answer-takes very good care of his clients”
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Adam Bay
(2)
“Over the years I have seen great results and returns on my investments due to Adam's great management skills.”
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Bruce J. Berger Law Firm
“When you prepare your estate plan, typically there are formalities required. In most states, a Will must be signed by the testator (the person whose property is governed by the Will) and that signature must be witnessed by two people. The rules vary ...”
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WFG Weavers
(1)
“Very educational, easy to understand concepts.”
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Christopher J. Bundros, CPA
(1)
“I have since relocated back to San Diego, but I keep supporting his business because he is tech savvy, efficient, concerned with the security of my information (he uses a secure portal), has integrity, follows up and always has time for a phone call.”
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Legacy Finance
“Our first priority is to take care of you and your family at every stage of life. Legacy Finance wants to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.”
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Concierge Wealth Management Service
“The Concierge Wealth Management process assists clients in organizing their accumulated wealth, clarifying their goals, creating a plan to meet their goals, monitoring their plan, and most importantly, meeting regularly to determine whether changes i...”
“"Greenland has been the right solution at the right time for my business. They have helped me develop clear strategic thinking that has helped me increase short term revenue and implement a plan for long term growth. Specifically, they has helped me ...”
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Beast Bookkeeping & Advisory
(30)
Integrity
Confidence
Known
“I had a few mishaps in setting up new online credit card accounts and he listened to the way I did business and set things up, so it works for me and got rid of my previous mistakes.”
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The Garabedian Group
(9)
Business Advisory, Accounting, Payroll & Human Resources
“The service, professionalism, and depth of knowledge that we get from TGG has made the decision of sticking with TGG very easy.”
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Craig Boone & Associates
Services For Individuals, Tax Services, Quickbooks Services
“At Craig Boone & Associates, we've been serving the Professional Tax, Accounting and Consulting Services needs of Fresno, CA and the surrounding areas for years. We service”
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Donald Fischer Licensed Fiduciary
(6)
Court Appointed Receiver, Choosing a Successor Trustee
“Although he wasn't the right person for the service I needed, he took the time to talk me through the process, and also provided me with names and numbers of attorneys that he recommended.”
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J. L. Taylor & Associates
(29)
Credit Score
Job
Results
“Jennifer & the company have been of great help boosting my credit score really fast I really appreciate that because my credit wasn't looking all that great at the beginning it's almost going to be 3 months and I've seen a lot of changes to my score ...”
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Linker Financial Group
(2)
Mom
“When my mother was unable to take care of herself because of Alzheimer's disease we needed help to pay for her needs.”
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T. James Williams & Co., A.C. CPA
(1)
“Thank you to all your wonderful staff and ,of course, the proprietor himself who make filing taxes less stressful than it need be.”
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Portfolio Advisors
(1)
Financial Planning, Social Security Planning, Investment Management
“Excellent”
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Douglas M Smith & Company Cpa's
(3)
Accounting Services, Tax Services, Other Services
“We would recommend this firm to anyone who is looking for a CPA that really takes care of their clients and keeps them informed of taxation changes throughout the year.”
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Ocheltree CPA
(1)
Services For Individuals, Tax Services, Quickbooks Services
“Amazing”
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Kerr Payroll Solutions
(5)
“We have a small and growing businesses, the Kerr family had not only helped us to straighten out our finances, but help to create a path for growth.”
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Gill & McAvoy
(3)
Business Services, Quickbooks Services, Services For Individuals
“He is always very timely, professional and courteous when it comes to responding to inquires and has always been able to accommodate my schedule when scheduling meetings.”
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Soutas Financial & Insurance Solutions
(10)
Family
Retirement
“In addition my parents are retired and he has not only helped them get the right plans for their senior life style but is available to me and my siblings in helping us make difficult life changing decisions when it comes to what is best for mom and d...”
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Dedekian George Small & Markarian
“At DGSM we make it our business to understand yours! We are a local public accounting firm that has provided outstanding service to our clients since 1981 because of our dedication to the three underlying principles of professionalism, responsiveness...”
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Diversified Wealth Management Solutions
(3)
Financial Planning, Traditional Investments, Alternative Investments
“I have worked with Mark Alcorn and he has taken the time to develop a customized financial strategy, and I could not be happier with how my portfolio is being managed.”
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Veater Financial Group
(2)
Overview, Retirement Planning, Tax Planning
“They're just like family πππ”
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Retirement Planning and Investment Management Services in Clovis, CA Cost Estimates