Best Financial Advisors in Clovis, CA

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Clovis area.

The Woodworth Group

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”
In Business Since 2010
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
311 W Bullard Ave #102, Clovis, CA
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Adam Bay

Adam Bay

(2)
“Over the years I have seen great results and returns on my investments due to Adam's great management skills.”
In Business Since 2014
Licensed
475 Bullard Ave., Clovis, CA
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Bruce J. Berger Law Firm

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 ...”
In Business Since 2019
Family Business
Free Initial Consultation
2147 Herndon Ave Suite 103, Clovis, CA
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WFG Weavers

WFG Weavers

(1)
“Very educational, easy to understand concepts.”
916 W Antonio Dr, Clovis, CA
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Christopher J. Bundros, CPA

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.”
2491 Alluvial Ave, Clovis, CA
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Legacy Finance

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.”
In Business Since 2016
Licensed
516 5th St #201, Clovis, CA
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Concierge Wealth Management Service

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...”
In Business Since 2013
420 Bullard Ave. Suite 103, Clovis, CA
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Greenland Advisors

Greenland Advisors

Accounting Services, Financial Services, Contractors
“"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 ...”
In Business Since 2017
1629 Pollasky Ave, Clovis, CA
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Beast Bookkeeping & Advisory

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.”
In Business Since 2020
Free Initial Consultation
Coupons & Offers
710 Van Ness Ave #207, Fresno, CA
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The Garabedian Group

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.”
In Business Since 2011
Accepts All Major Credit Cards
Licensed, BBB Accredited
7110 N Fresno St Suite 200, Fresno, CA
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Craig Boone & Associates

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”
In Business Since 1997
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
620 W Cromwell Ave Ste 104, Fresno, CA
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Donald Fischer Licensed Fiduciary

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.”
In Business Since 2015
Free Initial Consultation
Emergency Services
2000 Fresno St, Fresno, CA
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J. L. Taylor & Associates

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 ...”
In Business Since 2010
Transparent Fees & Pricing
2555 E Perrin Ave #116, Fresno, CA
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Linker Financial Group

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.”
In Business Since 2000
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
7575 N Cedar Ave #102, Fresno, CA
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T. James Williams & Co., A.C. CPA

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.”
In Business Since 2000
Licensed, BBB Rating: A+
7120 N Whitney Ave #101, Fresno, CA
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Portfolio Advisors

Portfolio Advisors

(1)
Financial Planning, Social Security Planning, Investment Management
“Excellent”
In Business Since 1994
Accepts All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A+
7571 N Remington Ave Ste. 105, Fresno, CA
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Douglas M Smith & Company Cpa's

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.”
In Business Since 2002
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
2767 E Shaw Ave #102, Fresno, CA
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Ocheltree CPA

Ocheltree CPA

(1)
Services For Individuals, Tax Services, Quickbooks Services
“Amazing”
In Business Since 2016
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
6435 N Palm Ave #101, Fresno, CA
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Kerr Payroll Solutions

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.”
In Business Since 2019
Locally Owned & Operated
Transparent Fees & Pricing
7255 N First St Suite 104, Fresno, CA
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Gill & McAvoy

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.”
In Business Since 2012
Accepts All Major Credit Cards
Remote Consultations Available
LLP Certified
6760 N West Ave # 104, Fresno, CA
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Soutas Financial & Insurance Solutions

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...”
In Business Since 2000
Licensed
333 W Shaw Ave Suite 106, Fresno, CA
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Dedekian George Small & Markarian

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...”
In Business Since 1996
Transparent Fees & Pricing
Family Business
Accepts All Major Credit Cards
8050 N Palm Ave STE 106, Fresno, CA
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Diversified Wealth Management Solutions

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.”
In Business Since 2014
7948 N Maple Ave UNIT 107, Fresno, CA
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Veater Financial Group

Veater Financial Group

(2)
Overview, Retirement Planning, Tax Planning
“They're just like family 😁😁😁”
In Business Since 2009
7108 N Fresno St #410, Fresno, CA
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Retirement Planning and Investment Management Services in Clovis, CA Cost Estimates

Minimum cost
$1180
Maximum cost
$10028
National Average
$3540
Avg Per Hour Rates
$354
$2360
$6489
Fair price range is based on 459 cost profiles
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Average Cost $3540
Minimum cost $1180
Maximum cost $10028
Avg Per Hour Rates $354

Fair range $2360 to $6489 is based on 459 cost profiles.

Why these companies made our list

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