View Profile

Panoramic Financial

(50)

Team
Residency
Mind

“I have been with Andrew at PFA since residency and he has been a tremendous help in navigating through investment options from 401ks to taxable accounts, putting in place a plan to pay off med school loan, achieve financial independence at an age tha...”

i

View Profile

Legacy Finance

(9)

CFA
Success
Information

“With their impressive designations, such as the CFA held by their president, they offer a level of expertise and knowledge that is hard to find elsewhere.”

i

View Profile

The Woodworth Group

(1)

“Awesome”

i

View Profile

Adam Bay

(2)

“Over the years I have seen great results and returns on my investments due to Adam's great management skills.”

i

View Profile

Cumiford Wealth Management

(1)

“Have taken care of our financial needs before, during & after retirement.”

i

View Profile

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 ...”

i

The 24 firms listed for Clovis, 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: Clovis, CA

Of the 24 firms we list here, 8 are in Clovis itself and 16 come from Fresno (15, 7 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 307 reviews; 3 have 50 or more reviews and 16 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 1 is open around the clock; 4 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are business services (3), services for individuals (3), tax services (3), industries (2) and insurance (2). 2 show a license on their websites and 11 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations; 6 offer payment plans; 8 offer a free initial consultation; 1 is family- or locally-owned 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 Clovis take financial planning bookings online?

3 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.

View Profile

Truecourse Investment

“For many people nearing retirement today, a significant portion of their parents' retirement income needs were met through the combination of pensions and Social Security, allowing them to depend less on their personal assets for their monthly income...”

i

View Profile

Integrated Planning & Investments

“Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photog...”

i

View Profile

Greenland Advisors

i

View Profile

Bains CPA

(30)

Questions
Small Business
Loan

“What stands out the most to me is, Varinder's drive to be the best Accountant and at the same time using that standard for those he comes in contact with by helping them excel and maximize their full potential.”

i

View Profile

Beast Bookkeeping & Advisory

(50)

Integrity
Questions
Company

“He spent a generous amount of time with me asking questions and getting to know my business in depth so he could tailor his recommendations to the true needs of my business, far more than any of the other companies I met with.”

i

View Profile

J. L. Taylor & Associates

(45)

Home
Team
Job

“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 ...”

i

View Profile

Miller Davies & Ito Accountancy Corporation

“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”

i

View Profile

D. Arakelian & Company, Cpa's G. Saito & Company, Cpa's

(6)

“I have used his services for many years now and will continue to do so for many years to come.”

i

View Profile

Terry L. Stone CPA

(1)

“Terry removes the anxiety from the annual celebration with our "friends" at the IRS and The State of California.”

i

View Profile

LCH Tax & Business Services

(1)

“Helped me and didn't cost me like it was urgent, which it was.”

i

View Profile

The Garabedian Group

(8)

Relationship

“The service, professionalism, and depth of knowledge that we get from TGG has made the decision of sticking with TGG very easy.”

i

View Profile

Whelan Financial

(4)

“My financial planner in the firm is Vincent Whelan; however, on several occasions, I have also met with other certified financial planners including Portia White, Stephan Detweiler, and Taylor Whelan.”

i

View Profile

Diversified Wealth Management Solutions

(3)

“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.”

FAQs

Q: How would you describe your wealth management philosophy?

Our mission is to deliver a customized, truly unbiased, full service wealth management experience for every stage of life and to provide an unparalleled level of service that leads to a lifelong relationship.

Q: What can I expect as a client of Diversified Wealth Management Solutions?

At Diversified Wealth Management Solutions we have spent years furthering our education and studying the business. We continue to spend countless hours staying abreast on changes and leveraging our experiences to add value to our clients. Often, emotions can cause an individual to make irrational decisions. By hiring Diversified Wealth Management Solutions, we can stay objective in our approach and help to avoid these pitfalls. We will add an extra layer of accountability and give you the added freedom to enjoy your time doing the things that you love to do.

Q: Who is your firm's typical client?

Retired Individuals: In many instances, these clients are looking for ways to generate additional revenue so as to build on their retirement funds. DWMS works with such ones to create sound investment strategies that allow them to enjoy their retirement years without the fear of running low on or out of money.

Q: What should I bring to my initial visit?

We proactively contact youon a quarterly basis(at a minimum) and recommend two, in person portfolio reviews during the year. All clients should meet with us at minimum once annually. It is during this time that we will discuss progress towards your goals, recommend changes if needed, and discuss any material events in your life. Our goal is to always be accessible and available to you when you need us; and are always available for meetings, emails or calls as you request them.

Where are my Investments held and how to do I receive my statements?

Diversified Wealth Management Solutions participates in the TD Ameritrade Institutional program. TD Ameritrade Institutional is a division ofTD Ameritrade, Inc. ("TD Ameritrade") member FINRA/SIPC. TD Ameritrade is an unaffiliated SECregisteredbroker-dealer and FINRA member. TD Ameritrade offers to independent investmentadvisers, services which include custody of securities, trade execution, clearance and settlement oftransactions. You will receive an account statement directly from TD Ameritrade on a month basis.

More detailed information is available on the FAQ page of our website.

i

View Profile

Donald Fischer Licensed Fiduciary

(6)

“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.”

i

View Profile

Linker Financial Group

(3)

Mom

“When my mother was unable to take care of herself because of Alzheimer's disease we needed help to pay for her needs.”

i

View Profile

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.”

i

View Profile

Krikorian Aaron CPA

(1)

“I have a family member who needed her federal and state taxes prepared.”

i

View Profile

Ocheltree CPA

(2)

“I have many years in business and have met and locally know several folks in the financial world.”

i

Average Cost	$3540
Minimum cost	$1180
Maximum cost	$10028
Avg Per Hour Rates	$354

Best Financial Advisors in Clovis, CA

Panoramic Financial

Legacy Finance

The Woodworth Group

Adam Bay

Cumiford Wealth Management

Bruce J. Berger Law Firm

Area overview: Clovis, CA

Truecourse Investment

Integrated Planning & Investments

Greenland Advisors

Bains CPA

Beast Bookkeeping & Advisory

J. L. Taylor & Associates

Miller Davies & Ito Accountancy Corporation

D. Arakelian & Company, Cpa's G. Saito & Company, Cpa's

Terry L. Stone CPA

LCH Tax & Business Services

The Garabedian Group

Whelan Financial

Diversified Wealth Management Solutions

Donald Fischer Licensed Fiduciary

Linker Financial Group

T. James Williams & Co., A.C. CPA

Krikorian Aaron CPA

Ocheltree CPA

Retirement Planning and Investment Management Services in Clovis, CA Cost Estimates

Why these companies made our list

More Financial Advisors in California

Popular in Clovis