Best Financial Advisors in Colton, CA

The highest-rated Financial Planning & Wealth Management companies out of 170 vetted & reviewed in the Colton area.

A4cpt - Accounting 4 Computers & Pro-Tax Solutions

A4cpt - Accounting 4 Computers & Pro-Tax Solutions

(41)
Tax Services, Quickbooks Services, Business Services
“She is compassionate about her clients and even through the seriousness of the business at hand she has a sense of humor that lets you know she is a person just like us.”
Free Initial Consultation
Offers Financing Options
In Business Since 2012
1255 W Colton Ave #616, Redlands, CA
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Financial Solutions

Financial Solutions

(19)
  • Questions
  • Service
  • Taxes
“This is our second year and we love them very professional and smart.”
In Business Since 2018
1007 E Cooley Dr # 113, Colton, CA
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FD Whitley

FD Whitley

(5)
“Unfortunately his GRUMPY GRANDMA secretary PAM can be a total PAIN!!!”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2010
829 W Colton Ave, Redlands, CA
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Random Walk Financial

Random Walk Financial

“Our team generates and maintains the industry's most accurate quantitative promotional trend data for over 300 brands. Our data scientists, natural language processing python developers, email systems experts, software engineers focus on creating the...”
Coupons & Offers
Transparent Fees & Pricing
In Business Since 2011
444 W C St, Colton, CA
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Connect Tax

Connect Tax

Business Tax Services, Tax Preparation Packages
“When you're looking for personal tax preparation or business tax prep services call Connect Tax. We offer a complete line of financial services including investments, financial planning, & insurance in the Redlands area. Call us for an appointment ...”
In Business Since 2019
1255 W Colton Ave #564, Redlands, CA
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Generations Capital Strategies & Insurance Solutions

Generations Capital Strategies & Insurance Solutions

(3)
“They regularly provide educational resources, newsletters, and seminars to help policyholders make informed decisions and stay updated on the latest developments in the insurance sector.”
1255 W Colton Ave Suite 104, Redlands, CA
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Falcon Wealth Planning

Falcon Wealth Planning

(48)
  • Concepts
  • Dave Ramsey
  • Goals
“He was thorough and methodical in his process, followed through with information, and was able to explain financial concepts to a layperson in digestible terms.”
CFP Certified
In Business Since 2014
3400 Inland Empire Blvd Suite 100, Ontario, CA
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Steven J. Tweedlie, CPA

Steven J. Tweedlie, CPA

Business Valuation, Succession Planning, Cash Flow Management
“According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Serving Colton Area
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Alma's Accounting & Tax Services

Alma's Accounting & Tax Services

(12)
“I've done my taxes her with her personally and all the other girls in the office whether it was Alyssa, Vanessa, or Marissa they all know what they are doing and just as knowledgeable as Alma.”
Se Habla Español
Licensed, BBB Rating: A
In Business Since 2012
1525 E Ontario Ave Ste 101 A, Corona, CA
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Rogers, Anderson, Malody & Scott

Rogers, Anderson, Malody & Scott

(2)
Internal & External Reporting, Client Accounting Services
“Brad, Jenny, John and staff are magnificent.”
Remote Consultations Available
RAMS, LLP Certified
In Business Since 1970
735 E Carnegie Dr, San Bernardino, CA
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Advanced TAX Solutions INC

Advanced TAX Solutions INC

(1)
IRS & California Seizures, IRS & California Payment Plans, New Business Formation
“They are professional, knowledgeable and are just great people.”
Transparent Fees & Pricing
Licensed, BBB Rating: A
In Business Since 2004
6864 Indiana Ave #103, Riverside, CA
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3H Business Services

3H Business Services

(16)
  • Team
“My wife and I have been using his services for the last 5 years and he has somehow managed to save us money every year despite the best efforts of the State of CA and the Feds.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A
In Business Since 1975
414 Tennessee St, Redlands, CA
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Law Office of Ryan E. Fender

Law Office of Ryan E. Fender

(27)
Secure Act, Trust Administration, Pet Planning
“My wife recently passed away intestate and knowing the difficulty I would have with Probate I needed to get my affairs in order and help to administer her passing.”
Family Business
In Business Since 2018
300 E State St Ste 200, Redlands, CA
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Evermont Wealth

Evermont Wealth

(10)
  • Knowledge
  • Results
  • Health
“They are highly professional, provide regular updates when I need them and give the kind of detailed reviews I want so I know exactly where my money is invested and why.”
CFP Certified
In Business Since 2017
419 N Yale Ave, Claremont, CA
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Sears Wealth Management & Insurance Solutions

Sears Wealth Management & Insurance Solutions

(12)
  • Questions
  • Future
  • Company
“But Michael sat down with me and my father who has known him for years and set a path for me for that I am thankful Positive Responsiveness, Quality, Professionalism”
Licensed, BBB Accredited
In Business Since 2017
12487 N Mainstreet #240, Rancho Cucamonga, CA
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Fox & Stephens, Cpas

Fox & Stephens, Cpas

(6)
Quickbooks Services, Tax Services, Business Services
“The level of service and response time I receive when working with Fox & Stephens is unmatched by other firms I've experienced over my 20 years in the industry.”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1990
9302 Pittsburgh Ave #200, Rancho Cucamonga, CA
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Hooks n Books

Hooks n Books

(2)
Quicktuneup, IRS Levies, Payroll
“The hooks family especially Dez has put my business books on point.”
Transparent Fees & Pricing
Emergency Services
In Business Since 2004
1766 Riverside Ave, Rialto, CA
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Security Tax Service- Office of Mister Jones

Security Tax Service- Office of Mister Jones

(9)
“They are very friendly and treat people very well.”
Licensed, BBB Rating: A
In Business Since 1981
5750 Division St #207, Riverside, CA
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Hooks Financial Services

Hooks Financial Services

(26)
  • Finances
“Mr hooks you are the best,sent by god himself to help us,you are the most honest man i know,thank you brother,much love and respect to you and your family amen”
Licensed
In Business Since 2012
1721 N Riverside Ave, Rialto, CA
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La Bolsa De Valores USA

La Bolsa De Valores USA

(15)
  • Information
  • Course
  • Investment
“The information is very clear and understandable for those of us who know nothing about the subject, it is very easy to understand how it is explained.”
In Business Since 2011
2601 Del Rosa Ave N #222f, San Bernardino, CA
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Mason Financial Services, CPA

Mason Financial Services, CPA

(10)
  • Retirement
“Very knowledgeable true tax professionals.”
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 1990
300 E State St #504, Redlands, CA
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Tax & Law Research

Tax & Law Research

(5)
Business & Financial Consulting Services, Services For Quickbooks, Paralegal Services
“The firm's staff were not only knowledgeable but also incredibly patient and clear in explaining various accounting principles, which I found extremely helpful.”
Transparent Fees & Pricing
In Business Since 2021
7130 Magnolia Ave Ste M, Riverside, CA
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Marshall Life and Financial Solutions

Marshall Life and Financial Solutions

(9)
Medicare, Roth Conversion Planning, Retirement Planning For Teachers
“They help with the IRA, life insurance and my savings accounts.”
Accepts All Major Credit Cards
In Business Since 2018
1040 Nevada St Suite 307, Redlands, CA
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Altadena, CA Accounting Firm

Altadena, CA Accounting Firm

Nonprofit Audits, Tax Preparation, Tax Planning
“Our Burbank nonprofit accountants know how challenging it can be to keep up with your organization's taxes and accounting. From recording fundraising and administration costs to handling your audits, we are proud to provide comprehensive assistance t...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2018
7940 Cherry Ave STE 201, Fontana, CA
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Retirement Planning and Investment Management Services in Colton, CA Cost Estimates

Minimum cost
$1048
Maximum cost
$8900
National Average
$3142
Avg Per Hour Rates
$315
$2095
$5759
Typical price range is based on 506 cost profiles
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Average Cost $3142
Minimum cost $1048
Maximum cost $8900
Avg Per Hour Rates $315

Typical range $2095 to $5759 is based on 506 cost profiles.

Why these companies made our list

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