Financial Solutions
“I always have anxiety when it comes to tax time, but her friendly conversation helped alleviate it all.”
Best Financial Advisors near Colton, CA
We have 2 firms in Colton on file, and both are on this list, along with 13 from towns including Redlands (8, 9 mi), Rialto (2, 6 mi) and San Bernardino (2, 6 mi).
1 open 24/7 · 6 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
Random Walk Financial
Connect Tax
Generations Capital Strategies & Insurance Solutions
“The agent was patient and worked so hard for me to get the right insurance for my requirements.”
3H Business Services
“Highly recommend to get your taxes/accounting needs done here for both personal and especially business.”
Hooks n Books
“They have been serving my financial needs business and personal for last 7yrs.”
The 15 firms listed for Colton, 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: Colton, CA
13 of the 15 firms on this page have a rating, from 4.5 to 5.0 across 168 reviews. 1 is open around the clock; 6 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are back taxes owed (2), bankruptcy (2), buy quickbooks and save (2), estate planning (2) and innocent spouse relief (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 9 list a public email and 1 takes bookings online. 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.
Why are financial advisers outside Colton listed here?
2 of the 15 firms are located in Colton. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Hooks Financial Services
“Hooks Financial takes care of me in a personal way that I'm not going to get anywhere else, Thanks Narvell.”
La Bolsa De Valores USA
“I started the Basic Course, with which it was very easy for me to understand all the most basic concepts about the Stock Market.”
Mason Financial Services, CPA
“I trust him, and use his services whenever I am considering a decision that might potentially affect my tax status.”
Marshall Life and Financial Solutions
“I highly recommend her to anyone wanting the pros and cons of important financial decisions and assistance getting there.”
Optimal Wealth Network
“We have been working with Optimal Wealth Network and have been able to complete so much in this past month to start moving forward with our business ideas.”
Planable Wealth
“I particularly enjoy the monthly newsletters which are well written, highly informative, and easily understood by uneducated investors such as myself.”
Milt Miner, CPA
“He always takes his time with me and offers great accounting advice for me and my business.”
Lindsey Financial
Massongill Wealth Management
“I am now in a financial position in my life in which I need guidance, expertise and experience; David is my choice to help me reach my future financial goals.”
Why these companies made our list
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