The Agency
“Thank you Jennifer for taking the time and being patient with all my questions regarding Credit.”
Best Financial Advisors near Covina, CA
We have one firm in Covina on file, and it is on this list, along with 14 from towns including West Covina (8, 3 mi), Glendora (1, 4 mi) and Diamond Bar (1, 7 mi).
6 open weekends · 10 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Agate Financial
“I can tell she takes pride in never leading someone into a path that can be detrimental to them.”
Protax Financial Services
“He was straight up, told me what documents to provide and told me he would have my returns done by the penalty deadline of the 15th.”
Melendez Company & Associates
“Knowledgeable, friendly, reliable, and fairly priced.”
Zen Tax and Financial Advisors
“She explains everything to you and if u have any questions she answers them.”
Theresa Pacheco, CPA
The 15 firms listed for Covina, 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: Covina, CA
12 of the 15 firms on this page have a rating, from 4.4 to 5.0 across 1,036 reviews; 4 have 50 or more reviews and 10 are rated 4.5 or higher. 6 are open on Saturdays and 1 on Sundays. 2 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 9 have ten or more years of experience, the longest 46 years. 3 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 9 list a public email and 3 take 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.
Do any financial advisers listed for Covina offer a free first meeting?
3 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Refreshed Services
Enrique Villalobos & Associates
Wealthy Dollar
Evermont Wealth
“We have frequent reviews of our finances, and Brent has always been available to discuss questions and provide advice for our future.”
Herbert Financial Group
“Tania and her team are great they have been helping me and my husband with our business and or financial needs.”
Benson Liao Insurance & Financial Center - Benson Liao
“He take his time to explain all the details for you, won't sell you the service you don't need it.”
Figueroa & Co
“I just moved out of state and made a point to fly back to Fred to do my taxes, and I will continue to fly back as long as they are in business.”
金管家會計師及財務規劃
“Jin Guanjia Wendy is an accountant who works seriously and responsibly and has an amiable attitude.”
Carl Grande- Wealth Mentor
“We have been working with Carl, our financial advisor over the past few years and he has helped us build and implement a financial plan and strategy to help meet our short term and long-term life goals.”
Why these companies made our list
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