Delano, CA

Popular Cities

Delano, CA
Join as a Pro

Best Financial Advisors in Delano, CA

The highest-rated Financial Planning & Wealth Management companies out of 167 vetted & reviewed in the Delano area.

View Profile
Roger Dhillon CPA

Roger Dhillon CPA

(16)
Business Services, Services For Individuals, Tax Services
“Roger is the best CPA in our area always confident going into tax season knowing I have him on my side I wish I could give him 10 starts”
Transparent Fees & Pricing
In Business Since 2024
Offers Financing Options
Free Initial Consultation
89 W Doris Ave, Porterville, CA
i
View Profile
Denis Accounting & Tax

Denis Accounting & Tax

(4)
Tax Services, Business Services, Services For Quickbooks
“What I love the most is that they are big on helping folks understand their returns (personal and business) and giving them guidance on tax planning strategies of current and future events.”
Transparent Fees & Pricing
In Business Since 2017
Offers Financing Options
Serving Delano Area
Featured

Are you aware if your business is eligible for the Employee Retention Credit? This credit is equal to 50% of eligible wages and benefits (restrictions and limits apply). This is what is considered a refundable credit, meaning that if the credit is greater than your actual payroll taxes, you still get the credit back in cash!! This is huge!! With up to $5,000 per employee for 2020, and up to $14,000 per employee for 2021. Don’t miss out on this credit. Call us and let us help you determine if you qualify!

i
View Profile
Ball Wealth Management

Ball Wealth Management

“Welcome! I'm Eric S. Ball, a CERTIFIED FINANCIAL PLANNER TM with Ball Wealth Management in Porterville, CA.I understand the challenges and complexities that people face in their financial lives.My goal is to help take the mystery out of the world of ...”
In Business Since 2013
831 W Morton Ave, Porterville, CA
i
View Profile
Fitzpatrick Professional Accountancy

Fitzpatrick Professional Accountancy

Business Services, Services For Individuals, Tax Services
“Fitzpatrick Professional Accountancy is a full-service accounting and consulting firm. Our accounting firm consists of professional and experienced staff. We understand the importance of top-quality tax advice; we are committed to the highest standar...”
Accepts All Major Credit Cards
In Business Since 1999
Transparent Fees & Pricing
Free Initial Consultation
189 N Villa St, Porterville, CA
i
View Profile
John D. Duffield Cpa/Mst

John D. Duffield Cpa/Mst

(31)
Business Services, Services For Individuals, Tax Services
“John keeps up on all of the new laws and regulations and is extremely skilled at taking care of any problems you might have with the IRS regarding audits.”
Transparent Fees & Pricing
In Business Since 2004
Remote Consultations Available
Free Initial Consultation
3850 Riverlakes Dr Suite E, Bakersfield, CA
i
View Profile
The Ameriflex Group

The Ameriflex Group

(4)
Investment Management, Comprehensive Financial Planning, Transitional Wealth Planning
“He is always making sure we are on the same page and that my money is working for me the best way possible.”
Licensed, BBB Rating: A+
In Business Since 2015
2008 21st St Suite 100, Bakersfield, CA
i
View Profile
O'Dell Cross Corporation

O'Dell Cross Corporation

Books & Balances, Accounting & Auditing, Consulting & Business
“Since 1986, O'Dell Cross has elevated the financial quality of life for small business owners, construction companies, and nonprofit organizations in Bakersfield, CA. We give our clients peace of mind by ensuring their finances and taxes are handled ...”
Licensed, BBB Rating: A+
In Business Since 2005
9711 Holland St PMB 2, Bakersfield, CA
i
View Profile
Daniells Phillips Vaughan & Bock

Daniells Phillips Vaughan & Bock

(2)
Accounting Strategies, Business Tax Services, Risk Assessment
“Fantastic”
Licensed, BBB Rating: A+
In Business Since 1960
300 New Stine Rd, Bakersfield, CA
i
View Profile
Fanucchi & Marsh Cpa's

Fanucchi & Marsh Cpa's

(1)
“Gino is an excellent tax professional.”
Licensed, BBB Rating: A+
In Business Since 2017
9720 Brimhall Rd, Bakersfield, CA
i
View Profile
Justin D. Regan Accountancy Corp.

Justin D. Regan Accountancy Corp.

(9)
  • Personal Finances
  • CPA
“His response time to my questions and concerns was very timely and I am now confident that I have a permanent accountant for not only my personal finances, but my businesses as well.”
Transparent Fees & Pricing
In Business Since 2017
Offers Financing Options
1811 20th St, Bakersfield, CA
i
View Profile
Andrea R. Hill CPA

Andrea R. Hill CPA

(7)
Business Services, Services For Individuals, Tax Services
“Excellent advice for any business large or small had a few questions about hiring employees on how to pay fed income tax she pointed me in the right direction thanks 😊 Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
In Business Since 1989
5000 California Ave STE 209, Bakersfield, CA
i
View Profile
California Retirement Plans

California Retirement Plans

(13)
“Having known Andy professionally for several years I can attest to his level of knowledge about the many realms of financial planning and assessment strategies for your long-term goals.”
In Business Since 2005
2222 E St, Bakersfield, CA
i
View Profile
Keathley, Maxwell & Antongiovanni

Keathley, Maxwell & Antongiovanni

(2)
Business Services, Services For Individuals, Tax Services
“Very professional, excellent service.”
Transparent Fees & Pricing
In Business Since 2015
4260 Truxtun Ave STE 140, Bakersfield, CA
i
View Profile
Yuan-Sway Wendy CPA

Yuan-Sway Wendy CPA

Bookkeeping
“We are a full-service Accounting firm licensed in California. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Services for Individuals”
Licensed, BBB Rating: A+
In Business Since 2008
Transparent Fees & Pricing
Offers Financing Options
3150 Panama Ln # J, Bakersfield, CA
i
View Profile
Arrive Financial & Insurance Services

Arrive Financial & Insurance Services

(2)
Tax Strategies, Life Insurance, Income Solutions
“This review was based on my experience with ARRIVE back in 2020 since mortgage rates are at an all-time low, my husband and I jumped at the opportunity to refi our mortgage.”
Licensed
In Business Since 2017
900 Mohawk St, Bakersfield, CA
i
View Profile
Howard Financial

Howard Financial

(2)
Retirement Strategy & Risk, Investments, Legacy Planning
“Very caring informative advisor”
In Business Since 2009
5401 Business Park S #112, Bakersfield, CA
i
View Profile
Selfridge Financial Design

Selfridge Financial Design

(1)
Education Funding, Business and Succession Planning, Insurance and Long-Term Care
“She works twice as hard as most to assist in your financial needs.”
In Business Since 2017
4900 California Ave ste 210-b, Bakersfield, CA
i
View Profile
Barnes Wealth Management Group

Barnes Wealth Management Group

(1)
Retirement Planning, Financial Planning, Investment Management
“From our first meeting with Dani, she has demonstrated extensive knowledge, clear communication, and a genuine want to do what is in our best interest as her clients based on our goals.”
In Business Since 2007
5060 California Ave Ste 600, Bakersfield, CA
i
View Profile
Charpentier Wealth Strategies

Charpentier Wealth Strategies

(1)
Investment Management, Individual Planning, Education Funding Strategies
“As a business owner, I was afraid about having enough money for retirement, but the team at Charpentier Wealth Strategies has us in line.”
Licensed
In Business Since 2015
5001 California Ave Suite 125, Bakersfield, CA
i
View Profile
Moneywise Wealth Management

Moneywise Wealth Management

(4)
“Firm focused on helping families grow and protect their wealth.”
In Business Since 2004
8700 Stockdale Hwy, Bakersfield, CA
i
View Profile
Taylor & Galyan CPA

Taylor & Galyan CPA

(3)
“We have used Taylor & Galyan for 10+ years and they I can highly recommend them for both person and business financial planning and tax planning and preparation”
In Business Since 2011
1800 30th St #170, Bakersfield, CA
i
View Profile
Entruity Wealth

Entruity Wealth

(1)
“Honesty and integrity are key elements to any relationship but even more so in the financial planning world.”
In Business Since 2017
11601 Bolthouse Dr #120, Bakersfield, CA
i
View Profile
Portfolio Funding

Portfolio Funding

“My younger self found creativity in the art of self-expression through poetry and dance. I learnedd the strength of tenacity through competitiv sports and the importance of a team and how one position is not more important than the other. I knew I ne...”
In Business Since 2000
4420 Easton Dr # 101, Bakersfield, CA
i
View Profile
Steven van Metre Financial

Steven van Metre Financial

(3)
“Steve if you tell us some super leveraged stuff or what you think would be most affected by this I'll send you a Bond King Hat made of gold pillaged from Van Eck longs!!!”
In Business Since 2012
Serving Delano Area
i

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

Minimum cost
$1041
Maximum cost
$8843
National Average
$3121
Avg Per Hour Rates
$313
$2081
$5722
Average price range is based on 486 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost $3121
Minimum cost $1041
Maximum cost $8843
Avg Per Hour Rates $313

Average range $2081 to $5722 is based on 486 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Delano

Popular in Delano

, CA
Back To Top