Best Financial Advisors near Delano, CA
There are no firms listed in Delano itself yet; the 10 below are the closest options, from Bakersfield (8, 31 mi), Porterville (1, 24 mi) and Sanford, NC (1, 29 mi).
Data verified October 15, 2026
Fanucchi & Marsh Cpa's
“Gino is an excellent tax professional.”
California Retirement Plans
“This has meant many hours on the phone with various mutual funds and myself, so I applaud their efforts on my behalf.”
Taylor & Galyan CPA
“Came to them with some tax preparation questions, they were quite friendly and knowledgable and answered all of my questions.”
Portfolio Funding
Steven van Metre Financial
“Steve and his team make the investing process personalized and painless.”
The 10 firms listed for Delano, 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: Delano, CA
8 of the 10 firms on this page have a rating, and all of them are rated 5.0, across 36 reviews. 1 has a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2000. We have a website on file for 8 of the firms on this page; 6 publish a contact page and 7 list a public email. 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.
Mestmaker & Petrey Wealth
Trovato Wealth Management
“Even now with the stock market and it's crazy swings up and down, they work hard to minimize the damage.”
Terry Morgan, EA, Cfp, Cltc, MS Tax, Mba, CLU
Spectrum Tax & Financial
“Smart, funny and will take your tax situation as seriously as you do.”
Why these companies made our list
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