Best Financial Advisors in Delano, CA

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

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
Delano, CA
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Shinault Baker & Company

Shinault Baker & Company

(4)
Accounting Services, Entity Selection and Restructuring, Financial Projections and Forecasts
“Their expertise and willingness to go the extra mile has enhanced our family businesses and personal finances in the best way possible, allowing us the freedom to focus on running our businesses and families without the stress of trying to comprehend...”
Licensed, BBB Rating: A+
In Business Since 1990
Accepts All Major Credit Cards
4200 Truxtun Ave #102, Bakersfield, CA
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Barb's Bookkeeping & Tax Services

Barb's Bookkeeping & Tax Services

(1)
“The best part she loves the LORD and her work shows it.”
Licensed, BBB Rating: A+
In Business Since 2003
Accepts Check
Transparent Fees & Pricing
142 N J St, Tulare, CA
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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
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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
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Justin D. Regan Accountancy Corp.

Justin D. Regan Accountancy Corp.

(8)
  • CPA
  • Personal Finance
“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
3040 19th St, Bakersfield, CA
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California Retirement Plans

California Retirement Plans

(13)
  • Investment
“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
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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 # 210B, Bakersfield, CA
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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
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Bowles Mike

Bowles Mike

“Our unique approach, developed and refined over nearly three decades, has been designed to address all aspects of your financial situation. Our advisors accomplish this through the total wealth management of accumulation, conservation and distributio...”
Licensed, BBB Rating: A+
In Business Since 2005
200 New Stine Rd # 150, Bakersfield, CA
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Woodward Diversified Capital

Woodward Diversified Capital

“Decades of experience have taught us that every client has unique priorities depending on age, lifestyle, and risk profile. At Woodward Diversified Capital, we want to understand what is important to you. From there, we work diligently to thoroughly ...”
In Business Since 2019
5401 Business Park S # 217, Bakersfield, CA
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Relief One Solutions

Relief One Solutions

(4)
“I'm very pleased with the progress we've made since signing on with Relief One Solutions , a huge weight is off my shoulders, I'm still able to pay other bills and on my way to being debt free.”
Free Initial Consultation
In Business Since 2019
5500 Ming Ave #240, Bakersfield, CA
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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
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Barnes Wealth Management Group

Barnes Wealth Management Group

Retirement Planning, Financial Planning, Investment Management
“Barnes Wealth Management Group, Inc. (“BWMG”) is a registered investment adviser firm, registered with the Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. BWMG may only transact business or r...”
5060 California Ave Ste 600, Bakersfield, CA
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Steven van Metre Financial

Steven van Metre Financial

(2)
“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!!!”
CRD #4994543
In Business Since 2012
Serving Delano Area
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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 Suite 120, Bakersfield, CA
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Trovato Wealth Management

Trovato Wealth Management

Practice Areas, Mission Statement
“Even now with the stock market and it's crazy swings up and down, they work hard to minimize the damage.”
In Business Since 2012
4925 Commerce Dr STE 100, Bakersfield, CA
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Ironwood Retirement Plan Consultants

Ironwood Retirement Plan Consultants

Investment Analysis and Monitoring, Plan Design Consulting, Financial Wellness
“Our fiduciary review provides a thorough evaluation of the main areas of your plan to determine if excess fiduciary liability exposure exists. We mitigate liability by regularly monitorgin plan documents, the invesmtents (using our proprietary scorin...”
In Business Since 2011
5060 California Ave #1020, Bakersfield, CA
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Arrive Financial & Insurance Services

Arrive Financial & Insurance Services

(2)
“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.”
1700 Chester Ave, Bakersfield, CA
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Terry Morgan, EA, Cfp, Cltc, MS Tax, Mba, CLU

Terry Morgan, EA, Cfp, Cltc, MS Tax, Mba, CLU

(1)
“As our accountant and now unable to contact him, due to bad number.”
9910 Rosedale Hwy Ste B1, Bakersfield, CA
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Spectrum Tax & Financial

Spectrum Tax & Financial

(1)
“Smart, funny and will take your tax situation as seriously as you do.”
1716 Oak St #9, Bakersfield, CA
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Wealthtarget Investment Advisors

Wealthtarget Investment Advisors

“We start by listening to you; your dreams, your goals, and your wealth planning needs. We work with you to lay out the framework and then prioritize what's important to you. We then develop a financial and investment plan that fits your lifestyle. Ou...”
In Business Since 2000
5500 Ming Ave Suite 220, Bakersfield, CA
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Evans & Evans

Evans & Evans

5600 Auburn St N, Bakersfield, CA
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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
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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
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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

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