Best Financial Advisors in Fairfield, CA

The highest-rated Financial Planning & Wealth Management firms out of 207 vetted & reviewed in the Fairfield area.

Correia Financial Services

Correia Financial Services

(3)
“I'd be hard pressed to find another accountant as good as Phil, even at the big Boys who take up whole floors in skyscrapers, and I've had them before never to return.”
Transparent Fees & Pricing
Licensed
In Business Since 2000
844 Union Ave, Fairfield, CA
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Taxpath

Taxpath

(19)
For Small Businesses, Bankruptcy Options, Tax Problem Resolution
“One great thing about Tax Path is that they understand their customers and always follow up with reminders and visits to help get things get done timely.”
Accepts Check, All Major Credit Cards
In Business Since 2000
Serving Fairfield Area
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Owl and Ore Wealth Planning

Owl and Ore Wealth Planning

(15)
  • Family
  • Knowledge
  • Goals
“Thorough financial advice, great stewardship of investments, incredibly patient with our questions, flexible with our everchanging priorities and needs.”
In Business Since 2020
Serving Fairfield Area
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J.R. Financial Coaching

J.R. Financial Coaching

(1)
“He reviewed the debt collection techniques that companies use and the best ways to approach reconciliation.”
In Business Since 2016
Serving Fairfield Area
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Money Smart Seminars

Money Smart Seminars

(1)
“A brilliant financial planner”
Offers Financing Options
Accepts All Major Credit Cards
In Business Since 2012
190 S Orchard Ave c220, Vacaville, CA
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ATS Tax and Financial Solutions

ATS Tax and Financial Solutions

(2)
Negotiating a Tax Debt, Audit Representation, Bookkeeping
“They call me to make an appointment for my taxes.”
In Business Since 1999
Serving Fairfield Area
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Wise Financial Services

Wise Financial Services

(6)
  • Taxes
  • Tax Preparation
“Martha and Hilda helped me get everything done fast and easy.”
Accepts Cash
In Business Since 2008
Serving Fairfield Area
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Kendall Financial Services

Kendall Financial Services

(3)
“Everyone is welcoming and professional.”
Accepts All Major Credit Cards
In Business Since 2001
Serving Fairfield Area
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Graystone Advisor

Graystone Advisor

(2)
“I ultimately chose to work with him, not only because he clearly demonstrated a deep knowledge of different aspects of personal finance, but because he really cares about helping his clients understand the big picture and what kind of goals/ attitude...”
In Business Since 2018
Serving Fairfield Area
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Buck Wealth Management

Buck Wealth Management

(1)
“He always puts the best needs of his customers first which is why he has been voted Best in Fair Oaks so many years in a row and for good reason.”
Licensed
In Business Since 2015
Serving Fairfield Area
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Retirement Planning and Investment Management Services Estimated Cost in Fairfield, CA 2023

Minimum cost
$1090
Maximum cost
$9265
National Average
$3271
Avg Per Hour Rates
$327
$2180
$5995
Fair price range based on 250 cost profiles
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Average Cost $3271
Minimum cost $1090
Maximum cost $9265
Avg Per Hour Rates $327

Fair range $2180 to $5995 is based on 250 cost profiles.

Why these companies made our list

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