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Best Financial Advisors near Fontana, CA
We have 4 firms in Fontana on file. Only the highest-rated make our list: 3 of them made it, along with 21 from towns including Ontario (3, 9 mi), Redlands (3, 17 mi) and Rialto (2, 4 mi).
1 open 24/7 · 9 open weekends · 19 rated 4.5+ · 5 show a license
Data verified October 15, 2026
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Liberty Finance Inc.
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JWB Tax and Financial Services
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Falcon Wealth Planning
- Concepts
- Dave Ramsey
- Future
“He was thorough and methodical in his process, followed through with information, and was able to explain financial concepts to a layperson in digestible terms.”
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Smartcpa - Chino Hills
- Books
- Team
- Questions
“If you are looking for a team that truly understands financial management, I recommend this team.”
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A&B Garcia Tax Services
“I was able to make an appointment for the next day, in order to save time I sent my documents to Mr.”
The 24 firms listed for Fontana, 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: Fontana, CA
21 of the 24 firms on this page have a rating, from 3.9 to 5.0 across 400 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (83%) and responsiveness (69%). 1 is open around the clock; 9 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), tax planning (3), accounting (2), business valuations (2) and cash flow management (2). 5 show a license on their websites; 3 list staff certifications (CFP) and 6 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 50 years. 1 offers urgent consultations; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 15 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.
Why are financial advisers outside Fontana listed here?
3 of the 24 firms are located in Fontana. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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3H Business Services
- Team
“Dave Hess and his team have been providing top-notch accounting, business planning services, and thorough support on potentially complicated business ventures to me for some time now; can't say enough great things about 3H Business Services”
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Evermont Wealth
- Knowledge
- Team
- Health
“If you're looking for a financial advisor who is easy to talk to, explains things thoroughly, provides transparency, and above all cares about you as a person and not just a client, I cannot recommend Joshua and the RPA team enough.”
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Sears Wealth Management & Insurance Solutions
- Questions
- Future
- Retirement
“As anyone knows, maps are only good for showing you various routes to get to various places - Mike is the GPS who listens to your input, your goals, and takes your destination, combines it with where you are now (your current location/circumstances),...”
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Hooks n Books
“They have been serving my financial needs business and personal for last 7yrs.”
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Kalter Financial Group
- Book
“Our books are in good order because of them, and we have presented them to banking institutions and investors to aquire lines of credit and business acquisition inquiries.”
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Hooks Financial Services
- Finances
“Very respectful Awesome place to do your taxes they help you get the money you should back on your taxes and when you need somthing and you call about your taxes they take care of you with no problem my family been coming here for years and none of u...”
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La Bolsa De Valores USA
- Investment
- Information
- Course
“My experience taking this course was very good, Alejandro is always attentive to his students, ensuring that everyone learns and understands what is being discussed in that class.”
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Marshall Life and Financial Solutions
- Retirement
- Confidence
- Tailoring
“They help with the IRA, life insurance and my savings accounts.”
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Pierpont Investment Group
- Market Trends
- Strategy
- Profits
“Omar has done a great job and is very hands-on, even battling LA traffic to come to see my husband and me because his health issues make traveling not ideal for us.”
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Five Star Bookkeeping and Taxes
“Good place for many years”
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Optimal Wealth Network
- Corporate
“We have been working with Optimal Wealth Network and have been able to complete so much in this past month to start moving forward with our business ideas.”
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Planable Wealth
- Informative
- Goal
- Retirement Planning
“Cameron is extremely knowledgeable and has spend lots of time (and patience) with us, explaining tax implications, done analysis of our retirement plans and overall has been an ethical and trusted advisor.”
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Miles Financial Group
- Retirement
- Income
- Radio Show
“I retired in October 2019 and Billy helped me make this transition from a 401k to an annuity He is very knowledgeable in his financial field who helps in growing your money and beyond.”
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Lindsey Financial
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Financial Solutions
- Taxes
- Questions
- Service
“This is our second year and we love them very professional and smart.”
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Tuttle Ventures
- Goals
- Tax
- Advisor
“He knows his craft and takes the time to understand individual goals and advises based on what is best for his clients rather than just pushing the normal mutual funds, or insurance products that you often get pushed on from other advisors.”
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Simplified Wealth Management
“Owner ceo”
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Loza Beck Wealth Mangement
“Super helpful and walked me through all of my Financial Planning and Investment options.”
Retirement Planning and Investment Management Services in Fontana, CA Cost Estimates
Minimum cost
$1221
Maximum cost
$10379
National Average
$3663
Avg Per Hour Rates
$367
$2442
$6716
Fair price range is based on 300 cost profiles
Why these companies made our list
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