Best Financial Advisors in Fontana, CA

The highest-rated Financial Planning & Wealth Management companies out of 118 vetted & reviewed in the Fontana area.

The Insurance Goddess

The Insurance Goddess

(8)
  • Questions
“It is a pleasure write something about my agent she is not just an agent but makes us feel she is part of our family she is always there and answer any questions we my have not matter the time or day she always answers with a nice greeting I'll reco...”
In Business Since 2019
Free Initial Consultation
Licensed
16555 Butano Pl, Fontana, CA
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Home Solutions

Home Solutions

“At Home Solutions we understand the fear and frustration that is a part of a mortgage loan.We know that financial hardship is anincredibly emotional experience and hope that finding solutions to one of your biggest financial responsibilities will hel...”
In Business Since 2016
Free Initial Consultation
16846 Merrill Ave #205, Fontana, CA
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JWB Tax and Financial Services

JWB Tax and Financial Services

“At JWB Tax and Financial Services, we're passionate about helping you prepare for the future. That's why we offer planning and preparation services, operational reviews, and non-traditional services. Our consulting services cover a range of services ...”
In Business Since 2011
13191 Santa Ana Ave, Fontana, CA
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AAA Wealth Innovations

AAA Wealth Innovations

In Business Since 2016
5644 Hunt Club Dr, Fontana, CA
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Liberty Finance Inc.

Liberty Finance Inc.

In Business Since 2011
14682 Valley Blvd, Fontana, CA
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3H Business Services

3H Business Services

(17)
Tax Services, Newsletter, Strategy Planning
“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”
In Business Since 1977
Accepts All Major Credit Cards
Licensed, BBB Rating: A
414 Tennessee St, Redlands, CA
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Steven J. Tweedlie, CPA

Steven J. Tweedlie, CPA

Business Valuation, New Business Formation, Cash Flow Management
“According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.”
In Business Since 2011
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
Serving Fontana Area
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AMI Business Services

AMI Business Services

(1)
Bookkeeping Services, Non-Profit Organizations, Services For Individuals
“Such as business/personal taxes, payroll, bookkeeping, irs and ftb audits, workman comp audit and representation to IRS on your behalf etc.”
In Business Since 2013
Transparent Fees & Pricing
Free Initial Consultation
Licensed, BBB Rating: A+
23846 Sunnymead Boulevard, Moreno Valley, CA
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Five Star Bookkeeping and Taxes

Five Star Bookkeeping and Taxes

(7)
Business Valuations, Bookkeeping, Payroll Services
“If you haven't reached out yet, you need to contact Five Star Bookkeeping for your business.”
In Business Since 2012
Licensed, BBB Rating: A
5446 Riverside Dr, Chino, CA
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Falcon Wealth Planning

Falcon Wealth Planning

(30)
  • Confident
  • Goals
  • Retirement
“If you want a CFP and AIF who is an accomplished professional AND a partner in planning your future - one who will genuinely look for the best ways to secure your savings and build wealth for your family - you must give Ellen a call.”
In Business Since 2014
CFP Certified
3400 Inland Empire Blvd #100, Ontario, CA
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RPA Wealth Management

RPA Wealth Management

(10)
  • Team
  • Retirement
  • Goals
“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.”
In Business Since 2017
CFP Certified
8885 Haven Ave #170, Rancho Cucamonga, CA
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Advanced TAX Solutions INC

Advanced TAX Solutions INC

(1)
IRS & California Seizures, Bankruptcy, Payroll
“They are professional, knowledgeable and are just great people.”
In Business Since 2002
Transparent Fees & Pricing
Licensed, BBB Rating: A
6864 Indiana Ave #103, Riverside, CA
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A&B Garcia Tax Services

A&B Garcia Tax Services

(5)
“I was able to make an appointment for the next day, in order to save time I sent my documents to Mr.”
In Business Since 1997
BRE# 01939005
325 N 2nd Ave, Upland, CA
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Allen Hoglund, Certified Public Accountant

Allen Hoglund, Certified Public Accountant

(5)
Buy Quickbooks and Save, Audits - Reviews - Compilations, Tax Preparation
“Probably the other writer was calling just to suck free information out of him so that she could do her taxes herself.”
In Business Since 2017
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
5055 Canyon Crest Dr, Riverside, CA
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Fox & Stephens, Cpas

Fox & Stephens, Cpas

(4)
Services For Individuals, Tax Services, Quickbooks Services
“The level of service and response time I receive when working with Fox & Stephens is unmatched by other firms I've experienced over my 20 years in the industry.”
In Business Since 1992
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
9302 Pittsburgh Ave #200, Rancho Cucamonga, CA
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Galeano Professional Office

Galeano Professional Office

(1)
Accounting / Bookkeeping, Professional Service, Tax Free Retirement Planning
“More than 20 years of continuous great experiences doing both individual and our company's taxes with them.”
In Business Since 1978
Family Business
Licensed, BBB Rating: A+
12150 Ramona Ave #11, Chino, CA
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Hooks n Books

Hooks n Books

(1)
Quicktuneup, Part-Time CFO Services, Tax Preparation
“The hooks family especially Dez has put my business books on point.”
In Business Since 2004
Transparent Fees & Pricing
Emergency Services
1766 Riverside Ave, Rialto, CA
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Reiss Jackson & Company Cpas

Reiss Jackson & Company Cpas

(1)
Elder Care, Internal Controls, Personal Financial Planning
“We are small business owners and credit a great part of our success to his assistance.”
In Business Since 2019
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
1901 Orange Tree Ln #120, Redlands, CA
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Rogers, Anderson, Malody & Scott

Rogers, Anderson, Malody & Scott

(1)
Litigation Support, Financial Statement Assurance, Personal Financial Planning
“The receptionist is over-the-top sweet and always is concerned about the clients.”
In Business Since 1970
LLP Certified
735 E Carnegie Dr, San Bernardino, CA
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Accountability

Accountability

(1)
College Financial Planning, Tax Services, For Small Businesses
“Lin was incredibly helpful and knowledgeable.”
In Business Since 1997
Accepts All Major Credit Cards
Licensed
4413 Riverside Dr j, Chino, CA
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Gemini Professional Services

Gemini Professional Services

(2)
“Great decision, Christine and her staff are fantastic and offer great customer for working middle class family that needs thorough and professional tax services.”
In Business Since 2015
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
167 N 3rd Ave Ste K, Upland, CA
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A4cpt - Accounting 4 Computers & Pro-Tax Solutions

A4cpt - Accounting 4 Computers & Pro-Tax Solutions

(2)
Services For Individuals, Quickbooks Services, Tax Services
“Cochran Dental Care is a family owned business in Redlands, and we have been using Kendra at Accounting 4 Computers to set up up our bookkeeping, electronic payroll and bank reconciliations.”
In Business Since 2012
Free Initial Consultation
Offers Financing Options
1255 W Colton Ave #616, Redlands, CA
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Marshall Life and Financial Solutions

Marshall Life and Financial Solutions

(8)
Insurance Planning, Medicare, Financial Planning
“I don't post many reviews , but having known Victoria Marshall and key staff for years , I must post that their attention to detail , keen understanding of the products and services they offer, coupled with the most important aspect of what they bri...”
In Business Since 2018
1040 Nevada St Suite 307, Redlands, CA
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Hooks Financial Services

Hooks Financial Services

(21)
“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...”
In Business Since 2012
Licensed
1721 N Riverside Ave, Rialto, CA
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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
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Average Cost $3663
Minimum cost $1221
Maximum cost $10379
Avg Per Hour Rates $367

Fair range $2442 to $6716 is based on 300 cost profiles.

Why these companies made our list

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