View Profile

Bains CPA

(30)

Trust
Loan
Small Business

“Not only did I have my taxes completed in a timely fashion but they also provide outstanding financial consultation which will benefit me in the long run.”

i

View Profile

Beast Bookkeeping & Advisory

(50)

Information
Quickbooks
Financial

“As a real estate investor, I understand the value of paying people that have a deeper knowledge of certain aspects in this business and bookkeeping is one of those.”

i

View Profile

J. L. Taylor & Associates

(45)

Communication
Job
Team

“This company has been extremely responsive and capable in helping my clients resolve their credit issues and achieve their financial goals for the future.”

i

View Profile

Miller Davies & Ito Accountancy Corporation

Industries, Services For Quickbooks, Tax Services

“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”

i

View Profile

D. Arakelian & Company, Cpa's G. Saito & Company, Cpa's

(6)

“Have used Arakelian for years.”

i

View Profile

Terry L. Stone CPA

(1)

Industries, Tax Services, Business Services

“Terry removes the anxiety from the annual celebration with our "friends" at the IRS and The State of California.”

i

View Profile

LCH Tax & Business Services

(1)

“Helped me and didn't cost me like it was urgent, which it was.”

i

View Profile

The Garabedian Group

(8)

Wealth Management, Accounting, Tax

“Their services are top-notch and they always make you feel you are part of their family.”

i

View Profile

Whelan Financial

(4)

Company Retirement Plans, Direct Indexing, Personal Wealth Management

“It is clear that Portia is always focused on what is best for my total financial health and has never offered me products or services that would merely benefit her bottom line.”

i

View Profile

Diversified Wealth Management Solutions

(3)

Small Business, High-Net-Worth, Tax Efficient Strategies

“I have worked with Mark Alcorn and he has taken the time to develop a customized financial strategy, and I could not be happier with how my portfolio is being managed.”

FAQs

How would you describe your wealth management philosophy?

Every client is unique and in such, should be provided with an equally unique experience. We believe that the power of listening and fully understanding our clients allows us to personalize every relationship. Our service model and accessibility, place our clients as our priority, and give us the edge over other firms in a similar line of business.

What can I expect as a client of Diversified Wealth Management Solutions?

You can expect to receive sound and competent advice, reasonable and transparent fees, and prompt attention to your questions and concerns. We will provide you unbiased opinions and advice for virtually all of your wealth management needs. Our clients appreciate our commitment to strong communication and thorough explanations to their questions.

How often will I be updated on my portfolios?

We proactively contact you on a quarterly basis(at a minimum) and recommend two, in person portfolio reviews during the year. All clients should meet with us at minimum once annually. It is during this time that we will discuss progress towards your goals, recommend changes if needed, and discuss any material events in your life. Our goal is to always be accessible and available to you when you need us; and are always available for meetings, emails or calls as you request them.

We try to answer commonly asked questions like these on the FAQ page of our website.

i

View Profile

Donald Fischer Licensed Fiduciary

(6)

Choosing a Successor Trustee, Court Appointed Receiver

“Although he wasn't the right person for the service I needed, he took the time to talk me through the process, and also provided me with names and numbers of attorneys that he recommended.”

i

View Profile

Linker Financial Group

(3)

Mom

“Tiffany, thank you for all your help getting my mom, Marylin on medical.”

i

View Profile

T. James Williams & Co., A.C. CPA

(1)

“Thank you to all your wonderful staff and ,of course, the proprietor himself who make filing taxes less stressful than it need be.”

i

View Profile

Krikorian Aaron CPA

(1)

“I have a family member who needed her federal and state taxes prepared.”

i

View Profile

Ocheltree CPA

(2)

Quickbooks Services, Tax Services, Business Services

“Amazing”

i

View Profile

Douglas M Smith & Company Cpa's

(3)

Other Services, Tax Services, Consulting Services

“He stays current on all the latest tax laws and explains them in a manner that anyone can understand.”

i

View Profile

Michael & Company, CPA

(13)

Wealth Management, Dental Practice Valuations, Transition Consulting

“To be honest, this was the first time that I filed my taxes with a tax professional, so I did not know what to expect or if it was worth spending the extra money.”

i

View Profile

Justice Jorgensen & Company

(5)

Advice, Taxes, Payroll

“Dave not only provides great service and help, but he does a fantastic job of explaining things and making sure that your best interests are always protected.”

i

View Profile

Kerr Payroll Solutions

(5)

“Samantha was kind and efficient.”

i

View Profile

Craig Boone & Associates

Industries, Quickbooks Services, Tax Services

“At Craig Boone & Associates, we've been serving the Professional Tax, Accounting and Consulting Services needs of Fresno, CA and the surrounding areas for years. We service”

i

View Profile

Gill & McAvoy

(3)

Services For Individuals, Quickbooks Services, Tax Services

“He is always very timely, professional and courteous when it comes to responding to inquires and has always been able to accommodate my schedule when scheduling meetings.”

i

View Profile

MKG Tax Consultants

(2)

“Highly recommend.”

i

View Profile

Valley Valuations

(1)

Valuation Objectives, Personal Goodwill Valuations, Buy-Sell Agreements

“Ray provided great insight to questions about our service oriented business.”

Featured

Did you ever wonder why one business has buyers lined up willing to pay top dollar while another sits on the market for months, or even years? What do buyers look for in a prospective business acquisition. There are many opinions about what attributes or characteristics buyers seek, but here’s what we know: the characteristics buyers seek must exist before the sale process even begins & it is your job as the owner to create value within your business prior to the sale.

i

View Profile

Soutas Financial & Insurance Solutions

(9)

Retired

“Dale Soutas and the staff at Soutas Financial have been so phenomenal in the last few years, assisting us during a difficult time when we needed to transition our mother to a nursing home facility for her own safety.”

i

Average Cost	$3722
Minimum cost	$1241
Maximum cost	$10545
Avg Per Hour Rates	$373

Best Financial Advisors in Fresno, CA

The highest-rated Financial Planning & Wealth Management companies out of 188 vetted & reviewed in the Fresno area.

Bains CPA

Beast Bookkeeping & Advisory

J. L. Taylor & Associates

Miller Davies & Ito Accountancy Corporation

D. Arakelian & Company, Cpa's G. Saito & Company, Cpa's

Terry L. Stone CPA

LCH Tax & Business Services

The Garabedian Group

Whelan Financial

Diversified Wealth Management Solutions

Donald Fischer Licensed Fiduciary

Linker Financial Group

T. James Williams & Co., A.C. CPA

Krikorian Aaron CPA

Ocheltree CPA

Douglas M Smith & Company Cpa's

Michael & Company, CPA

Justice Jorgensen & Company

Kerr Payroll Solutions

Craig Boone & Associates

Gill & McAvoy

MKG Tax Consultants

Valley Valuations

Soutas Financial & Insurance Solutions

Retirement Planning and Investment Management Services in Fresno, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Fresno

Popular in Fresno