Best Financial Advisors in Fresno, CA

24 firms listed · all 24 in Fresno · 1 open 24/7 · 5 open weekends · 19 rated 4.5+

Data verified October 18, 2026

Bains CPA

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.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
BBB Rating: A+
5200 N Palm Ave #306, Fresno, CA
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Beast Bookkeeping & Advisory

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.”
In Business Since 2020
710 Van Ness Ave #207, Fresno, CA
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J. L. Taylor & Associates

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.”
Transparent Fees & Pricing
In Business Since 2010
2555 E Perrin Ave #116, Fresno, CA
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Miller Davies & Ito Accountancy Corporation

Miller Davies & Ito Accountancy Corporation

“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...”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
BBB Rating: A+
1320 E Shaw Ave Ste 167, Fresno, CA
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D. Arakelian & Company, Cpa's G. Saito & Company, Cpa's

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

(6)
“Have used Arakelian for years.”
Offers Financing Options
Transparent Fees & Pricing
BBB Rating: A+
In Business Since 1984
7575 N Palm Ave #205, Fresno, CA
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LCH Tax & Business Services

LCH Tax & Business Services

(1)
“Helped me and didn't cost me like it was urgent, which it was.”
Offers Financing Options
Transparent Fees & Pricing
Accepts Debit, Check, Cash, All Major Credit Cards
BBB Rating: A+
5629 N Figarden Dr, Fresno, CA
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The 24 firms listed for Fresno, 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: Fresno, CA

All 24 firms we list here are in Fresno itself. We have 74 firms in Fresno on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 283 reviews; 2 have 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 (100%), responsiveness (81%) and quality (76%). 1 is open around the clock; 5 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are tax services (6), business services (5), services for individuals (5), industries (3) and quickbooks services (3). 1 shows a license on its website and 13 have a BBB rating of A or A+. 21 have ten or more years of experience, the longest 81 years. 1 offers urgent consultations; 6 offer payment plans; 8 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Fresno take financial planning bookings online?

5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Terry L. Stone CPA

Terry L. Stone CPA

(1)
“Terry removes the anxiety from the annual celebration with our "friends" at the IRS and The State of California.”
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
BBB Rating: A+
555 W Shaw Ave suite b-5, Fresno, CA
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The Garabedian Group

The Garabedian Group

(8)
  • Relationship
“Their services are top-notch and they always make you feel you are part of their family.”
Accepts All Major Credit Cards
BBB Accredited
In Business Since 2012
7110 N Fresno St #200, Fresno, CA
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Whelan Financial

Whelan Financial

(4)
“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.”
BBB Rating: A+
In Business Since 1992
7700 N Palm Ave Ste. 201, Fresno, CA
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Diversified Wealth Management Solutions

Diversified Wealth Management Solutions

(3)
“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.”
BBB Rating: A+
In Business Since 2017
7948 N Maple Ave UNIT 107, Fresno, CA
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Donald Fischer Licensed Fiduciary

Donald Fischer Licensed Fiduciary

(6)
“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.”
Free Initial Consultation
Emergency Services
In Business Since 2015
2000 Fresno St, Fresno, CA
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Linker Financial Group

Linker Financial Group

(3)
  • Mom
“Tiffany, thank you for all your help getting my mom, Marylin on medical.”
Accepts All Major Credit Cards
Licensed
In Business Since 1997
2440 W Shaw Ave STE 101, Fresno, CA
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T. James Williams & Co., A.C. CPA

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.”
BBB Rating: A+
In Business Since 2000
7120 N Whitney Ave #101, Fresno, CA
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Krikorian Aaron CPA

Krikorian Aaron CPA

(1)
“I have a family member who needed her federal and state taxes prepared.”
Accepts Insurance
BBB Rating: A+
In Business Since 2001
1715 N Fine Ave, Fresno, CA
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Ocheltree CPA

Ocheltree CPA

(2)
“Amazing”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2016
6435 N Palm Ave #101, Fresno, CA
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Michael & Company, CPA

Michael & Company, CPA

(13)
  • Phone
  • Organization
  • Job
“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.”
In Business Since 2008
155 E Shaw Ave #317, Fresno, CA 93710
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Douglas M Smith & Company Cpa's

Douglas M Smith & Company Cpa's

(3)
“He stays current on all the latest tax laws and explains them in a manner that anyone can understand.”
Accepts All Major Credit Cards
BBB Rating: A+
In Business Since 2000
2767 E Shaw Ave #102, Fresno, CA
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Justice Jorgensen & Company

Justice Jorgensen & Company

(5)
“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.”
Transparent Fees & Pricing
In Business Since 2015
10 River Park Pl E Suite 210, Fresno, CA
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Kerr Payroll Solutions

Kerr Payroll Solutions

(5)
“Samantha was kind and efficient.”
Locally Owned & Operated
Transparent Fees & Pricing
In Business Since 2019
7255 N First St Suite 104, Fresno, CA
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Craig Boone & Associates

Craig Boone & Associates

“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”
Offers Financing Options
Transparent Fees & Pricing
BBB Rating: A+
In Business Since 1995
620 W Cromwell Ave Ste 104, Fresno, CA
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Gill & McAvoy

Gill & McAvoy

(3)
“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.”
Remote Consultations Available
Accepts All Major Credit Cards
In Business Since 2012
6760 N West Ave #104, Fresno, CA
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MKG Tax Consultants

MKG Tax Consultants

(2)
“Highly recommend.”
Free Initial Consultation
Remote Consultations Available
Accepts All Major Credit Cards
In Business Since 2015
4021 N Fresno St Suite 107, Fresno, CA
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Legacy Financial Services

Legacy Financial Services

(15)
  • Knowledge
  • Credit
“She is very professional, efficient, great attitude and customer service top tier!”
In Business Since 2014
3025 W Shaw Ave Ste. 107, Fresno, CA
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Valley Valuations

Valley Valuations

(1)
“Ray provided great insight to questions about our service oriented business.”
Free Initial Consultation
In Business Since 2014
9 River Park Pl E Suite 450, Fresno, CA
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HomeWealth Management AdvisorsCaliforniaFresno, CA

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

Minimum cost
$1241
Maximum cost
$10545
National Average
$3722
Avg Per Hour Rates
$373
$2481
$6823
Typical price range is based on 502 cost profiles
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Average Cost $3722
Minimum cost $1241
Maximum cost $10545
Avg Per Hour Rates $373

Typical range $2481 to $6823 is based on 502 cost profiles.

Why these companies made our list

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