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Carl Grande- Grand Capital Management
- Retirement
- Future
- Goals
“There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.”
Best Financial Advisors in Glendora, CA
24 firms listed · 9 in Glendora · 10 open weekends · 15 rated 4.5+ · 5 show a license
Data verified October 21, 2026
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Vosberg Wealth Management
- Financial Advisor
- Questions
- Information
“When my wife and I started looking for a CFP over 12 years ago our top priorities were trust and knowledge.”
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Graves Financial Wealth Management
- Expertise
“Fantastic people on top of everything, I wouldn't trust anyone else with my money.”
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Fortune Financial Group
- Retirement
“Jorge met with my mom and assisted her with her retirement and investment planning.”
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Zen Tax and Financial Advisors
“I meet Gabby when I asked her for a second opinion of my 2016 tax return, she explained to me all of the mistakes that were made on my return and those mistakes cost me a lot of money since several deductions were not included.”
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Prominence Business & Wealth Management
- Office
- Financial
- Price
“Cruz Piedra & Sugey Piedra - I've truly enjoyed working with you and I wanted to make sure other people know how skilled you at advising businesses with their Finance and Tax needs.”
The 24 firms listed for Glendora, 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: Glendora, CA
Of the 24 firms we list here, 9 are in Glendora itself and 15 come from towns including West Covina (5, 7 mi), Chino (2, 15 mi) and Pasadena (2, 17 mi). 21 of the firms on this page have a rating, from 3.9 to 5.0 across 657 reviews; 3 have 50 or more reviews and 15 are rated 4.5 or higher. 10 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are tax planning (4), payroll services (3), financial planning (2), investment management (2) and quickbooks services (2). 5 show a license on their websites and 6 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 5 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 16 list a public email and 5 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 Glendora listed here?
9 of the 24 firms are located in Glendora. 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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Mc Clure Investment Management
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Old Stone House Financial Services
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Arrowhead Wealth Advisors
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Mondragon Advanced Planning
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The Agency
- Matter
- Receptionist
- Company
“I'll start off by stating that Alfred and his team of professionals are hands down the best Tax preparer's I have ever had the pleasure of doing business with.”
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Figueroa & Co
- Call
“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”
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Smartcpa - Chino Hills
- Numbers
- Questions
- Books
“I also love that they have another pair of eyes on our return to make sure everything looks correct.”
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Dennis J Tisdale, CPA
“Answered my questions ON TAX DAY, rather complicated and he helped me get to the bottom of my concerns.”
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Fathy & Associates
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
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金管家會計師及財務規劃
- Efficient
- Video
- Problem
“The service attitude is good and the professional tax return manager can help with many professional issues related to personal finance👍👍👍 …”
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A&B Garcia Tax Services
“Honest Family business, great friendly people”
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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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Protax Financial Services
“Very professional, honest and dedicated to service customers”
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Benson Liao Insurance & Financial Center - Benson Liao
- Patience
- Profession
- Health Insurance
“I had several conversation with the planning team, which gave me a better understanding on how should I plan for my own retirement while save up for my children's future education needs.”
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Five Star Bookkeeping and Taxes
“More than just the 5 stars that state their name.”
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Agate Financial
- Retirement
- Future
“Her professionalism shines above others and I highly recommend her!”
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Tori and Alex Cetera Investors
- Feel
- Portfolio
- To Learn
“They will walk you through everything having to do with your financial well-being, and take their time to really provide you reassurance and knowledge, especially for someone like me who sometimes gets lost in the lingo of the finance world!”
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Melendez Company & Associates
- Price
“He delivered the return very quickly, and we wrapped up with a consultative session to answer final questions, and a few tips on how to better prep for our taxes next year.”
Retirement Planning and Investment Management Services in Glendora, CA Cost Estimates
Minimum cost
$1032
Maximum cost
$8771
National Average
$3096
Avg Per Hour Rates
$310
$2064
$5675
Average price range is based on 488 cost profiles
Why these companies made our list
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