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Best Financial Advisors in Highland, CA
The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the Highland area.
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3H Business Services
Newsletter, Tax Services, Strategy Planning
“My wife and I have been using his services for the last 5 years and he has somehow managed to save us money every year despite the best efforts of the State of CA and the Feds.”
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AMI Business Services
Payroll, Strategic Business Planning, Internal Controls
“Such as business/personal taxes, payroll, bookkeeping, irs and ftb audits, workman comp audit and representation to IRS on your behalf etc.”
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Advanced TAX Solutions INC
Innocent Spouse Relief, IRS Audit Representation, Quickbooks Setup
“They are professional, knowledgeable and are just great people.”
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Allen Hoglund, Certified Public Accountant
Cash Flow Management, Elder Care, Succession Planning
“Allen has been my tax professional for 35 years and has always done a great job.”
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Hooks n Books
Audits - Reviews - Compilations, Personal Financial Planning, Succession Planning
“The hooks family especially Dez has put my business books on point.”
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Reiss Jackson & Company Cpas
Quickbooks Services, Audits - Reviews - Compilations, Non Profit Organizations
“We are small business owners and credit a great part of our success to his assistance.”
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Rogers, Anderson, Malody & Scott
TAX Preparation, Planning, & Representation, Personal Financial Planning, Financial Statement Assurance
“The receptionist is over-the-top sweet and always is concerned about the clients.”
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A4cpt - Accounting 4 Computers & Pro-Tax Solutions
Quickbooks Services, Services For Individuals, Business 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.”
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Law Office of Ryan E. Fender
Estate and Gift Tax Figures, Special Needs Planning, Family-Owned Businesses
“My wife recently passed away intestate and knowing the difficulty I would have with Probate I needed to get my affairs in order and help to administer her passing.”
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Marshall Life and Financial Solutions
Medicare, Insurance Planning, Financial Planning
“I can't say enough positive things about her, I look forward to continuing to work with her, and I am truly grateful to have met an advisor who combines professional quality with heart-felt caring.”
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Mason Financial Services, CPA
- Retirement
“I trust him, and use his services whenever I am considering a decision that might potentially affect my tax status.”
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Kim Krick Enterprise
Income Tax, Tax Preparation, Bookkeeping
“Very friendly customer service.”
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Hooks Financial Services
“I love the service that's provided because he takes the time to know each individuals needs, gives knowledgeable advice, assures and supports each clients understanding level.”
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Lindsey Financial
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Milt Miner, CPA
Succession Planning, Personal Financial Planning, Tax Preparation
“He always takes his time with me and offers great accounting advice for me and my business.”
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Skeen & Co
“Honest people who have your best interest in mind!”
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Financial First Aid
- Business
“I've been coming to Financial First Aid for 5 years always been happy and treated very respectfully the best thing is she has given me the best financial advice!”
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Prime Assistance
- Taxes
“This guy really hooked me up, thanks D for helping me with my taxes.”
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IE Invests
Insurance Solutions, Performance Review, Estate Planning
“My wife and I met Rex Jackson through our friend/tax preparer who recommended his services from personal experience, business partnership, and close friends and family who have had great results and experiences with IE invests.”
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Massongill Wealth Management
Personal Interests, Useful Links, Companies We Represent
“I am now in a financial position in my life in which I need guidance, expertise and experience; David is my choice to help me reach my future financial goals.”
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Diligent Investors
Retirement Planning, Asset Allocation, Investments
“I send clients to Diligent Investors time after time and hear nothing but glowing reviews.”
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Maupin Financial Advisors-David Maupin, CFP
Tell A Friend, Mission Statement, Featured Links
“Best of the best!”
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CPA Financial Advisors
“Lynette and her team have continued to be a tremendous help for our non-profit.”
Retirement Planning and Investment Management Services in Highland, CA Cost Estimates
Minimum cost
$1051
Maximum cost
$8928
National Average
$3151
Avg Per Hour Rates
$316
$2101
$5777
Typical price range is based on
264 cost profiles
Why these companies made our list
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