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Best Financial Advisors near Highland, CA
We have one firm in Highland on file, and it is on this list, along with 23 from towns including Redlands (10, 4 mi), San Bernardino (5, 8 mi) and Riverside (4, 18 mi).
1 open 24/7 · 8 open weekends · 22 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
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A4cpt - Accounting 4 Computers & Pro-Tax Solutions
- Income
- Company
- Educational
“H&R Block, Turbo Tax have no measure of competence in comparison with her acumen, but also her people skills and use of analogies to help explain the five W's when needed.”
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Rogers, Anderson, Malody & Scott
“The receptionist is over-the-top sweet and always is concerned about the clients.”
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Advanced TAX Solutions INC
“They are professional, knowledgeable and are just great people.”
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3H Business Services
- Team
“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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Law Office of Ryan E. Fender
- Probate
- Beneficiary
- Matter
“I previously had had a very bad experience with another Trust Attorney, and he took a special interest in helping me get out of the mess that was created, and helped me get my money back from that fiasco...”
The 24 firms listed for Highland, 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: Highland, CA
The 24 firms on this page are rated from 4.0 to 5.0 across 307 reviews; 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (75%) and value (65%). 1 is open around the clock; 8 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are back taxes owed (3), bankruptcy (3), buy quickbooks and save (3), estate planning (3) and innocent spouse relief (3). 1 shows a license on its website; 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations; 2 offer payment plans; 4 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; 18 publish a contact page; 16 list a public email and 2 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.
Do firms listed for Highland take financial planning bookings online?
2 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.
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Hooks n Books
“They have been serving my financial needs business and personal for last 7yrs.”
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Security Tax Service- Office of Mister Jones
“Mister Jones has been doing our taxes now for 5 years, he has been knowledgeable and professional every year.”
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Hooks Financial Services
- Finances
“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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La Bolsa De Valores USA
- Information
- Investment
- Course
“The information is very clear and understandable for those of us who know nothing about the subject, it is very easy to understand how it is explained.”
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Mason Financial Services, CPA
- Retirement
“Ensen Mason has been doing our families' personal taxes for 15 years and our corporate taxes for the last 6 years.”
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Marshall Life and Financial Solutions
- Tailoring
- Confidence
- Retirement
“I highly recommend her to anyone wanting the pros and cons of important financial decisions and assistance getting there.”
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Tax & Law Research
- Tax Preparation
- Expertise
- Team
“We recently engaged the services of the tax and law research firm and were exceptionally pleased with the high caliber of their bookkeeping and taxation services.”
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Planable Wealth
- Retirement Planning
- Goal
- Informative
“Cameron is extremely knowledgeable and has spend lots of time (and patience) with us, explaining tax implications, done analysis of our retirement plans and overall has been an ethical and trusted advisor.”
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Milt Miner, CPA
“Outstanding Cpa very excellent work”
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Optimal Wealth Network
- Corporate
“We have been working with Optimal Wealth Network and have been able to complete so much in this past month to start moving forward with our business ideas.”
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Johnson-Lozolla CPA
- Bookkeeping
- Needs
- Team
“This firm is outstanding detailed and has been reliable to us for decades they keep us organized financially and excellent with our bookkeeping audits and most of all superior results in tax returns ,tax laws and benefits CPA you can trust and We ...”
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Skeen & Co Cpa's
“Takes the time to explain matters in a manner that is easy to understand.”
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Lindsey Financial
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KKE Bookkeeping & Tax Service
“Amazing customer service, and fantastic results.”
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Financial Solutions
- Questions
- Taxes
- Service
“I will return and continue to recomend to more people.”
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Financial First Aid
“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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Massongill Wealth Management
“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
“I send clients to Diligent Investors time after time and hear nothing but glowing reviews.”
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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