Best Financial Advisors near Highland, CA
We have one firm in Highland on file, and it is on this list, along with 14 from Redlands (12, 4 mi) and San Bernardino (2, 8 mi).
4 open weekends · 13 rated 4.5+ · 2 show a license
Data verified October 15, 2026
3H Business Services
“He is an enrolled agent and takes exceptional care of our personal & business returns.”
La Bolsa De Valores USA
“My experience taking this course was very good, Alejandro is always attentive to his students, ensuring that everyone learns and understands what is being discussed in that class.”
Mason Financial Services, CPA
“Mason Financial completes both my personal and corporate taxes and I am happy with their work, and the price is right.”
Marshall Life and Financial Solutions
“It takes alot to trust a stranger with your money but Victoria has turned into a friend.”
Optimal Wealth Network
“I recommend anyone who needs a step by step process on starting their business to contact OWN”
The 15 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
14 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 99 reviews; 13 are rated 4.5 or higher. 4 are open on Saturdays. 2 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 9 publish a contact page; 11 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 15 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.
Milt Miner, CPA
“He always takes his time with me and offers great accounting advice for me and my business.”
Lindsey Financial
Diligent Investors
“I send clients to Diligent Investors time after time and hear nothing but glowing reviews.”
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.”
Mountain Peak Financial
KWB Wealth
“I've had the privilege of working with Rachel since 2019, and I've observed my money grow tremendously over the years.”
Citrus Wealth Management
“Blaine Shira is a wealth of knowledge in the investment world!”
Book onlineBook
Cornerstone Christian Wealth Management
“Helped me with allocating my retirement funds in a Roth and explained my options for investing my money.”
Palmer Financial Consulting Group
Why these companies made our list
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