Jonathan and Associates
“Had to take a moment to say what a great experience my husband and I have had with Jonathan and Associates.”
Best Financial Advisors near Indio, CA
There are no firms listed in Indio itself yet; the 15 below are the closest options, from Palm Desert (11, 8 mi), Indian Wells (3, 6 mi) and La Quinta (1, 6 mi).
1 open weekends · 7 rated 4.5+ · 3 show a license
Data verified October 15, 2026
Desert Financial Planning
“Refreshing to have a financial planner that believes my money should be working for MY retirement.”
Brennan & Company
“I appreciate all the help he has given me these past few years.”
Marcia Bloemendaal - Raymond James
FLC Capital Advisors
“Phillip Niblo has demonstrated remarkable expertise, ensuring a personalized and transparent approach to my financial goals.”
DJK CPA
“They are knowledgeable, helpful and help small businesses find all the deductions allowed.”
The 15 firms listed for Indio, 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: Indio, CA
8 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 19 reviews; 7 are rated 4.5 or higher. 1 is open on Saturdays. 3 show a license on their websites and 1 has a BBB rating of A or A+. 9 have ten or more years of experience, the longest 62 years. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 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 Indio 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.
Blanke Schein Wealth Management - A Hightower Company
“I would recommend this group to those looking for leaders in the wealth management industry.”
Finerty Fiduciary Services
“Finerty Fiduciary Services provided suggestions in a kind, compassionate, efficient and professional manner.”
Churchill Management Group - Palm Desert
Keystone Private Wealth
Bob Iglehart, Cfp, Cpa, Cdfa, Cpfa - Retirement
Cypress Wealth Services
Solis Wealth Management
Yack Wealth Management
Pamela Plick Certified Financial
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
