Best Financial Advisors near Jurupa Valley, CA
There are no firms listed in Jurupa Valley itself yet; the 15 below are the closest options, from towns including Ontario (3, 8 mi), Rialto (2, 9 mi) and Chino (2, 11 mi).
1 open 24/7 · 7 open weekends · 12 rated 4.5+ · 4 show a license
Data verified October 15, 2026
Falcon Wealth Planning
“It's very clear that Falcon is invested in their client's financial wellbeing and not selling products their clients don't need.”
Alma's Accounting & Tax Services
“She is very professional and knows what she's doing.”
Smartcpa - Chino Hills
“I don't like working with those tax numbers and Smart CPA (Mike especially) has been saving me.”
A&B Garcia Tax Services
“Honest Family business, great friendly people”
Evermont Wealth
“When we first started working with RPA Wealth Management, Brent has worked hard to understand what our financial goals are and what we felt comfortable with in regards to investment and risk.”
The 15 firms listed for Jurupa Valley, 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: Jurupa Valley, CA
14 of the 15 firms on this page have a rating, from 3.9 to 5.0 across 323 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 1 is open around the clock; 7 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax planning (3), accounting (2), business valuations (2), cash flow management (2) and payroll (2). 4 show a license on their websites; 3 list staff certifications (CFP) and 5 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 38 years. 1 offers urgent consultations; 3 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 10 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 any financial advisers listed for Jurupa Valley offer a free first meeting?
3 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Sears Wealth Management & Insurance Solutions
“It brings such peace of mind knowing your future is protected and your earnings will last beyond their normal years in a traditional bank account.”
Hooks n Books
“They have been serving my financial needs business and personal for last 7yrs.”
Kalter Financial Group
“And I have never once had a problem, been in any way disappointed, or walked out less than satisfied with my tax results.”
Hooks Financial Services
“Pricey but awesome service with professional staff!”
Five Star Bookkeeping and Taxes
“My wife and I are very pleased with their services.”
Pierpont Investment Group
“He seems to have an intuition on market trends that has made profits year after year.”
Optimal Wealth Network
“I recommend anyone who needs a step by step process on starting their business to contact OWN”
Planable Wealth
“Were very accommodating when I needed a home visit due to a health issue.”
Miles Financial Group
“He was very thorough in explaining the different programs offered and tailored a financial plan to our needs.”
Why these companies made our list
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