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Alex A. Accetta & Associates
“Great People and very Professional Tax consultants.”
Best Financial Advisors near Jurupa Valley, CA
There are no firms listed in Jurupa Valley itself yet; the 24 below are the closest options, from towns including Fountain Valley (7, 34 mi), Corona (4, 11 mi) and Riverside (2, 6 mi).
1 open 24/7 · 7 open weekends · 17 rated 4.5+ · 3 show a license
Data verified October 15, 2026
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Team Effort Financial
- Medical
- Educated
- Results
“Team Effort Finacial took my low low credit score and turned it around in only a few months, along with giving me personal tips to maintain and continue to grow my credit profile.”
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JCB Financial Services
“Our vision is to be recognized as a leading provider of comprehensive financial services, known for our excellence, innovation, and commitment to client satisfaction. We aspire to continually evolve and adapt in an ever-changing financial landscape, ...”
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Anthony Arne CPA An Acctncy
“Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a prev...”
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Live, Learn, Grow Wealth Management
“Bad Decisions. Have you ever started a sentence with, “I have a great idea” or “Don't worry, I know exactly what I'm doing” and then have it not turn out the way you expected? Part of our work is helping people reduce the frequency, minimize the impa...”
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Gucci One Financial Services
The 24 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
18 of the 24 firms on this page have a rating, from 4.4 to 5.0 across 552 reviews; 2 have 50 or more reviews and 17 are rated 4.5 or higher. 1 is open around the clock; 7 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are succession planning (6), tax planning (6), back taxes owed (5), bankruptcy (5) and cash flow management (5). 3 show a license on their websites; 2 list staff certifications (CFP) and 9 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 55 years. 1 offers urgent consultations; 5 offer payment plans; 6 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 16 list a public email and 1 takes 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?
6 of the 24 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.
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Cobalt Unlimited
“Cobalt Unlimited was born out of the desire to find a BETTER way to help you improve and organize your financial life into an easy-to-understand format. Our objective is to take all the pieces of your financial puzzle and put them in place. Each plan...”
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Gary the Part-Time CFO
“Since 1993, The Part-Time CFO has largely worked at the client's location to actively work with the client's staff to more effectively organize the accounting and administration while drawing from the business experience of our staff to advise the cl...”
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Orange County Investment Group
“With 40 years of expertise, we develop a strategy that addresses your full financial outlook.”
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Liberty Finance Inc.
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Moore Family Law Group
- Felt
- Work Ethic
- Questions
“Opting to work with Moore Family Law Group and having Michelle as my paralegal was an excellent decision; their strategic advice was a true game-changer for my case.”
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Falcon Wealth Planning
- Advice
- Dave Ramsey
- Information
“I was provided 2 free complementary sessions in which I learned more about finance, student loan options, and tax saving strategies than I had learned my whole life.”
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Alma's Accounting & Tax Services
“I've done my taxes her with her personally and all the other girls in the office whether it was Alyssa, Vanessa, or Marissa they all know what they are doing and just as knowledgeable as Alma.”
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Steven J. Tweedlie, CPA
“According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.”
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Ayoub & Associates CPA Firm
- Financial
- Team
“Joseph not only simplified the plan, but disclosed up front what all costs were going to be, and prepared all tax documents in a fraction of the time my previous CP As have and for half the cost.”
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Rogers, Anderson, Malody & Scott
“Brad, Jenny, John and staff are magnificent.”
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Smartcpa - Chino Hills
- Numbers
- Team
- Questions
“Be sure to contact Smart CPA and ask for either of them if you have an incredible idea and need pitch.”
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Advanced TAX Solutions INC
“They are professional, knowledgeable and are just great people.”
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Desi Tax & Bookkeeping
“But @ Desi Tax, its a pleasant experience@ Desi, consultation is easy, price is simple, people are honest, submission is online.”
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Ayoub, Sidhum & Co.
“I've also called a few times before coming in to make sure I have everything I need (5+ times) which I'm sure is probably time consuming during the tax season but when someone answers they are always willing to help with an upbeat reaction.”
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A&B Garcia Tax Services
“Thank you so much to Adrian who helped out my husband & I with our first year filing together!”
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Evermont Wealth
- Questions
- Knowledge
- Retirement
“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.”
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Sears Wealth Management & Insurance Solutions
- Life
- Future
- Afraid
“A lot of the concepts were new to us but they were patient to explain things to our understanding and now I'm retired and we are at peace with our lives because of our "plan"”
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Fox & Stephens, Cpas
“The level of service and response time I receive when working with Fox & Stephens is unmatched by other firms I've experienced over my 20 years in the industry.”
Retirement Planning and Investment Management Services in Jurupa Valley, CA Cost Estimates
Minimum cost
$1174
Maximum cost
$9975
National Average
$3521
Avg Per Hour Rates
$353
$2347
$6454
Average price range is based on 371 cost profiles
Why these companies made our list
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