Best Financial Advisors near Lake Elsinore, CA
There are no firms listed in Lake Elsinore itself yet; the 10 below are the closest options, from towns including Temecula (4, 18 mi), Murrieta (3, 11 mi) and Canyon Lake (2, 4 mi).
3 open weekends · 8 rated 4.5+ · 5 show a license
Data verified October 15, 2026
Advantage Investment Services
Marathon Group Financial
“Lisa is a true fiduciary and professional money manager for all your financial needs.”
Alma's Accounting & Tax Services
“Calling this place the best is an understatement excellent service and very chill vibe in the office”
Elite Tax Partners
“They are thorough, responsive, and do not hesitate to help their clients.”
Team Wealth & Tax Advisors
“Whenever I've needed them they'lvepull through and made it happen.”
The 10 firms listed for Lake Elsinore, 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: Lake Elsinore, CA
8 of the 10 firms on this page have a rating, from 4.5 to 5.0 across 131 reviews. 3 are open on Saturdays. 5 show a license on their websites and 3 have a BBB rating of A or A+. 9 have ten or more years of experience, the longest 33 years. 1 has Spanish-speaking staff. We have a website on file for all 10 of the firms on this page; 7 publish a contact page; all 10 list a public email and 4 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 Lake Elsinore take financial planning bookings online?
4 of the 10 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.
Duane Johnson Group-Financial
Book onlineBook
Accurate Accounting
“Trusted Nalin and his team for years, great cpa and his team is very responsive.”
Book onlineBook
Wolfgang Capital
“And that's so important to me, Zach is always available to guide me through out a doubt or a decision I have to make, great team.”
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Ross & Mary Hunt
“It is our belief that the Lord placed Ross & Mary in our path, and to Him, Ross and Mary we are so grateful.”
Why these companies made our list
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