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ARC Financial & Tax Services
“Ryan offers me waters and snacks while I wait for my appointment instead of ignoring me!”
Best Financial Advisors near Lake Elsinore, CA
We have 4 firms in Lake Elsinore on file; 2 of them are on this list, along with 22 from towns including Lake Forest (15, 19 mi), Canyon Lake (3, 5 mi) and Murrieta (1, 11 mi).
5 open weekends · 12 rated 4.5+ · 2 show a license
Data verified October 15, 2026
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P Allen Lemas, Cpa, A Professional Corporation
“We have been using his services for the past years and we highly recommend him.”
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Homeland Financial Network
- Questions
- Patient
- Information
“We have in the past had excellent service with Homeland before and because their service was excellent We went back for a second time, Due to Robert Nunez .”
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M Blank & Co: Blank M M CPA
“Our mission is to support individuals and businesses at every stage in their life cycle by providing services of the highest quality at a reasonable price, building long-term relationships that result in the opportunity for in-depth planning and part...”
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Mark C. Thomas, CPA
“I have referred him to many friends with business and all have thanked me.”
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Eden Accounting
- Financial
- Future
- Question
“Additionally, her services saved me a substantial amount of money in owed taxes compared to the independent calculations I made prior to retaining her services.”
The 24 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
15 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 352 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 5 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are retirement planning (3), business services (2), estate planning (2), financial planning (2) and industries (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 31 years. 3 offer payment plans; 4 offer a free initial consultation and 1 lists coupons or special offers. 1 has Spanish-speaking staff. We have a website on file for 22 of the firms on this page; 19 publish a contact page; 15 list a public email and 3 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.
Why are financial advisers outside Lake Elsinore listed here?
2 of the 24 firms are located in Lake Elsinore. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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G W Sherwold Associates
“If you own or represent a company seeking help with a 401(k) plan, we offer fiduciary services to reduce your legal liability as a plan sponsor. We review your 401(k) plan investment options to be sure you are offering a broad array of asset classes,...”
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National Financial Relief
- Debt
- Company
“The entire organization from Marcel Travers (my initial contact through the NFR helpline) all the way through Lee Cruz (Processing Manager), these people are not only courteous and professional but they're also always accessible.”
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Acrisure Lake Fores, CA
“He is extremely informed of the trends of the insurance industry and has fought claims for us when denied for different employees for different reasons always with a favorable outcome.”
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Imagine Financial Services: Financial Advisor
- Meeting
“Marianne is the perfect advisor for me because she not only cares about the hard financial facts (of course) but also is happy to advise on the softer aspects around money, such as lifestyle choices.”
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Zuk Financial Group
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Osaic Wealth
“For information concerning the licensing status or disciplinary history of broker-dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.”
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Forgiveness Assist
- Payment
- Prices
- Student Loan
“I wanted to say thank you to Forgiveness Assist and there employees for helping me reduce my monthly payment and consolidate all my federal Student Loans.”
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Brian Ringler Associates
“To refinance or not refinance? When can I retire? How much can I afford? These are just a few of the many questions that can be addressed with our helpful interactive financial calculators,tools& guides. Balance your checkbook, save for college educa...”
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California Pension Administrators & Consultants
“We help organizations of all sizes navigate the complex regulatory landscape while delivering plan design and administration services, guided by our experience and knowledge. We'd love to discuss your priorities and identify clear strategies to help ...”
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Asset One Property Management
“They gave me great ideas to make sure as an owner I was properly protected.”
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Melissa Shaw, CFP
“As an entrepreneur, I have always studied the “Money Game.” First through my grandparents, then my parents, and finally on my own. As a business owner I've learned a lot about the nature of “business,” and what the American System of free enterprise ...”
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Augusta Financial
“We offer the assistance you need to help in all of your mortgage endeavors. Whether you are consolidating your debt, refinancing your home, or buying your first house, we have the expertise to make it a fast, easy, and enjoyable process.”
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Torimax Financial Group
“Your Guide for Retirement Incoming Planning Whether you are planning for a retirement that is 20 years away or unsure at how to turn your savings into a viable retirement income stream, we can help. We specialize in helping those who are near retirem...”
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Prudent Investors
“As an independent, fee-only advisor, we help individual households manage investments and plan your financial future through a personalized strategy informed by your financial goals.”
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Advantage Investment Services
“Corporate Office: 10150 Meanley Drive First Floor
San Diego, CA. 92131-3008”
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MCF Capital Management
“The broker-dealer agent or investment adviser representative may only transact business in the State if registered in the State or if exempted or excluded from registration. Follow ups or individualized responses to persons in the State by the broker...”
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Moore Family Law Group
- Trust
- Compassionate
- Questions
“With unmatched responsiveness, she anticipates and meets clients' needs with precision, recognizing the critical role of timely communication and support.”
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Marathon Group Financial
- Dinner
- Retirement
- Team
“… Marathon group has a great business model for us, especially making everything easy to understand and making us feel like part of the family is a plus!”
Retirement Planning and Investment Management Services in Lake Elsinore, CA Cost Estimates
Minimum cost
$1103
Maximum cost
$9368
National Average
$3307
Avg Per Hour Rates
$331
$2205
$6062
Average price range is based on 412 cost profiles
Why these companies made our list
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