Best Financial Advisors in Lancaster, CA

24 firms listed · 6 in Lancaster · 4 open weekends · 14 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

Hutchison & Hutchison Accountancy Corporation

Hutchison & Hutchison Accountancy Corporation

(9)
  • Email
  • Payment
  • Call
“I think most people would be much better off using a professional accounting firm like Hutchison versus the online services or the shopping center accounting offices.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2010
604 W Ave L #107, Lancaster, CA
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Revolution Financial Management/Wfg

Revolution Financial Management/Wfg

(11)
  • Company
“I love this office and what they do for families❣ Thank you Neyssa for taking the time to share your knowledge about getting better with my finances ♥”
In Business Since 2002
42442 10th St W suite d, Lancaster, CA
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A V Tax Associates

A V Tax Associates

(1)
“Family Owned and Operated”
Transparent Fees & Pricing
In Business Since 2010
43759 15th St W, Lancaster, CA
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Doud Financial Services

Doud Financial Services

(4)
  • Taxes
“Katherine, Andrew and Marcy are the team and they are just wonderful people.”
Transparent Fees & Pricing
In Business Since 2018
44726 18th St W, Lancaster, CA
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Pure Hearts R Us

Pure Hearts R Us

“To create and improve the ability for the American families, specializing in low-to-moderate (O%-80% AMI) income families, to obtain, establish, and maintain housing through financial and health education partnerships with local authorities and build...”
In Business Since 2023
1051 W Avenue M #208, Lancaster, CA
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Kelly Financial Services

Kelly Financial Services

“A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That's because ...”
Accepts Cash
In Business Since 2012
42306 10th St W Suite A, Lancaster, CA
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The 24 firms listed for Lancaster, 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: Lancaster, CA

Of the 24 firms we list here, 6 are in Lancaster itself and 18 come from towns including Palmdale (5, 8 mi), Valencia (5, 29 mi) and Santa Clarita (4, 26 mi). 18 of the firms on this page have a rating, from 1.0 to 5.0 across 339 reviews; 1 has 50 or more reviews and 14 are rated 4.5 or higher. 4 are open on Saturdays. The services the firms on this page list most often on their websites are tax services (5), business services (4), financial planning (2), quickbooks services (2) and tax planning (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 22 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 Lancaster listed here?

6 of the 24 firms are located in Lancaster. The others come from other towns within 35 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Nola CRS

Nola CRS

(38)
  • Knowledge
  • Company
  • Goal
“Nola CRS is the best option for credit repair, mary fix my credit and im very impressed she is a hard worker she figth hard to keep your credit in a good condition thanks mary…”
In Business Since 2022
313 E Palmdale Blvd Suite C, Palmdale, CA
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PNR Financial Services

PNR Financial Services

“PNR Financial Services LLC is a Registered Investment Advisor, working with clients on Retirement Plan related matters on a fee-only basis. Although we are only compensated on the Investments, we”
In Business Since 2018
6302 W Ave N, Palmdale, CA
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Financial Compass Investment Services

Financial Compass Investment Services

(1)
“He is relentless in his pursuit of financial knowledge and studies the trends very closely as he guides his clients in the safest financial avenues that make sense tailored to his clients wishes.”
In Business Since 2018
Serving Lancaster Area
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Atlas Wealth Management

Atlas Wealth Management

“The experienced, professional staff at Atlas Wealth Management has the knowledge and experience to help you pursue your financial goals. We are always ready to address your concerns and answer your questions.”
In Business Since 2023
41307 12th St W #203, Palmdale, CA
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Inspire Advisors-Chandler Wealth Management

Inspire Advisors-Chandler Wealth Management

“As Christians, when we discovered that the investments we recommended to our clients were profiting from sinful activities, we were shocked. So we changed our investment strategies to only include Biblically Responsible Investments.”
In Business Since 2020
624 Commerce Ave ste b, Palmdale, CA
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Prism Financial Resources

Prism Financial Resources

“Now more than ever it takes patience, diligence, and a keen understanding of the economy and securities market to be highly successful at investing and preparing for your future. Those are the qualities that I have focused on throughout my financial ...”
Licensed
In Business Since 2002
190 Sierra Ct Suite B-112, Palmdale, CA
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John E. Bennett, CPA

John E. Bennett, CPA

(12)
  • Laws
  • Questions
“My previous CPA (not Jack) strung me along and did not follow up on IRS notices, which in turn, ran up more penalties, more interest and got money seized from my bank account, because of gross negligence and incompetence.”
BBB Rating: A+
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1997
Serving Lancaster Area
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Camu Document Services Inc.

Camu Document Services Inc.

(50)
  • Confident
  • Financial
  • Investments
“The team was very helpful and professional in the development and delivery of my new trust i highly recommend Ca Mu to anyone seeking estate planning services.”
In Business Since 2019
Serving Lancaster Area
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Novicta Tax & Financial

Novicta Tax & Financial

(35)
  • Review
  • Expertise
  • Business Tax
“I had to hire her because a previous accountant was not like this being quite argumentative over informatin that she was incorrect on, wanting to just be right, when she was incorrect.”
In Business Since 2022
Serving Lancaster Area
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Miod and Company

Miod and Company

(23)
  • Stars
“𝑺𝒖𝒑𝒆𝒓 𝒑𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍 𝒉𝒂𝒑𝒑𝒚 𝒕𝒐 𝒘𝒐𝒓𝒌 𝒘𝒊𝒕𝒉 𝒕𝒉𝒆𝒎.”
Accepts All Major Credit Cards
In Business Since 2015
Serving Lancaster Area
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Stern, Kory, Sreden, & Morgan AAC

Stern, Kory, Sreden, & Morgan AAC

(10)
  • Financial
“A wonderful opportunity.”
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1980
Serving Lancaster Area
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Valencia Tax Group

Valencia Tax Group

“Our accounting firms are dedicated to providing individuals and small to medium size businesses with quality CPAs throughout Valencia and surrounding areas with friendly, personalized full-service accounting, tax, business advisement and personal fin...”
Coupons & Offers
In Business Since 2014
Serving Lancaster Area
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Prosperitas Financial

Prosperitas Financial

(17)
  • Life Insurance
  • Goals
  • Portfolio
“I even called him out of the blue to ask him if I should sell or refinance an investment property and the following morning, I opened my email and saw a full analysis of what each decision would look like.”
In Business Since 2019
Serving Lancaster Area
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Michael L. Green Tax & Financial

Michael L. Green Tax & Financial

(3)
“They are always quick to answer my questions and I haven't had any problem with their work.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2001
25115 Avenue Stanford UNIT 110, Santa Clarita, CA
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Sreden Lloyd a CPA

Sreden Lloyd a CPA

“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1981
Serving Lancaster Area
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Vance Wealth

Vance Wealth

(2)
“Questions about your financial future, reach out to Niall.”
Accepts All Major Credit Cards
In Business Since 2006
26491 Summit Cir, Santa Clarita, CA
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Trinity Small Business Solutions

Trinity Small Business Solutions

“Whether you are a small business owner, a manager at a mid-sized corporation, or a self-employed freelancer, the team at Trinity Small Business Solutions is at your service. We offer comprehensive, cost effective bookkeeping and IT services available...”
Accepts All Major Credit Cards
In Business Since 1998
23642 Lyons Ave, Santa Clarita, CA
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Superior Financial Systems

Superior Financial Systems

“Superior Financial Systems is a merchant services provider with decades of combined experience helping businesses nationwide. We provide various services including but not limited to contactless and EMV chip card processing, mobile solutions, eCommer...”
In Business Since 2002
26485 Summit Cir, Santa Clarita, CA
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HomeWealth Management AdvisorsCaliforniaLancaster, CA

Retirement Planning and Investment Management Services in Lancaster, CA Cost Estimates

Minimum cost
$1205
Maximum cost
$10240
National Average
$3615
Avg Per Hour Rates
$362
$2410
$6626
Average price range is based on 545 cost profiles
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Average Cost $3615
Minimum cost $1205
Maximum cost $10240
Avg Per Hour Rates $362

Average range $2410 to $6626 is based on 545 cost profiles.

Why these companies made our list

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