Popular Cities
We have one firm in Menifee on file, and it is on this list, along with 23 from towns including Temecula (10, 14 mi), Murrieta (8, 8 mi) and Lake Elsinore (2, 9 mi).
5 open weekends · 21 rated 4.5+ · 6 show a license
Data verified October 15, 2026
The 24 firms listed for Menifee, 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.
23 of the 24 firms on this page have a rating, from 4.1 to 5.0 across 324 reviews; 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (67%) and quality (63%). 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are bookkeeping (3), retirement planning (3), tax preparation (3), tax services (3) and estate planning (2). 6 show a license on their websites; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 33 years. 2 offer payment plans; 5 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 22 list a public email and 6 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.
5 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.
