Best Financial Advisors in Menifee, CA

The highest-rated Financial Planning & Wealth Management companies out of 175 vetted & reviewed in the Menifee area.

Karl Schorr Wealth Management

Karl Schorr Wealth Management

“I am a Registered Investment Adviser and founder of Karl Schorr Wealth Management. My experience has been broad, ranging from portfolio management to tax and estate planning. I work closely with a trusted team of attorneys, CPAs, and enrolled agents,...”
In Business Since 2007
27186 Newport Rd Suite 2, Menifee, CA
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Marathon Group Financial

Marathon Group Financial

(39)
Wealth Manangement, Annuities, Retirement Planning
“… 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!”
Licensed
In Business Since 2015
24641 Washington Ave, Murrieta, CA
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Jch Tax Group

Jch Tax Group

(26)
Tax Problems, Tax Planning, Tax Preparation
“Everyone who works there is dedicated to helping you get through what can be a very stressful time of the year with ease and confidence that you are being well cared for.”
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
Family Business
28910 Rancho California Rd Ste 201, Temecula, CA
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Grape Wealth Management

Grape Wealth Management

(33)
“I would like to express my appreciation for the fine work Alexander Newman has done for me and at the same time recommend him to any who are seeking a good financial advisor or counselor.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2022
31285 Temecula Pkwy suite 235, Temecula, CA
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Kalos Tax Management

Kalos Tax Management

(12)
Bookkeeping, Tax & Financial Planning, Tax Representation
“We used to live in Hemet, CA but have since moved in 2006 to Silver Spring, MD but still use Jeff Tabor and his remarkable staff to prepare our Federal and State taxes.”
Licensed, BBB Rating: A
In Business Since 1994
3750 E Florida Ave #B, Hemet, CA
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ARC Financial & Tax Services

ARC Financial & Tax Services

(3)
Industries, Services For Quickbooks, Tax Services
“Will be coming back for years to come!”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2010
350 Railroad Canyon Rd suite b, Lake Elsinore, CA
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Socal Home Buyers | Selling Made Simple

Socal Home Buyers | Selling Made Simple

(30)
  • Email
  • Transaction
  • Escrow
“I was concerned about selling to a "home buyer," but every promise was fulfilled from a 30-day escrow, an "as is sale" with no clean-up or haul-away, and finally, an agreed upon price.”
In Business Since 2005
24641 Washington Ave a5, Murrieta, CA
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Elite Tax Partners

Elite Tax Partners

(29)
  • Investments
  • Season
  • Tax Preparer
“I have retained the services of six previous accounting firms during my years, and can absolutely attest to the superior service and performance Elite brings to the table.”
In Business Since 2021
41951 Remington Ave STE 210, Temecula, CA
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Team Wealth & Tax Advisors

Team Wealth & Tax Advisors

(8)
“I go on the Turbo Tax website every year to get an estimate on my return, and it's always $2,000+ less than the return I receive when Team Tax does my taxes.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A
In Business Since 1996
40395 Winchester Rd ste a, Temecula, CA
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Titanium Tax & Business Consulting

Titanium Tax & Business Consulting

(16)
Divorce Financial Analysis, IRS Problem Resolution, Audit
“I have been a client of Dave's since 2011 He has always taken care of me and is extremely knowledgeable about the ever changing state and federal tax codes.”
Family Business
In Business Since 2018
28362 Vincent Moraga Dr suite a, Temecula, CA
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Duane Johnson Group-Financial

Duane Johnson Group-Financial

“We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information ...”
Licensed, BBB Rating: A+
In Business Since 2006
27420 Jefferson Ave #104-A, Temecula, CA
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Nigro & Nigro

Nigro & Nigro

(8)
Accounting & Business Services, Audit & Review Services, Tax Services
“Hands down a high quality team and the most responsive CPA in Murrieta.”
Transparent Fees & Pricing
In Business Since 2010
25220 Hancock Ave STE 400, Murrieta, CA
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Accurate Accounting

Accurate Accounting

(10)
Payroll, Quick Book Services, Accounting Services
“Trusted Nalin and his team for years, great cpa and his team is very responsive.”
Licensed
In Business Since 2012
Covid Mailing Address, 29574 Hazel Glen Rd, Murrieta, CA
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Wolfgang Capital

Wolfgang Capital

(2)
“The future holds great promises with growing the company with capturing more market share and bringing in new technologies.”
Licensed, BBB Accredited
In Business Since 2016
28765 Single Oak Dr STE 125, Temecula, CA
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Ross & Mary Hunt

Ross & Mary Hunt

(7)
Retirement Planning, Investment Management, Values-Based™ Financial Planning
“In that time Ross and Mary have provided personal, financial and professional advice that has been honest, detailed, considered, prudent and much appreciated.”
CFP# 5365
In Business Since 2005
Ross & Mary Hunt, Inc, 29970 Technology Dr #120, Murrieta, CA
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Scottwsmithcpa

Scottwsmithcpa

(2)
“We had a bit of a mix up last year, and Scott handled it well and fixed it for us.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2019
29970 Technology Dr, Murrieta, CA
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Mark C. Thomas, CPA

Mark C. Thomas, CPA

(1)
“I have referred him to many friends with business and all have thanked me.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2004
407 N Kellogg St, Lake Elsinore, CA
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Driven Financial

Driven Financial

(5)
Business Solutions, Services
“I met the Driven Financial team and was thoroughly impressed by their knowledge, attention to detail and willingness to create a plan specifically for me.”
Licensed
In Business Since 2020
29991 Canyon Hills Rd #1709, Lake Elsinore, CA
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Intelligence Driven Advisers

Intelligence Driven Advisers

Tax Planning, Investment Management, Financial Planning
“Intelligence Driven Advisers is an SEC-registered investment advisory firm that provides a full range of wealth and asset management services. We are independent, 100% management owned, and committed to upholding the fiduciary standard by putting our...”
Transparent Fees & Pricing
Above Average Price Tag
In Business Since 2012
25220 Hancock Ave #310, Murrieta, CA
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Tyler Law

Tyler Law

(8)
“My buddy Brad is out there making moves and hurting feelings rite now we'll see how the case ends but so far I definitely wouldn't want to be on this firms bad side …..”
In Business Since 2014
25026 Las Brisas Rd, Murrieta, CA
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Enduring Wealth Advisors

Enduring Wealth Advisors

(8)
“I get great advice from them and they are always friendly and eager to help.”
CFP Certified
In Business Since 2001
27555 Ynez Rd #212, Temecula, CA
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Eden Accounting

Eden Accounting

(9)
Bookkeeping, Tax, Life Insurance
“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.”
Free Initial Consultation
In Business Since 2021
Serving Menifee Area
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Affluent Business Capital

Affluent Business Capital

(3)
“As a small growing company I did needed help with money at times, I'm growing no don't want to lose any jobs do to financials and Edgar help me through the process step by step all the way to the deposit.”
Se Habla Español
In Business Since 2019
41593 Winchester Rd Suite 200, Temecula, CA
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Wealth Protection Partners

Wealth Protection Partners

(8)
Retirement Planning, Investment Services, College Planning
“Nothing I can't say that hasn't been said, but Yvette delivers the type of service and recommendations that make you feel confident and comfortable with your future.”
Free Initial Consultation
Remote Consultations Available
Licensed
In Business Since 2018
43537 Ridge Park Dr, Temecula, CA
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Retirement Planning and Investment Management Services in Menifee, CA Cost Estimates

Minimum cost
$1156
Maximum cost
$9819
National Average
$3466
Avg Per Hour Rates
$347
$2311
$6354
Typical price range is based on 341 cost profiles
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Average Cost $3466
Minimum cost $1156
Maximum cost $9819
Avg Per Hour Rates $347

Typical range $2311 to $6354 is based on 341 cost profiles.

Why these companies made our list

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