Best Financial Advisors near Menifee, CA
We have one firm in Menifee on file, and it is on this list, along with 14 from Temecula (9, 14 mi), Murrieta (4, 8 mi) and Hemet (1, 11 mi).
3 open weekends · 14 rated 4.5+ · 6 show a license
Data verified October 15, 2026
Marathon Group Financial
“They always do what is right to ensure theirs customers money is safe.”
Elite Tax Partners
“I went in overwhelmed and left with much confidence they would take great care of me.”
Team Wealth & Tax Advisors
“They were helpful, friendly, and I was out of there in no time.”
Duane Johnson Group-Financial
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Accurate Accounting
“He's very accurate and I've been going to him for past three years.”
The 15 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.
Area overview: Menifee, CA
14 of the 15 firms on this page have a rating, from 4.7 to 5.0 across 157 reviews. 3 are open on Saturdays. 6 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 33 years. 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 13 list a public email and 5 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 Menifee take financial planning bookings online?
5 of the 15 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.
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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
“Between IR As, savings and an annuity, they have my wife and I on a good path for retirement and I thank them for all that.”
Enduring Wealth Advisors
“I get great advice from them and they are always friendly and eager to help.”
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AJT Wealth Consultants
“The level of detail she pours into painting the picture of what the picture looks like for myself and others when it comes time to retire.”
Bealsbooks
“Taxes are not my speciality and Justin always has the answers to my questions and helps me understand the process.”
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Sexton Advisory Group
“It was great, steve is honest, and very helpful.”
Wealth Redy, Powered by Westpac Wealth Partners / Redy U
Lymuel's Finanical Services
“I love the fact that even though I no longer live in California, I can still have my taxes done here.”
GC Asset Management
“We have been so impressed with the communication and advice given by Glenn to attain financial freedom and organization.”
Why these companies made our list
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