Marathon Group Financial
“Lisa (and her whole team) have been very helpful with straightforward recommendations, explaining as much as necessary and showing extreme patience.”
Best Financial Advisors in Murrieta, CA
15 firms listed · 9 in Murrieta · 3 open weekends · 10 rated 4.5+ · 6 show a license
Data verified October 17, 2026
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Accurate Accounting
“I've worked with Nalin for many years and I enthusiastically recommend him for all of your tax accounting needs.”
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Ross & Mary Hunt
“They recognize that sound financial advice can be provided, but that emotional decisions sometimes come into play and they respect my decisions when it comes to risk and security for my future.”
Bealsbooks
“Taxes are not my speciality and Justin always has the answers to my questions and helps me understand the process.”
D. Canada Financial Group
Agewise Financial
The 15 firms listed for Murrieta, 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: Murrieta, CA
Of the 15 firms we list here, 9 are in Murrieta itself and 6 come from Temecula (6 mi). 11 of the firms on this page have a rating, from 4.0 to 5.0 across 127 reviews; 10 are rated 4.5 or higher. 3 are open on Saturdays and 1 on Sundays. 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; 13 publish a contact page; 13 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.
Do firms listed for Murrieta take financial planning bookings online?
3 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.
News Financial Group
Quick N Affordable TAX Services
Babcock Ondracek Group - Stifel
Elite Tax Partners
“They are the sweetest, you can tell they really care and are genuine with the relationship they make with you.”
Team Wealth & Tax Advisors
“Team tax were very happy in our 7yrs.”
Duane Johnson Group-Financial
Enduring Wealth Advisors
“The security of knowing our finances are being taken care of by a very supportive group is priceless.”
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AJT Wealth Consultants
“From an amazing front desk receptionist, to the most amazing team of Allyson and Ryan :)”
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Sexton Advisory Group
“Steve is great he had helped me tremendously the past 13 years with my finances.”
Why these companies made our list
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