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Marathon Group Financial
- Compassion
- Options
- Retirement
“We were fortunate enough to meet her by an invitation to a dinner at our favorite restaurant Rustico and made an appointment to meet with her at her office.”
Best Financial Advisors in Murrieta, CA
24 firms listed · 15 in Murrieta · 5 open weekends · 16 rated 4.5+ · 5 show a license
Data verified October 17, 2026
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Socal Home Buyers | Selling Made Simple
- Transaction
- Team
“They (Gavino, Cyndi and the staff) were very professional and helpful in our transition of selling our home and they made it a whole lot easier than we expected.”
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Nigro & Nigro
- Team
“Nigro please”
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Accurate Accounting
“He's very accurate and I've been going to him for past three years.”
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Ross & Mary Hunt
- Estate Planning
- Accounts
- Retirement
“In that time Ross and Mary have provided personal, financial and professional advice that has been honest, detailed, considered, prudent and much appreciated.”
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Scottwsmithcpa
“I give him what he needs to do my taxes and I know they will be done correctly and on time.”
The 24 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 24 firms we list here, 15 are in Murrieta itself and 9 come from Temecula (7, 6 mi), Lake Elsinore (1, 11 mi) and Hemet (1, 16 mi). 19 of the firms on this page have a rating, from 4.0 to 5.0 across 294 reviews; 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), quality (70%) and responsiveness (70%). 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax services (4), retirement planning (3), tax preparation (3), bookkeeping (2) and estate planning (2). 5 show a license on their websites and 4 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 33 years. 1 offers payment plans; 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 20 list a public email and 4 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 Murrieta listed here?
15 of the 24 firms are located in Murrieta. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Tyler Law
“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 …..”
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Stonehouse Consulting
“I hired Stonehouse Consulting in February 2020 to assist us in establishing a good foundation for my startup and to help organize our business model.”
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Bealsbooks
- Financial
- Questions
“As a small business owner juggling receipts, a crypto portfolio, and several various client payments (Venmo, Cashapp, Zelle); tracking all my income/expenses became a big headache for me.”
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D. Canada Financial Group
“The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you thr...”
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Agewise Financial
“In over twenty years of crafting retirement plans that have survived two of the biggest market downturns in stock market history, it is my strong belief that the very foundation of a happy, secure, peaceful retirement is guaranteed lifetime income.”
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News Financial Group
“Scott A. Chon, ChFC, founded News Financial in 1997 and has been providing financial planning services for more than thirty-three years. He specializes in wealth-building management and financial strategies for his clients.”
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Quick N Affordable TAX Services
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Stones Accounting Services
“Our success is the success of the many people who have taken advantage of and benefited from our accounting services. When you partner with us, you will benefit from a team of accounting professionals who share your goals.”
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Babcock Ondracek Group - Stifel
“We take a different approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific...”
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Jch Tax Group
“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.”
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Grape Wealth Management
“A complete change of perspective for viewing my personal circumstances and an overview of possibilities to consider with options that encourage me to start planning a smarter future for building wealth.”
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Kalos Tax Management
- Money
- Questions
- Communication
“I have used Jeff Tabor with Kalos Tax Management for over 35 years for my business and personal income taxes and have always been pleased with the timely manner in which I receive my taxes completed.”
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ARC Financial & Tax Services
“Will be coming back for years to come!”
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Elite Tax Partners
- Organized
- Tax Preparer
- Investments
“We have been working with Nicole Albrecht, for both our business and personal finances, for about 15 years and have nothing but praise for her knowledge, experience and guidance.”
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Team Wealth & Tax Advisors
“I was offered this service when I made my appointment but in case you miss it, just ask about it when you call for an appointment so you don't have to leave a bad Yelp review later”
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Titanium Tax & Business Consulting
“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.”
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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 ...”
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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.”
Retirement Planning and Investment Management Services in Murrieta, CA Cost Estimates
Minimum cost
$1182
Maximum cost
$10043
National Average
$3545
Avg Per Hour Rates
$355
$2363
$6498
Typical price range is based on 377 cost profiles
Why these companies made our list
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