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Accurate Accounting
“Trusted Nalin and his team for years, great cpa and his team is very responsive.”
Best Financial Advisors near Perris, CA
There are no firms listed in Perris itself yet; the 24 below are the closest options, from towns including Riverside (13, 14 mi), Hemet (3, 14 mi) and Canyon Lake (2, 8 mi).
4 open weekends · 15 rated 4.5+ · 3 show a license
Data verified October 15, 2026
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Planable Wealth
- Strategies
- Retirement Planning
- Goal
“Cameron and his staff have provided us professional advice not only in financial matters, but in many other areas related to retirement planning and insurance.”
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Loza Beck Wealth Mangement
“Super helpful and walked me through all of my Financial Planning and Investment options.”
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Shogren & Associates
“Don't go anywhere else if you need a Forensic accountant, nothing is overlooked.”
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Legacy Shifters
“This is highly recommended.”
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Rivco Wealth Management
The 24 firms listed for Perris, 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: Perris, CA
16 of the 24 firms on this page have a rating, from 4.2 to 5.0 across 310 reviews; 1 has 50 or more reviews and 15 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), quality (84%) and responsiveness (84%). 4 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), retirement planning (3), annuities (2), investment management (2) and life insurance (2). 3 show a license on their websites and 2 list staff certifications (CFP). 15 have ten or more years of experience, the longest 29 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for 22 of the firms on this page; 22 publish a contact page; 15 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.
Do any financial advisers listed for Perris offer a free first meeting?
2 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.
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Karl Schorr Wealth Management
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Avalon Tax & Financial Services
“She also went over a strategic plan on how I can improve my situation so that the next time I file my return; I will be in a better position financially and tax wise.”
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Tricord Advisors
“The bottom line is , I have been retired for 23 years, my portfolio is larger now than when I retired and I can enjoy my retirement without thinking about it.”
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Lymuel's Finanical Services
- Job
- Financial Services
- Taxes
“Me and my wife been doing business with Lymuel's Financial service for more than five years very professional great customer service and get the information rite the first time Thanks 🙏🏽 Lymuel's Finacncial Service”
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Marcia L. Campbell, CPA
“I had a Trust accounting challenge and Marcia was willing to listen and understand the issue, offer expert guidance and helped me solve the problem.”
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CPA Financial Advisors
“I have been a client for many years and highly recommend Lynette and her team.”
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AW Elliott & Associates
“The company has been recognized within the tax planning community for carefully listening to their clients and identifying their financial needs, and helping them reach their goals.”
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Steele Financial Group
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Five Star Warriors
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Oneamerica Financial Partners
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IWM Financial
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Dynasty Consulting Group
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Torimax Financial Group
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Leonard Financial Group
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Advantage Investment Services
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Marathon Group Financial
- Retirement
- Options
- Teaching
“… 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!”
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Grape Wealth Management
“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.”
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Falcon Wealth Planning
- Goals
- Meeting
- Assessment
“My main goal in finding them was to have a financial advisor to lean on throughout my life to talk out decisions in company 401k, investments, consolidating, and financial pivoting.”
Retirement Planning and Investment Management Services in Perris, CA Cost Estimates
Minimum cost
$1127
Maximum cost
$9577
National Average
$3380
Avg Per Hour Rates
$338
$2254
$6197
Typical price range is based on 461 cost profiles
Why these companies made our list
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