Best Financial Advisors in Rancho Cucamonga, CA

The highest-rated Financial Planning & Wealth Management companies out of 140 vetted & reviewed in the Rancho Cucamonga area.

RPA Wealth Management

RPA Wealth Management

(10)
  • Team
  • Goals
  • Investments
“A fantastic team of financial advisors, extremely knowledgeable and always current with what is happening in the economic world to better advise their clients.”
In Business Since 2017
CFP Certified
8885 Haven Ave #170, Rancho Cucamonga, CA
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Fox & Stephens, Cpas

Fox & Stephens, Cpas

(4)
Services For Individuals, Quickbooks Services, Business Services
“The level of service and response time I receive when working with Fox & Stephens is unmatched by other firms I've experienced over my 20 years in the industry.”
In Business Since 1990
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
9302 Pittsburgh Ave #200, Rancho Cucamonga, CA
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Sears Wealth Management & Insurance Solutions

Sears Wealth Management & Insurance Solutions

(11)
  • Retirement
  • Company
  • Afraid
“We have been lucky enough to have known Mike and his staff for several years and couldn't ask for anyone more honest, trustworthy or qualified than Mike.”
In Business Since 2017
Licensed
12487 N Mainstreet Suite 240, Rancho Cucamonga, CA
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Legacy

Legacy

(6)
Tax Strategies, Financial Strategies, Generational Vault
“Love the Service and the staff at Legacy.”
In Business Since 2014
10832 Laurel St #203, Rancho Cucamonga, CA
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Sheri M. Rojo, CPA

Sheri M. Rojo, CPA

(1)
“Friendly and direct.”
10722 Arrow Route STE 312, Rancho Cucamonga, CA
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Trinity Monetary Fund

Trinity Monetary Fund

“Trinity Monetary Fund has streamlined the real estate investment process and set up the website so accredited investors with limited knowledge of real estate will be able to understand and navigate the investment projects, development and sale proces...”
In Business Since 2015
10803 Foothill Blvd, Rancho Cucamonga, CA
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Jack Keeter & Associates - Financial Advisor: Kevin D Willingham

Jack Keeter & Associates - Financial Advisor: Kevin D Willingham

“We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our...”
In Business Since 2004
G-, 7305 Day Creek Blvd #104, Rancho Cucamonga, CA
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Sterling Legacy Financial

Sterling Legacy Financial

“Business Credit, sometimes referred to as Trade Credit, is credit that is established under a business's name. Business credit permits a business owner to use their business credit profile and score for financing not their personal credit score and p...”
In Business Since 2012
8608 Utica Ave #220, Rancho Cucamonga, CA
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REV Finance Group

REV Finance Group

“We have a long partnership with Love's fuel stops, and we pass our savings on to you when you factor with REV Finance Group. Fuel advances keep you working with our quick and easy EFS fuel cards.”
In Business Since 2020
10299 6th St, Rancho Cucamonga, CA
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Steven J. Tweedlie, CPA

Steven J. Tweedlie, CPA

Internal Controls, Payroll, Entity Selection
“According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.”
Free Initial Consultation
In Business Since 2011
Offers Financing Options
Licensed, BBB Rating: A+
Serving Rancho Cucamonga Area
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Five Star Bookkeeping and Taxes

Five Star Bookkeeping and Taxes

(7)
Payroll Services, Bookkeeping, Business Tax Returns
“I've used there services for year's no complaints here.”
In Business Since 2012
Licensed, BBB Rating: A
5446 Riverside Dr, Chino, CA
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Falcon Wealth Planning

Falcon Wealth Planning

(30)
  • Meeting
  • Retirement
  • Feel
“From our first call with Earl and our meetings with Kevin, Falcon wealth enlightened us to the necessary steps to help our current and future financial situation.”
In Business Since 2014
CFP Certified
3400 Inland Empire Blvd #100, Ontario, CA
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Advanced TAX Solutions INC

Advanced TAX Solutions INC

(1)
Payroll, Personal Financial Planning, Why Quickbooks
“They are professional, knowledgeable and are just great people.”
In Business Since 2002
Licensed, BBB Rating: A
Transparent Fees & Pricing
6864 Indiana Ave #103, Riverside, CA
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A&B Garcia Tax Services

A&B Garcia Tax Services

(5)
“The Garcia's are awesome”
In Business Since 1997
BRE# 01939005
325 N 2nd Ave, Upland, CA
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Allen Hoglund, Certified Public Accountant

Allen Hoglund, Certified Public Accountant

(5)
IRS Levies, IRS Liens, Tax Preparation
“Very professional and knows what he is doing.”
In Business Since 2017
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
5055 Canyon Crest Dr, Riverside, CA
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Galeano Professional Office

Galeano Professional Office

(1)
Accounting / Bookkeeping, Tax Free Retirement Planning, Tax Preparation
“More than 20 years of continuous great experiences doing both individual and our company's taxes with them.”
In Business Since 1980
Licensed, BBB Rating: A+
Family Business
12150 Ramona Ave #11, Chino, CA
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Hooks n Books

Hooks n Books

(1)
IRS Levies, IRS Liens, Tax Preparation
“The hooks family especially Dez has put my business books on point.”
In Business Since 2004
Emergency Services
Transparent Fees & Pricing
1766 Riverside Ave, Rialto, CA
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Accountability

Accountability

(1)
College Financial Planning, For Small Businesses, Tax Services
“Lin was incredibly helpful and knowledgeable.”
In Business Since 1997
Licensed
Accepts All Major Credit Cards
4413 Riverside Dr j, Chino, CA
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Gemini Professional Services

Gemini Professional Services

(2)
“Great decision, Christine and her staff are fantastic and offer great customer for working middle class family that needs thorough and professional tax services.”
In Business Since 2015
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
167 N 3rd Ave Ste K, Upland, CA
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HRL TAX Solutions

HRL TAX Solutions

(7)
Real Estate, Strategic Business Planning, Business Valuation
“Before we went to Henry we tried to get help with Optima Tax Relief claiming to help us with our tax matter, they ripped us off and caused so much stress and anxiety.”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
Serving Rancho Cucamonga Area
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The Insurance Goddess

The Insurance Goddess

(8)
  • Questions
“It is a pleasure write something about my agent she is not just an agent but makes us feel she is part of our family she is always there and answer any questions we my have not matter the time or day she always answers with a nice greeting I'll reco...”
In Business Since 2019
Licensed
Free Initial Consultation
16555 Butano Pl, Fontana, CA
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JAY Groe & Associates

JAY Groe & Associates

(5)
Financial Reviews & Forecasting, Business Consulting, Operations
“I find Jim Teage through Thumbtack, I have called him on phone for about 5 minutes conversation, He asked me several questions about my business, he quickly understand what I need, and visited my business to check my business in real situation.”
In Business Since 2007
Transparent Fees & Pricing
Remote Consultations Available
Serving Rancho Cucamonga Area
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Hooks Financial Services

Hooks Financial Services

(21)
“Very respectful Awesome place to do your taxes they help you get the money you should back on your taxes and when you need somthing and you call about your taxes they take care of you with no problem my family been coming here for years and none of u...”
In Business Since 2012
Licensed
1721 N Riverside Ave, Rialto, CA
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Prime Assistance

Prime Assistance

(5)
  • Taxes
“Did my taxes very good and helpfull”
In Business Since 2021
Free Initial Consultation
1023 S. MOUNT VERNON AVE STE C3/C4, 1023 S Mt Vernon Ave STE C-4, Colton, CA
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Retirement Planning and Investment Management Services in Rancho Cucamonga, CA Cost Estimates

Minimum cost
$1210
Maximum cost
$10283
National Average
$3630
Avg Per Hour Rates
$363
$2420
$6654
Fair price range is based on 455 cost profiles
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Average Cost $3630
Minimum cost $1210
Maximum cost $10283
Avg Per Hour Rates $363

Fair range $2420 to $6654 is based on 455 cost profiles.

Why these companies made our list

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