Summit Wealth Strategies
“Andy and Keith have been available to us for all our financial planning needs.”
Best Financial Advisors in Redding, CA
18 firms listed · all 18 in Redding · 10 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Financial Compass Group
“Don has provided us accurate and sound counseling on our investments from real estate to stocks.”
The Wealth Consulting Group
“It's easy to know what my options are, make changes, and set myself up for the future I want.”
Financial Convergence
“John and Rob have been invaluable in assisting me with my business development and resource management.”
Next Level Investor
“I have been working with Next Level investor and Lewis for years now and have received nothing but honest professional service.”
Bright Lake Wealth Management - Redding
“Willing to listen, offer advice, and genuinely cares about the financial advice based on your current, and future interests.”
The 18 firms listed for Redding, 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: Redding, CA
All 18 firms we list here are in Redding itself. We have 19 firms in Redding on file; this page shows the highest-rated 18. 13 of the firms on this page have a rating, from 4.0 to 5.0 across 54 reviews; 10 are rated 4.5 or higher. 2 show a license on their websites. 11 have ten or more years of experience, the longest 30 years. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 10 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Redding take financial planning bookings online?
2 of the 18 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.
Ric Komarek, CFP
“Ric has provided incredible knowledge of the market every time we have sat down with him.”
Forcella Wealth Management
Alice Stribling Advocacy
“She works with other professionals too to take care of every aspect in the process!”
Aaron Hatch, CFP - Financial Advisor
LPL Financial
“I highly recommend anyone looking for someone to help with 401k roll overs or any financial needs to contact Jason.”
Sherrill Bambauer Financial Planning & Insurance
Byzick and Company
Professional Pension Services
“The staff at Professional Pension Services are amazing.”
Parallel Wealth Management
David Chapple LPL Financial
Shasta Angel Group For Entrepreneurs
Highway Financial Networks
Why these companies made our list
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