Redlands, CA

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Redlands, CA
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Best Financial Advisors in Redlands, CA

The highest-rated Financial Planning & Wealth Management companies out of 172 vetted & reviewed in the Redlands area.

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3H Business Services

3H Business Services

(17)
Newsletter, Strategy Planning, Tax Services
“My wife and I have been using his services for the last 5 years and he has somehow managed to save us money every year despite the best efforts of the State of CA and the Feds.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A
In Business Since 1975
414 Tennessee St, Redlands, CA
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Reiss Jackson & Company Cpas

Reiss Jackson & Company Cpas

(1)
Quickbooks Services, Elder Care, Estate Planning
“We are small business owners and credit a great part of our success to his assistance.”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2019
1901 Orange Tree Ln #120, Redlands, CA
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A4cpt - Accounting 4 Computers & Pro-Tax Solutions

A4cpt - Accounting 4 Computers & Pro-Tax Solutions

(2)
Quickbooks Services, Tax Services, Business Services
“Cochran Dental Care is a family owned business in Redlands, and we have been using Kendra at Accounting 4 Computers to set up up our bookkeeping, electronic payroll and bank reconciliations.”
Free Initial Consultation
Offers Financing Options
In Business Since 2012
1255 W Colton Ave #616, Redlands, CA
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Law Office of Ryan E. Fender

Law Office of Ryan E. Fender

(15)
Pet Planning, Lgbtq Estate Planning, Trust Administration & Probate
“My wife recently passed away intestate and knowing the difficulty I would have with Probate I needed to get my affairs in order and help to administer her passing.”
Family Business
In Business Since 2018
300 E State St Ste 200, Redlands, CA
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Mason Financial Services, CPA

Mason Financial Services, CPA

(12)
  • Retirement
“Mason Financial Services is top of the line, welcoming, and professional.”
Accepts All Major Credit Cards
In Business Since 1990
300 E State St #504, Redlands, CA
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Marshall Life and Financial Solutions

Marshall Life and Financial Solutions

(8)
Medicare, Financial Planning, Insurance Planning
“I can't say enough positive things about her, I look forward to continuing to work with her, and I am truly grateful to have met an advisor who combines professional quality with heart-felt caring.”
In Business Since 2018
1040 Nevada St Suite 307, Redlands, CA
Featured

A recent survey from the American Psychological Association found that 87% of participants were stressed about the rise in prices of everyday items due to inflation. Our job is to help you create a detailed strategy to help you prepare for whatever your financial future holds.

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Lindsey Financial

Lindsey Financial

Licensed, BBB Rating: A
In Business Since 2012
1980 Orange Tree Ln, Redlands, CA
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Milt Miner, CPA

Milt Miner, CPA

(2)
New Business Formation, Succession Planning, Buy Quickbooks and Save
“Outstanding Cpa very excellent work”
Transparent Fees & Pricing
In Business Since 2010
405 E Citrus Ave, Redlands, CA
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Skeen & Co

Skeen & Co

(1)
“Honest people who have your best interest in mind!”
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards
In Business Since 1982
615 Brookside Ave A, Redlands, CA
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IE Invests

IE Invests

(4)
Insurance Solutions, Tax Management, Net Worth Review
“My priority had been to find financial advise from someone who listens to me for my financial needs and goals; but also listens to me at a personal level that could also have an impact on future financial requirements.”
In Business Since 2018
104 E Olive Ave, Redlands, CA
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Diligent Investors

Diligent Investors

(2)
Retirement Planning, Managing Your Finances, Charitable Giving
“Always on top of things!”
In Business Since 2011
1447 Ford St #200, Redlands, CA
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Massongill Wealth Management

Massongill Wealth Management

(2)
Personal Interests, Affiliated Offices, Useful Links
“I am now in a financial position in my life in which I need guidance, expertise and experience; David is my choice to help me reach my future financial goals.”
In Business Since 2012
222 E Olive Ave, Redlands, CA
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Maupin Financial Advisors-David Maupin, CFP

Maupin Financial Advisors-David Maupin, CFP

(1)
Tell A Friend, Featured Links, Mission Statement
“Best of the best!”
In Business Since 1976
310 E Citrus Ave, Redlands, CA
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Mountain Peak Financial

Mountain Peak Financial

Booking
“Insurance products are offered through the insurance business Mountain Peak Financial, Inc. Mountain Peak Financial, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered ...”
LIC #01088569
In Business Since 1997
1901 Orange Tree Ln Ste. 260, Redlands, CA
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Citrus Wealth Management

Citrus Wealth Management

(2)
“Blaine Shira is a wealth of knowledge in the investment world!”
In Business Since 2017
1461 Ford St Suite 103, Redlands, CA
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Palmer Financial Consulting Group

Palmer Financial Consulting Group

(1)
“Chris is a great guy!”
In Business Since 2016
1447 Ford St Suite 202, Redlands, CA
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KWB Wealth

KWB Wealth

(1)
“I've been investing through KWB Wealth for over 10+ years and I've always been satisfied with my investments/returns.”
In Business Since 2014
1782 Orange Tree Ln, Redlands, CA
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James Riner & Associates

James Riner & Associates

Tell A Friend, Account Access For Clients, Investments & Retirement Plans
“James Riner is a financial advisor providing professional financial services forindividuals, business owners, and professionals. Ourfinancial services aredesigned toaddress the specific needs and goals ofeach client and we deliver our services on a p...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A
In Business Since 1999
1706 Plum Ln #109, Redlands, CA
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Regal Wealth Group - Fee Only Investment Manager

Regal Wealth Group - Fee Only Investment Manager

Investment Process, Services
“We give personal service to you and your family, in our role as fiduciary. Our core expertise is customizing and continually monitoring your investment portfolio considering your needs and risk tolerance.”
In Business Since 2005
300 E State St #500A, Redlands, CA
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Smart Investments Advisory

Smart Investments Advisory

“Smart Investments offers an array of services to meet your financial needs. Our main focus is our Managed Account program, in which we focus on the individual and design a portfolio based on their financial needs and goals.”
In Business Since 2009
1849 W Redlands Blvd STE 104, Redlands, CA
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Aasi Services

Aasi Services

(5)
“Love this Place and the entire hard working AASI Team.”
1020 Nevada St #200, Redlands, CA 92374
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Investment Counselors of Redlands

Investment Counselors of Redlands

Philosophy, Investment Process, Community Involvement
“101 E. Redlands Blvd. Suite 138 Redlands, CA 92373”
In Business Since 2004
101 E Redlands Blvd #138, Redlands, CA
FAQs
Who has custody of my assets?
Our clients open an account at a brokerage firm (which is unaffiliated with ICR) that serves as the custodian of the assets. The custodian provides safekeeping of assets and brokerage services. This provides a system of checks and balances among ICR, our clients, and the custodian.
Do you provide any services other than asset management?
We provide a number of additional services for our clients including, but not limited to, retirement income planning, charitable planning, and college savings; however, we do not charge for these additional services. Our only compensation comes from asset management, but we want to add value for our clients wherever we can.
Who is a typical client of ICR?
Our clients tend to be corporate executives, healthcare and education professionals, business owners, and affluent retirees. They are a diverse group in many ways, but our clients share one common trait: they recognize that prudent investing is a serious responsibility. Our clients have chosen to outsource that responsibility to us because they want to devote their time to other activities and they recognize the benefit of professional guidance.
You'll find more information on the FAQ page of our website.
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Dallas McKinnon, CFP

Dallas McKinnon, CFP

Strategic Wealth Experience
“As a company, we believe in providing our clients with clarity and solutions tohelp meet their needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in ...”
Licensed
In Business Since 2010
256 Cajon St suite d, Redlands, CA
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Pacific Wealth Strategists

Pacific Wealth Strategists

(3)
“Very happy with the service”
1177 Idaho St STE 203, Redlands, CA
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Retirement Planning and Investment Management Services in Redlands, CA Cost Estimates

Minimum cost
$1109
Maximum cost
$9419
National Average
$3325
Avg Per Hour Rates
$333
$2217
$6095
Typical price range is based on 424 cost profiles
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Average Cost $3325
Minimum cost $1109
Maximum cost $9419
Avg Per Hour Rates $333

Typical range $2217 to $6095 is based on 424 cost profiles.

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