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3H Business Services

(16)

Team

“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.”

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Mason Financial Services, CPA

(10)

Retirement

“Very knowledgeable true tax professionals.”

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Marshall Life and Financial Solutions

(9)

Tailoring
Life Insurance
Confidence

“I can always expect my agent to invest my money wisely.”

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Milt Miner, CPA

(3)

“Outstanding Cpa very excellent work”

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Lindsey Financial

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Massongill Wealth Management

(2)

“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.”

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The 24 firms listed for Redlands, 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: Redlands, CA

All 24 firms we list here are in Redlands itself. We have 25 firms in Redlands on file; this page shows the highest-rated 24. 16 of the firms on this page have a rating, from 4.5 to 5.0 across 86 reviews. 2 are open on Saturdays and 1 on Sundays. 3 show a license on their websites and 4 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 50 years. 1 offers a free initial consultation. We have a website on file for 20 of the firms on this page; 12 publish a contact page; 14 list a public email and 3 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 Redlands take financial planning bookings online?

3 of the 24 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.

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Diligent Investors

(2)

“Always on top of things!”

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Mountain Peak Financial

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KWB Wealth

(3)

“She always explains things so that I understand and she always replies quickly.”

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Citrus Wealth Management

(2)

“Blaine Shira is a wealth of knowledge in the investment world!”

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Cornerstone Christian Wealth Management

(2)

“I can't think of anyone else I would trust my family's investments to!”

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Palmer Financial Consulting Group

(1)

“Chris is a great guy!”

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James Riner & Associates

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IE Invests

(4)

Investment
Goals
Retirement

“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.”

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Aasi Services

(5)

“Love this Place and the entire hard working AASI Team.”

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Connect Tax

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Generations Capital Strategies & Insurance Solutions

(3)

“They regularly provide educational resources, newsletters, and seminars to help policyholders make informed decisions and stay updated on the latest developments in the insurance sector.”

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Matson Waner Wealth Management

(3)

“Will look out for your best interests and not there profit at your expense”

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Pacific Wealth Strategists

(3)

“Very happy with the service”

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Investment Counselors of Redlands

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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Retirement Wealth Group

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Dallas McKinnon, CFP

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Bosman Wealth Management

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Triple Edge Financial Services

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Average Cost	$3325
Minimum cost	$1109
Maximum cost	$9419
Avg Per Hour Rates	$333

Best Financial Advisors in Redlands, CA

3H Business Services

Mason Financial Services, CPA

Marshall Life and Financial Solutions

Milt Miner, CPA

Lindsey Financial

Massongill Wealth Management

Area overview: Redlands, CA

Diligent Investors

Mountain Peak Financial

KWB Wealth

Citrus Wealth Management

Cornerstone Christian Wealth Management

Palmer Financial Consulting Group

James Riner & Associates

IE Invests

Aasi Services

Connect Tax

Generations Capital Strategies & Insurance Solutions

Matson Waner Wealth Management

Pacific Wealth Strategists

Investment Counselors of Redlands

Retirement Wealth Group

Dallas McKinnon, CFP

Bosman Wealth Management

Triple Edge Financial Services

Retirement Planning and Investment Management Services in Redlands, CA Cost Estimates

Why these companies made our list

Financial Advisors near Redlands

Popular in Redlands