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Hooks n Books
“The hooks family especially Dez has put my business books on point.”
Best Financial Advisors near Rialto, CA
We have 3 firms in Rialto on file, and all of them are on this list, along with 21 from towns including Redlands (8, 13 mi), Riverside (4, 12 mi) and Ontario (3, 14 mi).
1 open 24/7 · 8 open weekends · 23 rated 4.5+ · 4 show a license
Data verified October 15, 2026
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Hooks Financial Services
- Finances
“I have been a client of Mr Hooks for over 10 years he gives excellent and professional advise and always get my tax returns done and i always get a Satisfactory return, i would definitely recommend to my family and friends.”
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Valores Latinos
“She is very helpful and walked me thru the process with patience and kindness.”
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Falcon Wealth Planning
- Information
- Assessment
- Meeting
“Based on my current financial situation and most recent tax returns, Ryan was able to give me a detailed assessment of what could potentially be a way forward to maximize my retirement goals.”
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3H Business Services
- Team
“I've been going to them for over 20 some years and I'm always getting a very warm welcoming the people are so friendly they make you feel like you're at home I invite anyone to go there to do their taxes”
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A&B Garcia Tax Services
“Thank you so much to Adrian who helped out my husband & I with our first year filing together!”
The 24 firms listed for Rialto, 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: Rialto, CA
23 of the 24 firms on this page have a rating, from 4.5 to 5.0 across 386 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (83%) and responsiveness (72%). 1 is open around the clock; 8 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are back taxes owed (2), bankruptcy (2), buy quickbooks and save (2), estate planning (2) and financial planning (2). 4 show a license on their websites; 3 list staff certifications (CFP) and 5 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 50 years. 1 offers urgent consultations; 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 17 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.
Why are financial advisers outside Rialto listed here?
3 of the 24 firms are located in Rialto. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Evermont Wealth
- Retirement
- Understand
- Goals
“When we first started working with RPA Wealth Management, Brent has worked hard to understand what our financial goals are and what we felt comfortable with in regards to investment and risk.”
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Sears Wealth Management & Insurance Solutions
- Afraid
- Goals
- Understanding
“A lot of the concepts were new to us but they were patient to explain things to our understanding and now I'm retired and we are at peace with our lives because of our "plan"”
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La Bolsa De Valores USA
- Course
- Information
- Investment
“Alejandro has extensive knowledge of the stock market, it is a fascinating world full of opportunities and will surely lead you to success in this type of investments.”
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Mason Financial Services, CPA
- Retirement
“I trust him, and use his services whenever I am considering a decision that might potentially affect my tax status.”
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Marshall Life and Financial Solutions
- Customer Satisfaction
- Tailoring
- Life Insurance
“From tailoring personalized policies to seamless claims processing, Marshall Insurance sets the gold standard for client-centric care”
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Pierpont Investment Group
- Profits
- Strategy
- Market Trends
“Omar has done a great job and is very hands-on, even battling LA traffic to come to see my husband and me because his health issues make traveling not ideal for us.”
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Milt Miner, CPA
“We have worked with Milt for our personal taxes and business taxes for many years!”
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Planable Wealth
- Team
- Retirement Planning
- Strategies
“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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Optimal Wealth Network
- Corporate
“We have been working with Optimal Wealth Network and have been able to complete so much in this past month to start moving forward with our business ideas.”
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Lindsey Financial
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Miles Financial Group
- Radio Show
- Income
- Retirement
“I would encourage anyone and everyone that is planning for future retirement to reach out to Billie Miles to set an appointment to let him review both past and future investments.”
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Financial Solutions
- Service
- Questions
- Taxes
“She was very friendly and professional and went out of her way to ensure I received the latest tax changes and credits.”
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Diligent Investors
“Always on top of things!”
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Massongill Wealth Management
“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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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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Rivco Wealth Management
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Mountain Peak Financial
Retirement Planning and Investment Management Services in Rialto, CA Cost Estimates
Minimum cost
$1168
Maximum cost
$9924
National Average
$3503
Avg Per Hour Rates
$351
$2335
$6421
Average price range is based on 487 cost profiles
Why these companies made our list
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