San Bernardino, CA

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San Bernardino, CA
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Best Financial Advisors in San Bernardino, CA

Handpicked from 120 vetted & reviewed Financial Planning & Wealth Management firms in the San Bernardino area, discover the top 5 elite providers among the selected group of 24 finalists.

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Optimal Wealth Network

Optimal Wealth Network

(3)
Business, Accounting, Insurance
“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.”
In Business Since 2021
Free Initial Consultation
473 E Carnegie Dr #200, San Bernardino, CA
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Rogers, Anderson, Malody & Scott

Rogers, Anderson, Malody & Scott

(2)
Client Accounting Services, Internal & External Reporting
“The receptionist is over-the-top sweet and always is concerned about the clients.”
In Business Since 1973
RAMS, LLP Certified
Remote Consultations Available
735 E Carnegie Dr, San Bernardino, CA
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La Bolsa De Valores USA

La Bolsa De Valores USA

(15)
  • Investment
  • Course
  • Information
“My experience taking this course was very good, Alejandro is always attentive to his students, ensuring that everyone learns and understands what is being discussed in that class.”
In Business Since 2011
2601 Del Rosa Ave N #222f, San Bernardino, CA
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Johnson-Lozolla CPA

Johnson-Lozolla CPA

(10)
  • Needs
  • Team
  • Bookkeeping
“This firm is outstanding detailed and has been reliable to us for decades they keep us organized financially and excellent with our bookkeeping audits and most of all superior results in tax returns ,tax laws and benefits CPA you can trust and We ...”
In Business Since 2021
Accepts All Major Credit Cards
141 N Arrowhead Ave ste 4, San Bernardino, CA
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KKE Bookkeeping & Tax Service

KKE Bookkeeping & Tax Service

(5)
Tax Preparation, Bookkeeping, Training Classes
“Very friendly customer service.”
In Business Since 2011
Accepts All Major Credit Cards, Cash, Check
Free Initial Consultation
2601 Del Rosa Ave N # 115, San Bernardino, CA
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Best of 2025

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Fenster & Fenster

Fenster & Fenster

(1)
“This CPA office is the most attentive and competent that my my Law Office and family has ever known.”
In Business Since 1995
1514 S D St, San Bernardino, CA
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Homestead Wealth Management

Homestead Wealth Management

(3)
““Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser.”
In Business Since 2020
Licensed
Remote Consultations Available
Serving San Bernardino Area
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Peak Financial

Peak Financial

(2)
“Mr Beber is very good at what he does.”
In Business Since 2012
Licensed
Serving San Bernardino Area
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New York Life Insurance

New York Life Insurance

(1)
“They working very close with you, explain the different options of different plans that best suit you.”
In Business Since 1995
Transparent Fees & Pricing
Serving San Bernardino Area
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Wilson Ivanova CPA

Wilson Ivanova CPA

Business Services, Tax Services, Services For Individuals
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
In Business Since 2014
Transparent Fees & Pricing
Free Initial Consultation
550 E Hospitality Ln # 300, San Bernardino, CA
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A4cpt - Accounting 4 Computers & Pro-Tax Solutions

A4cpt - Accounting 4 Computers & Pro-Tax Solutions

(41)
Services For Individuals, Business Services, Tax Services
“If you are looking for financial guidance and tax solutions for your small business this is the place to call and set up a consultation with for business needs.”
In Business Since 2012
Offers Financing Options
Free Initial Consultation
1255 W Colton Ave #616, Redlands, CA
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Advanced TAX Solutions INC

Advanced TAX Solutions INC

(1)
Back Taxes Owed, Buy Quickbooks and Save, Offer In Compromise
“They are professional, knowledgeable and are just great people.”
In Business Since 2005
Licensed, BBB Rating: A
Transparent Fees & Pricing
6864 Indiana Ave #103, Riverside, CA
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3H Business Services

3H Business Services

(16)
  • Team
“Dave Hess and his team have been providing top-notch accounting, business planning services, and thorough support on potentially complicated business ventures to me for some time now; can't say enough great things about 3H Business Services”
In Business Since 1976
Licensed, BBB Rating: A
Accepts All Major Credit Cards
414 Tennessee St, Redlands, CA
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Law Office of Ryan E. Fender

Law Office of Ryan E. Fender

(27)
IRA & Retirement Planning, Special Needs Planning, Pet Planning
“Our family is very satisfied with the help and support we received from the Law Office of Ryan Fender; Ryan was outstanding in handling our father's estate in its entirety.”
In Business Since 2018
Family Business
300 E State St Ste 200, Redlands, CA
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Fox & Stephens, Cpas

Fox & Stephens, Cpas

(6)
Services For Individuals, Business Services, Quickbooks 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 1993
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
9302 Pittsburgh Ave #200, Rancho Cucamonga, CA
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Sears Wealth Management & Insurance Solutions

Sears Wealth Management & Insurance Solutions

(12)
  • Team
  • Future
  • Retirement
“Sears Wealth Management & Insurance is well seasoned and professional in their ability to provide the critical custom platforms to maximize your desired goals.”
In Business Since 2017
Licensed, BBB Accredited
12487 N Mainstreet #240, Rancho Cucamonga, CA
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Hooks n Books

Hooks n Books

(2)
Pay, IRS Levies, Small Business Accounting
“They have been serving my financial needs business and personal for last 7yrs.”
In Business Since 2004
Emergency Services
Transparent Fees & Pricing
1766 Riverside Ave, Rialto, CA
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Security Tax Service- Office of Mister Jones

Security Tax Service- Office of Mister Jones

(9)
“I have been getting my taxes done from this company for 10 plus years .”
In Business Since 1984
Licensed, BBB Rating: A
5750 Division St #207, Riverside, CA
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Hooks Financial Services

Hooks Financial Services

(26)
  • Finances
“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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Mason Financial Services, CPA

Mason Financial Services, CPA

(10)
  • Retirement
“Over the last couple years, Jami has been helping with my taxes, and she has done a phenomenal job.”
In Business Since 1991
Accepts All Major Credit Cards
Free Initial Consultation
300 E State St #504, Redlands, CA
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Tax & Law Research

Tax & Law Research

(5)
Services For Quickbooks, Accounting Services For Individuals, Tax Services
“We recently engaged the services of the tax and law research firm and were exceptionally pleased with the high caliber of their bookkeeping and taxation services.”
In Business Since 2021
Transparent Fees & Pricing
7130 Magnolia Ave Ste M, Riverside, CA
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Marshall Life and Financial Solutions

Marshall Life and Financial Solutions

(9)
Roth Conversion Planning, Insurance Planning, Financial Planning
“She'll make sure you thoroughly understand the advice she's giving you, which I found very encouraging.”
In Business Since 2018
Accepts All Major Credit Cards
1040 Nevada St Suite 307, Redlands, CA
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Altadena, CA Accounting Firm

Altadena, CA Accounting Firm

Tax Preparation, Nonprofit Incorporation, Nonprofit Accounting
“Our Burbank nonprofit accountants know how challenging it can be to keep up with your organization's taxes and accounting. From recording fundraising and administration costs to handling your audits, we are proud to provide comprehensive assistance t...”
In Business Since 2018
Transparent Fees & Pricing
Offers Financing Options
7940 Cherry Ave STE 201, Fontana, CA
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Milt Miner, CPA

Milt Miner, CPA

(3)
Offer In Compromise, Why Quickbooks, Non-Filed Tax Returns
“He always takes his time with me and offers great accounting advice for me and my business.”
In Business Since 2011
Transparent Fees & Pricing
405 E Citrus Ave, Redlands, CA
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Retirement Planning and Investment Management Services in San Bernardino, CA Cost Estimates

Minimum cost
$1222
Maximum cost
$10383
National Average
$3665
Avg Per Hour Rates
$367
$2443
$6719
Fair price range is based on 257 cost profiles
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Average Cost $3665
Minimum cost $1222
Maximum cost $10383
Avg Per Hour Rates $367

Fair range $2443 to $6719 is based on 257 cost profiles.

Why these companies made our list

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Wealth Management Advisors near San Bernardino

Popular in San Bernardino

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