La Bolsa De Valores USA
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Best Financial Advisors near San Bernardino, CA
We have 3 firms in San Bernardino on file, and all of them are on this list, along with 12 from Redlands (8, 9 mi), Rialto (3, 6 mi) and Colton (1, 6 mi).
1 open 24/7 · 6 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Optimal Wealth Network
“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.”
Fenster & Fenster
“This CPA office is the most attentive and competent that my my Law Office and family has ever known.”
3H Business Services
“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”
Hooks n Books
“The hooks family especially Dez has put my business books on point.”
Hooks Financial Services
“He always helps with income tax every year and answers all our questions and no matter what problem you have going on your income tax he can solve It”
The 15 firms listed for San Bernardino, 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: San Bernardino, CA
14 of the 15 firms on this page have a rating, from 4.5 to 5.0 across 163 reviews. 1 is open around the clock; 6 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 innocent spouse relief (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 50 years. 1 offers urgent consultations and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 10 publish a contact page; 9 list a public email and 2 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 San Bernardino listed here?
3 of the 15 firms are located in San Bernardino. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Mason Financial Services, CPA
“Ensen and Jami are best in class and true professionals.”
Marshall Life and Financial Solutions
“They help with the IRA, life insurance and my savings accounts.”
Milt Miner, CPA
“We have worked with Milt for our personal taxes and business taxes for many years!”
Lindsey Financial
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Financial Solutions
“We have been going to Manuel/MRG for a couple of years now and I must say the service/help you get here is 10/10.”
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.”
Mountain Peak Financial
Valores Latinos
“She is very helpful and walked me thru the process with patience and kindness.”
KWB Wealth
“I've been investing through KWB Wealth for over 10+ years and I've always been satisfied with my investments/returns.”
Why these companies made our list
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