View Profile
Rogers, Anderson, Malody & Scott
“The receptionist is over-the-top sweet and always is concerned about the clients.”
Best Financial Advisors in San Bernardino, CA
24 firms listed · 7 in San Bernardino · 1 open 24/7 · 7 open weekends · 20 rated 4.5+
Data verified October 16, 2026
View Profile
La Bolsa De Valores USA
- 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.”
View Profile
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.”
View Profile
Johnson-Lozolla CPA
- 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 ...”
View Profile
KKE Bookkeeping & Tax Service
“Very friendly customer service.”
View Profile
Fenster & Fenster
“This CPA office is the most attentive and competent that my my Law Office and family has ever known.”
The 24 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
Of the 24 firms we list here, 7 are in San Bernardino itself and 17 come from towns including Redlands (6, 9 mi), Riverside (3, 15 mi) and San Dimas (3, 30 mi). 23 of the firms on this page have a rating, from 4.2 to 5.0 across 275 reviews; 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), quality (75%) and responsiveness (68%). 1 is open around the clock; 7 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax planning (4), tax preparation (4), tax services (4), back taxes owed (3) and bankruptcy (3). 4 show a license on their websites and 4 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 55 years. 1 offers urgent consultations; 3 offer payment plans; 6 offer a free initial consultation and 1 is family- or locally-owned. 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.
Do firms listed for San Bernardino 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.
View Profile
Homestead Wealth Management
““Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser.”
View Profile
Peak Financial
“Mr Beber is very good at what he does.”
View Profile
New York Life Insurance
“They working very close with you, explain the different options of different plans that best suit you.”
View Profile
Wilson Ivanova CPA
“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...”
View Profile
A4cpt - Accounting 4 Computers & Pro-Tax Solutions
- Company
- Retired
- Knowledge
“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.”
View Profile
Advanced TAX Solutions INC
“They are professional, knowledgeable and are just great people.”
View Profile
3H Business Services
- 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”
View Profile
Law Office of Ryan E. Fender
- Beneficiary
- Mind
- Trust
“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.”
View Profile
Sears Wealth Management & Insurance Solutions
- Team
- Future
- Retirement
“We have been lucky enough to have known Mike and his staff for several years and couldn't ask for anyone more honest, trustworthy or qualified than Mike.”
View Profile
Fox & Stephens, Cpas
“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.”
View Profile
Hooks n Books
“They have been serving my financial needs business and personal for last 7yrs.”
View Profile
Security Tax Service- Office of Mister Jones
“I have been getting my taxes done from this company for 10 plus years .”
View Profile
Hooks Financial Services
- 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...”
View Profile
Mason Financial Services, CPA
- Retirement
“Over the last couple years, Jami has been helping with my taxes, and she has done a phenomenal job.”
View Profile
Tax & Law Research
- Expertise
- Team
- Tax Preparation
“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.”
View Profile
Marshall Life and Financial Solutions
- Confidence
- Retirement
- Customer Satisfaction
“She'll make sure you thoroughly understand the advice she's giving you, which I found very encouraging.”
View Profile
Altadena, CA Accounting Firm
“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...”
View Profile
Milt Miner, CPA
“He always takes his time with me and offers great accounting advice for me and my business.”
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
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
