Best Financial Advisors in San Bernardino, CA

The highest-rated Financial Planning & Wealth Management firms out of 358 vetted & reviewed in the San Bernardino area.

Rogers, Anderson, Malody & Scott

Rogers, Anderson, Malody & Scott

(1)
Personal Financial Planning, Litigation Support, Financial Statement Assurance
“The receptionist is over-the-top sweet and always is concerned about the clients.”
In Business Since 1971
LLP Certified
735 E Carnegie Dr, San Bernardino, CA
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Kim Krick Enterprise

Kim Krick Enterprise

(3)
Tax Preparation, Bookkeeping, Training Classes
“Beth is the greatest you can put your trust in her.”
In Business Since 2007
Accepts All Major Credit Cards, Cash, Check
Free Initial Consultation
Remote Consultations Available
2601 Del Rosa Ave N Suite #115, San Bernardino, CA
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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 1991
1514 S D St, San Bernardino, CA
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First American Trust

First American Trust

“Their building is across the street from the superior court and adjacent so some food locations.”
In Business Since 1995
323 W Court St, San Bernardino, CA
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Falcon Wealth Planning

Falcon Wealth Planning

(30)
  • Meeting
  • Goals
  • Retirement
“From our first call with Earl and our meetings with Kevin, Falcon wealth enlightened us to the necessary steps to help our current and future financial situation.”
In Business Since 2014
CFP Certified
3400 Inland Empire Blvd #100, Ontario, CA
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3H Business Services

3H Business Services

(17)
Tax Services, Strategy Planning, Newsletter
“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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Prudence CPA

Prudence CPA

(6)
Services For Individuals, Business Services, Quickbooks Services
“Very knowledgeable and takes the time to explain to his clients what is best for them and also educates his client to his best ability about changes and new laws that keep changing in the taxes area.”
Offers Financing Options
In Business Since 2016
Licensed, BBB Rating: A+
Free Initial Consultation
Serving San Bernardino Area
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Five Star Bookkeeping and Taxes

Five Star Bookkeeping and Taxes

(7)
Payroll Services, Business Valuations, Bookkeeping
“I've used there services for year's no complaints here.”
In Business Since 2011
Licensed, BBB Rating: A
5446 Riverside Dr, Chino, CA
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Personalized Business Service Hesperia

Personalized Business Service Hesperia

(2)
“The best in the desert 5* no doubt very informational ..”
In Business Since 1982
Licensed, BBB Rating: A
Offers Financing Options
Transparent Fees & Pricing
14609 Main St, Hesperia, CA
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RPA Wealth Management

RPA Wealth Management

(10)
  • Team
  • Investments
  • Goals
“A fantastic team of financial advisors, extremely knowledgeable and always current with what is happening in the economic world to better advise their clients.”
In Business Since 2016
CFP Certified
8885 Haven Ave #170, Rancho Cucamonga, CA
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Burns Tax & Wealth Management

Burns Tax & Wealth Management

(2)
Tax Planning & Preparation, Financial Planning, Bookkeeping & Accounting
“Professional, trustworthy friendly and efficient are just a few words that come to mind when describing Burns Tax & Wealth Management.”
In Business Since 2010
Licensed, BBB Rating: A
1920 S Archibald Ave f, Ontario, CA
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Tandy Consulting

Tandy Consulting

(10)
Tax Services, Quickbooks Services, Payroll Compliance
“With covid restrictions, Travis adjusted by offering an extremely simple process of detailed phone calls/emails which included step by step instructions, a very user friendly internet interface that ensured all my personal and LLC business documents...”
Free Initial Consultation
In Business Since 2017
Accepts All Major Credit Cards
Offers Financing Options
Serving San Bernardino Area
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A&B Garcia Tax Services

A&B Garcia Tax Services

(5)
“The Garcia's are awesome”
In Business Since 1996
BRE# 01939005
325 N 2nd Ave, Upland, CA
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Fox & Stephens, Cpas

Fox & Stephens, Cpas

(4)
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 1991
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
9302 Pittsburgh Ave #200, Rancho Cucamonga, CA
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Galeano Professional Office

Galeano Professional Office

(1)
Accounting / Bookkeeping, Tax Preparation, Tax Free Retirement Planning
“More than 20 years of continuous great experiences doing both individual and our company's taxes with them.”
In Business Since 1977
Licensed, BBB Rating: A+
Family Business
12150 Ramona Ave #11, Chino, CA
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Hooks n Books

Hooks n Books

(1)
Pay, IRS Levies, Small Business Accounting
“The hooks family especially Dez has put my business books on point.”
In Business Since 2004
Emergency Services
Transparent Fees & Pricing
1766 Riverside Ave, Rialto, CA
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Reiss Jackson & Company Cpas

Reiss Jackson & Company Cpas

(1)
Bank Financing, Succession Planning, Personal Financial Planning
“We are small business owners and credit a great part of our success to his assistance.”
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
1901 Orange Tree Ln #120, Redlands, CA
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Accountability

Accountability

(1)
College Financial Planning, For Small Businesses, Tax Services
“Lin was incredibly helpful and knowledgeable.”
In Business Since 1994
Licensed
Accepts All Major Credit Cards
4413 Riverside Dr j, Chino, 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
Typical 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

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

Why these companies made our list

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