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Pacific Tax & Financial Group
- Expertise
- Information
- Questions
“The cost was only a little more than what I would have paid for the online service but the experience was 100 times better and my return increased by over a $1000.”
Best Financial Advisors in San Clemente, CA
24 firms listed · 6 in San Clemente · 4 open weekends · 14 rated 4.5+ · 3 show a license
Data verified October 16, 2026
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Creative Management & Tax
- Tax Preparer
“The service was professional, the pricing was more than reasonable, and the staff at creative tax are friendly and took the extra care to ensure that they were filing an accurate return while maximizing my refund.”
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Howe Dale R CPA
- Questions
“The office atmosphere is professional, sophisticated and warm from his assistant, Jane (who is wonderful) to the perfect management of the tedious process that is filling your taxes, the CPA Dale made this process smooth and efficient.”
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Quiver Financial Holdings
- Funds
- Market
- Financial Advisors
“Their regular check-ins, how they keep us informed of the trends and are responsive whenever needed are great.”
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NCG Financial
“His customer service is phenomenal and the truth is he really cares about securing our future!”
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SMC Wealth Management
“At SMC Wealth Management, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you're not just a number or portfolio. You are our priority and we have built ou...”
The 24 firms listed for San Clemente, 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 Clemente, CA
Of the 24 firms we list here, 6 are in San Clemente itself and 18 come from San Marcos (10, 33 mi), San Juan Capistrano (6, 6 mi) and San Diego (2, 51 mi). 17 of the firms on this page have a rating, from 4.0 to 5.0 across 184 reviews; 1 has 50 or more reviews and 14 are rated 4.5 or higher. 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), insurance (2), investment management (2), investments (2) and retirement planning (2). 3 show a license on their websites. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 offer payment plans; 3 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 17 list a public email and 3 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.
Do firms listed for San Clemente 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.
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Financial Sense Wealth Management
“This team has the experience to taylor advice according to individual needs compared to others who merely plug you in to a cookie cutter matrix.”
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Meridian Pacific Properties
“Having owned and managed several of my own rental properties in California, I greatly appreciate having a full-service company take care of all of the work for me.”
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Devore Financial Advisors
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Tax Group of San Diego
“The knowledge and professionalism was evident from the moment we walked in the office of Mr, Joe Valone He put us at ease quickly as he went through our tax returns.”
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Martensen Tax & Financial
“When I met with Will, not only did he make the process incredibly easy, he also discovered that I way overpaid my taxes in 2016 when I was still using H&R Block.”
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Williams Financial Advisors
“Choosing a financial advisor with the Certified Financial Planner (CFP) designation can make a difference in your financial journey. All three of our advisors maintain Board Certifications, which require ongoing and extensive education and testing. O...”
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PHP Agency San Marcos, CA Team Eagles
“If you're at a loss for a job, loss in finances, or simply would like to be educated with a future plan for yourself, I highly recommend you just stop in, call, or even email Flavio and he will take care of you.”
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CD Financial
“This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing retirement concerns. You'll examine:”
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Koppel & Gruber Public Finance
“As advocates for public agencies, we strongly value the unique culture and practices of each individual client, striving to seamlessly integrate ourselves as a valuable addition to your staff and effectively bring your public finance goals to fruitio...”
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Global Financial Data
- Company
“Global Financial Data is wonderful and solid company with such professional knowledgeable and very likable employees and employer Dr Bryan Taylor.”
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William Knoke
“Wonderful.”
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Stephenson & Company
“Stephenson and Company, Inc.was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of o...”
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Growthpath Partners
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Pacific Financial Group
“The strength of Pacific Financial Group rests in our team. As a team, we have combined our insights to produce a financial practice that aligns our clients with their goals. Each of our team members is an experienced adviser that is sympathetic to pe...”
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Coast Wealth Management
“Coast Wealth Management is a Registered Investment Advisory Firm providing comprehensive wealth management services to individuals, families, businesses, and trusts.”
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Sarita's TAX & Insurance Services
“I was very impressed and pleased by the friendly and fast service at Sarita's Tax service.”
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RTC Finance, Accounting, and Tax Services
“Ryan Thomas Consulting is a finance, accounting, and tax services company with experience you can count on. We are committed to helping businesses make sound financial decisions. Outsource your finance and accounting so that you can focus on running ...”
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Ultra Estate Planning
“Has been providing estate and retirement planning solutions to union members and their families since 1993. Our mission is to provide comprehensive estate, retirement, and long-term care planning that protects your estate throughout your life and pre...”
Retirement Planning and Investment Management Services in San Clemente, CA Cost Estimates
Minimum cost
$1086
Maximum cost
$9230
National Average
$3258
Avg Per Hour Rates
$326
$2172
$5973
Typical price range is based on 293 cost profiles
Why these companies made our list
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