Best Financial Advisors in Santa Maria, CA

The highest-rated Financial Planning & Wealth Management companies out of 154 vetted & reviewed in the Santa Maria area.

Geneva Financial

Geneva Financial

(19)
  • Company
  • Questions
  • Interest
“He went above and beyond to make sure everything went smoothly by answering any questions I had, checking in, and providing me with important details/updates.”
NMLS# 218932
In Business Since 2007
2125 S Broadway #111, Santa Maria, CA
i
LF Financial

LF Financial

(2)
“Excellent service, important information.”
Family Business
Licensed
Free Initial Consultation
In Business Since 2021
801 S Broadway Ste 16, Santa Maria, CA
i
Creations Coastal Financial & Insurance Services

Creations Coastal Financial & Insurance Services

Annuity Products, Life Insurance, Retirement Strategies
“The products we offer at Creations Coastal can earn you a reasonable rate of return over time while still protecting your principal. The “red line” represents the movement of the stock market, while the “green line” represents your rate with a fixed ...”
Licensed
Family Business
In Business Since 2023
2236 S Broadway, Santa Maria, CA
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Walpole & Co.

Walpole & Co.

+, Business Tax and Planning, Sage Intacct
In Business Since 1999
2243 S Depot St Suite 101, Santa Maria, CA
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Trellis Wealth Advisors

Trellis Wealth Advisors

Investment Selection, Investment Strategy, Consolidated Reporting
“We construct custom portfolios based on an investment philosophy rooted in facts and common sense. We don't have any magical mathematical models, secret formulas, or hot stock tips to share. We do, however, have experience, expertise, and an unwaveri...”
In Business Since 2012
Serving Santa Maria Area
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Ogden Wealth Management & Services

Ogden Wealth Management & Services

(1)
“We have had the Ogden Wealth Management team handle our investments for over 16 years.”
411 Betteravia Rd # 101, Santa Maria, CA
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John's Financial and Health Services

John's Financial and Health Services

“Allmerits Financial & Insurance Services is independent financial agency which provides premier financial services including retirement planning, families and businesses protection, college savings and estate planning. As one of the fastest growing c...”
In Business Since 2016
223 Dressler Ave, Santa Maria, CA
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Ameritrust Capital Management

Ameritrust Capital Management

“These days, only on television is landing your dream job after graduation a thing that could actually happen. The reality is, in a recent survey of 503 - recent grads - entry-level job seekers by national career matchmaking firm GradStaf, “nearly 70 ...”
Serving Santa Maria Area
i
Wealth Management Strategies Insurance & Financial Solutions

Wealth Management Strategies Insurance & Financial Solutions

“We know the impact a strong financial foundation can have on your future; likewise, we know that a lack of preparation can distract you from the values and goals in your present. Whether we're helping you establish an estate plan, wealth transference...”
Licensed
In Business Since 2006
Serving Santa Maria Area
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Rohr and Associates Cpas

Rohr and Associates Cpas

(3)
Estate Tax Services, Business Succession Planning, Consulting
“I had terrible experience with a local tax prep company and Rohr & Associates fixed their errors like pros.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards, Check, Debit
In Business Since 2002
Serving Santa Maria Area
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The James Financial Group

The James Financial Group

(1)
Team
“I have been very pleased with my investment performance since I moved my funds to The James Financial Group.”
Licensed
In Business Since 2016
Serving Santa Maria Area
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McDermott & Apkarian

McDermott & Apkarian

(1)
IRS Audit Representation, Succession Planning, Offer In Compromise
“Pat is great to work with.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2014
Serving Santa Maria Area
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Right Brain Money

Right Brain Money

(1)
Samples, Fees
“This name is hilarious”
Transparent Fees & Pricing
In Business Since 2011
Serving Santa Maria Area
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CA Tax Pros, Formerly the Tax Gals

CA Tax Pros, Formerly the Tax Gals

(4)
Individuals, Financial Planning, Payroll Services
“When we decided to move to the Central Coast, we were so happy to learn that our accountant, Doug Matthews had moved here as well and established CA Tax Pros.”
In Business Since 2020
Serving Santa Maria Area
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Ekmanian Tax & Accounting, A Prof Corporation

Ekmanian Tax & Accounting, A Prof Corporation

(3)
“Bruce looked at the returns I filed for the last two years, found some issues that he quickly resolved, and is helping me plan out quarterly taxes for next year.”
Transparent Fees & Pricing
In Business Since 2014
Serving Santa Maria Area
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Live Oak Wealth Management

Live Oak Wealth Management

(2)
Mutual Funds and Income Tools, Insurance Needs and Analysis, Wealth Management
“Of course, Steve is quick to direct clients towards specialized financial advisors when appropriate (he is not a tax advisor or mortgage lender, for example).”
In Business Since 2012
Serving Santa Maria Area
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Maguire Investments

Maguire Investments

(2)
“Once you meet with them then your understand the the 5 star rating.”
In Business Since 1999
Serving Santa Maria Area
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Phase Line Financial

Phase Line Financial

(1)
“I moved my retirement money here from another advisor, and am blown away at the level of service I've received.”
In Business Since 2023
Serving Santa Maria Area
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Brittingham Financial Group

Brittingham Financial Group

(1)
“Fun day.”
Licensed
In Business Since 2014
Serving Santa Maria Area
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Thornburgh CPA

Thornburgh CPA

Quickbooks Services, Business Services, Tax Services
“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...”
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2019
Serving Santa Maria Area
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Blakeslee & Blakeslee

Blakeslee & Blakeslee

Education Planning, Retirement Planning, Estate Planning
“Since the beginning, we have been committed to making investing accessible to everyone. As a wholly independent financial planning firm in San Luis Obispo, CA, offering wealth management, retirement planning, and more, we are able to put each client ...”
In Business Since 2018
Serving Santa Maria Area
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Monarch Financial Solutions | Dave Ramsey Smartvestor Pro

Monarch Financial Solutions | Dave Ramsey Smartvestor Pro

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“Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through registered representative of Cambridge Investment Research, Inc., a broker-dealer, member of to res...”
In Business Since 2017
Serving Santa Maria Area
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Vivid Financial Managment

Vivid Financial Managment

(4)
“The best, nicest, most helpful professionals that I've ever dealt with!”
Serving Santa Maria Area
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Aquila Wealth Advisors

Aquila Wealth Advisors

(9)
  • Goals
“Under their direction, I have taken full advantage of my employer's various investment plans, begun my estate planning, and have seen my family's investments grow.”
Transparent Fees & Pricing
In Business Since 2017
Serving Santa Maria Area
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Retirement Planning and Investment Management Services in Santa Maria, CA Cost Estimates

Minimum cost
$1171
Maximum cost
$9953
National Average
$3513
Avg Per Hour Rates
$352
$2342
$6441
Average price range is based on 527 cost profiles
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Average Cost $3513
Minimum cost $1171
Maximum cost $9953
Avg Per Hour Rates $352

Average range $2342 to $6441 is based on 527 cost profiles.

Why these companies made our list

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