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Jch Tax Group
“Everyone who works there is dedicated to helping you get through what can be a very stressful time of the year with ease and confidence that you are being well cared for.”
Best Financial Advisors in Temecula, CA
24 firms listed · all 24 in Temecula · 4 open weekends · 16 rated 4.5+ · 5 show a license
Data verified October 18, 2026
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Grape Wealth Management
“I would like to express my appreciation for the fine work Alexander Newman has done for me and at the same time recommend him to any who are seeking a good financial advisor or counselor.”
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Elite Tax Partners
- Investments
- Individuals
- Laws
“I have retained the services of six previous accounting firms during my years, and can absolutely attest to the superior service and performance Elite brings to the table.”
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Team Wealth & Tax Advisors
“I go on the Turbo Tax website every year to get an estimate on my return, and it's always $2,000+ less than the return I receive when Team Tax does my taxes.”
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Titanium Tax & Business Consulting
“My family, friends and I have always went with Platinum Capital for many years, David is knowledgeable and friendly and the best in the IE for your tax needs.”
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Duane Johnson Group-Financial
“We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information ...”
The 24 firms listed for Temecula, 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: Temecula, CA
All 24 firms we list here are in Temecula itself. We have 36 firms in Temecula on file; this page shows the highest-rated 24. 16 of the firms on this page have a rating, from 4.8 to 5.0 across 183 reviews. 4 are open on Saturdays. The services the firms on this page list most often on their websites are tax preparation (3), business consulting (2), financial planning (2) and investments (2). 5 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 2 offer payment plans; 6 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 22 list a public email and 8 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Temecula take financial planning bookings online?
8 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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Wolfgang Capital
“The future holds great promises with growing the company with capturing more market share and bringing in new technologies.”
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Enduring Wealth Advisors
“I get great advice from them and they are always friendly and eager to help.”
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AJT Wealth Consultants
“From an amazing front desk receptionist, to the most amazing team of Allyson and Ryan :)”
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Wealth Protection Partners
“Nothing I can't say that hasn't been said, but Yvette delivers the type of service and recommendations that make you feel confident and comfortable with your future.”
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Corcoran Wealth Management
“We invite you to discover and experience the power of our financial solutions. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available. No one strategy fit...”
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Temecula Financial Services
“Will continue to use their service!”
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Sexton Advisory Group
“Steve is great he had helped me tremendously the past 13 years with my finances.”
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La Pointe Wealth Advisors
“David La Pointe and group has and continues to be an outstanding financial adviser of my asset accounts.”
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Wealth Redy, Powered by Westpac Wealth Partners / Redy U
“I just switched my account from Edward Jones to WEALTH REDY with Matt and it's a night a day difference.”
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Milton Wealth Advisors
“Always friendly and professional.”
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GC Asset Management
- Knowledge
“Just the words "financial planning" are bound to intimidate, however, if you want a knowledgeable, trustworthy, efficient steward of your hard earned money, then GC Asset is the way to go.”
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Venne Daniel
“As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.”
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Acclaimed Financial Accounting Services
“Welcome to our website! 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. W...”
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The Ray Group
“The Ray Group offers an extensive range of professional accounting and tax services. For over 20 years, we have been servicing both business and individual needs with affordable financial solutions. From bookkeeping setup assistance to estate & trust...”
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Cadence Private Wealth Management
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
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Granite Wealth Advisors
“As a full-service financial management firm, we stand by you through all of life's stages. From buying your first home to finally entering retirement, we are here to keep you moving forward.”
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Summit Financial Networks
“Choosing the right advisor is one of the most important investment decisions you will make. As a fiduciary, w ith over 30 years of experience helping my clients pursue their goals, a spotless record with my industry's regulatory agencies, I believe I...”
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Locklin Financial Group
“At Locklin Financial, we serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From ...”
Retirement Planning and Investment Management Services in Temecula, CA Cost Estimates
Minimum cost
$1180
Maximum cost
$10030
National Average
$3540
Avg Per Hour Rates
$354
$2360
$6490
Average price range is based on 401 cost profiles
Why these companies made our list
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