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A&B Garcia Tax Services
“Thank you so much to Adrian who helped out my husband & I with our first year filing together!”
Best Financial Advisors near Upland, CA
We have 3 firms in Upland on file, and all of them are on this list, along with 21 from towns including Glendora (4, 11 mi), Ontario (3, 6 mi) and Claremont (2, 1 mi).
7 open weekends · 20 rated 4.5+ · 4 show a license
Data verified October 15, 2026
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1on1financial
“Leslie and her staff are wonderful!”
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Brett Sanner - Raymond James
“Very supportive of us and welcoming.”
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Falcon Wealth Planning
- Concepts
- Information
- Dave Ramsey
“He was thorough and methodical in his process, followed through with information, and was able to explain financial concepts to a layperson in digestible terms.”
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Smartcpa - Chino Hills
- Numbers
- Books
- Questions
“I look forward to using his services for my family for years to come.”
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Fathy & Associates
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
The 24 firms listed for Upland, 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: Upland, CA
The 24 firms on this page are rated from 3.9 to 5.0 across 404 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "price". 7 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are tax planning (4), financial planning (2), investment management (2) and retirement planning (2). 4 show a license on their websites; 3 list staff certifications (CFP, CDFA and CEPA) and 5 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 60 years. 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 19 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.
Why are financial advisers outside Upland listed here?
3 of the 24 firms are located in Upland. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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金管家會計師及財務規劃
- Learning
- Team
- Tax
“The service attitude is good and the professional tax return manager can help with many professional issues related to personal finance👍👍👍 …”
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Carl Grande- Grand Capital Management
- Decisions
- Conflicts
- Financial Advisor
“My husband and I felt from the start that he listened to our goals and future plans and we can't think him enough for helping us achieve those goals.”
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Evermont Wealth
- Retirement
- Knowledge
- Health
“When we first started working with RPA Wealth Management, Brent has worked hard to understand what our financial goals are and what we felt comfortable with in regards to investment and risk.”
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Sears Wealth Management & Insurance Solutions
- Questions
- Afraid
- Future
“A lot of the concepts were new to us but they were patient to explain things to our understanding and now I'm retired and we are at peace with our lives because of our "plan"”
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Kalter Financial Group
- Book
“Our books are in good order because of them, and we have presented them to banking institutions and investors to aquire lines of credit and business acquisition inquiries.”
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Rebecka Forrester Real Estate Sales & Financial Planner
- Financial Advisor
- Sell
- Honest
“Rebecka priced our home a little on the lower end of market causing a bidding war that brought in an offer of almost 15% above asking price in just one hour!”
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Five Star Bookkeeping and Taxes
“I've been coming here for many years and have never had an issue with Lori's service.”
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Pierpont Investment Group
- Profits
- Market Trends
- Strategy
“Omar has done a great job and is very hands-on, even battling LA traffic to come to see my husband and me because his health issues make traveling not ideal for us.”
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Miles Financial Group
- Radio Show
- Retirement
- Income
“I would encourage anyone and everyone that is planning for future retirement to reach out to Billie Miles to set an appointment to let him review both past and future investments.”
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Vosberg Wealth Management
- Questions
- Financial Advisor
- Knowledge
“We feel so fortunate to have him not only for financial advice but questions regarding real estate investments as well.”
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Focus CPA Group
“But the team resolved things in a professional manner and we are extremely pleased with their services.”
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Agate Financial
- Retirement
- Future
“She takes pride in her work and with her actions it shows she truly cares about her clients.”
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Melendez Company & Associates
- Price
“He delivered the return very quickly, and we wrapped up with a consultative session to answer final questions, and a few tips on how to better prep for our taxes next year.”
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Graves Financial Wealth Management
- Expertise
“Fantastic people on top of everything, I wouldn't trust anyone else with my money.”
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Fortune Financial Group
- Retirement
“Had a great experience working with Aileen, appreciated the break down of my policy and the patience she showed.”
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Mangus Finance
“Good attention”
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Danielle Blunt - Raymond James
“Danielle and her staff are knowledgeable, friendly, and very good at helping grow and protect your investments.”
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Ark Wealth Advisors
“I have know Chris for over 10 years, very honest, always watches out for his clients.”
Retirement Planning and Investment Management Services in Upland, CA Cost Estimates
Minimum cost
$1122
Maximum cost
$9536
National Average
$3366
Avg Per Hour Rates
$337
$2244
$6171
Average price range is based on 511 cost profiles
Why these companies made our list
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