Best Financial Advisors in Victorville, CA

The highest-rated Financial Planning & Wealth Management companies out of 147 vetted & reviewed in the Victorville area.

Brooksby Financial Services

Brooksby Financial Services

(3)
“Bill and Mark are very personable and knowledgeable.”
Remote Consultations Available
20+ Years Experience
Licensed
12421 Hesperia Rd Suite 8, Victorville, CA
i
Wealth Preservation Advisors

Wealth Preservation Advisors

(1)
“Learned the process of becoming debt free and creating Cash Flow, which lead to me joining the team to share this message with others.”
15401 Anacapa Rd # 1, Victorville, CA
i
Rick Ardito, CPA

Rick Ardito, CPA

(7)
Tax Services, Services For Individuals, Quickbooks Services
“Which makes having taxes done actually not stressful but put at ease.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2016
Offers Financing Options
Serving Victorville Area
i
Personalized Business Service Hesperia

Personalized Business Service Hesperia

(2)
“The best in the desert 5* no doubt very informational ..”
Transparent Fees & Pricing
In Business Since 1983
Offers Financing Options
Licensed, BBB Rating: A
14609 Main St, Hesperia, CA
i
Daija Marie Accounting & Tax Services

Daija Marie Accounting & Tax Services

(8)
  • Questions
“Daija Marie is very knowledgeable and competent on doing taxes, being going to her for numerous years she does my daughters taxes for her specials needs trust never had a problem, every year it's filed on time, great staff and very friendly!!!”
In Business Since 2007
Transparent Fees & Pricing
20601 CA-18 Suite 175, Apple Valley, CA
i
AAA Bookeeping & Tax Service

AAA Bookeeping & Tax Service

(1)
Individuals, Payroll Services, Business Tax Returns
“I feel confident that they have our best interest.”
In Business Since 1995
Accepts All Major Credit Cards
21320 CA-18, Apple Valley, CA
i
Apple Valley Medicare & Financial Services

Apple Valley Medicare & Financial Services

(7)
“I had a wonderful experience with my appointment at apple valley Medicare & financial services.”
In Business Since 2021
21735 CA-18, Apple Valley, CA
i
CBL Wealth Management

CBL Wealth Management

Asset & Portfolio Management, Financial Planning & Consulting
“CBL Wealth Management is owned and managed by Chris Lindsay. Chris has been providing quality investment advice and helping clients achieve their financial goals for more than 12 years. After working with large brokerages whose focus was on “the bott...”
In Business Since 2017
Transparent Fees & Pricing
C-5, 16000 Apple Valley Rd #8, Apple Valley, CA
i
Gibbs Financial Coaching

Gibbs Financial Coaching

(2)
“I had a clarifying question regarding Dave Ramsey's Financial Peace University, in regards to purchasing a home, and David was quick with the response and it was very much what I had imagined Dave would say/has said.”
20705 Thunderbird Rd #2, Apple Valley, CA
i
The Phoenix Man Financial Services

The Phoenix Man Financial Services

(8)
  • Professional
  • Transaction
“Thomas at the Phoenix Man Financial is Top-Notch, he helped me refinance very quick, always answering every question I had and follow-up with me in a timely manner.”
Transparent Fees & Pricing
In Business Since 2017
Licensed
Serving Victorville Area
i
Socal Digital Payments

Socal Digital Payments

(1)
“You get the impression that he genuinely cares about people and he's really gone above and beyond for me.”
In Business Since 2021
Emergency Services
Serving Victorville Area
i
Melendez Company & Associates

Melendez Company & Associates

(4)
“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.”
Transparent Fees & Pricing
In Business Since 1980
Accepts All Major Credit Cards
Serving Victorville Area
i
3H Business Services

3H Business Services

(17)
Newsletter, Tax Services, Strategy Planning
“My wife and I have been using his services for the last 5 years and he has somehow managed to save us money every year despite the best efforts of the State of CA and the Feds.”
Accepts All Major Credit Cards
In Business Since 1975
Licensed, BBB Rating: A
414 Tennessee St, Redlands, CA
i
James F. Hundshamer, Certified Public Accountant

James F. Hundshamer, Certified Public Accountant

(3)
Tax Services, Services For Individuals, Quickbooks
“Best in southern California I highly recommend”
Offers Financing Options
Accepts Check
Family Business
In Business Since 1991
223 S Glendora Ave #101, Glendora, CA
i
RPA Wealth Management

RPA Wealth Management

(10)
  • Retirement
  • Team
  • 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 2017
CFP Certified
8885 Haven Ave #170, Rancho Cucamonga, CA
i
Falcon Wealth Planning

Falcon Wealth Planning

(30)
  • Meeting
  • Questions
  • Goals
“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
i
Fathy & Associates

Fathy & Associates

(1)
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
Transparent Fees & Pricing
In Business Since 2006
Free Initial Consultation
Licensed, BBB Rating: A+
100 N Citrus St #325, West Covina, CA
i
Calvary Tax Service

Calvary Tax Service

(4)
“) Following Jim's passing the staff at Calvary have continued providing the highly professional tax preparation services I've come to expect while maintaining a warn, and friendly environment!”
Accepts All Major Credit Cards
In Business Since 2010
Coupons & Offers
Licensed, BBB Rating: A+
1135 E Rte 66 #108, Glendora, CA
i
The Agency

The Agency

(23)
  • Family
  • Questions
  • Polite
“Everyone here is certified and do the best they can to help you in different aspects whether it's filing for taxes, repair of your credit, loans, etc.”
10+ Years Experience
Free Initial Consultation
1315 W Covina Pkwy, West Covina, CA
i
Accounting & Tax Solutions

Accounting & Tax Solutions

(18)
Back Taxes, Tax Preparation, Offer in Compromise
“Prior to coming here I went to 2 other tax preparers to see if they could help me , and they were willing to fix my taxes for no less then 400 dollars .”
Accepts All Major Credit Cards, Check
In Business Since 2001
Licensed
Serving Victorville Area
i
A&B Garcia Tax Services

A&B Garcia Tax Services

(5)
“The Garcia's are awesome”
In Business Since 1997
BRE# 01939005
325 N 2nd Ave, Upland, CA
i
Hedtke Law Group

Hedtke Law Group

(29)
  • Patient
  • Bankruptcy
  • Questions
“Bankruptcy process went smoothly was quick and easy and they also were able to refer me to a place to purchase a new car as soon as the bankruptcy hit my credit report”
In Business Since 2012
Free Initial Consultation
336 ½ S Glendora Ave, West Covina, CA
i
Elite Accountants Group_loc2

Elite Accountants Group_loc2

(20)
Business Taxes, Financial Statements, Quickbooks Setup
“Tax extension deadline was approaching and I had called several Tax offices without much success, but when I called Elite Accountants Group, Ahmad answered and an appointmen was made.”
In Business Since 2012
Transparent Fees & Pricing
Serving Victorville Area
i
Fox & Stephens, Cpas

Fox & Stephens, Cpas

(4)
Tax Services, Services For Individuals, 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.”
Offers Financing Options
In Business Since 1992
Free Initial Consultation
Transparent Fees & Pricing
9302 Pittsburgh Ave #200, Rancho Cucamonga, CA
i

Retirement Planning and Investment Management Services in Victorville, CA Cost Estimates

Minimum cost
$1187
Maximum cost
$10089
National Average
$3561
Avg Per Hour Rates
$357
$2374
$6529
Typical price range is based on 516 cost profiles
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Average Cost $3561
Minimum cost $1187
Maximum cost $10089
Avg Per Hour Rates $357

Typical range $2374 to $6529 is based on 516 cost profiles.

Why these companies made our list

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