Mark A. Frantz, CPA Visalia | Accountant Visalia
“I am very pleased with his service and recommend him to anyone in the area who needs their taxes done.”
Best Financial Advisors in Visalia, CA
10 firms listed · 7 in Visalia · 6 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Sequoia Financial
“Ten Broek was extreamly helpful and explained each step in the process.”
Jansma Financial and Insurance Services
“She will put you on a financial plan to get out of debt and guide you for future investing, highly recommend a visit!”
Thiesen Dueker Modern Wealth Management
MIP Financial
Hermes Wealth Strategies
“Very knowledgeable and professional in managing my retirement.”
The 10 firms listed for Visalia, 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: Visalia, CA
Of the 10 firms we list here, 7 are in Visalia itself and 3 come from Exeter (1, 11 mi), Dinuba (1, 15 mi) and Clovis (1, 40 mi). 7 of the firms on this page have a rating, from 4.2 to 5.0 across 30 reviews; 6 are rated 4.5 or higher. 2 show a license on their websites and 1 has a BBB rating of A or A+. 3 have ten or more years of experience, the longest 31 years. 1 offers remote or virtual consultations. We have a website on file for 9 of the firms on this page; 7 publish a contact page; 7 list a public email and 2 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 Visalia take financial planning bookings online?
2 of the 10 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.
Quinley Stewardship
Morgan Wealth
Harvest Wealth Group
“Garrett and the team are a bunch of wholesome down-to- earth people who really care about their clients.”
Olivia Wealth Management
“Along with feeling confident about our financial future, we know we are working with trustworthy people who are family oriented.”
Why these companies made our list
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