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Best Financial Advisors in Santa Clarita

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Santa Clarita, CASanta Clarita, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Santa Clarita, CASanta Clarita, CA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

27433 Tourney Road, Santa Clarita, CA 91355
Santa Clarita, CA 91355
  • Private Wealth Advisor

David S. Reinders, Inc., offers investment management and financial planning services for Santa Clarita residents. Its team develops financial plans that provide insights to help clients pursue long-term goals, and it also offers continuous financial coaching. In addition, the firm's investment management service involves the use of diverse asset classes, management styles, and alternative investments. Firm owner David Reinders has been providing financial services for Christian ministries, families, individuals, and business owners since 1992. He mentors other financial planners and participates in public speaking engagements.

27433 Tourney Road, Santa Clarita, CA 91355
Santa Clarita, CA 91355

Website(661) 222-2331

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

23822 Valencia Boulevard, Valencia, CA 91355
Valencia, CA 91355
Instagram
  • Certified Financial Planner (CFP)

Global is a management company founded in 1960. Its financial advisory unit was later on added in 1997 and has been serving clients from Santa Clarita and the nearby metros since then. The team offers wealth and legacy planning services for entrepreneurs, executives, athletes, artists, and their families. Its services include planning for education, protecting assets, and managing finances for life transitions. David Garelick, Certified Financial Planner and CEO of Global, is also an Accredited Investment Fiduciary.

23822 Valencia Boulevard, Valencia, CA 91355
Valencia, CA 91355

InstagramWebsite(661) 286-0044

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

28494 Westinghouse Place, Santa Clarita, CA 91355
Santa Clarita, CA 91355
  • Certified Financial Planner (CFP)

Hartman Financial Planning is a team of investment advisors who serve the Santa Clarita area. One of the services they offer is retirement planning which includes recommendations on different investment vehicles, analyses of real estate cash flow and retirement capital needs, and advice for clients who do not have pensions. The firm also provides financial planning assistance for small businesses. Hartman Financial Planning is led by Brad Hartman, a CFP whose industry experience covers college and retirement planning and stock market and real estate investments.

28494 Westinghouse Place, Santa Clarita, CA 91355
Santa Clarita, CA 91355

Website(888) 367-8466

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

25419 Los Altos Drive, Santa Clarita, CA 91355
Santa Clarita, CA 91355
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Based in Valencia, Jolley Financial Group serves individuals, families, and businesses in the Santa Clarita area. It offers investment, insurance, and risk management, asset allocation, and portfolio construction. It also assists with college, retirement, and estate planning. It educates clients to enable them to make informed decisions. Its founder, Clark Jolley, has more than 30 years of experience as a financial planner. He hosts the Business Channel TV show on finance. He has made speeches about international investing, fear and greed, and successful money management.

25419 Los Altos Drive, Santa Clarita, CA 91355
Santa Clarita, CA 91355

Website(800) 339-3183

Show Number
28494 Westinghouse Place, Santa Clarita, CA 91355
Santa Clarita, CA 91355
  • Certified Financial Planner (CFP)

Martin & Company is a financial advisory firm that has been serving the Santa Clarita area for over 30 years. Its services include tax management, accounting, investment management, retirement strategies, estate conservation, and insurance. Terry Martin started his career in 1974. He joined a local CPA firm in 1981 and has since become the sole owner of Martin & Company. Terry has been involved in community organizations, including serving as a board member for the Chamber of Commerce and the Child & Family Center.

28494 Westinghouse Place, Santa Clarita, CA 91355
Santa Clarita, CA 91355

Website(661) 295-9070

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

26491 Summit Circle, Santa Clarita, CA 91350
Santa Clarita, CA 91350
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Vance Wealth is a financial advisory firm that has been guiding Santa Clarita residents through their financial journey since 2003. In developing the client's retirement financial plan, the firm employs both growth-oriented investments and income-focused assets. It also entails reallocating assets and reducing risks. Through its divorce planning service, the firm also helps simplify the client's divorce process, including asset and debt analysis. Business owners can also seek business planning services. Vance Wealth also offers financial education workshops and speaking engagements.

26491 Summit Circle, Santa Clarita, CA 91350
Santa Clarita, CA 91350

Website(888) 775-0950

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

25152 Springfield Court, Santa Clarita, CA 91355
Santa Clarita, CA 91355
  • Certified Financial Planner (CFP)

Wealth Planning Group handles wealth management, financial planning, insurance services, and legacy planning for clients in Santa Clarita. It helps pre-retirees and retirees, entertainment professionals, business owners, and executives with their investments, taxes, estates, and retirement plans. The firm's co-founder and one of its principals, Chris Verbeck, has been in the financial services industry for 18 years and has been a Certified Financial Planner since 2002. He is a member of the Financial Planning Association.

25152 Springfield Court, Santa Clarita, CA 91355
Santa Clarita, CA 91355

Website(661) 259-5559

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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