Best Financial Advisors in Apple Valley

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Maupin Financial Advisors logo
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Maupin Financial Advisors

310 East Citrus Avenue, Redlands, CA 92373
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  • Certified Financial Planner (CFP)

Business Description

Maupin Financial Advisors is a company that caters to individuals and families in Apple Valley and its surrounding areas. Its team of professionals offers a wide array of services, including income and investment planning to balance immediate needs with long-term goals involving asset accumulation. The business also provides estate and retirement planning, risk management, tax planning, and tax-efficient investing. One of its administrative assistants, Matt DiNinno, has more than 15 years of experience in the financial industry.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Friendliness
Helpfulness
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Maupin Financial Advisors

Rick Ardito CPA logo
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Rick Ardito CPA

15191 Miami Rd, Apple Valley, CA 92307
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  • Tax Preparation

Business Description

Rick Ardito CPA is a firm in Apple Valley that provides financial planning services. The company develops financial plans, which aim to help clients preserve wealth, save for retirement, navigate the process of passing estate onto heirs, and attain investment goals. Its team also reviews clients' insurance coverages and powers of attorney. In addition, Rick Ardito CPA specializes in accounting services, which cover balance sheet generation, general ledger clean-up, and bank account reconciliation.

Reputation:

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.
5.0
Facebook
5.0 / 5 (6)
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Visit Website

Rick Ardito CPA

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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