Best Financial Advisors in Chino

Founded in 1986, Edelman Financial Engines is an investment management firm that caters to individuals and families in the Chino metro. It offers comprehensive financial, retirement, and estate planning solutions. The company also deals with long-term care insurance guidance, succession and legacy planning, and social security benefit optimization. In addition, it serves law firms, medical institutions, and government and manufacturing companies. CEO and president Larry Raffone has been in the financial services industry for over three decades.

Established in 1985, Kalter Financial Group assists individuals and businesses in Chino and the surrounding areas. The firm offers wealth management services, which involve helping clients navigate changes in the stock market and developing asset allocation models. It also provides personal financial planning, business consulting, tax planning, and tax preparation services. The firm was founded by Eric Kalter, who has more than 15 years of financial services experience and more than 35 years of accounting and tax experience.