Expertise.com

Best Financial Advisors in Chino

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
2400 E. Katella Ave., Anaheim, CA 92806
Anaheim, CA 92806
  • Certified Financial Planner (CFP)
  • Financial Planning

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.

2400 E. Katella Ave., Anaheim, CA 92806
Anaheim, CA 92806

Website(714) 464-1512

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: A+

15302 Central Ave, Chino, CA 91710
Chino, CA 91710
  • Tax Planning
  • Tax Preparation
  • Financial Planning

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.

15302 Central Ave, Chino, CA 91710
Chino, CA 91710

Website(909) 860-1975

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:

2 (Better)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

21 (Better)

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: --

Detail: --

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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you