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Best Financial Advisors in Clovis

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Clovis, CAClovis, 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.

Clovis, CAClovis, 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+

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555 W. Shaw Avenue, Suite B-1, Fresno, CA 93704
Fresno, CA 93704
Instagram
  • Certified Financial Planner (CFP)

Acord & Fong Wealth Strategies has been serving non-profit organizations, individuals, business owners, and retirees throughout the Clovis metro since 1995. The firm offers a wide range of financial planning services, covering qualified plan distribution alternatives, estate tax reduction techniques, tax planning strategies, insurance analysis, employee benefits, and executive and key person life insurance. Its team is composed of financial advisors, accountants, financial planners, and lawyers who have a collective experience of more than 90 years.

555 W. Shaw Avenue, Suite B-1, Fresno, CA 93704
Fresno, CA 93704

InstagramWebsite(559) 493-5024

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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:

4 / 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+

7110 North Fresno Street Suite 200, Fresno, CA 93720
Fresno, CA 93720
  • Retirement Planning

Blue Oak Wealth Management is a team of financial advisors serving high-net-worth individuals, families, pre-retirees, and retirees in the Clovis metro. It specializes in investment strategies and holistic financial planning. Its services include legacy planning, insurance assessment, estate planning, risk management consulting, college savings planning, and 401(k) and 403(b) plan design. Its team of professionals can also help with estate conservation issues. It also offers insurance products, such as life, disability income, and long-term care insurance.

7110 North Fresno Street Suite 200, Fresno, CA 93720
Fresno, CA 93720

Website(559) 326-2583

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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

1865 Herndon Ave Ste K-122, Clovis, CA 93611
Clovis, CA 93611
Instagram
  • Financial Planning

BOLT Wealth Management is a planning and investment firm that caters to any clients around Clovis. It employs steps such as risk assessment and mitigation, portfolio reviews, and asset allocation in helping individuals, families, and businesses reach their financial goals. Its practice areas cover financial planning, investment management, tax advice, and insurance policies. Its experts are Chartered Financial Consultants and Certified Plan Fiduciary Advisors. They work on a relationship-focused approach through continued learning and varied expertise in designing a viable financial blueprint for clients.

1865 Herndon Ave Ste K-122, Clovis, CA 93611
Clovis, CA 93611

InstagramWebsite(559) 492-8676

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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+

516 West Shaw Avenue Suite 200, Fresno, CA 93704
Fresno, CA 93704
  • Certified Financial Planner (CFP)

Buckingham Strategic Wealth is a financial advisory firm that caters to clients in Clovis. It builds financial plans for individuals and works to minimize tax obligations and optimize debt. The company also designs and rebalances investment portfolios and assists clients with asset class selection. It has experience helping people allocate capital in alternative investments like reinsurance funds. The company's chief research officer, Larry Swedroe, is the author of multiple books, including "Think, Act, and Invest Like Warren Buffett" and "Wise Investing Made Simple."

516 West Shaw Avenue Suite 200, Fresno, CA 93704
Fresno, CA 93704

Website(314) 743-2227

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516 5th Street Suite 201, Clovis, CA 93612
Clovis, CA 93612
  • Finance Planning

Legacy Finance in Clovis helps clients address their questions about finances. It guides individuals and families in the different aspects of financial planning, including college funding, taxes, and retirement. It also educates clients about various investment vehicles like bonds, common stocks, and brokerage accounts. Insurance products are also available. Bradley Warner, the owner, has been a Certified Financial Planner since 2011. The firm aims to develop, implement, and monitor a financial strategy designed to meet the clients' needs, wants, and long-term goals.

516 5th Street Suite 201, Clovis, CA 93612
Clovis, CA 93612

Website(559) 297-8080

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6445 North Palm Ave., Suite 102, Fresno, CA 93704
Fresno, CA 93704
  • Chartered Financial Analyst (CFA)

Little Business Wealth Advisors, Inc., is an independent firm that has been serving Clovis and the surrounding communities since 1969. It assists individuals, families, and businesses by providing financial advice, portfolio monitoring services, and one-on-one meetings to address their needs. The planning process includes risk management, asset allocation, tax management, investment manager selection, and portfolio construction and management. The firm's founder, David J. Little, is a Chartered Life Underwriter and a Chartered Financial Consultant who served as president of the International Association of Financial Planners.

6445 North Palm Ave., Suite 102, Fresno, CA 93704
Fresno, CA 93704

Website(559) 320-0272

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5380 N Fresno Street #103, Fresno, CA 93710
Fresno, CA 93710
  • Wealth Management

McCann Asset Management is an advisory firm that serves an array of financial needs in Clovis. The firm assists employers in creating 401(K) retirement plans, managing fiduciary responsibilities, and setting up group health insurance. Led by founder Martin McCann, its team of professionals offers strategies in preparing for retirement, earning income from investments, and planning for college education. McCann is a Life Underwriter Training Council Fellow. He previously worked as a manager of Financial Services at Prudential.

5380 N Fresno Street #103, Fresno, CA 93710
Fresno, CA 93710

Website(559) 404-6035

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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:

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+

590 West Alluvial Avenue Suite 108, Fresno, CA 93711
Fresno, CA 93711
  • Finance Planning

Resilient Wealth Management provides financial planning in the Clovis metro. Its team creates financial strategies exclusively based on its clients' personal goals, expectations, and desires. It also fills in common knowledge gaps that clients have about realistic financial targets. The firm coordinates with its clients' other personal and business advisors. Brandon Dixon-James, a Certified Financial Planner, has been in the industry since 2004 and a presenter for the CFP Board's "Financial Planning Days" to increase financial awareness.

590 West Alluvial Avenue Suite 108, Fresno, CA 93711
Fresno, CA 93711

Website(559) 323-5555

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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+

7108 North Fresno Street Suite 410, Fresno, CA 93720
Fresno, CA 93720
  • Tax Planning
  • Retirement Planning

Veater Financial Group serves clients in Clovis and its surrounding areas. It provides a wide variety of financial services and wealth management programs, including investment and retirement planning, insurance analysis, and estate planning services. The firm's team of financial advisors advise their clients on practical strategies for wealth management to help them achieve their financial objectives. Brian Jenssen, one of the company's finance professionals, provides his clients with a simple roadmap to understand the complex nature of investments. Jenssen works for the Fresno branch of the company. 

7108 North Fresno Street Suite 410, Fresno, CA 93720
Fresno, CA 93720

Website(559) 432-3877

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

7447 North First Street 203, Fresno, CA 93720
Fresno, CA 93720
  • Retirement Planning

Warner Wealth Strategies serves the residents of Clovis and the surrounding areas. Established in 2012, the firm offers comprehensive financial planning services. Its team of financial advisors helps clients with retirement planning, legacy and estate planning, risk management, asset protection, and tax minimization strategies. Founder Gary A. Warner is a Certified Financial Planner and a Certified Retirement Counselor. He has 19 years of experience in the financial industry and holds a health and disability insurance license in California.

7447 North First Street 203, Fresno, CA 93720
Fresno, CA 93720

Website(559) 436-4717

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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+

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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