Best Financial Advisors in Fontana

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CPA Financial Advisors Inc logo
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CPA Financial Advisors Inc

6864 Indiana Avenue, Riverside, CA 92506
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  • Certified Financial Planner (CFP)

Business Description

CPA Financial Advisors Inc. is a tax and financial advisory firm that has been catering to clients in Fontana for almost 20 years. Its services include investment management, financial planning, and tax and accounting solutions. The firm guides clients in choosing insurance plans and assists with retirement and profit-sharing plans. CEO and managing director Lynette Atchley is a certified public accountant and a Personal Financial Specialist as well as a Certified Financial Planner.

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.
4.2
Google
4.2 / 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
JWB Tax and Financial Services logo
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JWB Tax and Financial Services

13191 Santa Ana Avenue, Fontana, CA 92337
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  • Estate Planning
  • Insurance Products
  • Tax Preparation
  • Tax Planning

Business Description

JWB Tax and Financial Services offers a wide range of wealth preservation services for individuals and businesses in Fontana. The company handles planning and preparation, and operational reviews. For planning, it includes estate, trust, business succession, charitable, and retirement planning. For operational reviews, it includes break-even analysis, cash flow management, merger acquisition guidance, incentive compensation plans, and profitability enhancement studies. JWB Tax and Financial Services is owned by Jason W. Burke. He has been in the financial services industry for over 20 years.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Tetley Wealth Group logo
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Tetley Wealth Group

3403 Tenth Street, Riverside, CA 92501
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Tetley Wealth Group is a financial advisory firm catering to the Fontana metro and its surrounding areas. It offers comprehensive services such as business planning, financial planning, longevity planning, retirement planning, portfolio management, and sustainable investing. Its clientele consists of individuals, attorneys, women investors, and retirees. Its financial professionals help customers understand and implement their financial goals. One of its advisors, Glenn S. Tetley, is a Certified Financial Planner with a Californian license in real estate as a broker and developer.

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 (17)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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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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