Expertise.com

Best Financial Advisors in Fresno

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
Accord & Fong Wealth Strategies logo

Accord & Fong Wealth Strategies

555 West Shaw Avenue, Fresno, CA 93704
Visit Website
  • Estate Planning
  • Insurance Products

Acord & Fong Wealth Strategies is a Fresno-based financial advisory firm that has been serving the community since 1995. It creates financial plans tailored to the individual's goals, preferences, and risk tolerance. In addition, the financial planners handle business succession and estate plans to preserve the client's assets and legacy. Acord & Fong Wealth Strategies is led by Martin Fong and Rod Acord, who hold designations as Chartered Retirement Planning Counselors and Chartered Financial Consultants.

Visit Website
Armey, Bushey & Associates logo

Armey, Bushey & Associates

7170 North Financial Drive, Fresno, CA 93720
Visit Website
  • Estate Planning
  • Retirement Planning

Armey, Bushey & Associates is a financial services firm that serves the residents of Fresno and the surrounding areas. It helps clients attain financial independence through services such as risk management analysis, tax planning, college planning, estate and retirement planning, and 401(k) and 403(b) planning. It also offers investment planning services. Financial consultant Dan Bushey has been working in the wealth management industry for more than two decades. He has served as a board member for various non-profits, including The Discovery Center.

Visit Website
Blue Oak Wealth Management logo

Blue Oak Wealth Management

7110 North Fresno Street, Fresno, CA 93720
Visit Website
  • Certified Financial Planner (CFP)

Blue Oak Wealth Management is a financial advisory firm serving clients in Fresno and the surrounding communities. Its services include tax reduction, estate planning, legacy planning, college savings planning, and risk management consulting. The team of professionals at the company analyzes customers' needs, evaluates their financial situations, and designs a plan that would help clients obtain financial freedom. Additionally, Blue Oak Wealth Management provides life insurance, long-term care insurance, and disability income insurance.

Visit Website
Bridgewealth Advisory Group, LLC logo

Bridgewealth Advisory Group, LLC

986 West Alluvial Avenue, Fresno, CA 93711
Visit Website
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Bridgewealth Advisory Group, LLC, is a financial planning firm serving communities in and around Fresno. It works with individuals, families, and companies in various aspects of their finances, such as tax, investment planning, retirement funding, Social Security benefits, charitable giving, and estate planning. It helps clients identify their goals and provides the necessary financial planning tools, resources, and strategies to ensure they reach their objectives. Bridgewealth Advisory Group is affiliated with the Financial Planning Association.

Visit Website
Cornerstone Advisory Group logo

Cornerstone Advisory Group

Fresno, CA 93720
Visit Website

The Cornerstone Difference is a promise that Cornerstone Advisory Group awards to each client. It reinforces the commitment that the firm has to its clients and explains the clarity that clients leave with after their appointments. The firm offers assistance to those planning for their retirement years and helps them decide which investments are best for their portfolios based on their overall needs.

Visit Website
Diversified Wealth Management Solutions logo

Diversified Wealth Management Solutions

7948 North Maple Avenue, Fresno, CA 93720
Visit Website
  • Certified Financial Planner (CFP)
  • Retirement Planning

Diversified Wealth Management Solutions, LLC, is a full-service financial firm that has been serving individuals in the community of Fresno and the surrounding areas for more than 15 years. It provides a wide range of services, such as educational IRA, money purchasing plans, alternative and traditional investments, variable annuity, estate plans, and portfolio management. It also offers long-term care, life, and disability income insurance. Its founder, Mark P. Alcorn, Jr., has been in the finance industry since 2002. He is a Certified Financial Planner.

Visit Website
Falcon Financial & Insurance Solutions, Inc. logo

Falcon Financial & Insurance Solutions, Inc.

6795 North Palm Avenue, Fresno, CA 93704
Visit Website
  • Certified Financial Planner (CFP)

Falcon Financial & Insurance Solutions, Inc. is a financial planning firm that has been providing long-term financial advice and solutions to clients in Fresno since 2016. It helps individuals and families build, protect, and preserve their wealth thru financial planning, wealth management, estate planning, and retirement planning services. It also offers a wide array of services for businesses, including executive benefits and succession planning. Co-founder Clay Blanton was the former Vice President/Trustee for the National Association of Insurance Financial Advisors. He is a Chartered Life Underwriter.

Visit Website
Ford Financial Group, Inc. logo

Ford Financial Group, Inc.

Fresno, CA 93704
Visit Website

Ford Financial Group, Inc. offers a personalized map for those who need help navigating through the world of financial planning. This firm believes that each client is unique as are his or her needs and will customize plans to support those clients in the future. Their services include education, estate, and tax planning, preparing for retirement, and investment strategizing. Carole Ford opened Ford Financial in 1992 to make sure that everyone has access to financial planning services.

Visit Website
Jane Bragg logo

Jane Bragg

1300 East Shaw Avenue, Suite 130, Fresno, CA 93710
Visit Website
  • Certified Financial Planner (CFP)
  • Insurance Products

Jane Bragg is a Certified Financial Planner that serves individuals and small business owners throughout Fresno and the surrounding areas. She provides an assortment of financial planning services, including insurance, estate, retirement, and college planning assistance. She also offers financial planning for clients undergoing a divorce and guides individuals in passing their IRA to their dependents. Additionally, Bragg provides portfolio reviews and second opinions. She has been in the industry since 1987 and founded her office in 1991.

Visit Website
Kerr Wealth Management logo

Kerr Wealth Management

7255 North First Street, Fresno, CA 93720
Visit Website
  • Certified Financial Planner (CFP)

Kerr Wealth Management caters to Fresno residents and businesses. Its services range from financial planning to investment management. As a part of its financial planning services, the company's staff can help clients manage their current assets and plan for their retirement. Corporate tax planning services and strategies are available as well. CEO and financial advisor Andrew Kerr has a background in business development and capital markets. He was previously employed at Cambridge Investment Research and Lincoln Securities Corporation before opening Kerr Wealth Management in 2015.

Visit Website
Linker Financial Group logo

Linker Financial Group

Fresno, CA 93720
Visit Website

Linker Financial Group, Inc. is a financial advisory based in Fresno that aims to help businesses and individuals grow and preserve their wealth. Before founding the firm, Ray Linker spent more than 30 years working for some of the world's top companies, including One American, First Allied, and New York Health. Linker wanted to start a company that would make it easier for clients to get insurance and coverage for hospital stays. Linker Financial Group, Inc.'s primary services include retirement and estate planning, and tax, investment, and insurance advisement.

Visit Website
Little Business Wealth Advisors, Inc. logo

Little Business Wealth Advisors, Inc.

Fresno, CA 93704
Visit Website

Founded in 2005 by David J. Little, Little Business Wealth Advisors, Inc. specializes in providing investment and wealth management to Fresno individuals and small businesses. The team customizes each portfolio to the client's desires and needs based on individual risk tolerance, investment history, and timeline goals. Little Businesss Wealth Advisors, Inc. also offers retirement planning and insurance advisory services.

Visit Website
Pacific Advisors logo

Pacific Advisors

333 North Indian Hill Boulevard, Claremont, CA 91711
Visit Website
  • Retirement Planning

Pacific Advisors is a team of financial specialists who serve the Fresno area. Its range of services includes succession, charitable, retirement, and estate planning. Moreover, the firm develops tax strategies, and its employees have access to various products comprising individual life insurance policies, group health plans, and products for individual investments, enterprise retirement, and retirement planning, allowing them to customize financial strategies. Pacific Advisors, which has over 150 specialists and advisors, traces its roots back to 1862.

Visit Website
Panoramic Financial Advice logo

Panoramic Financial Advice

Fresno, CA 93710
Visit Website
  • Insurance Products
  • Tax Preparation

Panoramic Financial Advice provides services to clients in Fresno and the surrounding areas. It caters to individuals who want to plan their current and future finances to protect their assets and families by offering various financial planning services. These include the investment management plan that guides clients in finding a suitable strategy to minimize the risk and conflicts of their investments. Panoramic Financial Advice was founded by Andrew McFadden, a Certified Financial Planner who holds a master's degree in Finance.

Visit Website
Plan Life & Wealth logo

Plan Life & Wealth

9 River Park Place East, Fresno, CA 93720
Visit Website
  • Certified Financial Planner (CFP)

Plan Life & Wealth is an independent advisory firm located in Fresno. The firm offers individuals and families a wide range of financial services that include guidance on insurance products, wealth planning, and investment advisory services. It also offers enterprise solutions for organizations and businesses such as group insurance plans, risk management, and retirement plan consulting. A native of Fresno, Jack Hooper founded the firm in 1985. Hooper is a current member of the Financial Planning Association of Central California.

Visit Website
Private Wealth Advisors logo

Private Wealth Advisors

7447 North First Street, Fresno, CA 93720
Visit Website
  • Estate Planning
  • Estate and Trust Specialist
  • Retirement Planning

Private Wealth Advisors is a Fresno-based financial advisory group that was first established in 2007 after over 20 years of being part of the Principal Financial Group. With a research approach that utilizes robust analytical tools in order to analyze only the necessary technical and fundamental data points, the boutique firm focuses on portfolio management for high-net-worth families and individuals. The team of financial advisors has over 60 years of combined experience in the industry. They are all Certified Financial Planners.

Visit Website
Regency Investment Advisors logo

Regency Investment Advisors

1312 West Herndon Avenue, Fresno, CA 93711
Visit Website
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Regency Investment Advisors is an independent, locally-owned wealth management firm that has been serving individuals and companies from Fresno and the surrounding areas for more than 25 years. It provides a wide range of financial planning services, including cash flow management, tax planning, college planning, estate planning, and retirement planning. The firm also offers investment management services. President Daniel Ray has been working in the financial services industry since 1991. He is a member of the Fresno Estate Planning Council.

Visit Website
Resilient Wealth Management logo

Resilient Wealth Management

590 West Alluvial Avenue, Fresno, CA 93711
Visit Website
  • Certified Financial Planner (CFP)

Resilient Wealth Management has developed financial strategies that befit clients’ goals in Fresno since 1978. The firm guides clients who are seeking to set realistic financial goals. It builds a personalized financial plan after consulting the client's goals and objectives. It also gathers copies of documents to analyze the client's financial picture. The firm then proposes solutions and advice that suit the client’s risk tolerance. The advisor, Brandon Dixon-James, is a Certified Financial Planner with over 17 years of experience.

Visit Website
SCF Investment Advisors, Inc. logo

SCF Investment Advisors, Inc.

Fresno, CA 93710
Visit Website

SCF Investment Advisors, Inc. is a registered investment advisor (RIA) and broker-dealer specializing in helping financial advisors run their practice to the best of their ability. With over twenty years of experience, they pride themselves on offering the resources and benefits of a full-service broker-dealer without compromising their clients' independence. Clients can pick and choose the right products and services to enhance their practice without paying for services they don't need. SCF Investment Advisors, Inc. is experienced working with various types of financial practices, including brokerages, RIAs, hybrid and dual-registration models, and insurance and other direct business model practices.

Visit Website
Soutas Financial & Insurance Solutions, Inc. logo

Soutas Financial & Insurance Solutions, Inc.

Fresno, CA 93704
Visit Website

Soutas Financial & Insurance Solutions, Inc. opened in 1989 by founder and president, Dale Soutas. An investment adviser representative and life insurance agent, Dale Soutas aims to help clients work towards and realize their retirement goals. The Fresno-based firm works with clients to develop the right retirement income, wealth management, investment, and asset protection strategies based on their individual needs and wants. Additionally, Soutas Financial & Insurance Solutions, Inc. can help clients with annuities, life insurance options, IRAs, and long-term care strategies.

Visit Website
Strong Valley logo

Strong Valley

45 River Park Place W., Suite 103, Fresno, CA 93720
Visit Website
  • Certified Financial Planner (CFP)

Strong Valley caters to the Fresno metro and the surrounding areas. Its service industries include accounting, agribusiness organizations, legal firms, medical groups, and product developers. It helps clients make informed financial decisions by offering them wealth management services. These include asset allocation, investment evaluation, and financial statement and reporting consolidation. The firm also provides education, estate, and retirement planning. Adam Tirapelle, one of the founding principals, brings over 16 years of industry experience. He holds the Certified Investment Management Analyst designation.

Visit Website
The Planning Center logo

The Planning Center

7473 North Ingram Avenue, Fresno, CA 93711
Visit Website
  • Estate Planning
  • Tax Planning

The Planning Center is a financial services firm that has been serving clients in Fresno since 1984. It offers asset and debt management, cash flow and income management, asset preservation, estate planning, and retirement planning. Its financial services come with a fiduciary approach, wisdom, and collaboration. The Planning Center is led by Eric Kies, who is a senior financial planner. He holds a master's degree in Finance and is a member of the National Association of Personal Financial Advisors.

Visit Website
The Roush Group logo

The Roush Group

2014 Tulare Street, Suite 608, Fresno, CA 93721
Visit Website
  • Certified Financial Planner (CFP)

The Roush Group provides financial advising services to clients in the Fresno metro and the neighboring communities. It helps individuals plan for their current and upcoming finances to protect future needs and goals by offering various financial services, including asset management and retirement plans. It also handles estate planning, life insurance, wealth management, and financial life planning services. The company's president and chief investment officer, Rick Roush, brings over 35 years of experience in the industry.

Visit Website
Valley Wealth Management logo

Valley Wealth Management

7461 N. First St., Suite 104, Fresno, CA 93720
Visit Website
  • Retirement Planning

Valley Wealth Management handles the financial planning concerns of clients within Fresno and its neighboring locations. Since the firm's founding in 2009, its staff has been helping individuals and families with their retirement plans, support issues, asset protection, and risk management. Its strategies are customized to address each client's unique financial situation, to better foster opportunities for investments that deliver control and flexibility within the market. The firm's co-founder, Erik Van Valkenberg, is also a CLU and ChFC. His partner, Warren S. Lowe, is a designated RFC.

Visit Website
Veater Financial Group logo

Veater Financial Group

7108 North Fresno Street, Fresno, CA 93720
Visit Website
  • Retirement Planning
  • Tax Planning

With more than 25 years of industry experience, Veater Financial Group is a wealth management firm that serves the residents of Fresno and the surrounding areas. It helps clients work towards financial independence through services such as tax planning, legacy planning, retirement planning, and insurance analysis. The firm also offers investment management services, which include the creation, monitoring, and regular rebalancing of clients' investment portfolios. Founder George Veater has served more than 500 high-net-worth clients nationwide.

Visit Website
Whelan Financial logo

Whelan Financial

7700 North Palm Avenue, Fresno, CA 93711
Visit Website
  • Retirement Planning

Whelan Financial has been securing the financial futures of individuals, families, and business owners in Fresno since 1988. The firm offers personal wealth management, including financial and social security planning. It creates a customized portfolio that suits the client’s investment objectives. Tax strategies, including tax-loss harvesting, capital gains avoidance, and Roth IRA conversions, are also used by the firm. Furthermore, it aids businesses in managing their employees' finances. Whelan Financial also provides investments for company retirement plans.

Visit Website
Back to Providers

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