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Best Financial Advisors in Fresno

2023

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

Why choose this provider?

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.

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 (3)

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.
1.5
Responsiveness
Friendliness
––
Helpfulness
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Detail
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Website
7473 North Ingram Avenue, Fresno, CA 93711
  • Estate Planning
  • Tax Planning

Why choose this provider?

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.

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
Facebook
5.0 / 5 (4)
Google
5.0 / 5 (1)
Yelp
5.0 / 5 (1)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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

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

Why choose this provider?

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.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Fresno, CA 93710
  • Insurance Products
  • Tax Preparation

Why choose this provider?

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.

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

Why choose this provider?

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.

License Verified:

License: 5035850

Investment Adviser Public Disclosure Database, SEC

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 (1)

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

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

Why choose this provider?

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.

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 (12)

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

License Verified:

License: 1615486

Investment Adviser Public Disclosure Database, SEC

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

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

Why choose this provider?

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.

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 (2)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 1103950

Investment Adviser Public Disclosure Database, SEC

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
Facebook
5.0 / 5 (24)

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

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

Why choose this provider?

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.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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 (1)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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
Facebook
5.0 / 5 (2)

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

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

Why choose this provider?

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.

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
Yelp
5.0 / 5 (3)

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

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

Why choose this provider?

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.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is the difference between financial advisors and financial planners in Fresno?

    A financial advisor in Fresno can offer you services to increase your assets or safeguard your wealth. A financial planner, on the other hand, is a specific type of financial advisor who is well renowned for their expertise in developing thorough financial plans to assist you in achieving your long-term monetary objectives. Financial planners may occasionally aid in investment management, but not always.

  • Can you manage your money on your own without the help of a Fresno financial advisor?

    The answer to this question depends on your financial knowledge and experience with various investment types, as well as how much money you have. You may be able to manage your finances independently if you have liquid assets worth less than $50,000. If, however, your assets are greater than the sum listed above, you might want to think about working with a Fresno financial advisor to manage your investments and assets.

  • What does an IRS/401 (K) rollover mean in Fresno?

    An IRS/401(k) rollover in Fresno enables you to transfer retirement assets without paying tax penalties from a qualifying account or employer-sponsored plan to an IRA. This option is available when you separate from the employer or when you turn 59-and-a-half. If the rollover check is payable to the IRA custodian, there are no tax withholding requirements. However, a 20% obligatory tax withholding is applied if the money is made payable to you.

  • When can you claim your Social Security benefits in Fresno?

    It will be difficult to determine the exact timeframe when you can claim your retirement benefits from your Social Security accounts. You need a financial advisor in Fresno to help you with these issues and to provide you with options to optimize your Social Security income while preventing you from making expensive mistakes.

  • What are the types of retirement plans available for individuals in Fresno?

    People in Fresno have a variety of retirement plan options to select from, such as 401(k), 403(b), profit-sharing, defined benefit, and non-qualified deferred compensation plans. It is strongly advised that you speak with a local financial expert who can help you navigate the decision process according to your personal financial situation.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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