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Best Financial Advisors in Indio

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73130 El Paseo Suite O, Palm Desert, CA 92260
Palm Desert, CA 92260
  • Retirement Planning
  • Financial Planning
  • Investment Advisor

Bloemendaal Capital Strategies of Raymond James is a team of financial advisors serving the community of Indio. The company offers investment solutions for families, health care professionals, women investors, and retirees. Its services include wealth and investment management, legacy planning, banking and lending solutions, risk management, and insurance and annuities. Its team of professionals also specializes in longevity planning, investment solutions, portfolio management, and fixed income services. The firm's founder, Marcia Bloemendaal, is a CFP and has been serving high-net-worth clients for over 24 years.

73130 El Paseo Suite O, Palm Desert, CA 92260
Palm Desert, CA 92260

Website(760) 340-1618

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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:

4.9 / 5 ( Best)

Total Reviews:

7 (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: --

3541 Old Conejo Road Suite 114, Newbury Park, CA 91320
Newbury Park, CA 91320
  • Investment Management
  • Financial Planning

Brian Padrick of Cornerstone Wealth Management serves clients in Indio. He handles investment options and portfolio management, financial advisory, retirement planning, estate planning, buy and sell agreements, and charitable strategies. He also deals with personal, educational, liability, and life insurance planning matters. He strives to take on a proactive and client-centered approach and follows the principles of investment and cyclic markets. Padrick is a Certified Financial Planner and has been a Registered Representative of LPL Financial since 2012.

3541 Old Conejo Road Suite 114, Newbury Park, CA 91320
Newbury Park, CA 91320

Website(805) 499-5700

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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+

74-710 Highway 111 Suite 102-229, Palm Desert, CA 92260
Palm Desert, CA 92260
  • Financial Planning

Desert Financial Planning is an independently owned firm that offers risk management solutions in the Indio metro and nearby areas. Using the cash flow-based planning software, the company works with individuals and families to create comprehensive financial plans suited to their goals. It also accommodates clients who need asset management and education and retirement planning assistance. In addition, Desert Financial Planning provides customized life and long-term care insurance coverages. Its owner, Nolan Saini, is a CFP.

74-710 Highway 111 Suite 102-229, Palm Desert, CA 92260
Palm Desert, CA 92260

Website(760) 625-2551

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:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

74-760 Highway 111 Suite 202, Indian Wells, Ca 92210
Indian Wells, Ca 92210
  • Finance Planning
  • CFA Charterholder

Ensemble Wealth Management is a financial advisory firm serving the metro of Indio and its adjacent areas. Its core service is retirement planning, which includes annuities, asset protection, life insurance, retirement income strategies, tax minimization strategies, and wealth accumulation. Its team assesses its clients’ financial picture and helps them develop a plan to achieve their financial goals and secure their future. Its founder, Michael Clark, previously worked in a major insurance company in Beverly Hills.

74-760 Highway 111 Suite 202, Indian Wells, Ca 92210
Indian Wells, Ca 92210

Website(760) 341-8932

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:

5 / 5 ( Best)

Total Reviews:

6 (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+

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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