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Best Financial Advisors in Ontario

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3595 Inland Empire Boulevard, Ontario, CA 91764
Ontario, CA 91764
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Falcon Wealth Planning, Inc., is a full-service financial services company that caters to the needs of individuals and businesses in Ontario and nearby communities. The firm helps clients in protecting and maximizing their financial assets by providing personalized solutions akin to their financial goals. Its financial advisors focus on retirement planning, investment management, financial planning, tax preparation and review, as well as wealth management. The company has been serving the financial needs of people since 2014.

3595 Inland Empire Boulevard, Ontario, CA 91764
Ontario, CA 91764

Website(855) 963-2526

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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:

27 (Best)

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: --

3333 E. Concours Street, Ontario, CA 91764
Ontario, CA 91764
  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

Landmark Wealth Management Group is a financial advisory firm that caters to individuals, families, and businesses in Ontario and the surrounding communities. Its line of services includes financial data gathering and reviews, estate planning strategies, investment planning, retirement income distribution, and stock options analysis. It also offers guidance and annual reviews on clients' insurance products. Todd Gillingham, a partner, is a Certified Financial Planner with more than 30 years of experience in the financial services industry.

3333 E. Concours Street, Ontario, CA 91764
Ontario, CA 91764

Website(800) 251-9932

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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:

2 (Good)

Score Consistency:

Consistent (Best)

3200 East Guasti Road, Ontario, CA 91761
Ontario, CA 91761
  • Certified Financial Planner (CFP)
  • Tax Planning

Lucia Capital Group is an independent financial services firm serving Ontario. The firm offers comprehensive, integrated financial planning and wealth services to clients of different types and accounts of various sizes. Its services include full-service financial planning, investment and asset management, retirement income management, insurance, annuities, and long-term care. The company's wealth managers use a Strategy First™ approach to building portfolios that are dynamic and uniquely designed for every investor. Its team of wealth managers holds CFP®, CPA, ChFC, and MBA designations and degrees.

3200 East Guasti Road, Ontario, CA 91761
Ontario, CA 91761

Website(800) 644-1150

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:

3 (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: --

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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