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Best Financial Advisors in Pomona

Laurels
2023
Laurels

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SmartAdvisor by SmartAsset logo
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Free Consultation

SmartAdvisor by SmartAsset

Pomona, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

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.
4.0
Yelp
4.0 / 5 (4)

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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Price: Free Consultation

CONA Wealth logo
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CONA Wealth

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2120 Foothill Boulevard, La Verne, CA 91750
  • Estate Planning
  • Tax Planning

Business Description

CONA Wealth is a financial advisory firm that serves clients in Pomona. The company provides financial planning services that are dynamic and customer-centered, with emphasis on client participation throughout the planning process. Aside from that, CONA Wealth provides evidence-based, accessible, and transparent investment management services, as well as financial education. Richard Eddy, a co-founder of CONA Wealth, has been working in the financial planning and investment management industry since 2005.

Financial Designs logo
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Financial Designs

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540 West Baseline Road, Claremont, CA 91711
  • Certified Financial Planner (CFP)

Business Description

Financial Designs serves Pomona and the surrounding areas. The independent firm offers financial advisory services to individuals approaching retirement. Its financial advisors schedule consultations with clients to evaluate their retirement goals and recommend strategies that suit their needs. They are capable of suggesting retirement income methods and wealth management tips. Financial Designs was featured in publications such as Los Angeles Daily News and Wall Street Select. Its CEO, Nino G. Pavan, is a Certified Financial Planner and also serves Kiplinger as a contributing advisor.

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
Gould Asset Management logo
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Gould Asset Management

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341 West 1st Street, Claremont, CA 91711
  • Certified Financial Planner (CFP)

Business Description

Gould Asset Management is an independent fiduciary firm serving Pomona. The firm opened its doors in 1999 to provide investment management and financial planning services to clients experiencing major life changes, such as retirement and divorce. To deliver individualized solutions to its clients, it utilizes an exclusive software application called Portfolio Information and Management System (PIMS) that handles client assets. Founder Donald Gould has more than three decades of experience in the industry. He also served as the president of the Pomona College Alumni Association.

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
Reh Wealth Advisors LLC logo
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Reh Wealth Advisors LLC

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466 West Arrow Highway, San Dimas, CA 91773
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Reh Wealth Advisors LLC offers its services to clients in Pomona and its surrounding areas. It caters to families, business owners, and corporate executives. The company crafts retirement, long-term savings, and college savings plans for its clients. It also provides investment management, tax planning, and debt management services. Its founder, Stephen Reh, has over 15 years of experience in the financial services industry. He is a National Association of Personal Financial Advisors member. Reh Wealth Advisors has been operating since 2010.

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
Zuk Financial Group logo
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Zuk Financial Group

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199 South Monte Vista Avenue, San Dimas, CA 91773
  • Certified Financial Planner (CFP)

Business Description

Zuk Financial Group is a company of financial advisors serving Pomona and the surrounding communities. Since its founding in 1974, the company has been helping clients in maximizing social security benefits and tax efficiency. Its advisors also provide assistance in building investment portfolios of clients. Other services include behavioral coaching to educate clients on how to make unbiased decisions about their finances. Zuk Financial Group is a Certified Estate Planner and staffed with Certified Financial Planners.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail