Laurels

Best Financial Advisors in Pomona
2022

We scored 40 Financial Advisors in Pomona and Picked the Top 5

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Here are the Picks:

CONA Wealth

CONA Wealth

  • Estate Planning
  • Tax Planning

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.

2120 Foothill Boulevard
La Verne, CA 91750

Website

Website
Financial Designs

Financial Designs

  • Certified Financial Planner (CFP)

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.

540 West Baseline Road
Claremont, CA 91711

Website

Website

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+

Gould Asset Management

Gould Asset Management

  • Certified Financial Planner (CFP)

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.

341 West 1st Street
Claremont, CA 91711

Website

Website

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+

Reh Wealth Advisors LLC

Reh Wealth Advisors LLC

  • Estate Planning
  • Retirement Planning
  • Tax Planning

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.

466 West Arrow Highway
San Dimas, CA 91773

Website

Website

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+

Zuk Financial Group

Zuk Financial Group

  • Certified Financial Planner (CFP)

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.

199 South Monte Vista Avenue
San Dimas, CA 91773

Website

Website

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)

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