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Best Financial Advisors in Rancho Cucamonga

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

Falcon Wealth is a financial planning firm that serves clients in Rancho Cucamonga and the neighboring areas. The firm assists clients in analyzing their cash flows and pensions and generating income through retirement and investment management. In addition, it educates business owners on their current tax situations and recommends strategies to minimize taxes. It also handles insurance, real estate, and college planning solutions. Owner Gabriel Shahin is a Certified Financial Planner and has been in the industry since 2003.

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:

24 (Better)

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: --

8885 Haven Avenue, Rancho Cucamonga, CA 91730
Rancho Cucamonga, CA 91730
Instagram
  • Certified Financial Planner (CFP)

Retirement. Plan. Advice. Wealth Management is a fiduciary financial planning firm headquartered in Rancho Cucamonga. It offers personalized investment and financial strategies using goal-based solutions and technology. The firm serves pre-retirees through retirement planning services that cover cash flow, Social Security income, distributions, and taxes. It also assists small business owners in managing their personal and business wealth to achieve their financial goals. One of the firm's financial advisors, Matthew Theal, is a Certified Financial Planner.

8885 Haven Avenue, Rancho Cucamonga, CA 91730
Rancho Cucamonga, CA 91730

InstagramWebsite(909) 296-7977

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:

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: --

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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