Expertise.com

2024

Last updated:

Best Financial Advisors in Redlands

Our Recommended Top 7

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Redlands Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

23Reviewed

16Curated

7Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
6772 Magnolia Ave., Riverside, CA 92506
  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Tricord Advisors provides financial counseling and investment management solutions in the Redlands metro. Its advisors help clients achieve their goals through financial planning. Their program covers various aspects, such as budgeting, investing, saving, insurance planning, tax strategy formulation, and asset and estate management. They take the time to review clients' finances to develop a comprehensive plan tailored to their needs. Tricord Advisors is an RIA and SEC-regulated firm that has been in operation since 1982.

License Verified:

License: 155749

Investment Adviser Public Disclosure Database, SEC

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

Price: Free Consultation

SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

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

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
1274 Center Court Dr Suite 208, Covina, CA 91724
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Connect Tax and Wealth Management caters to Redlands residents, especially individuals approaching retirement and those already retired. It assists them in planning their estates and trusts, taxes, 401(k)s, 403(b)s, and college funds for their children. It creates and implements a roadmap that reflects the clients' wants, needs, and long-term goals, and educates them on financial concepts. The company's tax and financial advisor, Joel Harworth, has been working in the industry since 1998, helping people manage their finances, investments, insurance coverages, and retirement plans.

License Verified:

License: 3131373

Investment Adviser Public Disclosure Database, SEC

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

Website
300 E State St #504, Redlands, CA 92373
  • Certified Financial Planner (CFP)

Why choose this provider?

Mason Financial Services has been assisting Redlands people in planning for their future for almost three decades. It provides a selection of financial solutions, including tax and retirement planning. The company conducts year-end planning sessions and in-depth tax interviews to determine clients' financial needs and goals. It also offers employer retirement planning to properly allocate customers' assets. Owner Ensen Mason is a certified public accountant and a Chartered Financial Analyst. He is also the tax collector and treasurer of San Bernardino County.

License Verified:

License: 173628

Investment Adviser Public Disclosure Database, SEC

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.
4.7
Google
5.0 / 5 (13)
Facebook
3.8 / 5 (5)
Yelp
5.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
222 East Olive Avenue Suite 1, Redlands, CA 92373
  • Retirement Planning

Why choose this provider?

Massongill Wealth Management caters to individuals and businesses in the Redlands metro and the surrounding areas. It offers financial planning solutions, helping clients achieve their money goals. It addresses 401Ks, annuities, mutual funds, stocks and bonds, and tax appointments. It also deals with investment types, such as educational and traditional IRAs, managed accounts, and variable annuities. David Forbes Massongill, an investment advisor representative, has been working in the industry since 1993. He holds a bachelor's degree in Business Administration with a major in Marketing.

License Verified:

License: 2404489

Investment Adviser Public Disclosure Database, SEC

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 (2)

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

Website
26568 Tanager Ct, Loma Linda, CA 92354
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

Life Income Management is a fiduciary firm that has been serving residents of Redlands with their wealth management needs since 1996. It specializes in the planning and management of retirement income. Its team of financial advisors utilizes a collaborative approach when evaluating clients' lifestyle priorities, reviewing and analyzing their retirement resources, and considering their risk tolerance and tax obligations. Founder Melody Juge has been quoted in Time Magazine, FOX Business, The Wall Street Journal, and Forbes.

License Verified:

License: 158819

Investment Adviser Public Disclosure Database, SEC

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 (3)

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

Website
1782 Orange Tree Lane, Redlands, CA 92374
  • Certified Financial Planner (CFP)

Why choose this provider?

KWB Wealth caters to customers in the Redlands metro and the surrounding areas. It helps clients make knowledgeable financial decisions and visualize their future by offering wealth management services. It also provides estate, retirement, and tax planning solutions, which aid with protecting assets and reducing burdens. Kerrick W. Bubb, the firm's president, has been working in the financial industry since 1987. He holds a Master of Business Administration degree and the Accredited Investment Fiduciary designation.

License Verified:

License: 300921

Investment Adviser Public Disclosure Database, SEC

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
Facebook
5.0 / 5 (8)
Google
5.0 / 5 (1)
Yelp
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

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • When should you not reinvest your dividends in Redlands?

    When managing dividends in Redlands, you may choose to redirect your payments elsewhere if your investment is failing, your portfolio is out of balance, or you are nearing retirement. Before investing, it is also a good idea to do some research on the dividend rates and overall financial health of the companies you want to invest in.

  • Are cash equivalents a secure investment in Redlands when planning to invest?

    Yes, cash equivalents are frequently regarded as risk-free assets that provide consistent income or returns. However, if you intend to invest in Redlands, you should diversify your portfolio by taking into account the risks associated with this type of investment. Interest rate, liquidity, inflation, credit, and market risks are a few examples.

  • When should you use an adjustable-rate mortgage over a fixed-rate one in Redlands?

    If you plan to buy a home in Redlands, an adjustable-rate mortgage (ARM) should be chosen over a fixed-rate mortgage if you expect to relocate soon, are nearing retirement, and want a lower monthly payment during your intro period. If interest rates are high, you may want to consider an ARM.

  • Is California a tax-friendly state for retirees in Redlands?

    When compared to other states, California is not a tax-friendly state for Redlands retirees. While Tier 1 Railroad benefits and Social Security retirement benefits are not taxed, other sources of retirement income are. In addition, there is a 2.5% state penalty if you take early withdrawals from retirement plans, IRAs, or annuities.

  • Is private health insurance a better option than government-funded solutions when looking for health insurance in Redlands?

    There is no single answer if you want to buy health insurance in Redlands because private health insurance has advantages and disadvantages over government-funded options. Private health insurance has no income restrictions, shorter wait times, and a wide range of coverage options. However, it is more expensive. Finally, you must choose one based on your qualifications and needs.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.