Best Financial Advisors in Redlands

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

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.

1274 Center Court Dr Suite 208, Covina, CA 91724
Covina, CA 91724

Website(951) 888-8580

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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+

1447 Ford Street Suite 105, Redlands, CA 92374
Redlands, CA 92374
  • Estate Planning
  • Retirement Planning

Eagle Strategies LLC provides financial planning solutions in Redlands and the neighboring areas. It helps individuals make wise financial decisions on various matters such as business, education, estate, and retirement. It also assists clients in handling their charitable gifting and portfolios by providing comprehensive plans that can help them achieve their financial goals. The insurance products available include investments, life, long-term care, and retirement income. Founder L. Gordon Etzweiler is a chartered life underwriter and financial consultant.

1447 Ford Street Suite 105, Redlands, CA 92374
Redlands, CA 92374

Website(909) 792-4545

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

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.

1782 Orange Tree Lane, Redlands, CA 92374
Redlands, CA 92374

Website(909) 307-8220

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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:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (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: A+

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

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.

26568 Tanager Ct, Loma Linda, CA 92354
Loma Linda, CA 92354

Website(909) 566-2111

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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:

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: A+

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

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.

300 E State St #504, Redlands, CA 92373
Redlands, CA 92373

Website(909) 475-0900

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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:

3 (Best)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

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

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.

222 East Olive Avenue Suite 1, Redlands, CA 92373
Redlands, CA 92373

Website(909) 790-8005

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:

2 (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+

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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