Best Financial Advisors in Redlands

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Redlands, CA

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

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

Connect Tax and Wealth Management logo
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License Verified:

License: 3131373

Investment Adviser Public Disclosure Database, SEC

Connect Tax and Wealth Management

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

Business Description

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
KWB Wealth logo
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License Verified:

License: 300921

Investment Adviser Public Disclosure Database, SEC

KWB Wealth

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

Business Description

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
Life Income Management logo
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License Verified:

License: 158819

Investment Adviser Public Disclosure Database, SEC

Life Income Management

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

Business Description

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
Mason Financial Services logo
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License Verified:

License: 173628

Investment Adviser Public Disclosure Database, SEC

Mason Financial Services

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

Business Description

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
Massongill Wealth Management logo
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License Verified:

License: 2404489

Investment Adviser Public Disclosure Database, SEC

Massongill Wealth Management

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

Business Description

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

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
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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