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Best Financial Advisors in Riverside

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Riverside, CARiverside, CA

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.

Riverside, CARiverside, CA

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: --

854 Magnolia Avenue, Corona, CA 92879
Corona, CA 92879
  • Certified Financial Planner (CFP)

Bowman Financial Services has been assisting retirees, business owners, and professionals in Riverside and nearby metros since 1995. It empowers these clients with retirement ​​​​​​​planning, investment analysis, and asset management. Other services include financial equities, fixed income security, and insurance products. The founder, Gary Bowman, has nearly 30 years of experience. He has led financial strategy workshops and educational programs at community colleges, emphasizing the basics of investing and the importance of saving for retirement.

854 Magnolia Avenue, Corona, CA 92879
Corona, CA 92879

Website(951) 735-2678

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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:

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+

Corona, CA 92879Corona, CA 92879

Christine S Brand Finance and Tax Consulting is a financial services firm that focuses on long-term client relationships. The Corona-based company was founded by Christine Brand in 2007. Christine became a tax consultant in 1993 and a financial advisor in 1998. The firm's financial planning services help businesses, families, and individuals achieve customized goals. Clients receive advice based on eight core wealth management issues, and the firm helps clients proactively address their taxes.

Corona, CA 92879Corona, CA 92879

Website(951) 340-2333

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Norco, CA 92860Norco, CA 92860

ClearPath Financial is a retirement planning firm that serves Southern California residents. Though its main focus is on retirement planning, clients can receive services such as wealth management and safe money strategies too. Also, the firm's clients have access to estate and tax planning strategies, along with inherited IRA planning.

Norco, CA 92860Norco, CA 92860

Website(888) 603-9379

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Ontario, CA 91761Ontario, CA 91761

Clients First Retirement Consultants is an independent financial advisory firm that specializes in investment management and retirement planning. The Ontario-based company creates customized financial plans for each client. It also provides retirement consultation services, and its clients receive investment management services and portfolio advice.

Ontario, CA 91761Ontario, CA 91761

Website(909) 212-7851

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301 9th Street, Redlands, CA 92374
Redlands, CA 92374
  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Business Tax Preparation

For almost two decades, CPA Financial Advisors Inc. has been catering to clients in Riverside. The tax and financial advisory firm's services include investment management, financial planning, and tax and accounting solutions. It assists clients in choosing insurance plans and offers guidance on investment bonds and stocks, IRAs, retirement planning, and profit-sharing plans. Its CEO and managing director, Lynette Atchley, is a certified public accountant, a Personal Financial Specialist, and Certified Financial Planner.

301 9th Street, Redlands, CA 92374
Redlands, CA 92374

Website(909) 793-3233

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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+

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

Falcon Wealth is a fiduciary financial advisory firm that helps clients in Riverside manage their wealth. The firm specializes in financial planning such as investment planning, retirement income planning, cash flow management, and tax planning. Investment planning covers areas like rebalancing portfolios, controlling risk, tax-loss harvesting, and asset allocation. Principal Gabriel Shahin has over a decade of financial experience. He has a master's degree in Accounting. He hosts the weekly radio show "More Knowledge, More Wealth," where he shares his expertise with a broader audience.

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: --

2900 Adams Street, Riverside, CA 92504
Riverside, CA 92504
  • Tax Planning
  • Certified Financial Planner (CFP)

IVM Financial is a consulting and advisory firm that serves entrepreneurs and high-income millennials in the Riverside metro. The firm helps clients plan for the future of their families and commercial enterprises. The company works with legal professionals to secure structuring plans, continuity strategies, and asset protection for clients' businesses. Additional services include strategies, investment management, estate planning, and retirement planning. IVM Financial is owned by Bradley Shammas, a Certified Financial Planner who is motivated by the need to help families protect their finances.

2900 Adams Street, Riverside, CA 92504
Riverside, CA 92504

Website(714) 263-1953

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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:

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+

Redlands, CA 92374Redlands, CA 92374

KWB Wealth Managers Group is a wealth management firm that aims to simplify each client's financial life. The company has been serving the Redlands area since 1996. Its clients can receive comprehensive wealth management services, including advice on tax-efficient investment opportunities. The firm also meets each client's estate planning needs and offers long-term care solutions. There are several educational resources available to investors. Business owners can benefit from the company's business retirement planning services.

Redlands, CA 92374Redlands, CA 92374

Website(909) 307-8220

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6820 Indiana Avenue, Riverside, CA 92506
Riverside, CA 92506
  • Estate Planning
  • Certified Financial Planner (CFP)

Leonard Financial Group provides advisory services to clients in Riverside and the surrounding areas. It creates income management strategies to help individuals and families secure their financial future. Its financial independence plan includes income projections, portfolio evaluation, debt management, personal asset matters, and current spending needs assessment. One of the company's founding partners, Karl Hicks, has been in the financial planning industry for more than 15 years. Hicks has been an accredited estate planner since 2019.

6820 Indiana Avenue, Riverside, CA 92506
Riverside, CA 92506

Website(951) 781-7320

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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+

19330 Jesse Lane, Riverside, CA 92508
Riverside, CA 92508
  • Business Tax Preparation
  • Tax Planning

Loza, Beck & Associates is a firm operating in Riverside. It offers a wide range of services to individuals, families, and businesses including financial planning, wealth management, business planning, and institutional investing. Its team develops short-term and long-term plans to address a variety of financial challenges, from managing debt to saving for retirement. The firm's managing partner, Thomas Loza, supports the local community by volunteering for different roles such as mentoring the Riverside Community College's Puente students and serving in the finance committee for the Riverside Community Health Foundation.

19330 Jesse Lane, Riverside, CA 92508
Riverside, CA 92508

Website(951) 800-8083

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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+

18400 Von Karman Avenue, Irvine, CA 92612
Irvine, CA 92612
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

McKinnon & Associates is a financial advisory firm that provides objective financial advice and critical connection to individuals in the Riverside metro. Asset management, business continuity, and wealth transfer methods are all areas that the company specializes in. In addition, clients receive fee-based retirement, estate, and business succession planning, as well as estate tax, investment, and insurance plans. McKinnon & Associates has expertise working with high-net-worth families, giving them insight into potential difficulties and how to solve them.

18400 Von Karman Avenue, Irvine, CA 92612
Irvine, CA 92612

Website(909) 363-4026

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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+

Corona, CA 92881Corona, CA 92881

Pacific Capital is an independent wealth management firm that serves Southern California clients with offices in Corona and Newport Beach. The company's founder, Chad Willardson, is a Chartered Retirement Planning Counselor and Accredited Wealth Management Advisor with over a decade of experience. The firm's clients receive portfolio management and retirement planning services, along with insurance protection, estate planning help, and cash management strategies.

Corona, CA 92881Corona, CA 92881

Website(844) 777-8777

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Corona, CA 92880Corona, CA 92880

Providence Wealth Planning is a Corona-based wealth management firm that was founded in 2016. Company founder and president Mark Massey has more than two decades of financial services experience. The company provides clients with multiple financial planning resources to help plan for retirement through all stages of life.

Corona, CA 92880Corona, CA 92880

Website(951) 465-6400

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3403 Tenth Street, Riverside, CA 92501
Riverside, CA 92501
  • Tax Planning
  • Tax Preparation

RLM Wealth Group serves the investment and financial planning needs of Riverside and other nearby metros. It utilizes a client-based approach to customize wealth management solutions for retirees, business owners, individuals, families, executives, and sudden wealth recipients. It creates, manages, and reviews diversified portfolios and analyzes the risk and return characteristics of investments. Its registered principal, Robert L. Mendez Sr. is a Chartered Financial Consultant who has more than 30 years of experience as a financial advisor.

3403 Tenth Street, Riverside, CA 92501
Riverside, CA 92501

Website(951) 782-0276

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: --

6772 Magnolia Avenue, Riverside, CA 92506
Riverside, CA 92506
  • Certified Financial Planner (CFP)
  • Retirement Planning

Tricord Advisors provides financial planning services to clients residing in Riverside and the surrounding areas. It offers various planning services for individuals who want to manage their taxes, savings, business, retirement, insurance, and estate. Its team also helps determine the clients' financial goals and needs by providing consultative discovery services. Tricord Advisors also caters to individuals who need educational and wealth preservation planning. Its president, Randy Barkley, also hosts a weekly radio program 'Retirement Unlimited' where he shares financial knowledge to listeners.

6772 Magnolia Avenue, Riverside, CA 92506
Riverside, CA 92506

Website(951) 684-7011

Show Number

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+

Riverside, CA 92504Riverside, CA 92504

Wealth of Confidence serves Riverside clients. The firm was founded by Breanna Reish, a certified financial planner with almost a decade of industry experience. The company specializes in employee financial wellness, educators, and public employees. Its clients receive long-term financial advice and planning solutions to meet their future goals.

Riverside, CA 92504Riverside, CA 92504

Website(951) 888-0045

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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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