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Best Financial Advisors in Santa Maria

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Santa Maria, CASanta Maria, 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.

Santa Maria, CASanta Maria, CA

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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+

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PO Box 13237, San Luis Obispo, CA 93406
San Luis Obispo, CA 93406
  • Investment Management
  • Financial Planning

ALTUS Wealth Solutions is an investment advisory firm that helps clients in the Santa Maria metro maximize their financial resources. It offers a variety of services such as financial planning, investing, investment risk, and life insurance. Its founder and financial advisor, John D. Buerger, comes with almost 20 years of industry experience and adheres to the fiduciary standard of care. He founded the company in 2007 to provide clients with services that put their best interests forward. He is a Certified Financial Planner.

PO Box 13237, San Luis Obispo, CA 93406
San Luis Obispo, CA 93406

Website(805) 476-0333

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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:

2 (Better)

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+

956 Walnut Street Suite 200, San Luis Obispo, CA 93401
San Luis Obispo, CA 93401
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Wealth Management

Foronjy Financial offers investment management services to the residents of Santa Maria and the surrounding areas. Understanding the value of people's time, its team of financial advisors helps clients remove risks from their retirement plans by avoiding critical 401(k) mistakes. Its principal wealth manager, Bryan Foronjy, who is also the firm's founder, is a Certified Financial Planner. He helps clients map a personalized retirement plan by listening to their needs and asking questions on their desired financial future.

956 Walnut Street Suite 200, San Luis Obispo, CA 93401
San Luis Obispo, CA 93401

Website(805) 543-1033

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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)

70 Santa Felicia Drive, Goleta, CA 93117
Goleta, CA 93117
  • Private Wealth Advisor
  • Investment Management

Walpole Financial Advisors, LLC, is an advisory firm that helps families, individuals, and business owners in Santa Maria. The firm provides planning services that cover wealth management, charitable planning, and wealth enhancement. Its team of professionals assists with the management of business enterprises, investment portfolio creation, and retirement planning. One of them, Kirk Stovesand, is a certified public accountant. He is also a Certified Financial Planner and Certified Private Wealth Advisor.

70 Santa Felicia Drive, Goleta, CA 93117
Goleta, CA 93117

Website(805) 845-6587

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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+

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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