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Best Financial Advisors in Upland

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Upland, CAUpland, 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.

Upland, CAUpland, 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: --

697 E. Foothill Blvd., Suite D, Claremont, CA 91711
Claremont, CA 91711
  • Estate and Trust Specialist

For more than 85 years, Claremont Wealth Management has been offering financial services to clients in the Upland area. Its advisors work with individuals and families to sort out their cash flow so that they meet short-term and long-term goals. These include living expenses, college funds, and retirement with stable income for a client's golden years. Its team also offers advice on setting up investment portfolios that fit a person's goals and risk tolerance.

697 E. Foothill Blvd., Suite D, Claremont, CA 91711
Claremont, CA 91711

Website(626) 967-0854

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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+

1282 W. Arrow Hwy, Ste. 200, Upland, CA 91786
Upland, CA 91786
  • Retirement Planning
  • Financial Planning

Dewey, McDonald & Carrillo, Inc., is a financial services firm serving clients in Upland. It helps individuals in developing a financial program that assists them in reaching their financial goals. The firm focuses on wealth-building strategies that cover investment management, tax mitigation, retirement planning, and debt management. Founder Julia Carrillo, a CPA and an investment advisor representative, has 24 years of industry experience. The firm provides financial planning services in several states, including Texas, Illinois, and Nevada.

1282 W. Arrow Hwy, Ste. 200, Upland, CA 91786
Upland, CA 91786

Website(909) 981-4281

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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:

4.6 / 5 ( Best)

Total Reviews:

29 (Best)

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+

414 North 2nd Ave. Suite C, Upland, CA 91786
Upland, CA 91786
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

DH Financial & Insurance Services offers financial advice and planning to the locals of Upland. The firm helps its clients draft one integrated strategy that matches their life's goals, visions, and enduring principles. As the client's situation and objectives change over time, its team will make the necessary revisions and update their plans. Its tools can be used to protect personal assets from liabilities. This multi-generational firm was founded by David Hjorth in 1972. He is a financial advisor who has published articles on financial planning.

414 North 2nd Ave. Suite C, Upland, CA 91786
Upland, CA 91786

Website(909) 981-4951

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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+

540 W. Baseline Road, #10, Claremont, CA 91711
Claremont, CA 91711
  • Certified Financial Planner (CFP)

Financial Designs is a business that delivers personalized financial strategies to individuals and families in Upland and its surrounding areas. It assists clients in creating customized financial plans by utilizing an array of insurance and investment products and services. The enterprise’s financial advisors, Nino G. Pavan and Vaughn G. Heydel, are Certified Financial Planners and Investment Advisory Representatives. Nino, the company’s president, has more than two decades’ worth of experience in the financial industry.

540 W. Baseline Road, #10, Claremont, CA 91711
Claremont, CA 91711

Website(909) 626-1642

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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+

5428 Vinmar Avenue, Rancho Cucamonga, CA 91701
Rancho Cucamonga, CA 91701
  • Certified Financial Planner (CFP)
  • Financial Planning

Purposeful Strategic Partners is a financial services company that serves clients in Upland. It advises families and entrepreneurs on various aspects of finance, from asset protection to tax management. The company also provides debt management and retirement planning services. It guides business owners through the process of establishing a 401(k) plan for their employees. Josh Troesh, the company's founder, teaches personal finance as a professor at El Camino College. He has been featured on multiple media outlets, including Forbes and CNBC.

5428 Vinmar Avenue, Rancho Cucamonga, CA 91701
Rancho Cucamonga, CA 91701

Website(213) 267-7840

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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)

246 North Indian Hill Boulevard, Claremont, CA 91711
Claremont, CA 91711
  • Estate Planning
  • Financial Planning

Stark Wealth Management offers financial advisory services to clients in Upland and the neighboring communities. It specializes in creating financial plans to help people prepare their estates, taxes, profit-sharing strategies, and educational funds or expenses. In addition, the company assists individuals in establishing plans for their retirement, investment, and insurance needs. Its founder, Jeffrey K. Stark, has been providing insurance products since 1986. He is a Registered Principal with LPL Financial and has served as the president of The National Planners Network Inc.

246 North Indian Hill Boulevard, Claremont, CA 91711
Claremont, CA 91711

Website(909) 624-3949

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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+

1425 W. Foothill Boulevard, Ste. 125, Upland, CA 91786
Upland, CA 91786
  • Retirement Planning

Steven Michael Financial Group provides personalized financial services to individuals in Upland and the nearby metros. Its services provide a multistep process that can assist clients in identifying their financial and retirement goals, even if unexpected events such as serious illness, disability, or death. It includes estate preservation and legacy planning, asset protection and wealth creation, investments, and tax-efficient strategies. The company's president, Steven Michael Martinez, is a Certified Financial Planner. He has been serving clients for 10 years.

1425 W. Foothill Boulevard, Ste. 125, Upland, CA 91786
Upland, CA 91786

Website(909) 985-1678

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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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