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Laurels

Best Financial Advisors in Upland
2022

We scored 24 Financial Advisors in Upland, CA and Picked the Top 7

Here are the Picks:

Claremont Wealth Management

Dewey, McDonald & Carrillo, Inc.

DH Financial & Insurance Services

Financial Designs

Purposeful Strategic Partners

Stark Wealth Management

Steven Michael Financial Group

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Upland Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 24 17 7

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Claremont Wealth Management

  • 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.

Click to Call

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

Website

(626) 967-0854 Website

Professionalism: A+

More Info

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+

Dewey, McDonald & Carrillo, Inc.

  • Financial Planning
  • Retirement 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.

Click to Call

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

Website

(909) 981-4281 Website

Reputation:A

More Info

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:

4 / 5 (Better)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Price: $400/hour

DH Financial & Insurance Services

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement 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.

Click to Call

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

Website

(909) 981-4951 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Financial Designs

  • 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.

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

Website

(909) 626-1642 Website

Professionalism: A+

More Info

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+

Purposeful Strategic Partners

  • Financial Planning
  • Certified Financial Planner (CFP)

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.

Click to Call

5428 Vinmar Avenue
Rancho Cucamonga, CA 91701

Website

(213) 267-7840 Website

Reputation:A

More Info

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)

Stark Wealth Management

  • Estate Planning
  • Financial Planning
  • Tax 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.

Click to Call

246 North Indian Hill Boulevard
Claremont, CA 91711

Website

(909) 624-3949 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Steven Michael Financial Group

  • 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.

Click to Call

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

Website

(909) 985-1678 Website

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