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Best Financial Advisors in Visalia

Laurels
2023
Laurels

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SmartAdvisor by SmartAsset logo
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Free Consultation

SmartAdvisor by SmartAsset

Visalia, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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
Yelp
4.0 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Athena Financial Group logo
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Athena Financial Group

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3323 South Fairway Street, Visalia, CA 93277
  • Certified Financial Planner (CFP)

Business Description

Athena Financial Group is an independent financial advisory firm serving Visalia. It offers investment management, retirement strategies and income plans, debt reduction planning, and life insurance needs analysis and implementation. It also helps women in financial transitions due to divorce, death, and sudden wealth. Susan Tackett is a financial advisor who established the firm in 2005. She began working in the financial services industry in 1999. Tackett is a Certified Divorce Financial Analyst.

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
Mark A. Frantz, CPA, CFE logo
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Mark A. Frantz, CPA, CFE

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4044 South Demaree Street, Visalia, CA 93277
  • Tax Preparation
  • Tax Planning

Business Description

Mark A Frantz, CPA, CFE is an accounting firm that provides accounting and financial planning solutions in Visalia. The firm was founded in 1992 by Mark A. Frantz, an accountant with a focus on business consultations, QuickBooks accounting, and taxation. Some of his financial planning services include loan assistance, tax preparations, budgeting, operational reviews, and review of internal controls. Mark is also a certified fraud examiner (CFE) who received his license in 2004.

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.
4.2
Google
4.0 / 5 (8)
Facebook
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
MIP Financial logo
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MIP Financial

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3500 West Orchard Court, Visalia, CA 93277
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

MIP Financial is a company offering its financial products and services to clients in the Visalia metro and its neighboring communities. It provides financial planning for retirement, estate, college, tax, and profit sharing concerns. The firm also offers investment vehicles such as bonds, common stock, educational IRA, brokerage accounts, government securities, and variable annuity. The company is led by Mihai Petrascu, a certified public accountant who has been in the financial industry for over three years.

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