Laurels

Best Financial Advisors in Visalia
2022

We scored 33 Financial Advisors in Visalia and Picked the Top 4

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Here are the Picks:

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Visalia, 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: --

Athena Financial Group

Athena Financial Group

  • Certified Financial Planner (CFP)

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.

3323 South Fairway Street
Visalia, CA 93277

Website

Website

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

Mark A. Frantz, CPA, CFE

Mark A. Frantz, CPA, CFE

  • Tax Preparation
  • Tax Planning

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.

4044 South Demaree Street
Visalia, CA 93277

WebsiteInstagram

Website

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:

3 (Best)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

10 (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: A

MIP Financial

MIP Financial

  • Estate Planning
  • Retirement Planning
  • Tax Planning

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.

3500 West Orchard Court
Visalia, CA 93277

Website

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: A

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