Expertise.com
2024

Last updated:

Best Financial Advisors in Visalia

Our Recommended Top 5

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

34

Reviewed

22

Curated

5

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Visalia, CA

Why choose this provider?

Need help contacting a Financial Advisor in Visalia? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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)
Yelp
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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What services are covered in investment and retirement planning in Visalia?

    Visalia's investment and retirement planning services include establishing financial objectives, developing an investment strategy based on risk tolerance and life stage, and maintaining portfolios with investment guidelines and manager selection. Additional services offered include tax planning for taxable and tax-free assets and advice on retirement funds including 401Ks, 403Bs, and 457s.

  • What topics will be discussed in your initial meeting with a Visalia financial advisor?

    During your initial meeting, the financial advisor in Visalia will assess your financial situation, address any immediate concerns, and discuss your short- and long-term goals. The advisor will also assess your risk tolerance, take into account your requirements for a specific lifestyle, and discuss ways to increase your net worth. In order to help you improve your financial situation, the advisor will also advise you on cash flow management and monthly budgeting.

  • What factors do financial advisors in Visalia consider before making recommendations to their clients?

    Before making recommendations, financial consultants in Visalia consider a variety of factors such as income, insurance, tax bracket, and estate plan. Each client receives a personalized portfolio, and they act as fiduciaries, putting the client's interests first. Rather than simply selling investment products, their goal is to help clients select assets that have the best chance of producing the desired results.

  • What are the different ways to save for retirement in Visalia?

    When it comes to investing for retirement in Visalia, there are numerous options to consider. One option is qualified plans, which are pension and 401(k)-style employer-sponsored retirement programs. Personal savings and executive deferral programs are also viable options. In addition, consumers can use IRAs to save for retirement because they are ideal for combining retirement funds from previous employer-sponsored plans.

  • Which factors can have an impact on the protection and safety of your private and corporate assets in Visalia?

    Several factors can have a significant impact on the safety of your personal and business assets in Visalia. These aspects include your tax planning, human resource administration, and general business management techniques. Asset protection can also be influenced by the state in which you choose to conduct business and the type of business entity you establish. Take these factors into consideration and address them efficiently to maintain the security and protection of your assets.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.