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Best Financial Advisors in Visalia

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Athena Financial Group logo

Athena Financial Group

3323 South Fairway Street, Visalia, CA 93277
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  • 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.

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Mark A. Frantz, CPA, CFE logo

Mark A. Frantz, CPA, CFE

4044 South Demaree Street, Visalia, CA 93277
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  • 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.

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MIP Financial logo

MIP Financial

3500 West Orchard Court, Visalia, CA 93277
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  • 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.

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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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