Best Financial Advisors in Visalia

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.

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.

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.