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2024

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Best Financial Advisors in Fontana, CA

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 Fontana Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

52Reviewed

33Curated

5Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Fontana, CA
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Fontana, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Fontana? 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.

13191 Santa Ana Avenue, Fontana, CA 92337

Expertise.com Rating

Why choose this provider?

JWB Tax and Financial Services offers a wide range of wealth preservation services for individuals and businesses in Fontana. The company handles planning and preparation, and operational reviews. For planning, it includes estate, trust, business succession, charitable, and retirement planning. For operational reviews, it includes break-even analysis, cash flow management, merger acquisition guidance, incentive compensation plans, and profitability enhancement studies. JWB Tax and Financial Services is owned by Jason W. Burke. He has been in the financial services industry for over 20 years.

  • Estate Planning
  • Insurance Products
  • Tax Preparation

6864 Indiana Avenue, Riverside, CA 92506

Expertise.com Rating

Review Sources

Google
4.2 (5)

Why choose this provider?

CPA Financial Advisors Inc. is a tax and financial advisory firm that has been catering to clients in Fontana for almost 20 years. Its services include investment management, financial planning, and tax and accounting solutions. The firm guides clients in choosing insurance plans and assists with retirement and profit-sharing plans. CEO and managing director Lynette Atchley is a certified public accountant and a Personal Financial Specialist as well as a Certified Financial Planner.

  • Certified Financial Planner (CFP)

3403 Tenth Street, Riverside, CA 92501

Expertise.com Rating

Review Sources

Yelp
4.2 (54)
Facebook
4.8 (32)
Google
5.0 (2)

Why choose this provider?

Tetley Wealth Group is a financial advisory firm catering to the Fontana metro and its surrounding areas. It offers comprehensive services such as business planning, financial planning, longevity planning, retirement planning, portfolio management, and sustainable investing. Its clientele consists of individuals, attorneys, women investors, and retirees. Its financial professionals help customers understand and implement their financial goals. One of its advisors, Glenn S. Tetley, is a Certified Financial Planner with a Californian license in real estate as a broker and developer.

  • Certified Financial Planner (CFP)
  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Fontana, CAFree Consultation
JWB Tax and Financial Services
13191 Santa Ana Avenue, Fontana, CA 92337
CPA Financial Advisors Inc
6864 Indiana Avenue, Riverside, CA 92506
Tetley Wealth Group
3403 Tenth Street, Riverside, CA 92501

FAQs

  • 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.

  • Should you make contributions to the retirement savings plan in your workplace in Fontana?

    Yes. You are advised to sign up for any retirement savings program, such as a 401(k), offered by your Fontana employer. Make the most contribution you can, as this money will grow rapidly over time. Your taxes will be reduced if you make a retirement savings plan contribution. Additionally, the plan's tax deferrals and compound interest will enable you to build up a larger retirement income.

  • Why should Fontana residents contribute to individual retirement accounts every single paycheck?

    It is recommended that Fontana residents put money into individual retirement accounts with every paycheck since IRAs give tax benefits and a simple means to save. Additionally, you might be able to transfer funds from a retirement plan sponsored by your employer into an IRA. Most financial organizations, including credit unions, investment companies, and banks, allow you to open an IRA.

  • When shouldn't you work with a registered investment advisor in Fontana?

    It is advisable to avoid working with a registered investment advisor in Fontana if all you want them to do is handle your investments. In addition, a registered investment advisor is not the best choice for you if your financial plan is just short-term or have only a few assets to invest in.

  • In Fontana, what happens if a surviving spouse received retirement funds from their deceased partner?

    The mandated minimum distributions will apply to the whole balance of any retirement funds that a surviving spouse in Fontana acquires from their deceased partner after turning 73. If the surviving spouse is under 73, they have the option to roll the money into their IRA to lower the amount they must pay in the required minimum distributions.

  • How may a person living in Fontana qualify for reverse mortgages?

    Most Fontana reverse mortgages require applicants to be 62 or older and to live in the property as their primary residence. Even though this is a mortgage on a home, the homeowner is not required to pay back the interest, fees, or principal as long they currently live in the house or until it is sold.

  • 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.