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2024

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Best Financial Advisors in Indio, CA

Our Recommended Top 6

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

26Reviewed

18Curated

6Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Indio, 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
  • Investment Management
  • Retirement Planning

Indio, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Indio? 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.

74-710 Highway 111 Suite 102-229, Palm Desert, CA 92260

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

Desert Financial Planning is an independently owned firm that offers risk management solutions in the Indio metro and nearby areas. Using the cash flow-based planning software, the company works with individuals and families to create comprehensive financial plans suited to their goals. It also accommodates clients who need asset management and education and retirement planning assistance. In addition, Desert Financial Planning provides customized life and long-term care insurance coverages. Its owner, Nolan Saini, is a CFP.

  • Financial Planning

73130 El Paseo Suite O, Palm Desert, CA 92260

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Bloemendaal Capital Strategies of Raymond James is a team of financial advisors serving the community of Indio. The company offers investment solutions for families, health care professionals, women investors, and retirees. Its services include wealth and investment management, legacy planning, banking and lending solutions, risk management, and insurance and annuities. Its team of professionals also specializes in longevity planning, investment solutions, portfolio management, and fixed income services. The firm's founder, Marcia Bloemendaal, is a CFP and has been serving high-net-worth clients for over 24 years.

  • Retirement Planning
  • Financial Planning
  • Investment Advisor

3541 Old Conejo Road Suite 114, Newbury Park, CA 91320

Expertise.com Rating

Why choose this provider?

Brian Padrick of Cornerstone Wealth Management serves clients in Indio. He handles investment options and portfolio management, financial advisory, retirement planning, estate planning, buy and sell agreements, and charitable strategies. He also deals with personal, educational, liability, and life insurance planning matters. He strives to take on a proactive and client-centered approach and follows the principles of investment and cyclic markets. Padrick is a Certified Financial Planner and has been a Registered Representative of LPL Financial since 2012.

  • Investment Management
  • Financial Planning

74-760 Highway 111 Suite 202, Indian Wells, Ca 92210

Expertise.com Rating

Review Sources

Facebook
4.9 (30)
Google
3.7 (3)
Yelp
1.0 (1)

Why choose this provider?

Ensemble Wealth Management is a financial advisory firm serving the metro of Indio and its adjacent areas. Its core service is retirement planning, which includes annuities, asset protection, life insurance, retirement income strategies, tax minimization strategies, and wealth accumulation. Its team assesses its clients’ financial picture and helps them develop a plan to achieve their financial goals and secure their future. Its founder, Michael Clark, previously worked in a major insurance company in Beverly Hills.

  • Finance Planning
  • CFA Charterholder

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Desert Financial Planning
74-710 Highway 111 Suite 102-229, Palm Desert, CA 92260
Bloemendaal Capital Strategies of Raymond James
73130 El Paseo Suite O, Palm Desert, CA 92260
Brian Padrick
3541 Old Conejo Road Suite 114, Newbury Park, CA 91320
Ensemble Wealth Management
74-760 Highway 111 Suite 202, Indian Wells, Ca 92210

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.

  • What makes Indio attractive to investors?

    Indio is the setting of world-famous festivals such as the Stagecoach and Coachella Music Festivals. It supports emerging industry sectors such as golf industry manufacturing, home improvement and furnishing, and the agriculture industry. It is attractive for those wanting to relocate due to its great schools, affordability, and good quality of life. For more information, visit the city's Economic Development Team at 100 Civic Center Mall, Indio, CA. 92201, or call (760) 391-4068.

  • Can businesses in Indio pursue federal tax credits for investing in energy efficiency technologies?

    Businesses in Indio can pursue federal tax credits for investing in energy sources such as solar, qualified biogas, small wind energy, and geothermal. They can also save on taxes by investing in technologies like microturbine power plants, combined heat and power systems, waste energy recovery technologies, and microgrid controllers. Such provisions fall under the Internal Revenue Code §48's Production Tax Credit and Investment Tax Credit.

  • How does an Indio investor decide investment asset allocation?

    An Indio investor may decide on asset allocation by considering their investment goals, risk tolerance, and time frame. After that, they need to select the individual investments that would carry out the overall objective of the portfolio. If the investments' returns are the same over time, the allocation remains steady but if the returns vary, the portfolio would have to be rebalanced to its original objective.

  • What can an individual from Indio do if they lose Medi-Cal coverage?

    Individuals from Indio should be automatically enrolled in Covered California health plans under SB 260 if they lose Medi-Cal coverage. Through low-cost health plans, they will have access to subsidized coverage. Should any of these individuals not have coverage of Covered California plans, they must contact the Service Center at (800) 300-1506 or an enrollment counselor for assistance.

  • Why can local boutique wealth management firms in Indio be better than national financial institutions?

    Boutique wealth management firms in Indio can provide a deep understanding of the local area's investment landscape such as its opportunities and disadvantages. They have ties to the community and are committed to the success of the region's investors. They know and live with the region's real estate market, cost of living and taxes, and investment and employment opportunities. Additionally, a boutique business model means less number of clients per advisor. These advisors can offer personalized services such as accessibility and focused attention.

  • 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.