Fontana, CA
8 financial planners near you
Where do you need the financial planner?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Fontana Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Fontana.

Kelly Clubb Consulting
5.0
from 12 reviews
  • 4 years in business
  • 39 hires on Thumbtack
Wayne B.
Verified review

Kelly has been diligent, precise, and timely in her work. I would highly recommend her for real estate operating company financial statement preparation. She is a pleasure to work with and very professional.

  • 6 years in business
  • 19 hires on Thumbtack
Howard H.
Verified review

Raymond was very responsive and scheduled an initial office consultation to go over our taxes. He was able to get into a detailed analysis within minutes of seeing our previous year’s tax returns, and demonstrated a high degree of skill and communication. We were also very impressed with their inter-office collegiality. We really felt that Excellent Financial Solutions’ colleagues enjoy working together and do not work in a silo just preparing their own client’s taxes. We are very much looking forward to working with them this year!

Emil Estafanous, CPA
4.3
from 8 reviews
  • 28 years in business
  • 6 hires on Thumbtack
JOEY C.
Verified review

Emil Estafanous is second to none. I don't know what I would have done without him. My "tax mess" involved nothing but problems that had gone on for years. Mr. Estafanous knew exactly what to do and handled my situation perfectly. The man is a professional with many years experience. Don't bother with other "tax consultants". Simply make an appointment with Mr. Estafanous and explain what the problem is, and he will take care of it. No more headaches.

Transparity Group
5.0
from 6 reviews
  • 22 years in business
  • 1 hire on Thumbtack
Mary Anne R.
Verified review

I worked with Mike Sisk when he was a consultant for MidCountry Financial. Mike's responsibility was to consolidate many companies that all used different accounting systems. This was a daunting task because at the time, it was very manual and spreadsheet heavy. Mike was instrumental in automating this process as a consulting for the implementation of Enterprise Reporting software for the Company. Mike was always professional and easy to work with.

Khristine Paustell
5.0
from 5 reviews
  • 2 years in business
  • 1 hire on Thumbtack
Chloe S.
Verified review

I met with Khristine for Financial Services about a year ago. She was very caring, and made sure that I get a good return on my money. She made sure it is the right plan that I need and reviewed them with me. She even answered my phone calls when I am confused or unsure of something. Thank you for helping me and my family and I definitely recommend her for your financial services needs.

Newport Wealth Advisors
5.0
from 3 reviews
  • 11 years in business
  • 3 hires on Thumbtack
David J.
Verified review

Scott is well-versed in financial planning, especially for the needs of retirees. He focuses on reducing risk without sacrificing returns. He makes it a point to meet with his clients quarterly, to review the portfolios and answer all questions. I now have Scott managing the accounts of my two adult children as well as my 92 year father. I can highly recommend him without hesitation!

Finances Comes First
5.0
from 1 review
  • 5 years in business
  • New on Thumbtack
Jason R.
Verified review

I am thankful for Jobi looking out for me and my family's financial needs. Job has be a great teacher and help in learning more about my retirement. Very instrumental in helping my family move towards their financial goals. Thank you again

  • New on Thumbtack
Leo H.
Verified review

Sid is hands down a professional at his business. He took the time to take care of my insurance needs and offered options and suggestions that I would not have known about. Don't go anywhere else for life insurance!

Bhatt & Associates, Inc.
5.0
from 1 review
  • 8 years in business
  • 1 hire on Thumbtack
Arun P.
Verified review

I've been working with Mr. Bhatt since 2012, and he's the best. His advice and tax preparation have been great, and his keen insights have helped significantly. His knowledge of tax code is second to none. His staff is very nice and courteous. When it comes to tax issues and financial matters, it's great to have someone so skilled and knowledgeable to guide you along the way. Thanks Mr. Bhatt!

BookSmart Financial, Inc.
5.0
from 1 review
  • 7 years in business
  • New on Thumbtack
Gianni N.
Verified review

I've been through quite a few accountants in my time and I must say no one is more efficient and trustworthy than Bret. He never steers me the wrong way and always has the best advice. I recommend him to all of my friends and colleagues.

  • New on Thumbtack
About

I am a financial advisor with tax and financial Group. I specialize in financial planning, investment planning and retirement planning. I am a former CPA and attorney from Germany, and I live in Newport Beach.

  • New on Thumbtack
About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

  • New on Thumbtack
About

With Golden Key, our assessment services are the key to your success. We sit down with you and get an understanding of your business and or personal goals and objectives. Financial Services Consultants Loan Principal Reductions Loan Modification Mortgage Mortgage Services Reduce Mortgage Broker

  • New on Thumbtack
About

We do investment and insurance, such as FFIUL, long-term care, retirement plan, annuity, and so forth.

About

We offer all types of life insurance to protect your family. We also show our clients how life insurance can be a financial tool that can help manage the risks of everyday life. Give us a call so we can talk about the living benefits of life insurance.

  • New on Thumbtack
About

I educate families on their finances across the kitchen table.

  • 1 year in business
  • New on Thumbtack
About

My agency focuses on Life insurance and Retirment Planning. My agency is not a quick fix. I'm here to build long lasting trusting relationships with my clients that last a lifetime.

About

Serving Glendale, CA, and the outlying areas, David Salamanyan of New York Life is offering the following services: life insurance, retirement income, financial planning, college education funding and insurance products.

  • New on Thumbtack
About

Our team is passionate about delivering five star service to our clients. We are committed to exceeding your expectations by delivering a customized financial plan to help you, your family, or your business achieve their financial goals.

About

I am licensed with the state of CA to provide personal as well as property security. I am also licensed to provide financial services ranging from auto, home, and life insurance to debit reduction and mutual funds.

About

Hale Insurance and Financial services has more than 15 years in the financial services industry. We specialize in providing safe alternative investments that offer gains without downside risk of the stock market.

Hire skilled professionals for absolutely everything.