Financial Advisors in Rancho Cucamonga, California (San Bernardino County)

Hartman Financial Planning is an independent Fee-Only firm, we work solely for our clients. All prices are disclosed up front. Only 1% of the nation’s financial planning firms operate in this manner. We can provide an overall financial plan reviewing all areas of your finances, a la carte advice, or a second opinion. We do not sell products, nor do we receive any commissions or third-party referral fees which ensures flexibility and objectivity. We are a Fiduciary. Free Get Acquainted Meeting.... See More

Robert Machado, BS, CFP, MBA, MSFP
Compass Rose Financial Planning & Investment Management is a Fee-Only, Full-Service Financial Planning Practice. We specialize in helping you "Chart Your Future" financial success. Our approach to financial planning focuses on you and fully understanding your unique set of financial objectives, then fashioning a customized comprehensive plan, tailored to helping you achieve your specific financial goals. Although we offer Comprehensive Financial Planning, you can define your scope of your immediate concerns and focus on those specific planning needs. We work in an objective, customized, and creative manner to provide smart solutions to satisfy real life financial needs. We provide comprehensive services that deliver smart and manageable solutions for you. Here are just a few of the services we offer: Goal Development Cash and Debt Management Tax Planning Estate Planning Insurance Planning Retirement Planning Educational Expense Funding Investment Planning Simply by contacting us, we can schedule with you a free initial consultation, with no additional obligations from you, to get acquainted with us and to identify the financial areas that could benefit you most from our financial planning services. Start planning your journey today!... See More

Independent investment advice since 1994. HFIS, Inc is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. Helping Families Preserve Their Wealth.

What started as a family business idea in 2015 has grown into a trusted advisor source for many throughout California and several other states. We built our firm on the belief that everyone deserves better and we wholeheartedly believe in always putting our clients’ interests first to achieve more together. We are a proud member of Buckingham Strategic Partners (formerly the BAM ALLIANCE) an active community of independent wealth management firms throughout the United States. Every member of the Buckingham shares our fiduciary pledge to act in their clients’ best interests and help investors and their families take control of their financial futures.... See More

Jeffrey Borenstein
Lamia Financial Group, Inc. is an independent, fee-only wealth management firm with expertise in investment management, tax planning, and charitable planning. We are located in Thousand Oaks, California, serving the greater Los Angeles area, southern California, and clients across the country.... See More

Ted Fischer, CFP, QPFC

Kenneth Gross, CFP, EA

Stephan Goyette, CFP

A Z Reverse Mortgage is one of the best & certified Reverse Mortgage Companies in California. At here you will find the free calculator for calculating the reverse mortgage rates and offers services to worldwide.