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Best Fresno, California Financial Planners

Introduction

Navigating the financial landscape can be daunting, especially when planning for retirement, investments, or debt management. This is where financial planners come into play, offering guidance and expertise to help you make informed decisions. In Fresno, California, several reputable financial planners can assist you in achieving your financial goals. This article will highlight some of the best financial planners in Fresno, their services, and customer reviews.

What to Look for in a Financial Planner

Choosing the right financial planner is crucial. Here are some key factors to consider:

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Credentials and Certifications

  • Look for certifications like CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), and CPA (Certified Public Accountant).
  • These certifications indicate a high level of expertise and adherence to professional standards.

Experience and Expertise

  • Assess their experience in dealing with financial issues similar to yours.
  • Financial planners with a track record of handling cases like retirement planning, debt management, and investment strategies are ideal.
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Fee Structure

  • Understand their fee structure, whether it’s fee-only, commission-based, or a combination.
  • A fee-only planner charges a flat rate or hourly fee, reducing potential conflicts of interest.

Client Reviews and Testimonials

  • Read reviews on platforms like Yelp to gauge client satisfaction and service quality.
  • Positive reviews and testimonials can provide insight into their reliability and client relationships.

Fiduciary Responsibility

  • Ensure your financial planner acts as a fiduciary, meaning they are legally obligated to act in your best interest.

Top Financial Planners in Fresno

Whelan Financial

Overview

Whelan Financial, located at 7700 N Palm Ave Ste. 201, Fresno, CA, is renowned for its comprehensive financial planning services. They specialize in asset management, retirement planning, and more.

Services

  • Retirement Planning
  • Asset Management
  • Investment Advisory
  • Financial Planning

Contact Information

  • Phone: 559-228-8002
  • Website
  • Address: 7700 N Palm Ave Ste. 201, Fresno, CA 93711

Customer Reviews

Vinod B. on Yelp praises Whelan Financial for its personalized and professional approach. He highlights the firm’s meticulous management of his retirement plan and personal assets since 2006, appreciating the quarterly in-person meetings and transparency in investment decisions. Other reviews echo similar sentiments, with clients commending the firm’s expertise and trustworthiness​​.

Ratings

  • Overall Rating: 4.0 stars from 8 reviews

Edward Jones – Financial Advisor: David J Soltes, CRPS

Overview

Edward Jones, led by David J Soltes, CRPS, offers a personalized approach to financial planning. They are committed to helping clients prepare for retirement, save for education, and make tax-smart investments.

Services

  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Education Savings

Contact Information

  • Phone: 559-492-1345
  • Website
  • Address: 2440 Tulare St, Suite 115, Fresno, CA 93721
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Customer Reviews

Jessica B. on Yelp notes David Soltes’s professionalism and dedication. As a client since 2019, she has recommended his services to friends and coworkers, highlighting his reliable and trustworthy nature​​.

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Ratings

  • Overall Rating: 5.0 stars from 2 reviews

Pillar Financial Group

Overview

Pillar Financial Group, located at 7110 N Fresno St, Ste 120, Fresno, CA, offers a wide range of financial services, including retirement planning and investment management.

Services

  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Insurance Products

Contact Information

  • Phone: 559-436-6441
  • Website
  • Address: 7110 N Fresno St, Ste 120, Fresno, CA 93720

Customer Reviews

Clients appreciate the comprehensive and strategic approach of Pillar Financial Group. The team’s expertise in retirement planning and personalized service has earned them positive reviews on various platforms​​.

Ratings

  • Overall Rating: 4.5 stars

Credentials to Look for in Financial Planners

When selecting a financial planner, credentials play a significant role. Here are some key certifications to consider:

Certified Financial Planner (CFP)

  • CFP professionals have met rigorous education, examination, experience, and ethics requirements.
  • They are trained in various aspects of financial planning, including retirement, estate, and tax planning.

Chartered Financial Analyst (CFA)

  • CFA charterholders are known for their expertise in investment management and financial analysis.
  • They have completed a series of exams covering investment tools, valuing assets, portfolio management, and wealth planning.

Certified Public Accountant (CPA)

  • CPAs are accounting professionals who have passed the CPA exam and met additional state certification and experience requirements.
  • They are skilled in tax planning and preparation, financial reporting, and audit services.

Financial Planning Services

Financial planners offer a range of services tailored to meet clients’ diverse needs. Here are some common services provided by financial planners in Fresno:

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Retirement Planning

  • Developing strategies to ensure a comfortable retirement.
  • Managing retirement accounts like 401(k)s and IRAs.

Investment Management

  • Creating and managing investment portfolios.
  • Advising on stocks, bonds, mutual funds, and other investment vehicles.

Tax Planning

  • Strategizing to minimize tax liabilities.
  • Advising on tax-efficient investment strategies.

Estate Planning

  • Helping clients create wills, trusts, and estate plans.
  • Advising on strategies to transfer wealth to heirs efficiently.

Debt Management

  • Assisting clients in managing and reducing debt.
  • Advising on consolidation, repayment plans, and debt negotiation.

Conclusion

Choosing the right financial planner is a critical step in securing your financial future. In Fresno, California, firms like Whelan Financial, Edward Jones – David J Soltes, and Pillar Financial Group stand out for their expertise, professionalism, and client-centric approaches. By considering factors such as credentials, experience, and client reviews, you can find a financial planner who meets your needs and helps you achieve your financial goals.

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Financial Planner Comparison Table

Financial Planner Services Offered Contact Information Ratings
Whelan Financial Retirement Planning, Asset Management, Investment Advisory, Financial Planning 559-228-8002 <br> Website <br> 7700 N Palm Ave Ste. 201, Fresno, CA 93711 4.0 stars (8 reviews)
Edward Jones – David J Soltes, CRPS Investment Management, Retirement Planning, Tax Planning, Education Savings 559-492-1345 <br> Website <br> 2440 Tulare St, Suite 115, Fresno, CA 93721 5.0 stars (2 reviews)
Pillar Financial Group Retirement Planning, Investment Management, Financial Planning, Insurance Products 559-436-6441 <br> Website <br> 7110 N Fresno St, Ste 120, Fresno, CA 93720 4.5 stars

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