Best Financial Advisors in San Bernardino County, California
Introduction
Finding the right financial advisor is crucial for ensuring your financial well-being. Whether you’re planning for retirement, managing investments, or need guidance on complex financial matters, having a trusted advisor by your side can make all the difference. In this article, we’ll explore some of the top financial advisors in San Bernardino County, California, providing you with detailed information on their services, contact details, and client reviews to help you make an informed decision.
What to Look for in a Financial Advisor
Credentials and Experience
When selecting a financial advisor, it’s essential to consider their credentials and experience. Look for advisors with certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). These credentials indicate a high level of expertise and adherence to ethical standards.
-Fiduciary Responsibility
Ensure that the advisor acts as a fiduciary, meaning they are legally obligated to act in your best interest. This is crucial for avoiding potential conflicts of interest and ensuring that the advice you receive is solely for your benefit.
Services Offered
Different advisors offer various services, from retirement planning and investment management to tax advice and estate planning. Choose an advisor whose services align with your financial needs and goals.
Fee Structure
Understand the advisor’s fee structure, whether it’s a percentage of assets under management, a flat fee, or an hourly rate. Transparent fee arrangements help you know exactly what you’re paying for and avoid any surprises down the line.
Reviews and Testimonials
Client reviews and testimonials provide valuable insights into an advisor’s performance and client satisfaction. Look for advisors with positive feedback and a strong reputation in the industry.
-Top Financial Advisors in San Bernardino County
1. Core Financial Advisors
Address: 301 E Vanderbilt Way Suite 230, San Bernardino, CA 92408
Phone: (888) 410-7900
Website: Core Financial Advisors
Services: Financial planning, portfolio management, pension consulting
Fee Structure: Percentage of AUM, hourly, fixed fees, commissions
Client Reviews:
Core Financial Advisors is known for its personalized financial planning and transparent fee structure. Clients appreciate the team’s dedication to helping them achieve their long-term financial goals.
2. Chris Stannard – Primerica
Address: 420 East Hospitality Lane, Ste A-3, San Bernardino, CA 92408
Phone: (909) 953-0606
Website: Primerica Financial Services
Services: Financial and investment planning, term life insurance, retirement protection
Client Reviews:
Chris Stannard and his team are highly regarded for their welcoming environment and thorough approach to financial planning. Clients value the personalized attention and comprehensive services offered.
3. Raymond James Financial
Address: 236 West Orange Show Road, Suite 101, San Bernardino, CA 92408
Phone: (909) 888-7788
Website: Raymond James Financial
Services: Wealth and investment management, retirement and estate planning, asset allocation
Client Reviews:
Raymond James Financial is praised for its long-term planning approach and advanced financial strategies. Clients appreciate the firm’s commitment to providing tailored financial advice and exceptional service.
4. Steven Garland Minter – Primerica
Address: 225 W Hospitality Ln STE 300, San Bernardino, CA 92408
Phone: (951) 212-4658
Website: Primerica – Steven Garland Minter
Services: Financial services, investment advice, term life insurance
Client Reviews:
Clients highlight Steven Garland Minter’s dedication to understanding their financial needs and providing customized solutions. The firm is known for its integrity and respect towards clients.
5. Williams Financial Services, Inc
Address: 473 E Carnegie Dr Suite 200, San Bernardino, CA 92408
Phone: (833) 884-1570
Website: Williams Financial Services
Services: Comprehensive financial planning, investment management, retirement planning
Client Reviews:
Williams Financial Services, Inc is noted for its comprehensive approach to financial planning and commitment to client success. The firm’s advisors are commended for their expertise and personalized service.
-Detailed Reviews and Highlights
Core Financial Advisors
Core Financial Advisors stands out for its transparent fee structure and wide range of services. The firm offers financial planning, portfolio management, and pension consulting tailored to the needs of individuals and small businesses. Clients have praised the firm for its personalized approach and dedication to helping them achieve their financial goals.
Chris Stannard – Primerica
Chris Stannard has been a trusted name in financial planning since 1997. As a regional vice president at Primerica, he focuses on delivering value and peace of mind to his clients through personalized investment strategies. His team is known for their outstanding customer service and dedication to helping clients achieve their financial aspirations.
Raymond James Financial
Raymond James Financial is a global financial firm with a strong presence in San Bernardino. The firm offers comprehensive guidance on investment decisions, wealth management, and retirement planning. Clients appreciate the firm’s focus on long-term planning and methodical decision-making, as well as the expertise of its advisors.
-Steven Garland Minter – Primerica
Steven Garland Minter is dedicated to helping clients achieve their financial goals through personalized advice and tailored solutions. His approach is centered on integrity and respect, making him a trusted advisor in the San Bernardino community.
Williams Financial Services, Inc
Williams Financial Services, Inc offers a holistic approach to financial planning, ensuring that all aspects of a client’s financial life are considered. The firm’s advisors are praised for their expertise and commitment to helping clients succeed financially.
Contact Information and Social Media Handles
Here’s a summary table of the top financial advisors in San Bernardino County, including their contact information and social media handles:
| Advisor | Address | Phone | Website | Social Media Handles |
|---|---|---|---|---|
| Core Financial Advisors | 301 E Vanderbilt Way Suite 230, San Bernardino, CA | (888) 410-7900 | cfaonline.com | N/A |
| Chris Stannard – Primerica | 420 East Hospitality Lane, Ste A-3, San Bernardino, CA | (909) 953-0606 | primerica.com | N/A |
| Raymond James Financial | 236 West Orange Show Road, Suite 101, San Bernardino, CA | (909) 888-7788 | raymondjames.com | N/A |
| Steven Garland Minter – Primerica | 225 W Hospitality Ln STE 300, San Bernardino, CA | (951) 212-4658 | primerica.com/MINTER | N/A |
| Williams Financial Services, Inc | 473 E Carnegie Dr Suite 200, San Bernardino, CA | (833) 884-1570 | williamsfinancialservices.com | N/A |
*Please note that not all firms have listed their social media handles.
Conclusion
Selecting the right financial advisor involves careful consideration of their credentials, services, and client reviews. The advisors listed in this article are among the best in San Bernardino County, offering a range of services to help you achieve your financial goals. Whether you’re planning for retirement, managing investments, or need comprehensive financial planning, these advisors can provide the expertise and guidance you need.
By focusing on transparency, personalized service, and a commitment to acting in your best interest, these firms stand out as reliable partners in your financial journey. Take the time to reach out to these advisors, discuss your financial needs, and choose the one that aligns best with your goals.