Financial Planners in Arcadia, CA — 5 Firms (2026)
5 financial planners in Arcadia, California meet our listing bar — a website plus a public review record. They average 3.16★ across 5 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is T. J. Financial, Inc. at 4.4★ across 7 Google reviews.
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TJ
T. J. Financial, Inc.✓ Verified
Financial PlanningArcadia, CA
Financial Planning in Arcadia, California offering financial planning. Rated 4.4★ across 7 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningArcadia, CA
Financial Planning in Arcadia, California offering financial planning, and advisory. Rated 3.5★ across 8 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningArcadia, CA
Financial Planning in Arcadia, California offering advisory. Rated 3.0★ across 16 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningArcadia, CA
Financial Planning in Arcadia, California offering financial planning, and advisory. Rated 2.6★ across 38 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningArcadia, CA
Financial Planning in Arcadia, California offering financial planning, and advisory. Rated 2.3★ across 78 Google reviews.
Top financial planners in Arcadia
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | T. J. Financial, Inc.✓ | Financial Planning | ★ 4.4 | 7 |
| 2 | Bank of America Financial Center✓ | Financial Planning | ★ 3.5 | 8 |
| 3 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.0 | 16 |
| 4 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.6 | 38 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.3 | 78 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.