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.
Showing 5 of 5 · sorted by Google rating
1.
T. J. Financial, Inc.
★★★★★★★★★★4.4(7 Google reviews)✓ Verified on Google
Financial Planning · 201 E Live Oak Ave, Arcadia, CA 91006
2.
Bank of America Financial Center
★★★★★★★★★★3.5(8 Google reviews)✓ Verified on Google
Financial Planning · 336 E Huntington Dr, Arcadia, CA 91006
Services: advisory
3.
BMO Bank N.A Branches
★★★★★★★★★★3.0(16 Google reviews)✓ Verified on Google
Financial Planning · 1045 W Huntington Dr, Arcadia, CA 91007
Services: advisory
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.6(38 Google reviews)✓ Verified on Google
Financial Planning · 180 N Santa Anita Ave, Arcadia, CA 91006
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.3(78 Google reviews)✓ Verified on Google
Financial Planning · 1234 S Baldwin Ave, Arcadia, CA 91007
Services: advisory
Top financial planners in Arcadia
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | T. J. Financial, Inc. | Financial Planning | 4.4 / 5 | 7 |
| 2 | Bank of America Financial Center | Financial Planning | 3.5 / 5 | 8 |
| 3 | BMO Bank N.A Branches | Financial Planning | 3.0 / 5 | 16 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.6 / 5 | 38 |
| 5 | Bank of America Financial Center | Financial Planning | 2.3 / 5 | 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.