Financial Planners in Burbank, CA — 6 Firms (2026)
6 financial planners in Burbank, California meet our listing bar — a website plus a public review record. They average 2.80★ across 6 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is Fidelity Investments at 3.3★ across 26 Google reviews.
Showing 6 of 6 · sorted by Google rating
1.
Fidelity Investments
★★★★★★★★★★3.3(26 Google reviews)✓ Verified on Google
Financial Planning · 2900 W Alameda Ave Ste 150, Burbank, CA 91505
2.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.9(98 Google reviews)✓ Verified on Google
Financial Planning · 142 E Olive Ave, Burbank, CA 91502
Services: advisory
3.
BMO Bank N.A Branches
★★★★★★★★★★2.8(27 Google reviews)✓ Verified on Google
Financial Planning · 3808 W Riverside Dr, Burbank, CA 91505
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★2.7(36 Google reviews)✓ Verified on Google
Financial Planning · 255 N Pass Ave, Burbank, CA 91505
Services: advisory
5.
BMO Bank N.A Branches
★★★★★★★★★★2.6(40 Google reviews)✓ Verified on Google
Financial Planning · 100 S San Fernando Blvd, Burbank, CA 91502
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.5(70 Google reviews)✓ Verified on Google
Financial Planning · 3400 W Magnolia Blvd, Burbank, CA 91505
Services: advisory
Top financial planners in Burbank
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Fidelity Investments | Financial Planning | 3.3 / 5 | 26 |
| 2 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.9 / 5 | 98 |
| 3 | BMO Bank N.A Branches | Financial Planning | 2.8 / 5 | 27 |
| 4 | Bank of America Financial Center | Financial Planning | 2.7 / 5 | 36 |
| 5 | BMO Bank N.A Branches | Financial Planning | 2.6 / 5 | 40 |
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.