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.
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FI
Fidelity Investments✓ Verified
Financial PlanningBurbank, CA
Financial Planning in Burbank, California offering financial planning. Rated 3.3★ across 26 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningBurbank, CA
Financial Planning in Burbank, California offering financial planning, and advisory. Rated 2.9★ across 98 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningBurbank, CA
Financial Planning in Burbank, California offering advisory. Rated 2.8★ across 27 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningBurbank, CA
Financial Planning in Burbank, California offering financial planning, and advisory. Rated 2.7★ across 36 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningBurbank, CA
Financial Planning in Burbank, California offering advisory. Rated 2.6★ across 40 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningBurbank, CA
Financial Planning in Burbank, California offering financial planning, and advisory. Rated 2.5★ across 70 Google reviews.
Top financial planners in Burbank
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Fidelity Investments✓ | Financial Planning | ★ 3.3 | 26 |
| 2 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.9 | 98 |
| 3 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.8 | 27 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 2.7 | 36 |
| 5 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.6 | 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.