Financial Planners in Chico, CA — 12 Firms (2026)
12 financial planners in Chico, California meet our listing bar — a website plus a public review record. They average 4.11★ across 12 rated firms, and 6 are rated 4.5★ or higher. The highest-rated is Embrace Wealth Management at 5.0★ across 35 Google reviews.
Showing 12 of 12 · sorted by Google rating
1.
Embrace Wealth Management
★★★★★★★★★★5.0(35 Google reviews)✓ Verified on Google
Financial Planning · 527 Flume St Unit 6, Chico, CA 95928
Services: advisory
2.
Sweeney & Michel, LLC
★★★★★★★★★★5.0(23 Google reviews)✓ Verified on Google
Financial Planning · 196 Cohasset Rd #100, Chico, CA 95926
3.
Allworth Financial
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 116 Henshaw Ave, Chico, CA 95973
Services: advisory
4.
Murray Financial Services
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 140 Yellowstone Dr #100, Chico, CA 95973
5.
Daniel Mauldin - Financial Advisor, Ameriprise Financial Services, LLC
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 250 Vallombrosa Ave Ste 370, Chico, CA 95926
6.
Altum Wealth Advisors | S. Cliadakis, CFP®
★★★★★★★★★★4.8(19 Google reviews)✓ Verified on Google
Financial Planning · 1074 East Ave Ste t-1, Chico, CA 95926
Services: advisory
7.
NorCal Financial Group
★★★★★★★★★★4.4(5 Google reviews)✓ Verified on Google
Financial Planning · 3201 Esplanade #110, Chico, CA 95973
8.
Bank of America Financial Center
★★★★★★★★★★3.2(30 Google reviews)✓ Verified on Google
Financial Planning · 400 Broadway St, Chico, CA 95928
Services: advisory
9.
BMO Bank N.A Branches
★★★★★★★★★★3.2(29 Google reviews)✓ Verified on Google
Financial Planning · 1540 Esplanade, Chico, CA 95926
Services: advisory
10.
Bankers Life
★★★★★★★★★★3.0(16 Google reviews)✓ Verified on Google
Financial Planning · 901 Bruce Rd Ste 140, Chico, CA 95928
11.
Golden Apple Insurance & Financial
★★★★★★★★★★3.0(6 Google reviews)✓ Verified on Google
Financial Planning · 2056 Talbert Dr Ste 150, Chico, CA 95928
12.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.7(44 Google reviews)✓ Verified on Google
Financial Planning · 801 East Ave, Chico, CA 95926
Services: advisory
Top financial planners in Chico
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Embrace Wealth Management | Financial Planning | 5.0 / 5 | 35 |
| 2 | Sweeney & Michel, LLC | Financial Planning | 5.0 / 5 | 23 |
| 3 | Allworth Financial | Financial Planning | 5.0 / 5 | 13 |
| 4 | Murray Financial Services | Financial Planning | 5.0 / 5 | 9 |
| 5 | Daniel Mauldin - Financial Advisor, Ameriprise Financial Services, LLC | Financial Planning | 5.0 / 5 | 6 |
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.