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.
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EW
Embrace Wealth Management✓ Verified
Financial PlanningChico, CA
Financial Planning in Chico, California offering financial planning, and advisory. Rated 5.0★ across 35 Google reviews.
SM
Sweeney & Michel, LLC✓ Verified
Financial PlanningChico, CA
Financial Planning in Chico, California offering financial planning. Rated 5.0★ across 23 Google reviews.
AF
Allworth Financial✓ Verified
Financial PlanningChico, CA
Financial Planning in Chico, California offering financial planning, and advisory. Rated 5.0★ across 13 Google reviews.
MF
Murray Financial Services✓ Verified
Financial PlanningChico, CA
Financial Planning in Chico, California offering financial planning. Rated 5.0★ across 9 Google reviews.
DM
Financial PlanningChico, CA
Financial Planning in Chico, California offering financial planning. Rated 5.0★ across 6 Google reviews.
AW
Financial PlanningChico, CA
Financial Planning in Chico, California offering financial planning, and advisory. Rated 4.8★ across 19 Google reviews.
NF
NorCal Financial Group✓ Verified
Financial PlanningChico, CA
Financial Planning in Chico, California offering financial planning. Rated 4.4★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningChico, CA
Financial Planning in Chico, California offering financial planning, and advisory. Rated 3.2★ across 30 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningChico, CA
Financial Planning in Chico, California offering advisory. Rated 3.2★ across 29 Google reviews.
BL
Bankers Life✓ Verified
Financial PlanningChico, CA
Financial Planning in Chico, California offering financial planning. Rated 3.0★ across 16 Google reviews.
GA
Golden Apple Insurance & Financial✓ Verified
Financial PlanningChico, CA
Financial Planning in Chico, California offering financial planning. Rated 3.0★ across 6 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningChico, CA
Financial Planning in Chico, California offering financial planning, and advisory. Rated 2.7★ across 44 Google reviews.
Top financial planners in Chico
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Embrace Wealth Management✓ | Financial Planning | ★ 5.0 | 35 |
| 2 | Sweeney & Michel, LLC✓ | Financial Planning | ★ 5.0 | 23 |
| 3 | Allworth Financial✓ | Financial Planning | ★ 5.0 | 13 |
| 4 | Murray Financial Services✓ | Financial Planning | ★ 5.0 | 9 |
| 5 | Daniel Mauldin - Financial Advisor, Ameriprise Financial Services, LLC✓ | Financial Planning | ★ 5.0 | 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.