Financial Planners in Concord, CA — 6 Firms (2026)
6 financial planners in Concord, California meet our listing bar — a website plus a public review record. They average 3.18★ across 6 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Insight Capital Management at 5.0★ across 143 Google reviews.
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IC
Insight Capital Management✓ Verified
Financial PlanningConcord, CA
Financial Planning in Concord, California offering financial planning, and advisory. Rated 5.0★ across 143 Google reviews.
PC
Patelco Credit Union Concord✓ Verified
Financial PlanningConcord, CA
Financial Planning in Concord, California offering financial planning. Rated 3.8★ across 64 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningConcord, CA
Financial Planning in Concord, California offering advisory. Rated 2.8★ across 26 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningConcord, CA
Financial Planning in Concord, California offering financial planning, and advisory. Rated 2.7★ across 43 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningConcord, CA
Financial Planning in Concord, California offering financial planning, and advisory. Rated 2.5★ across 53 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningConcord, CA
Financial Planning in Concord, California offering financial planning, and advisory. Rated 2.3★ across 41 Google reviews.
Top financial planners in Concord
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Insight Capital Management✓ | Financial Planning | ★ 5.0 | 143 |
| 2 | Patelco Credit Union Concord✓ | Financial Planning | ★ 3.8 | 64 |
| 3 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.8 | 26 |
| 4 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.7 | 43 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.5 | 53 |
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.