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.
Showing 6 of 6 · sorted by Google rating
1.
Insight Capital Management
★★★★★★★★★★5.0(143 Google reviews)✓ Verified on Google
Financial Planning · 1390 Willow Pass Rd Ste #960, Concord, CA 94520
Services: advisory
2.
Patelco Credit Union Concord
★★★★★★★★★★3.8(64 Google reviews)✓ Verified on Google
Financial Planning · 1390 Willow Pass Rd Suite 100, Concord, CA 94520
3.
BMO Bank N.A Branches
★★★★★★★★★★2.8(26 Google reviews)✓ Verified on Google
Financial Planning · 1969 Diamond Blvd, Concord, CA 94520
Services: advisory
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.7(43 Google reviews)✓ Verified on Google
Financial Planning · 5454 Ygnacio Valley Rd, Concord, CA 94521
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.5(53 Google reviews)✓ Verified on Google
Financial Planning · 1935 Mt Diablo St, Concord, CA 94520
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.3(41 Google reviews)✓ Verified on Google
Financial Planning · 1053 Sunvalley Blvd, Concord, CA 94520
Services: advisory
Top financial planners in Concord
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Insight Capital Management | Financial Planning | 5.0 / 5 | 143 |
| 2 | Patelco Credit Union Concord | Financial Planning | 3.8 / 5 | 64 |
| 3 | BMO Bank N.A Branches | Financial Planning | 2.8 / 5 | 26 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.7 / 5 | 43 |
| 5 | Bank of America Financial Center | Financial Planning | 2.5 / 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.