Financial Planners in Danville, CA — 5 Firms (2026)
5 financial planners in Danville, California meet our listing bar — a website plus a public review record. They average 3.92★ across 5 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Edelman Financial Engines at 5.0★ across 6 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Edelman Financial Engines
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 370 Diablo Rd #201, Danville, CA 94526
Services: advisory
2.
Bank of America Financial Center
★★★★★★★★★★4.9(34 Google reviews)✓ Verified on Google
Financial Planning · 620 San Ramon Valley Blvd, Danville, CA 94526
Services: advisory
3.
Patelco Credit Union Danville
★★★★★★★★★★3.5(14 Google reviews)✓ Verified on Google
Financial Planning · 310 Hartz Ave, Danville, CA 94526
4.
BMO Bank N.A Branches
★★★★★★★★★★3.2(5 Google reviews)✓ Verified on Google
Financial Planning · 307 Diablo Rd, Danville, CA 94526
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★3.0(25 Google reviews)✓ Verified on Google
Financial Planning · 4195 Blackhawk Plaza Cir, Danville, CA 94506
Services: advisory
Top financial planners in Danville
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Edelman Financial Engines | Financial Planning | 5.0 / 5 | 6 |
| 2 | Bank of America Financial Center | Financial Planning | 4.9 / 5 | 34 |
| 3 | Patelco Credit Union Danville | Financial Planning | 3.5 / 5 | 14 |
| 4 | BMO Bank N.A Branches | Financial Planning | 3.2 / 5 | 5 |
| 5 | Bank of America Financial Center | Financial Planning | 3.0 / 5 | 25 |
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.