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.
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EF
Edelman Financial Engines✓ Verified
Financial PlanningDanville, CA
Financial Planning in Danville, California offering financial planning, and advisory. Rated 5.0★ across 6 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningDanville, CA
Financial Planning in Danville, California offering financial planning, and advisory. Rated 4.9★ across 34 Google reviews.
PC
Patelco Credit Union Danville✓ Verified
Financial PlanningDanville, CA
Financial Planning in Danville, California offering financial planning. Rated 3.5★ across 14 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningDanville, CA
Financial Planning in Danville, California offering advisory. Rated 3.2★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningDanville, CA
Financial Planning in Danville, California offering financial planning, and advisory. Rated 3.0★ across 25 Google reviews.
Top financial planners in Danville
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edelman Financial Engines✓ | Financial Planning | ★ 5.0 | 6 |
| 2 | Bank of America Financial Center✓ | Financial Planning | ★ 4.9 | 34 |
| 3 | Patelco Credit Union Danville✓ | Financial Planning | ★ 3.5 | 14 |
| 4 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.2 | 5 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 3.0 | 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.