Financial Planners in Fairfield, CA — 5 Firms (2026)
5 financial planners in Fairfield, California meet our listing bar — a website plus a public review record. They average 3.50★ across 5 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is First Command Financial Advisor - Lucas Desautels at 5.0★ across 16 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
First Command Financial Advisor - Lucas Desautels
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on Google
Financial Planning · 1300 Oliver Rd #270, Fairfield, CA 94534
2.
Summit Wealth Group
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 5030 Business Center Dr #110, Fairfield, CA 94534
3.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.0(42 Google reviews)✓ Verified on Google
Financial Planning · 2400 N Texas St, Fairfield, CA 94533
Services: advisory
4.
BMO Bank N.A Branches
★★★★★★★★★★2.4(28 Google reviews)✓ Verified on Google
Financial Planning · 1300 Oliver Rd, Fairfield, CA 94534
Services: advisory
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.1(14 Google reviews)✓ Verified on Google
Financial Planning · 5117 Business Center Dr, Fairfield, CA 94534
Services: advisory
Top financial planners in Fairfield
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | First Command Financial Advisor - Lucas Desautels | Financial Planning | 5.0 / 5 | 16 |
| 2 | Summit Wealth Group | Financial Planning | 5.0 / 5 | 6 |
| 3 | Bank of America (with Drive-thru ATM) | Financial Planning | 3.0 / 5 | 42 |
| 4 | BMO Bank N.A Branches | Financial Planning | 2.4 / 5 | 28 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.1 / 5 | 14 |
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.