Financial Planners in Fontana, CA — 5 Firms (2026)
5 financial planners in Fontana, California meet our listing bar — a website plus a public review record. They average 2.74★ across 5 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is Smada Insurance & Financial Svcs, Inc.: Allstate Insurance at 4.4★ across 38 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Smada Insurance & Financial Svcs, Inc.: Allstate Insurance
★★★★★★★★★★4.4(38 Google reviews)✓ Verified on Google
Financial Planning · 7950 Cherry Ave Ste 110, Fontana, CA 92336
Services: advisory
2.
Bank of America Financial Center
★★★★★★★★★★2.5(72 Google reviews)✓ Verified on Google
Financial Planning · 15092 Summit Ave, Fontana, CA 92336
Services: advisory
3.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(102 Google reviews)✓ Verified on Google
Financial Planning · 11159 Sierra Ave., Fontana, CA 92337
Services: advisory
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(82 Google reviews)✓ Verified on Google
Financial Planning · 8023 Citrus Ave, Fontana, CA 92336
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.2(101 Google reviews)✓ Verified on Google
Financial Planning · 10048 Sierra Ave., Fontana, CA 92335
Services: advisory
Top financial planners in Fontana
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Smada Insurance & Financial Svcs, Inc.: Allstate Insurance | Financial Planning | 4.4 / 5 | 38 |
| 2 | Bank of America Financial Center | Financial Planning | 2.5 / 5 | 72 |
| 3 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.3 / 5 | 102 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.3 / 5 | 82 |
| 5 | Bank of America Financial Center | Financial Planning | 2.2 / 5 | 101 |
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.