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.
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SI
Financial PlanningFontana, CA
Financial Planning in Fontana, California offering advisory. Rated 4.4★ across 38 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningFontana, CA
Financial Planning in Fontana, California offering financial planning, and advisory. Rated 2.5★ across 72 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningFontana, CA
Financial Planning in Fontana, California offering financial planning, and advisory. Rated 2.3★ across 102 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningFontana, CA
Financial Planning in Fontana, California offering financial planning, and advisory. Rated 2.3★ across 82 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningFontana, CA
Financial Planning in Fontana, California offering financial planning, and advisory. Rated 2.2★ across 101 Google reviews.
Top financial planners in Fontana
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Smada Insurance & Financial Svcs, Inc.: Allstate Insurance✓ | Financial Planning | ★ 4.4 | 38 |
| 2 | Bank of America Financial Center✓ | Financial Planning | ★ 2.5 | 72 |
| 3 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.3 | 102 |
| 4 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.3 | 82 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.2 | 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.