Financial Planners in Fresno, CA — 29 Firms (2026)
29 financial planners in Fresno, California meet our listing bar — a website plus a public review record. They average 3.48★ across 29 rated firms, and 6 are rated 4.5★ or higher. The highest-rated is Consolidated Financial Services at 5.0★ across 166 Google reviews.
Showing 29 of 29 · sorted by Google rating
1.
Consolidated Financial Services
★★★★★★★★★★5.0(166 Google reviews)✓ Verified on Google
Financial Planning · 1579 W Shaw Ave, Fresno, CA 93711
2.
Scott Lee Herrell, Financial Professional - New York Life
★★★★★★★★★★5.0(17 Google reviews)✓ Verified on Google
Financial Planning · 205 E River Park Cir #250, Fresno, CA 93720
3.
KERR WEALTH MANAGEMENT
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on Google
Financial Planning · 7255 N First St #101, Fresno, CA 93720
Services: advisory
4.
AGAPE PLANNING PARTNERS
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 6780 N West Ave Ste 101A, Fresno, CA 93711
5.
Freedom Equity Group
★★★★★★★★★★5.0(11 Google reviews)
Financial Planning · 4969 E McKinley Ave, Fresno, CA 93727
6.
Soutas Financial & Insurance Solutions Inc.
★★★★★★★★★★4.5(13 Google reviews)✓ Verified on Google
Financial Planning · 5740 N Palm Ave #105, Fresno, CA 93704
Services: advisory
7.
Whelan Financial
★★★★★★★★★★4.4(7 Google reviews)✓ Verified on Google
Financial Planning · 7700 N Palm Ave Ste. 201, Fresno, CA 93711
8.
World Financial Group
★★★★★★★★★★4.3(11 Google reviews)✓ Verified on Google
Financial Planning · 423 W Fallbrook Ave suite 108 & 104, Fresno, CA 93711
Services: advisory
9.
Linker Financial Group
★★★★★★★★★★4.3(6 Google reviews)
Financial Planning · 2440 W Shaw Ave Ste 101, Fresno, CA 93711
10.
Pillar Financial Group
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 7110 N Fresno St Unit 120, Fresno, CA 93720
11.
Mason Street Wealth Management
★★★★★★★★★★3.9(11 Google reviews)✓ Verified on Google
Financial Planning · 5250 N Palm Ave Ste 201, Fresno, CA 93704
12.
Bankers Life
★★★★★★★★★★3.8(8 Google reviews)✓ Verified on Google
Financial Planning · 7519 N Ingram Ave Ste 101, Fresno, CA 93711
13.
Bank of America Financial Center
★★★★★★★★★★3.4(44 Google reviews)✓ Verified on Google
Financial Planning · 5292 N Palm Ave, Fresno, CA 93704
Services: advisory
14.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.4(35 Google reviews)✓ Verified on Google
Financial Planning · 8971 N Cedar Ave, Fresno, CA 93720
Services: advisory
15.
BMO Bank N.A Branches
★★★★★★★★★★3.3(47 Google reviews)✓ Verified on Google
Financial Planning · 2110 W Shaw Ave, Fresno, CA 93711
Services: advisory
16.
Bank of America Financial Center
★★★★★★★★★★3.3(30 Google reviews)✓ Verified on Google
Financial Planning · 2513 Fresno St, Fresno, CA 93721
Services: advisory
17.
TD Ameritrade
★★★★★★★★★★3.2(9 Google reviews)✓ Verified on Google
Financial Planning · 265 E River Park Cir #170, Fresno, CA 93720
Services: advisory
18.
BMO Bank N.A Branches
★★★★★★★★★★3.1(31 Google reviews)✓ Verified on Google
Financial Planning · 2035 Fresno St, Fresno, CA 93721
Services: advisory
19.
BMO Bank N.A Branches
★★★★★★★★★★3.0(34 Google reviews)✓ Verified on Google
Financial Planning · 7062 N First St, Fresno, CA 93720
Services: advisory
20.
Bank of America Financial Center
★★★★★★★★★★2.8(70 Google reviews)✓ Verified on Google
Financial Planning · 4445 E Tulare Ave, Fresno, CA 93702
Services: advisory
21.
Bank of America Financial Center
★★★★★★★★★★2.8(54 Google reviews)✓ Verified on Google
Financial Planning · 2611 S Cedar Ave, Fresno, CA 93725
Services: advisory
22.
Lobel Financial Corporation
★★★★★★★★★★2.6(46 Google reviews)
Financial Planning · 205 E River Park Cir Ste 140, Fresno, CA 93720
23.
Bank of America Financial Center
★★★★★★★★★★2.5(167 Google reviews)✓ Verified on Google
Financial Planning · 3411 W Shaw Ave, Fresno, CA 93711
Services: advisory
24.
Bank of America Financial Center
★★★★★★★★★★2.4(50 Google reviews)✓ Verified on Google
Financial Planning · 1111 W Shields Ave, Fresno, CA 93705
Services: advisory
25.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(81 Google reviews)✓ Verified on Google
Financial Planning · 590 E Shaw Ave, Fresno, CA 93710
Services: advisory
26.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(66 Google reviews)✓ Verified on Google
Financial Planning · 3435 N Cedar Ave, Fresno, CA 93726
Services: advisory
27.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.2(66 Google reviews)✓ Verified on Google
Financial Planning · 7837 N Blackstone Ave, Fresno, CA 93720
Services: advisory
28.
Student Financial Services
★★★★★★★★★★2.1(11 Google reviews)
Financial Planning · 1717 S Chestnut Ave, Fresno, CA 93702
29.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★1.7(88 Google reviews)✓ Verified on Google
Financial Planning · 5708 E Kings Canyon Rd, Fresno, CA 93727
Services: advisory
Top financial planners in Fresno
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Consolidated Financial Services | Financial Planning | 5.0 / 5 | 166 |
| 2 | Scott Lee Herrell, Financial Professional - New York Life | Financial Planning | 5.0 / 5 | 17 |
| 3 | KERR WEALTH MANAGEMENT | Financial Planning | 5.0 / 5 | 16 |
| 4 | AGAPE PLANNING PARTNERS | Financial Planning | 5.0 / 5 | 12 |
| 5 | Freedom Equity Group | Financial Planning | 5.0 / 5 | 11 |
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.