Financial Planners in Garden Grove, CA — 12 Firms (2026)
12 financial planners in Garden Grove, California meet our listing bar — a website plus a public review record. They average 3.84★ across 12 rated firms, and 6 are rated 4.5★ or higher. The highest-rated is First Command at 5.0★ across 51 Google reviews.
Showing 12 of 12 · sorted by Google rating
1.
First Command
★★★★★★★★★★5.0(51 Google reviews)✓ Verified on Google
Financial Planning · 12419 S Lewis St Ste 104, Garden Grove, CA 92840
2.
First Command Financial Advisor - Jon Na
★★★★★★★★★★5.0(18 Google reviews)✓ Verified on Google
Financial Planning · 12419 S Lewis St #104, Garden Grove, CA 92840
3.
First Command Financial Advisor - Jonathan Zermeno
★★★★★★★★★★5.0(18 Google reviews)✓ Verified on Google
Financial Planning · 12419 S Lewis St Ste 104, Garden Grove, CA 92840
4.
First Command Financial Advisor - Joe Knutsen
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 12419 S Lewis St Ste 104, Garden Grove, CA 92840
5.
First Command Financial Advisor - Audie Marzo
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 12419 S Lewis St #104, Garden Grove, CA 92840
6.
Wilson Financial Services
★★★★★★★★★★4.6(13 Google reviews)✓ Verified on Google
Financial Planning · 12419 S Lewis St, Garden Grove, CA 92840
Services: advisory
7.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.5(23 Google reviews)✓ Verified on Google
Financial Planning · 12421 Valley View St, Garden Grove, CA 92845
Services: advisory
8.
BMO Bank N.A Branches
★★★★★★★★★★3.2(24 Google reviews)✓ Verified on Google
Financial Planning · 12976 Main St, Garden Grove, CA 92840
Services: advisory
9.
Bank of America Financial Center
★★★★★★★★★★2.6(104 Google reviews)✓ Verified on Google
Financial Planning · 9591 Chapman Ave, Garden Grove, CA 92841
Services: advisory
10.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.5(47 Google reviews)✓ Verified on Google
Financial Planning · 11460 Knott St, Garden Grove, CA 92841
Services: advisory
11.
Bank of America Financial Center
★★★★★★★★★★2.4(78 Google reviews)✓ Verified on Google
Financial Planning · 13952 Brookhurst St, Garden Grove, CA 92843
Services: advisory
12.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(61 Google reviews)✓ Verified on Google
Financial Planning · 13242 Harbor Blvd, Garden Grove, CA 92843
Services: advisory
Top financial planners in Garden Grove
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | First Command | Financial Planning | 5.0 / 5 | 51 |
| 2 | First Command Financial Advisor - Jon Na | Financial Planning | 5.0 / 5 | 18 |
| 3 | First Command Financial Advisor - Jonathan Zermeno | Financial Planning | 5.0 / 5 | 18 |
| 4 | First Command Financial Advisor - Joe Knutsen | Financial Planning | 5.0 / 5 | 9 |
| 5 | First Command Financial Advisor - Audie Marzo | Financial Planning | 5.0 / 5 | 7 |
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.