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.
✦Add your firm →
For accounting professionals
Own an accounting firm? Add it to this directory.
Get found by clients searching for accountants in your city. Listing is free.
FC
First Command✓ Verified
Financial PlanningGarden Grove, CA
Financial Planning in Garden Grove, California offering financial planning. Rated 5.0★ across 51 Google reviews.
FC
First Command Financial Advisor - Jon Na✓ Verified
Financial PlanningGarden Grove, CA
Financial Planning in Garden Grove, California offering financial planning. Rated 5.0★ across 18 Google reviews.
FC
Financial PlanningGarden Grove, CA
Financial Planning in Garden Grove, California offering financial planning. Rated 5.0★ across 18 Google reviews.
FC
Financial PlanningGarden Grove, CA
Financial Planning in Garden Grove, California offering financial planning. Rated 5.0★ across 9 Google reviews.
FC
Financial PlanningGarden Grove, CA
Financial Planning in Garden Grove, California offering financial planning. Rated 5.0★ across 7 Google reviews.
WF
Wilson Financial Services✓ Verified
Financial PlanningGarden Grove, CA
Financial Planning in Garden Grove, California offering financial planning, and advisory. Rated 4.6★ across 13 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningGarden Grove, CA
Financial Planning in Garden Grove, California offering financial planning, and advisory. Rated 3.5★ across 23 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningGarden Grove, CA
Financial Planning in Garden Grove, California offering advisory. Rated 3.2★ across 24 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningGarden Grove, CA
Financial Planning in Garden Grove, California offering financial planning, and advisory. Rated 2.6★ across 104 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningGarden Grove, CA
Financial Planning in Garden Grove, California offering financial planning, and advisory. Rated 2.5★ across 47 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningGarden Grove, CA
Financial Planning in Garden Grove, California offering financial planning, and advisory. Rated 2.4★ across 78 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningGarden Grove, CA
Financial Planning in Garden Grove, California offering financial planning, and advisory. Rated 2.3★ across 61 Google reviews.
Top financial planners in Garden Grove
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | First Command✓ | Financial Planning | ★ 5.0 | 51 |
| 2 | First Command Financial Advisor - Jon Na✓ | Financial Planning | ★ 5.0 | 18 |
| 3 | First Command Financial Advisor - Jonathan Zermeno✓ | Financial Planning | ★ 5.0 | 18 |
| 4 | First Command Financial Advisor - Joe Knutsen✓ | Financial Planning | ★ 5.0 | 9 |
| 5 | First Command Financial Advisor - Audie Marzo✓ | Financial Planning | ★ 5.0 | 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.