Financial Planners in Glendale, CA — 19 Firms (2026)
19 financial planners in Glendale, California meet our listing bar — a website plus a public review record. They average 4.03★ across 19 rated firms, and 12 are rated 4.5★ or higher. The highest-rated is Legacy Partners Insurance & Financial Services, Inc. at 5.0★ across 157 Google reviews.
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LP
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning. Rated 5.0★ across 157 Google reviews.
EH
Ezfundings Home Loans✓ Verified
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning, and advisory. Rated 5.0★ across 70 Google reviews.
AP
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning. Rated 5.0★ across 28 Google reviews.
BI
Blackstone Insurance Services✓ Verified
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning. Rated 5.0★ across 23 Google reviews.
PI
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning, and advisory. Rated 5.0★ across 17 Google reviews.
GV
Glenn Vallercamp - Thrivent✓ Verified
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning, and advisory. Rated 5.0★ across 7 Google reviews.
AP
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning. Rated 5.0★ across 6 Google reviews.
UC
Universal capital wealth management✓ Verified
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning. Rated 5.0★ across 5 Google reviews.
WB
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning, and advisory. Rated 5.0★ across 5 Google reviews.
SW
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning.
SP
Sterling Practice Management✓ Verified
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning, and advisory. Rated 4.8★ across 113 Google reviews.
LA
Los Angeles Federal Credit Union✓ Verified
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning. Rated 4.6★ across 245 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning, and advisory. Rated 3.0★ across 89 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning, and advisory. Rated 2.8★ across 89 Google reviews.
GF
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning. Rated 2.6★ across 71 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning, and advisory. Rated 2.5★ across 112 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning, and advisory. Rated 2.3★ across 58 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering advisory. Rated 2.0★ across 28 Google reviews.
GR
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning. Rated 1.9★ across 31 Google reviews.
Top financial planners in Glendale
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Legacy Partners Insurance & Financial Services, Inc.✓ | Financial Planning | ★ 5.0 | 157 |
| 2 | Ezfundings Home Loans✓ | Financial Planning | ★ 5.0 | 70 |
| 3 | Araik Petrosyan - Insurance, Retirement & Financial Services✓ | Financial Planning | ★ 5.0 | 28 |
| 4 | Blackstone Insurance Services✓ | Financial Planning | ★ 5.0 | 23 |
| 5 | PortfolioLife Insurance & Financial Services✓ | Financial Planning | ★ 5.0 | 17 |
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.