Financial Planners in Glendora, CA — 6 Firms (2026)
6 financial planners in Glendora, California meet our listing bar — a website plus a public review record. They average 3.97★ across 6 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Carl Grande- Wealth Mentor at 5.0★ across 27 Google reviews.
Showing 6 of 6 · sorted by Google rating
1.
Carl Grande- Wealth Mentor
★★★★★★★★★★5.0(27 Google reviews)✓ Verified on Google
Financial Planning · 440 E Rte 66, Glendora, CA 91740
2.
Fortune Financial Group
★★★★★★★★★★5.0(24 Google reviews)✓ Verified on Google
Financial Planning · 223 S Glendora Ave Ste 202, Glendora, CA 91741
3.
VOSBERG WEALTH MANAGEMENT
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 224 W Foothill Blvd, Glendora, CA 91741
Services: advisory
4.
Mondragon Advanced Planning
★★★★★★★★★★3.3(7 Google reviews)✓ Verified on Google
Financial Planning · 1340 E Rte 66 #105, Glendora, CA 91740
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.0(70 Google reviews)✓ Verified on Google
Financial Planning · 115 W Foothill Blvd, Glendora, CA 91741
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.5(46 Google reviews)✓ Verified on Google
Financial Planning · 843 E Arrow Hwy, Glendora, CA 91740
Services: advisory
Top financial planners in Glendora
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Carl Grande- Wealth Mentor | Financial Planning | 5.0 / 5 | 27 |
| 2 | Fortune Financial Group | Financial Planning | 5.0 / 5 | 24 |
| 3 | VOSBERG WEALTH MANAGEMENT | Financial Planning | 5.0 / 5 | 14 |
| 4 | Mondragon Advanced Planning | Financial Planning | 3.3 / 5 | 7 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 3.0 / 5 | 70 |
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.