Financial Planners in Lancaster, CA — 5 Firms (2026)
5 financial planners in Lancaster, California meet our listing bar — a website plus a public review record. They average 2.88★ across 5 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is Doud Financial Services at 4.4★ across 13 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Doud Financial Services
★★★★★★★★★★4.4(13 Google reviews)
Financial Planning · 44726 18th St W, Lancaster, CA 93534
2.
Pandelis Chryssostomides - Financial Advisor, Ameriprise Financial Services, LLC
★★★★★★★★★★3.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 2566 W Ave K, Lancaster, CA 93536
Services: advisory
3.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.9(44 Google reviews)✓ Verified on Google
Financial Planning · 44411 20th St E, Lancaster, CA 93535
Services: advisory
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.1(64 Google reviews)✓ Verified on Google
Financial Planning · 4165 W Ave L, Lancaster, CA 93536
Services: advisory
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.0(172 Google reviews)✓ Verified on Google
Financial Planning · 1028 W Ave K, Lancaster, CA 93534
Services: advisory
Top financial planners in Lancaster
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Doud Financial Services | Financial Planning | 4.4 / 5 | 13 |
| 2 | Pandelis Chryssostomides - Financial Advisor, Ameriprise Financial Services, LLC | Financial Planning | 3.0 / 5 | 2 |
| 3 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.9 / 5 | 44 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.1 / 5 | 64 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.0 / 5 | 172 |
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.