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.
✦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.
DF
Financial PlanningLancaster, CA
Financial Planning in Lancaster, California offering financial planning. Rated 4.4★ across 13 Google reviews.
PC
Financial PlanningLancaster, CA
Financial Planning in Lancaster, California offering financial planning, and advisory.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningLancaster, CA
Financial Planning in Lancaster, California offering financial planning, and advisory. Rated 2.9★ across 44 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningLancaster, CA
Financial Planning in Lancaster, California offering financial planning, and advisory. Rated 2.1★ across 64 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningLancaster, CA
Financial Planning in Lancaster, California offering financial planning, and advisory. Rated 2.0★ across 172 Google reviews.
Top financial planners in Lancaster
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Doud Financial Services | Financial Planning | ★ 4.4 | 13 |
| 2 | Pandelis Chryssostomides - Financial Advisor, Ameriprise Financial Services, LLC✓ | Financial Planning | ★ 3.0 | 2 |
| 3 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.9 | 44 |
| 4 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.1 | 64 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.0 | 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.