Financial Planners in Mission Viejo, CA — 10 Firms (2026)
10 financial planners in Mission Viejo, California meet our listing bar — a website plus a public review record. They average 3.37★ across 10 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Progressive Strategies Financial Group at 5.0★ across 13 Google reviews.
Showing 10 of 10 · sorted by Google rating
1.
Progressive Strategies Financial Group
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 27281 Las Ramblas Ste 138, Mission Viejo, CA 92691
2.
Downie Financial Group
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 26050 Acero, Mission Viejo, CA 92691
3.
Orange County’s Credit Union - Mission Viejo
★★★★★★★★★★4.6(40 Google reviews)✓ Verified on Google
Financial Planning · 28221 Marguerite Pkwy, Mission Viejo, CA 92692
4.
Financial Partners Credit Union
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 27672 Crown Valley Pkwy Suite A, Mission Viejo, CA 92691
5.
Fidelity Investments
★★★★★★★★★★3.0(29 Google reviews)✓ Verified on Google
Financial Planning · 27101 Puerta Real Ste 160, Mission Viejo, CA 92691
6.
Annette Di Bello, CPA, CFP Inc. - Di Bello Financial
★★★★★★★★★★3.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 27201 Puerta Real #300, Mission Viejo, CA 92691
7.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.7(49 Google reviews)✓ Verified on Google
Financial Planning · 26821 Trabuco Rd, Mission Viejo, CA 92691
Services: advisory
8.
BMO Bank N.A Branches
★★★★★★★★★★2.4(24 Google reviews)✓ Verified on Google
Financial Planning · 26941 Crown Valley Pkwy, Mission Viejo, CA 92691
Services: advisory
9.
Bank of America Financial Center
★★★★★★★★★★2.0(30 Google reviews)✓ Verified on Google
Financial Planning · 26002 Marguerite Pkwy STE A, Mission Viejo, CA 92692
Services: advisory
10.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★1.8(41 Google reviews)✓ Verified on Google
Financial Planning · 27571 Puerta Real, Mission Viejo, CA 92691
Services: advisory
Top financial planners in Mission Viejo
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Progressive Strategies Financial Group | Financial Planning | 5.0 / 5 | 13 |
| 2 | Downie Financial Group | Financial Planning | 5.0 / 5 | 11 |
| 3 | Orange County’s Credit Union - Mission Viejo | Financial Planning | 4.6 / 5 | 40 |
| 4 | Financial Partners Credit Union | Financial Planning | 4.2 / 5 | 5 |
| 5 | Fidelity Investments | Financial Planning | 3.0 / 5 | 29 |
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.