Financial Planners in Murrieta, CA — 9 Firms (2026)
9 financial planners in Murrieta, California meet our listing bar — a website plus a public review record. They average 3.89★ across 9 rated firms, and 5 are rated 4.5★ or higher. The highest-rated is Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor at 5.0★ across 123 Google reviews.
Showing 9 of 9 · sorted by Google rating
1.
Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor
★★★★★★★★★★5.0(123 Google reviews)✓ Verified on Google
Financial Planning · 25096 Jefferson Ave Ste C-1, Murrieta, CA 92562
2.
Ross & Mary Hunt, Inc
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · Ross & Mary Hunt, Inc, 29970 Technology Dr #120, Murrieta, CA 92563
Services: advisory
3.
Intelligence Driven Advisers
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 25220 Hancock Ave #310, Murrieta, CA 92562
Services: advisory
4.
Marathon Group Financial
★★★★★★★★★★4.9(107 Google reviews)✓ Verified on Google
Financial Planning · 24641 Washington Ave, Murrieta, CA 92562
5.
News Financial & Insurance Services
★★★★★★★★★★4.5(10 Google reviews)✓ Verified on Google
Financial Planning · 33050 Antelope Rd Unit 208, Murrieta, CA 92563
Services: advisory
6.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.0(29 Google reviews)✓ Verified on Google
Financial Planning · 27690 Clinton Keith Rd, Murrieta, CA 92562
Services: advisory
7.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.7(55 Google reviews)✓ Verified on Google
Financial Planning · 39398 Los Alamos Rd, Murrieta, CA 92563
Services: advisory
8.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.5(27 Google reviews)✓ Verified on Google
Financial Planning · 39168 Winchester Rd, Murrieta, CA 92563
Services: advisory
9.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.4(40 Google reviews)✓ Verified on Google
Financial Planning · 23781 Washington Ave, Murrieta, CA 92562
Services: advisory
Top financial planners in Murrieta
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor | Financial Planning | 5.0 / 5 | 123 |
| 2 | Ross & Mary Hunt, Inc | Financial Planning | 5.0 / 5 | 8 |
| 3 | Intelligence Driven Advisers | Financial Planning | 5.0 / 5 | 5 |
| 4 | Marathon Group Financial | Financial Planning | 4.9 / 5 | 107 |
| 5 | News Financial & Insurance Services | Financial Planning | 4.5 / 5 | 10 |
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.