Financial Planners in Napa, CA — 6 Firms (2026)
6 financial planners in Napa, California meet our listing bar — a website plus a public review record. They average 3.98★ across 6 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Vintage Wealth Advisors at 5.0★ across 5 Google reviews.
Showing 6 of 6 · sorted by Google rating
1.
Vintage Wealth Advisors
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 513 Lincoln Ave, Napa, CA 94558
2.
Community First Credit Union
★★★★★★★★★★4.9(112 Google reviews)✓ Verified on Google
Financial Planning · 2375 California Blvd D, Napa, CA 94559
3.
Redwood Credit Union
★★★★★★★★★★4.7(48 Google reviews)✓ Verified on Google
Financial Planning · 1705 1st St, Napa, CA 94559
4.
Bank of America Financial Center
★★★★★★★★★★3.4(43 Google reviews)✓ Verified on Google
Financial Planning · 1700 1st St, Napa, CA 94559
Services: advisory
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.1(20 Google reviews)✓ Verified on Google
Financial Planning · 2 Financial Plaza, Napa, CA 94558
Services: advisory
6.
BMO Bank N.A Branches
★★★★★★★★★★2.8(22 Google reviews)✓ Verified on Google
Financial Planning · 3300 Jefferson St, Napa, CA 94558
Services: advisory
Top financial planners in Napa
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Vintage Wealth Advisors | Financial Planning | 5.0 / 5 | 5 |
| 2 | Community First Credit Union | Financial Planning | 4.9 / 5 | 112 |
| 3 | Redwood Credit Union | Financial Planning | 4.7 / 5 | 48 |
| 4 | Bank of America Financial Center | Financial Planning | 3.4 / 5 | 43 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 3.1 / 5 | 20 |
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.