Financial Planners in Northridge, CA — 5 Firms (2026)
5 financial planners in Northridge, California meet our listing bar — a website plus a public review record. They average 2.48★ across 5 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is Bank of America Financial Center at 2.8★ across 35 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Bank of America Financial Center
★★★★★★★★★★2.8(35 Google reviews)✓ Verified on Google
Financial Planning · 19789 Rinaldi St, Northridge, CA 91326
Services: advisory
2.
BMO Bank N.A Branches
★★★★★★★★★★2.6(36 Google reviews)✓ Verified on Google
Financial Planning · 9000 Balboa Blvd, Northridge, CA 91325
Services: advisory
3.
Bank of America Financial Center
★★★★★★★★★★2.6(33 Google reviews)✓ Verified on Google
Financial Planning · 10200 Reseda Blvd, Northridge, CA 91324
Services: advisory
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.4(74 Google reviews)✓ Verified on Google
Financial Planning · 8720 Balboa Blvd, Northridge, CA 91325
Services: advisory
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.0(50 Google reviews)✓ Verified on Google
Financial Planning · 19240 Nordhoff St, Northridge, CA 91324
Services: advisory
Top financial planners in Northridge
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Bank of America Financial Center | Financial Planning | 2.8 / 5 | 35 |
| 2 | BMO Bank N.A Branches | Financial Planning | 2.6 / 5 | 36 |
| 3 | Bank of America Financial Center | Financial Planning | 2.6 / 5 | 33 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.4 / 5 | 74 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.0 / 5 | 50 |
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.