Financial Planners in Ontario, CA — 8 Firms (2026)
8 financial planners in Ontario, California meet our listing bar — a website plus a public review record. They average 4.15★ across 8 rated firms, and 6 are rated 4.5★ or higher. The highest-rated is Integrity Financial & Insurance Services at 5.0★ across 30 Google reviews.
Showing 8 of 8 · sorted by Google rating
1.
Integrity Financial & Insurance Services
★★★★★★★★★★5.0(30 Google reviews)✓ Verified on Google
Financial Planning · 3633 Inland Empire Blvd Suite 860, Ontario, CA 91764
2.
Wealth Integrity Partners
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 3281 E Guasti Rd Ste 700, Ontario, CA 91761
3.
Falcon Wealth Planning
★★★★★★★★★★4.9(287 Google reviews)✓ Verified on Google
Financial Planning · 3400 Inland Empire Blvd Ste 100, Ontario, CA 91764
4.
MILES Financial Group
★★★★★★★★★★4.9(54 Google reviews)✓ Verified on Google
Financial Planning · 3633 Inland Empire Blvd Ste 650, Ontario, CA 91764
5.
PB Financial Group Corporation - Ontario Office
★★★★★★★★★★4.9(14 Google reviews)
Financial Planning · 3281 E Guasti Rd Suite #700, Ontario, CA 91761
Services: advisory
6.
Pierpont Investment Group
★★★★★★★★★★4.8(5 Google reviews)✓ Verified on Google
Financial Planning · 3200 E Guasti Rd Ste 100, Ontario, CA 91761
7.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.0(116 Google reviews)✓ Verified on Google
Financial Planning · 735 N Euclid Ave, Ontario, CA 91762
Services: advisory
8.
Lobel Financial
★★★★★★★★★★1.7(17 Google reviews)
Financial Planning · 800 N Haven Ave # 410, Ontario, CA 91764
Top financial planners in Ontario
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Integrity Financial & Insurance Services | Financial Planning | 5.0 / 5 | 30 |
| 2 | Wealth Integrity Partners | Financial Planning | 5.0 / 5 | 8 |
| 3 | Falcon Wealth Planning | Financial Planning | 4.9 / 5 | 287 |
| 4 | MILES Financial Group | Financial Planning | 4.9 / 5 | 54 |
| 5 | PB Financial Group Corporation - Ontario Office | Financial Planning | 4.9 / 5 | 14 |
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.