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.
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IF
Integrity Financial & Insurance Services✓ Verified
Financial PlanningOntario, CA
Financial Planning in Ontario, California offering financial planning. Rated 5.0★ across 30 Google reviews.
WI
Wealth Integrity Partners✓ Verified
Financial PlanningOntario, CA
Financial Planning in Ontario, California offering financial planning. Rated 5.0★ across 8 Google reviews.
FW
Falcon Wealth Planning✓ Verified
Financial PlanningOntario, CA
Financial Planning in Ontario, California offering financial planning. Rated 4.9★ across 287 Google reviews.
MF
MILES Financial Group✓ Verified
Financial PlanningOntario, CA
Financial Planning in Ontario, California offering financial planning. Rated 4.9★ across 54 Google reviews.
PF
Financial PlanningOntario, CA
Financial Planning in Ontario, California offering financial planning, and advisory. Rated 4.9★ across 14 Google reviews.
PI
Pierpont Investment Group✓ Verified
Financial PlanningOntario, CA
Financial Planning in Ontario, California offering financial planning. Rated 4.8★ across 5 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningOntario, CA
Financial Planning in Ontario, California offering financial planning, and advisory. Rated 2.0★ across 116 Google reviews.
LF
Financial PlanningOntario, CA
Financial Planning in Ontario, California offering financial planning. Rated 1.7★ across 17 Google reviews.
Top financial planners in Ontario
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Integrity Financial & Insurance Services✓ | Financial Planning | ★ 5.0 | 30 |
| 2 | Wealth Integrity Partners✓ | Financial Planning | ★ 5.0 | 8 |
| 3 | Falcon Wealth Planning✓ | Financial Planning | ★ 4.9 | 287 |
| 4 | MILES Financial Group✓ | Financial Planning | ★ 4.9 | 54 |
| 5 | PB Financial Group Corporation - Ontario Office | Financial Planning | ★ 4.9 | 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.