Financial Planners in Petaluma, CA — 5 Firms (2026)
5 financial planners in Petaluma, California meet our listing bar — a website plus a public review record. They average 3.50★ across 5 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Lucey Wealth Advisors LLC at 5.0★ across 8 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Lucey Wealth Advisors LLC
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 1129 Industrial Ave Ste 102, Petaluma, CA 94952
Services: advisory
2.
Redwood Credit Union
★★★★★★★★★★4.4(52 Google reviews)✓ Verified on Google
Financial Planning · 301 N McDowell Blvd, Petaluma, CA 94954
3.
Bank of America Financial Center
★★★★★★★★★★3.1(8 Google reviews)✓ Verified on Google
Financial Planning · 200 Kentucky St, Petaluma, CA 94952
Services: advisory
4.
BMO Bank N.A Branches
★★★★★★★★★★2.6(13 Google reviews)✓ Verified on Google
Financial Planning · 401 Kenilworth Dr, Petaluma, CA 94952
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.4(37 Google reviews)✓ Verified on Google
Financial Planning · 181 N McDowell Blvd, Petaluma, CA 94954
Services: advisory
Top financial planners in Petaluma
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Lucey Wealth Advisors LLC | Financial Planning | 5.0 / 5 | 8 |
| 2 | Redwood Credit Union | Financial Planning | 4.4 / 5 | 52 |
| 3 | Bank of America Financial Center | Financial Planning | 3.1 / 5 | 8 |
| 4 | BMO Bank N.A Branches | Financial Planning | 2.6 / 5 | 13 |
| 5 | Bank of America Financial Center | Financial Planning | 2.4 / 5 | 37 |
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.