Financial Planners in Redlands, CA — 7 Firms (2026)
7 financial planners in Redlands, California meet our listing bar — a website plus a public review record. They average 3.96★ across 7 rated firms, and 4 are rated 4.5★ or higher. The highest-rated is Strategic Financial Solutions at 5.0★ across 25 Google reviews.
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SF
Strategic Financial Solutions✓ Verified
Financial PlanningRedlands, CA
Financial Planning in Redlands, California offering financial planning. Rated 5.0★ across 25 Google reviews.
KW
KWB Wealth✓ Verified
Financial PlanningRedlands, CA
Financial Planning in Redlands, California offering financial planning. Rated 5.0★ across 6 Google reviews.
VI
Financial PlanningRedlands, CA
Financial Planning in Redlands, California offering financial planning, and advisory. Rated 4.8★ across 33 Google reviews.
ML
Financial PlanningRedlands, CA
Financial Planning in Redlands, California offering financial planning, and advisory. Rated 4.7★ across 13 Google reviews.
LF
Financial PlanningRedlands, CA
Financial Planning in Redlands, California offering financial planning, and advisory.
BO
Bank of America Financial Center✓ Verified
Financial PlanningRedlands, CA
Financial Planning in Redlands, California offering financial planning, and advisory. Rated 3.2★ across 107 Google reviews.
PF
Financial PlanningRedlands, CA
Financial Planning in Redlands, California offering financial planning. Rated 1.0★ across 8 Google reviews.
★1.0 (8)
Top financial planners in Redlands
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Strategic Financial Solutions✓ | Financial Planning | ★ 5.0 | 25 |
| 2 | KWB Wealth✓ | Financial Planning | ★ 5.0 | 6 |
| 3 | Vantage Insurance & Wealth Strategies | Financial Planning | ★ 4.8 | 33 |
| 4 | Marshall Life and Financial Solutions Inc✓ | Financial Planning | ★ 4.7 | 13 |
| 5 | Lindsey Financial Inc.✓ | Financial Planning | ★ 4.0 | 3 |
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.