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.
Showing 7 of 7 · sorted by Google rating
1.
Strategic Financial Solutions
★★★★★★★★★★5.0(25 Google reviews)✓ Verified on Google
Financial Planning · 210 E Citrus Ave, Redlands, CA 92373
2.
KWB Wealth
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 1782 Orange Tree Ln, Redlands, CA 92374
3.
Vantage Insurance & Wealth Strategies
★★★★★★★★★★4.8(33 Google reviews)
Financial Planning · 1423 W State St Ste A, Redlands, CA 92373
Services: advisory
4.
Marshall Life and Financial Solutions Inc
★★★★★★★★★★4.7(13 Google reviews)✓ Verified on Google
Financial Planning · 1040 Nevada St Ste 307, Redlands, CA 92374
Services: advisory
5.
Lindsey Financial Inc.
★★★★★★★★★★4.0(3 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 1980 Orange Tree Ln, Redlands, CA 92374
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★3.2(107 Google reviews)✓ Verified on Google
Financial Planning · 305 E State St, Redlands, CA 92373
Services: advisory
7.
Primerica Financial Services
★★★★★★★★★★1.0(8 Google reviews)
Financial Planning · 1824 Kingsbury Dr, Redlands, CA 92374
Top financial planners in Redlands
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Strategic Financial Solutions | Financial Planning | 5.0 / 5 | 25 |
| 2 | KWB Wealth | Financial Planning | 5.0 / 5 | 6 |
| 3 | Vantage Insurance & Wealth Strategies | Financial Planning | 4.8 / 5 | 33 |
| 4 | Marshall Life and Financial Solutions Inc | Financial Planning | 4.7 / 5 | 13 |
| 5 | Lindsey Financial Inc. | Financial Planning | 4.0 / 5 | 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.