Financial Planners in San Bernardino, CA — 5 Firms (2026)
5 financial planners in San Bernardino, California meet our listing bar — a website plus a public review record. They average 3.10★ across 5 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is La Bolsa De Valores USA at 5.0★ across 27 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
La Bolsa De Valores USA
★★★★★★★★★★5.0(27 Google reviews)✓ Verified on Google
Financial Planning · 2601 Del Rosa Ave N #222f, San Bernardino, CA 92404
Services: advisory
2.
Bank of America Financial Center
★★★★★★★★★★2.8(114 Google reviews)✓ Verified on Google
Financial Planning · 2011 E Highland Ave, San Bernardino, CA 92404
Services: advisory
3.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.8(36 Google reviews)✓ Verified on Google
Financial Planning · 245 E Highland Ave, San Bernardino, CA 92404
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★2.7(44 Google reviews)✓ Verified on Google
Financial Planning · 130 W 40th St, San Bernardino, CA 92407
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.2(177 Google reviews)✓ Verified on Google
Financial Planning · 303 N D St, San Bernardino, CA 92401
Services: advisory
Top financial planners in San Bernardino
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | La Bolsa De Valores USA | Financial Planning | 5.0 / 5 | 27 |
| 2 | Bank of America Financial Center | Financial Planning | 2.8 / 5 | 114 |
| 3 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.8 / 5 | 36 |
| 4 | Bank of America Financial Center | Financial Planning | 2.7 / 5 | 44 |
| 5 | Bank of America Financial Center | Financial Planning | 2.2 / 5 | 177 |
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.