Financial Planners in Santa Ana, CA — 10 Firms (2026)
10 financial planners in Santa Ana, California meet our listing bar — a website plus a public review record. They average 2.85★ across 10 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is M&M Wealth Associates at 5.0★ across 38 Google reviews.
Showing 10 of 10 · sorted by Google rating
1.
M&M Wealth Associates
★★★★★★★★★★5.0(38 Google reviews)✓ Verified on Google
Financial Planning · 2900 S Harbor Blvd Ste 225, Santa Ana, CA 92704
2.
Orange County’s Credit Union - Downtown Santa Ana
★★★★★★★★★★4.2(168 Google reviews)✓ Verified on Google
Financial Planning · 401 N Main St, Santa Ana, CA 92701
3.
Orange County’s Credit Union - St. Andrew
★★★★★★★★★★3.9(89 Google reviews)✓ Verified on Google
Financial Planning · 1721 E St Andrew Pl, Santa Ana, CA 92705
4.
BMO Bank N.A Branches
★★★★★★★★★★2.9(29 Google reviews)✓ Verified on Google
Financial Planning · 103 E Memory Ln, Santa Ana, CA 92705
Services: advisory
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.6(80 Google reviews)✓ Verified on Google
Financial Planning · 2127 17th St, Santa Ana, CA 92705
Services: advisory
6.
BMO Bank N.A Branches
★★★★★★★★★★2.5(16 Google reviews)✓ Verified on Google
Financial Planning · 3931 S Bristol St, Santa Ana, CA 92704
Services: advisory
7.
Bank of America Financial Center
★★★★★★★★★★2.0(126 Google reviews)✓ Verified on Google
Financial Planning · 3730 S Bristol St, Santa Ana, CA 92704
Services: advisory
8.
McDonnell & Associates
★★★★★★★★★★1.9(9 Google reviews)
Financial Planning · 2321 E 4th St Ste c-405, Santa Ana, CA 92705
9.
Bank of America Financial Center
★★★★★★★★★★1.8(70 Google reviews)✓ Verified on Google
Financial Planning · 2001 S Main St, Santa Ana, CA 92707
Services: advisory
10.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★1.7(84 Google reviews)✓ Verified on Google
Financial Planning · 1418 N Main St, Santa Ana, CA 92701
Services: advisory
Top financial planners in Santa Ana
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | M&M Wealth Associates | Financial Planning | 5.0 / 5 | 38 |
| 2 | Orange County’s Credit Union - Downtown Santa Ana | Financial Planning | 4.2 / 5 | 168 |
| 3 | Orange County’s Credit Union - St. Andrew | Financial Planning | 3.9 / 5 | 89 |
| 4 | BMO Bank N.A Branches | Financial Planning | 2.9 / 5 | 29 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.6 / 5 | 80 |
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.