Financial Planners in Santa Maria, CA — 5 Firms (2026)
5 financial planners in Santa Maria, California meet our listing bar — a website plus a public review record. They average 3.62★ across 5 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Ogden Wealth Management & Services at 5.0★ across 2 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Ogden Wealth Management & Services
★★★★★★★★★★5.0(2 Google reviews)IRS PTIN
Financial Planning · 411 Betteravia Rd #101, Santa Maria, CA 93454
2.
Creations Coastal Financial & Insurance Services
★★★★★★★★★★4.9(35 Google reviews)✓ Verified on Google
Financial Planning · 2236 S Broadway Ste Suite B, Santa Maria, CA 93454
3.
Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC
★★★★★★★★★★4.2(10 Google reviews)✓ Verified on Google
Financial Planning · 2605 S Miller St Ste 104, Santa Maria, CA 93455
4.
Bank of America Financial Center
★★★★★★★★★★2.1(54 Google reviews)✓ Verified on Google
Financial Planning · 2060 S Broadway, Santa Maria, CA 93454
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★1.9(69 Google reviews)✓ Verified on Google
Financial Planning · 300 Town Center E, Santa Maria, CA 93454
Services: advisory
Top financial planners in Santa Maria
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Ogden Wealth Management & Services | Financial Planning | 5.0 / 5 | 2 |
| 2 | Creations Coastal Financial & Insurance Services | Financial Planning | 4.9 / 5 | 35 |
| 3 | Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC | Financial Planning | 4.2 / 5 | 10 |
| 4 | Bank of America Financial Center | Financial Planning | 2.1 / 5 | 54 |
| 5 | Bank of America Financial Center | Financial Planning | 1.9 / 5 | 69 |
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.