Financial Planners in Van Nuys, CA — 7 Firms (2026)
7 financial planners in Van Nuys, California meet our listing bar — a website plus a public review record. They average 2.69★ across 7 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Old Mission Financial, Inc. at 4.5★ across 8 Google reviews.
Showing 7 of 7 · sorted by Google rating
1.
Old Mission Financial, Inc.
★★★★★★★★★★4.5(8 Google reviews)✓ Verified on Google
Financial Planning · 16461 Sherman Way #105, Van Nuys, CA 91406
2.
Bank of America Financial Center
★★★★★★★★★★3.1(69 Google reviews)✓ Verified on Google
Financial Planning · 6551 Van Nuys Blvd, Van Nuys, CA 91401
Services: advisory
3.
Bank of America Financial Center
★★★★★★★★★★3.0(17 Google reviews)✓ Verified on Google
Financial Planning · 14439 Burbank Blvd, Van Nuys, CA 91401
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★2.1(139 Google reviews)✓ Verified on Google
Financial Planning · 7060 Sepulveda Blvd, Van Nuys, CA 91405
Services: advisory
5.
Quality Acceptance
★★★★★★★★★★2.1(114 Google reviews)✓ Verified on Google
Financial Planning · 14546 Hamlin St Ste. 201-A, Van Nuys, CA 91411
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.1(74 Google reviews)✓ Verified on Google
Financial Planning · 7255 Woodman Ave, Van Nuys, CA 91405
Services: advisory
7.
First Credit Finance
★★★★★★★★★★1.9(172 Google reviews)
Financial Planning · 16005 Sherman Way, Van Nuys, CA 91406
Services: advisory
Top financial planners in Van Nuys
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Old Mission Financial, Inc. | Financial Planning | 4.5 / 5 | 8 |
| 2 | Bank of America Financial Center | Financial Planning | 3.1 / 5 | 69 |
| 3 | Bank of America Financial Center | Financial Planning | 3.0 / 5 | 17 |
| 4 | Bank of America Financial Center | Financial Planning | 2.1 / 5 | 139 |
| 5 | Quality Acceptance | Financial Planning | 2.1 / 5 | 114 |
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.