Financial Planners in Visalia, CA — 5 Firms (2026)
5 financial planners in Visalia, California meet our listing bar — a website plus a public review record. They average 3.32★ across 5 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Sequoia Financial, LLC at 5.0★ across 7 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Sequoia Financial, LLC
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 204 N Floral St Ste a, Visalia, CA 93291
2.
Hermes Wealth Strategies
★★★★★★★★★★3.5(6 Google reviews)✓ Verified on Google
Financial Planning · 2416 W Main St, Visalia, CA 93291
3.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.1(73 Google reviews)✓ Verified on Google
Financial Planning · 2400 S Mooney Blvd, Visalia, CA 93277
Services: advisory
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.9(55 Google reviews)✓ Verified on Google
Financial Planning · 212 E Main St, Visalia, CA 93291
Services: advisory
5.
BMO Bank N.A Branches
★★★★★★★★★★2.1(59 Google reviews)✓ Verified on Google
Financial Planning · 2301 S Mooney Blvd, Visalia, CA 93277
Services: advisory
Top financial planners in Visalia
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Sequoia Financial, LLC | Financial Planning | 5.0 / 5 | 7 |
| 2 | Hermes Wealth Strategies | Financial Planning | 3.5 / 5 | 6 |
| 3 | Bank of America (with Drive-thru ATM) | Financial Planning | 3.1 / 5 | 73 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.9 / 5 | 55 |
| 5 | BMO Bank N.A Branches | Financial Planning | 2.1 / 5 | 59 |
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.