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.
✦Add your firm →
For accounting professionals
Own an accounting firm? Add it to this directory.
Get found by clients searching for accountants in your city. Listing is free.
SF
Sequoia Financial, LLC✓ Verified
Financial PlanningVisalia, CA
Financial Planning in Visalia, California offering financial planning. Rated 5.0★ across 7 Google reviews.
HW
Hermes Wealth Strategies✓ Verified
Financial PlanningVisalia, CA
Financial Planning in Visalia, California offering financial planning. Rated 3.5★ across 6 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningVisalia, CA
Financial Planning in Visalia, California offering financial planning, and advisory. Rated 3.1★ across 73 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningVisalia, CA
Financial Planning in Visalia, California offering financial planning, and advisory. Rated 2.9★ across 55 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningVisalia, CA
Financial Planning in Visalia, California offering advisory. Rated 2.1★ across 59 Google reviews.
Top financial planners in Visalia
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Sequoia Financial, LLC✓ | Financial Planning | ★ 5.0 | 7 |
| 2 | Hermes Wealth Strategies✓ | Financial Planning | ★ 3.5 | 6 |
| 3 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 3.1 | 73 |
| 4 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.9 | 55 |
| 5 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.1 | 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.