Financial Planners in West Covina, CA — 7 Firms (2026)
7 financial planners in West Covina, California meet our listing bar — a website plus a public review record. They average 3.34★ across 7 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Global Wealth Insurance Services at 5.0★ across 33 Google reviews.
Showing 7 of 7 · sorted by Google rating
1.
Global Wealth Insurance Services
★★★★★★★★★★5.0(33 Google reviews)✓ Verified on Google
Financial Planning · 1559 E Amar Rd unit m, West Covina, CA 91792
2.
Agate Financial
★★★★★★★★★★5.0(18 Google reviews)✓ Verified on Google
Financial Planning · 100 Barranca St Ste 721, West Covina, CA 91791
3.
Grace & Associates, CPA
★★★★★★★★★★4.4(7 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 100 N Citrus St, West Covina, CA 91791
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.0(54 Google reviews)✓ Verified on Google
Financial Planning · 150 S California Ave, West Covina, CA 91790
Services: advisory
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(77 Google reviews)✓ Verified on Google
Financial Planning · 2901 E Eastland Center Dr, West Covina, CA 91791
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.1(49 Google reviews)✓ Verified on Google
Financial Planning · 1520 E Amar Rd, West Covina, CA 91792
Services: advisory
7.
BMO Bank N.A Branches
★★★★★★★★★★1.6(18 Google reviews)✓ Verified on Google
Financial Planning · 401 S Glendora Ave, West Covina, CA 91790
Services: advisory
Top financial planners in West Covina
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Global Wealth Insurance Services | Financial Planning | 5.0 / 5 | 33 |
| 2 | Agate Financial | Financial Planning | 5.0 / 5 | 18 |
| 3 | Grace & Associates, CPA | Financial Planning | 4.4 / 5 | 7 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 3.0 / 5 | 54 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.3 / 5 | 77 |
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.