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.
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GW
Global Wealth Insurance Services✓ Verified
Financial PlanningWest Covina, CA
Financial Planning in West Covina, California offering financial planning. Rated 5.0★ across 33 Google reviews.
AF
Agate Financial✓ Verified
Financial PlanningWest Covina, CA
Financial Planning in West Covina, California offering financial planning. Rated 5.0★ across 18 Google reviews.
GA
Financial PlanningWest Covina, CA
Financial Planning in West Covina, California offering financial planning. Rated 4.4★ across 7 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningWest Covina, CA
Financial Planning in West Covina, California offering financial planning, and advisory. Rated 3.0★ across 54 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningWest Covina, CA
Financial Planning in West Covina, California offering financial planning, and advisory. Rated 2.3★ across 77 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningWest Covina, CA
Financial Planning in West Covina, California offering financial planning, and advisory. Rated 2.1★ across 49 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningWest Covina, CA
Financial Planning in West Covina, California offering advisory. Rated 1.6★ across 18 Google reviews.
Top financial planners in West Covina
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Global Wealth Insurance Services✓ | Financial Planning | ★ 5.0 | 33 |
| 2 | Agate Financial✓ | Financial Planning | ★ 5.0 | 18 |
| 3 | Grace & Associates, CPA✓ | Financial Planning | ★ 4.4 | 7 |
| 4 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 3.0 | 54 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.3 | 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.