Financial Planners in Whittier, CA — 5 Firms (2026)
5 financial planners in Whittier, California meet our listing bar — a website plus a public review record. They average 2.56★ across 5 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is Bank of America (with Drive-thru ATM) at 3.0★ across 40 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.0(40 Google reviews)✓ Verified on Google
Financial Planning · 15742 Whittier Blvd, Whittier, CA 90603
Services: advisory
2.
Bank of America Financial Center
★★★★★★★★★★2.7(51 Google reviews)✓ Verified on Google
Financial Planning · 13415 Telegraph Rd, Whittier, CA 90605
Services: advisory
3.
Bank of America Financial Center
★★★★★★★★★★2.5(91 Google reviews)✓ Verified on Google
Financial Planning · 11210 Washington Blvd, Whittier, CA 90606
Services: advisory
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(66 Google reviews)✓ Verified on Google
Financial Planning · 7255 Greenleaf Ave, Whittier, CA 90602
Services: advisory
5.
Bank of America ATM (Drive-thru)
★★★★★★★★★★2.3(7 Google reviews)✓ Verified on Google
Financial Planning · 11210 Washington Blvd, Whittier, CA 90606
Services: advisory
Top financial planners in Whittier
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Bank of America (with Drive-thru ATM) | Financial Planning | 3.0 / 5 | 40 |
| 2 | Bank of America Financial Center | Financial Planning | 2.7 / 5 | 51 |
| 3 | Bank of America Financial Center | Financial Planning | 2.5 / 5 | 91 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.3 / 5 | 66 |
| 5 | Bank of America ATM (Drive-thru) | Financial Planning | 2.3 / 5 | 7 |
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.