Best Financial Planners in Fresno (2026 Rankings)

Consolidated Financial Services stands out as Fresno's premier financial planning firm, earning top marks for their client-focused approach. They excel in creating tailored strategies that encompass retirement, investment, and estate planning. Clients consistently praise their clear communication and dedication to long-term financial well-being.

Legacy Finance offers personalized financial guidance with a strong emphasis on building lasting wealth for their clients. Their team is adept at navigating complex financial landscapes to secure your future. Expect a partner committed to understanding your unique aspirations and crafting a roadmap to achieve them.

KERR WEALTH MANAGEMENT provides strategic wealth management solutions designed to optimize your financial portfolio. They specialize in investment strategies and financial planning to help you grow and protect your assets. Clients appreciate their proactive approach and commitment to delivering measurable results.

Portfolio Advisors Inc. offers expert guidance in managing and growing your investment portfolio. They focus on providing data-driven insights to make informed financial decisions. Their team works diligently to align your investments with your personal financial objectives.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.

Soutas Financial & Insurance Solutions Inc. provides a holistic approach to financial planning and insurance needs. They are dedicated to safeguarding your financial future through personalized strategies. Clients value their attentive service and ability to address both investment and protection concerns.

Whelan Financial offers practical financial advice and planning services tailored to individual needs. They strive to make complex financial concepts easy to understand and act upon. Clients benefit from their straightforward approach and commitment to building financial security.

Mason Street Wealth Management focuses on building strong client relationships through personalized wealth management. They provide comprehensive financial planning services aimed at achieving your long-term goals. Expect a supportive team dedicated to navigating your financial journey with expertise.