Find a Financial Advisor in Claremont, CA

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Claremont, CA.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Claremont Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Claremont, CA


  • Financial Advisor Close to Claremont, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Claremont, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Claremont, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Claremont financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Claremont, CA?

  • Population: 36,090
  • % of Population 62 Years and Over: 22.6%
  • Average Home Value: $676,000
  • Average Monthly Housing Cost: $1,877
  • Average Household Income: $130,399
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Claremont, CA

 

CLAREMONT FINANCIAL GROUP,INC.

Website

(909) 624-9200

464 North Indian Hill Blvd.

Claremont, CA 91711

SEC#: 801-57506
Years in Business: 21 years

LIFESTEPS FINANCIAL

Website

(909) 267-3770

250 West First Street
Suite 248
Claremont, CA 91711

SEC#: 801-71544
Years in Business: 11 years

FINANCIAL DESIGNS CORPORATION

Website

(909) 626-1642

540 W. Baseline Rd
#10
Claremont, CA 91711

SEC#: 801-49374
Years in Business: 26 years

GOULD ASSET MANAGEMENT LLC

Website

(909) 445-1291

341 West First Street
Suite 200
Claremont, CA 91711

SEC#: 801-63162
Years in Business: 17 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(909) 374-1491

429 W. 8th Street

Claremont, CA 91711

SEC#: 801-60183
Years in Business: 20 years

COOPER FINANCIAL GROUP

Website

(800) 903-3642

1028 Emory Drive

Claremont, CA 91711

SEC#: 801-61944
Years in Business: 18 years

U.S. BANCORP INVESTMENTS, INC.

Website

(909) 625-8655

393 W. Foothill Blvd

Claremont, CA 91711

SEC#: 801-68122
Years in Business: 14 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(909) 374-1491

429 W. 8th Street

Claremont, CA 91711

SEC#: 801-60183
Years in Business: 20 years

U.S. BANCORP INVESTMENTS, INC.

Website

(909) 625-8655

393 W. Foothill Blvd

Claremont, CA 91711

SEC#: 801-68122
Years in Business: 14 years

 


Claremont, CA Financial Advisor FAQs

Absolutely. A financial advisor can work with you to develop an investment strategy that is personalized to your needs, goals, and risk tolerance, provide expert guidance on managing debt, help you find tax strategies for higher returns, and offer tips on saving more money each month, as well as sticking to a budget.
Financial advisors are usually in charge of helping you achieve your financial goals by reducing risk and maximizing return.
Their fees typically take the form of commissions generated from transactions made on behalf of their clients but this is not always the case as some firms charge associated fees instead of commission based payments that act as an alternative revenue stream.
Choose on the basis of a financial advisor's area of expertise. Make sure this matches your specific needs.