The Best Financial Advisors in Fresno.

Address: 265 E. River Park Circle, Suite #170 Fresno, CA 93720

Phone: 559-447-6750

Website: https://www.schwab.com/

At our Fresno Branch, you’ll find friendly, personalized help from an experienced team. Plus, you’ll have access to expertise, specialists, and insights to help you reach your own specific goals. As members of your local community, we welcome you and are committed to giving you transparent, straightforward answers to your questions. We offer: Wealth management Investment advice Retirement planning Portfolio management You’re not just a client at Schwab. We believe in partnering with you and getting to know you so we can work together on your terms. We provide access to commentary and insights from Schwab experts and advice that is understandable, relevant, and actionable. We offer a broad range of investment options from leading asset managers across the industry, not just our own. We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice. We design our products and services with a goal of driving down costs, so investors have more money to invest.Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Local branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations. Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Schwab Brokerage), Member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender. There are eligibility requirements to work with a dedicated Financial Consultant. Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation for which there are important differences including, but not limited to, the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

Address: 5260 N. Palm Ave., Suite 320 Fresno, CA 93704

Phone: 559-892-0002

Website: https://fresnofinancialadvisors.com/

Fresno Financial Advisors is dedicated to assisting those nearing and in retirement discover the tools, plans, and services that can help them work toward their goals. Read below to meet our founder, Sean Mason, and his associates. Play the video to tour our offices say hi to our team! As a firm, we help assist clients in creating an ideal vision of their retirement. From there, we help convert that vision into a financial plan and investment strategy. Financial planning and wealth management need to be considered on a holistic level. Your plan to retire well requires a solid foundation and a clear pathway. Fresno Financial Advisors’ holistic approach considers your financial mindset, strategies, methods, and progress. Building a healthy foundation is crucial in developing a custom financial plan for your needs. We work with you to execute a personalized step-by-step blueprint. After the foundation is built, we stay with you to monitor and adjust your plan throughout your retirement. At Fresno Financial Advisors, we’re fully committed to assisting you in pursuing your dreams and goals. Many retirees fear running out of money. A well-designed income plan can help increase the longevity of your portfolio, allowing for increased spendable income. Click here to see how Fresno Financial Advisors can help you work toward a diverse portfolio to serve you in retirement. Earning a reasonable rate of return is paramount for your financial portfolio. Click here to discover Fresno Financial Advisors’ investment management services and principals. At some point in life, most people will need insurance for one thing or another. Whether it’s long-term care, health, or life insurance, it’s important to explore your options. Click here to discover how Fresno Financial Advisors can help you find the products that serve your insurance needs!

Address: 7255 N. First Street Suite 101 Fresno, CA 93720

Phone: 559-277-4772

Website: https://www.kerrwealth.com/

Aside from what we do for customers, the Kerr Companies is independent of a Broker/Dealer or insurance company. Being independent helps us work directly with our clients objectively. We bill our clients directly so there is no middle man or product sales. Our independence helps us create winning customer experiences. From the way we are compensated to the way we work for you, your best interest is always front and center. Our customer experience's mean everything to us and we make it our goal to make you feel like family every time you call, come to one of our offices or during your annual financial checkup. Our Core Values - Value People - Embrace Change - Do Right by Customers - Delight Customers - Be Educators, Not Salesman Financial Checkup - we pride ourselves on offering financial checkups designed to capture your current status and while creating an updated road-map for your future. Portfolio Management - Coupled with our straightforward investment philosophy we combine our professional experience and technology to manage investment portfolios for plan participants and individual investment clients. Tax Planning - Integrating all things finance for you and your business we can further minimize taxes. Retirement Planning and Financial Planning - At Kerr Wealth Management, we offer more than just investment advice. Our advisors will help you design a personalized financial plan to help you address many aspects of your financial life and line up your portfolio with your goals. Delightful Customer Service - customer service is everything to us, and we know what it means to our customers. Quick responses, attentive to your needs and an educational sounding board.

Address: 5260 North Palm Ave Suite 100 Fresno, CA 93704

Phone: 559-436-0919

Website: https://www.local.ml.com/FRESNO_CA/

The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Address: 516 West Shaw Avenue Suite 200 Fresno, CA 93704

Phone: 800-700-5255

Website: https://buckinghamstrategicwealth.com/locations/fresno

As early innovators and practitioners of a fiduciary, evidence-based approach, we were founded on the belief that there’s a better way. Today, that same ideology applies — “doing well by doing right” as we say. Motivated not by how many assets we manage, but how many lives we improve. As a fiduciary, we not only personally pledge to put your needs first at all times, but also embrace our legal obligation to do so. We’re fee-only advisors who are dedicated and even obsessed, with helping our clients realize their life and wealth goals. No brokers. No commissions. Just sound advice with your best interest at heart. When it comes to growing and protecting your wealth, we prefer decades of peer-reviewed research over simple intuition or gut. We trust you’d agree. With our strategic and scientific approach to investing and financial planning, there’s little room for guesswork as we continue to craft and seek to optimize your financial strategy. Finding the right advisor is important. But we want to be perfectly clear — when you partner with Buckingham, you gain the strength of our entire organization.

Address: 5200 N. Palm Avenue Suite 308 Fresno, CA 93704

Phone: 559-540-2416

Website: https://beaconpointe.com/contact-us/fresno-california/

Beacon Pointe is a Fresno based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Fresno focuses on full service financial planning and research driven investments. Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning. We look forward to connecting with you virtually or at our Fresno office to see how best we can assist you with your investment portfolio and financial planning needs. Beacon Pointe Advisors is the largest female-led Registered Investment Advisory firm (RIA) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. Our mission is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. We look to further enhance our clients’ lives and missions through the alignment of their wealth and what matters most.

Address: 7433 N 1st St Ste 102 Fresno, CA 93720-2851

Phone: 559-490-7030

Website: https://www.ameripriseadvisors.com/nicolas.j.allen/

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator. Learn more about key financial and investment insights to help you achieve your goals. We offer personalized financial advice based on your goals and an upfront overview of costs. If you have questions or would like to schedule a complimentary initial consultation, get in touch.

Address: 7473 N. Ingram Avenue Suite 107 Fresno, CA 93711

Phone: 559-320-8200

Website: https://www.theplanningcenter.com/location/fresno/

You could blaze your own trail or buy a book to take along but nothing provides the expertise and comfort of a guide to walk alongside you who can point out new trails to explore, and keep you out of the quicksand that you may come across. We’ve been guiding families to financial success for decades and we can help to carry some of the load while you’re having the adventure of your lifetime. We’re here for you. We believe that all financial decisions are emotional decisions, and in order to make more effective decisions, everyone could use an objective third party to talk about life and money. The Planning Center is a fee-only financial planning firm that provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. Our goal is to help you make better decisions as your navigate life’s transitions and guide you toward the life you would like to have. As a fee-only firm, we only get paid by our clients and receive no commissions or referral payments. Our clients know every penny they are paying to us for our services. Our team of dedicated tax professionals work with our clients and planners to make the tax planning process part of the comprehensive financial planning process. 10 Certified Financial Planner Practitioners, 2 Certified Public Accountants, and more, all here to serve our clients. Only 25% of financial advisors are CFPs and we hold ourselves to the highest standards. The Planning Center is a fee-only financial planning firm that provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. In those discussions we’ll talk about a wide range of topics over our working relationships, covering these 8 major areas.

Address: 2152 E Copper Ave Ste 105A Fresno, CA 93730-5404

Phone: 559-728-4473

Website: https://www.raymondjames.com/hollybare/services/services/financial-planning

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Address: 333 West Shaw Avenue Suite 106 Fresno, CA 93704

Phone: 559-230-1648

Website: https://soutas.com/

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Soutas Financial & Insurance Solutions, Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 375990