Top 12 Financial Advisors in Fresno, CA

Lauren Stewart We had an exceptional experience working with Sean Mason and his office staff! From the start, he was incredibly knowledgeable, guiding us through the complexities of managing our finances and helping us set up college savings accounts for our children. He explained everything in a straightforward, easy-to-understand way while still providing all the information we needed to make informed decisions. What really stood out was his honesty and transparency—there were no surprises, just clear advice tailored to our family’s goals. We now feel confident about our financial future, thanks to his thoughtful planning and guidance. If you’re looking for someone who is both professional and personable, we highly recommend Sean Mason!

Crystal Romero Shavelle is amazing. She knows her stuff. I go to her for all my financial and buisness needs from my taxes to my life insurance to a roth ira to starting my business!!!. She has lots of knowledge that helped guide me into my future financial planning . Thank you so much shavelle for all you do for your community . You inspire me girl keep up the amazing work.

Lindy Adolph My husband and I have utilized the services of Portia White at Whelan Financial for over a decade. We deeply value the work that Portia does for us and for the relationship that we have with her! Portia developed our retirement plan, with our input. She has provided us with so much information and education related to our finances. We completely trust her, and the entire Whelan team, which is a great source of comfort! We highly recommend Whelan Financial, without reservation!

Erica Morris Rita is great! She has been doing my taxes for the last 6 years and my family’s before that.

Lionel Hawkins Daisy at one main financial was a class act.she made the process for my loan easy and fast.looking forward to refinancing my car loan and consolidating all my bills.

Nicole Jones Sabrina makes everything so easy on our part! I love how thorough she is with the details and her genuine care for helping repair my credit! Definitely recommend!

Nim Xiong Very bad service, owner (s) father and daughter debate about a loan in front of other customers. Everything is confidential. Names are thrown out and reasons why a loan should be approve was also being debate in front of other customers. Very disrespectful, rude, and when you walk in, everyone is doing their own thing. Not very welcoming and not even greeting ignoring you till minutes later. Seen and heard that they will call your own references and mention your reasons why you are needing the loan....Very bad customer service.

Thomas Fortin Eric and his staff are great, easy to work with and extremely knowledgeable, would recommend to anyone looking for financial planning.