ThreeBestRated.com
BEST RATED SAN BERNARDINO, CA FINANCIAL SERVICES

3 Best Financial Services in San Bernardino, CA

Expert-recommended Top 3 Financial Services in San Bernardino, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Chris Stannard - San Bernardino, CA Financial Services - Portrait
Best Financial Services in San Bernardino CA - Chris Stannard - PRIMERICA video
CALL EMAIL

CHRIS STANNARD

(4.8 Score)
PRIMERICA 420 East Hospitality Lane, Suite A-3,
San Bernardino, CA 92408 Directions

Since 1997

Specialty:

✓Financial Planning ✓Investment Planning and Savings ✓Term Life Insurance ✓Income and Retirement Protection ✓Debt Solutions ✓Education Funding

"Chris Stannard assists his neighbors in achieving their financial and life aspirations through personalized investment strategies. He and his team strive to treat each customer the way they want with respect and integrity. His top priority is to deliver value and peace of mind to his clients. He takes great pride in offering outstanding customer service to everyone who enters his office. Whether you seek financial services, investment advice, or term life insurance, he is dedicated to helping you find the financial solutions that best suit your needs. Primerica uses their complimentary, confidential, and customized Financial Needs Analysis (FNA) to help clients understand where they are financially and to map out a program to achieve their goals.

2026 Highlights: Primerica was recognized as TIME America’s Best Financial Services in 2026."

Reviews | Play Video | Write a Review
License #0C12418

Contact:

(909) 953-0606

Call for Hours

TBR® Inspection Report:

Raymond James Financial, Inc - San Bernardino, CA Financial Services - Office Exterior Image
Raymond James Financial, Inc - San Bernardino, CA Financial Services - Company Logo
Best Financial Services in San Bernardino CA - Raymond James Financial, Inc video
10+ YEARS IN TBR
CALL EMAIL

RAYMOND JAMES FINANCIAL, INC

(4.8 Score)
236 West Orange Show Road, Suite 101,
San Bernardino, CA 92408 Directions

Since 1962

Specialty:

✓Wealth and Investment Management ✓Retirement and Estate Planning ✓Business Planning ✓Insurance Planning ✓Asset Allocation ✓Mutual Funds ✓Charitable Giving and Trust Services ✓Intergenerational Wealth Strategies ✓Banking and Lending Services ✓Risk Mitigation and Management ✓Transition Management ✓Social Security ✓Health and Long-Term Care Planning

“Raymond James Financial, Inc focuses on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Their holistic planning considers every aspect of your financial future to create a plan that's right for you. Whether it's paying for a loved one's education, giving to your favorite charities, transferring wealth to the next generation, selling a business, or ensuring you have the care you need as you grow older, a personalized plan takes into account all your goals. They believe planning and advice should extend well beyond simple asset allocation. Their financial advisors excel in bringing together all elements with advanced advice and detailed long-term plans.”

Reviews | Play Video | Write a Review

Contact:

(909) 888-7788

Mon-Fri: 8:30am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Strategic Financial Solutions - San Bernardino, CA Financial Services - Professional Team Image
Strategic Financial Solutions - San Bernardino, CA Financial Services - Office Exterior Image
Strategic Financial Solutions - San Bernardino, CA Financial Services - Office Interior Image
CALL EMAIL

STRATEGIC FINANCIAL SOLUTIONS

(4.8 Score)
210 East Citrus Avenue,
San Bernardino, CA 92373 Directions

Since 2016

Specialty:

✓Investments ✓Bonds ✓Common Stock ✓Educational IRA ✓Traditional IRA ✓Roth IRA ✓SEP IRA ✓SIMPLE IRA ✓Brokerage Accounts ✓Treasury Bills ✓Government Securities ✓Treasury Notes ✓Financial Planning ✓Retirement Planning ✓Tax Planning ✓401(k) Planning ✓403(b) Planning ✓College Planning ✓Estate Preservation Planning ✓Money Purchase Plans ✓Profit Sharing Plans ✓Debt Repayment Planning ✓Insurance Planning ✓Disability Income Insurance ✓Life Insurance ✓Long-Term Care Insurance ✓General Liability Insurance ✓Workers' Compensation Insurance ✓Risk Management

“2026 Highlights: Strategic Financial Solutions's main priority is to help clients learn more about their personal and business situation, identify their dreams and goals, and understand their tolerance for risk. They provide long-term relationships that encourage open and honest communication, which have been the cornerstone of their foundation of success. They offer an initial phone meeting to make sure your situation matches their experience. They will apply decades of experience, thousands of hours of training and mentoring to help you achieve yiur financial goals.”

Reviews   |   Write a Review
License #0L60751

Contact:

(714) 794-2673

Mon-Fri: 8am - 5pm
Sat: By Appointment
Sun: Closed

TBR® Inspection Report:

Video

Write a Review for Strategic Financial Solutions

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines.

Contact Business

CHRIS STANNARD REVIEWS

I highly recommend Chris for anyone seeking financial advice, especially regarding retirement planning. He expertly guided me through my retirement rollover, taking the time to thoroughly explain my options and help me define my retirement goals. Chris is not only professional and knowledgeable, but his extensive experience is evident in his sound advice. What truly sets Chris apart is his exceptional service. He's always very responsive whenever I have questions about my investments, making himself easily accessible and truly listening to my concerns. This level of communication has given me great confidence in my financial decisions. If you're looking for a financial advisor who is experienced, communicative, and genuinely invested in your financial well-being, I strongly recommend Chris. He's been invaluable in helping me plan for my future.

They have a welcoming environment and they really talk to you about all your needs and plans for the future. I’m really glad my family and I made this choice for our coverage highly recommend them.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

RAYMOND JAMES FINANCIAL, INC REVIEWS

They have always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making.

I love this firm. I have used Marie as my financial advisor for over 30 years.

STRATEGIC FINANCIAL SOLUTIONS REVIEWS

I am so thankful for Strategic Financial Solutions and especially for the exceptional support from Chris Racadio. Chris has consistently gone above and beyond—he's extremely knowledgeable, kind, and always professional. He treats his clients with the upmost care and concern. Anytime I have a question, he either has the answer or makes sure to connect me with the right person or resource. His dedication and commitment to truly helping his clients is rare and greatly appreciated. I highly recommend working with Chris and the team at Strategic Financial Solutions.

Mike and Chris have been very efficient and assisting me with my retirement funds. They've come up with several creative ideas to help me extend them. I would totally recommend them for anyone who is retiring and I wish I met them when I was younger. In this complex World of financial planning they are tops.

Could not be more pleased and confident in trusting my families future with the crew at Strategic Financial! They have gone above and beyond to make the process as easy as possible. Would certainly recommend them to all my closest friends and Family.

TBR® Inspection Score Report

CHRIS STANNARD Total Inspection Points: 116/120
Acknowledgments: 8
Business Images: 9
Complete Info: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

RAYMOND JAMES FINANCIAL, INC Total Inspection Points: 115/120
Acknowledgments: 8
Reviews Study: 8
Complete Info: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

STRATEGIC FINANCIAL SOLUTIONS Total Inspection Points: 114/120
Acknowledgments: 8
Experience: 8
Complete Info: 9
Location Proximity: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10