20 Best Financial Services in Santa Clarita August 2026

Following are the list of 20 top rated Financial Services near me in Santa Clarita, United States as per their rating and reviews.

Unchained Financial Services

18045 Terra Verde Pl, Santa Clarita, CA 91387, United States

Location: (34.400334, -118.455514)

Rating: 3.7/5 (6) Votes

CONTACT DETAILS

Free Financial Tax

22924 Lyons Ave #205, Santa Clarita, CA 91321, United States

Location: (34.3796867, -118.5336672)

Rating: 5/5 (5) Votes

CONTACT DETAILS

Primerica Financial Services

25061 Avenue Stanford, Santa Clarita, CA 91355, United States

Location: (34.4372859, -118.5746536)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Naimuddin Syed - Ameriprise Financial Services, Inc.

28100 Bouquet Canyon Rd Ste 202, Santa Clarita, CA 91350, United States

Location: (34.4503458, -118.497255)

Rating: 1/5 (1) Votes

CONTACT DETAILS

Mc Kee Financial Services

25375 Orchard Village Rd # 105, Santa Clarita, CA 91355, United States

Location: (34.3892354, -118.5475256)

Rating: 4/5 (1) Votes

CONTACT DETAILS

San Marino Financial Services

25726 Leticia Dr, Santa Clarita, CA 91355, United States

Location: (34.4051509, -118.543769)

Rating: 5/5 (1) Votes

CONTACT DETAILS

UBS Financial Services

Valencia, CA 91355, United States

Location: (34.4400287, -118.5914696)

Rating: 5/5 (1) Votes

CONTACT DETAILS

UBS Financial Services Inc.

28212 Kelly Johnson Pkwy #150, Valencia, CA 91355, United States

Location: (34.4486425, -118.5791371)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Atlas Financial Services Inc

23236 Lyons Ave # 204, Santa Clarita, CA 91321, United States

Location: (34.3796457, -118.5391408)

Rating: 5/5 (1) Votes

CONTACT DETAILS

MRC Global Financial Services

23502 Lyons Ave #200, Santa Clarita, CA 91321, United States

Location: (34.3792924, -118.5446616)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Cobalt Financial Services

27600 Bouquet Canyon Rd, Santa Clarita, CA 91350, United States

Location: (34.4422606, -118.512062)

Rating: 5/5 (1) Votes

CONTACT DETAILS

ATM Financial Services

25350 Magic Mountain Pkwy #333, Santa Clarita, CA 91355, United States

Location: (34.4234098, -118.5777135)

Rating: 5/5 (1) Votes

CONTACT DETAILS

M.I. Part-Nors Financial Services

18723 Vía Princessa #408, Santa Clarita, CA 91387, United States

Location: (34.405071, -118.463217)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Edward Jones - Financial Advisor: Karen A Roberts, AAMS®

23422 1/2 Lyons Ave, Santa Clarita, CA 91321, United States

Location: (34.378769, -118.543434)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Mainland Financial Services

23822 Valencia Blvd # 301, Valencia, CA 91355, United States

Location: (34.4136291, -118.5511033)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Jolley Financial Group

25419 Altos Dr, Valencia, CA 91355, United States

Location: (34.380851, -118.564881)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Wealth Planning Group Inc

25152 Springfield Ct # 345, Santa Clarita, CA 91355, United States

Location: (34.410781, -118.57609)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Park Wealth Advisor

26650 The Old Rd, Santa Clarita, CA 91355, United States

Location: (34.4068893, -118.5782606)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Cooks Financial Services Inc

25050 Ave Kearny # 110B, Valencia, CA 91355, United States

Location: (34.4349111, -118.5720015)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Cooks Financial Services Inc

Valencia, CA 91355, United States

Location: (34.4400287, -118.5914696)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Total Rating: 4.7/5 (29) Votes

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Prosperitas Financial - Wealth Management and Financial Planning

prosperitasfin.com

26 бер. 2025 р. ... Prosperitas Financial 661.255.9555 [email protected] www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for ...

Bank of America in Santa Clarita with Drive-Thru ATM | Centre Pointe

locators.bankofamerica.com

Welcome to our full-service financial center with walk-up ATM in Santa Clarita. We're here to help with all your financial needs, whether you're banking on the ...

Wealth Management | Business Financial Planning | Retirement ...

vancewealth.com

Vance Wealth is a Santa Clarita wealth management, business financial planning and retirement planning firm serving the Los Angeles area.

Financial Advisors in Santa Clarita, California - U.S. News Money

money.usnews.com

Financial advisors in Santa Clarita have an average of 17 years of experience and the largest firms in the area include Vance Wealth, Prosperitas Financial LLC ...

Duncombe Financial Group: Home

www.duncombefinancial.com

Our services span from investment management to financial ... Oops! Contact. Duncombe Financial Group. Office: (661) 360-3965. 26253 Prima Way. Santa Clarita, CA ...

Steward Partners: Home

valenciagroupsp.stewardpartners.com

The Valencia Group at Steward Partners offers an opportunity for select successful families to develop a road map to achieve their dreams. We offer the skills ...

Find Top Financial Advisors Near Santa Clarita, California

mployeradvisor.com

The firm takes pride in its team of 15 dedicated employees, nine of whom provide investment advisory services. Each investment advisor at ...

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Last Updated: Apr 05, 2026