Skip to content

Next Phase Money ManagementFinancial advisor in Rancho Cucamonga, CA

Next Phase Money Management is a financial advisor at 9431 Haven Ave #617, Rancho Cucamonga, CA 91730, ranked #34 of 191 financial planners in Rancho Cucamonga and rated 5.0 from 8 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Rancho Cucamonga, CAUpdated 0 paid placements in any rankingHow we rank

Call (626) 389-9990Website ↗

Key facts

Key facts about Next Phase Money Management
Address9431 Haven Ave #617, Rancho Cucamonga, CA 91730Get directions
Phone(626) 389-9990
Websitenextphasemoney.com
HoursMonday to Friday: 6 AM – 5 PM
Google rating5.0 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Rancho Cucamonga and 11 towns within 25 miles: Upland, Ontario, Montclair, Jurupa Valley, Glen Avon, Fontana, Chino, Eastvale, Claremont, Pedley and Bloomington.

Based in Rancho Cucamonga, CAView on map

Opening hours

Opening hours for Next Phase Money Management
DayHours
Monday6 AM – 5 PM
Tuesday6 AM – 5 PM
Wednesday6 AM – 5 PM
Thursday6 AM – 5 PM
Friday6 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Next Phase Money Management

How is Next Phase Money Management ranked in Rancho Cucamonga?

Next Phase Money Management is ranked #34 of 191 financial planners in Rancho Cucamonga by RFA Score, with 60 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Next Phase Money Management’s hours?

Next Phase Money Management is open Monday to Friday. Its listed hours are Monday to Friday, 6 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Next Phase Money Management serve?

Serves Rancho Cucamonga and 11 towns within 25 miles: Upland, Ontario, Montclair, Jurupa Valley, Glen Avon, Fontana, Chino, Eastvale, Claremont, Pedley and Bloomington. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Next Phase Money Management?

Next Phase Money Management has a rating of 5.0 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Next Phase Money Management?

Call Next Phase Money Management on (626) 389-9990. The business is at 9431 Haven Ave #617, Rancho Cucamonga, CA 91730. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Next Phase Money Management? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Next Phase Money Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Next Phase Money Management (this business)—605.0 (8)NoNo
Merrill Lynch Financial Advisor David Krake#32615.0 (30)NoNo21.0 mi
La Bolsa De Valores USA#33605.0 (27)YesNo18.9 mi
Bank of America (with Drive-thru ATM)#35602.6 (118)YesNo1.4 mi

See all 191 ranked financial planners in Rancho Cucamonga