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Agate FinancialFinancial advisor in West Covina, CA

Agate Financial is a financial advisor at 100 Barranca St Ste 721, West Covina, CA 91791, ranked #32 of 739 financial advisors in West Covina and rated 5.0 from 19 Google reviews. Open 7 days a week.

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.

West Covina, CAUpdated 0 paid placements in any rankingHow we rank

Call (626) 271-4770Website ↗

Key facts

Key facts about Agate Financial
Address100 Barranca St Ste 721, West Covina, CA 91791Get directions
Phone(626) 271-4770
Websiteagatefinancial.co
HoursMonday to Sunday: 11 AM – 5 PM
Google rating5.0 from 19 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves West Covina and 11 towns within 25 miles: Covina, Citrus, Walnut, Valinda, South San Jose Hills, Glendora, Azusa, Baldwin Park, San Dimas, Diamond Bar and West Puente Valley.

Based in West Covina, CAView on map

Opening hours

Opening hours for Agate Financial
DayHours
Monday11 AM – 5 PM
Tuesday11 AM – 5 PM
Wednesday11 AM – 5 PM
Thursday11 AM – 5 PM
Friday11 AM – 5 PM
Saturday11 AM – 5 PM
Sunday11 AM – 5 PM
  • Open evenings — no
  • Open Saturdays
  • Open Sundays

Questions about Agate Financial

How is Agate Financial ranked in West Covina?

Agate Financial is ranked #32 of 739 financial advisors in West Covina by RFA Score, with 65 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 Agate Financial’s hours?

Agate Financial is open 7 days a week. Its listed hours are Monday to Sunday, 11 AM – 5 PM. On Saturdays it is open 11 AM to 5 PM, and on Sundays 11 AM to 5 PM. Hours come from the business listing; holiday hours may differ.

What areas does Agate Financial serve?

Serves West Covina and 11 towns within 25 miles: Covina, Citrus, Walnut, Valinda, South San Jose Hills, Glendora, Azusa, Baldwin Park, San Dimas, Diamond Bar and West Puente Valley. 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 Agate Financial?

Agate Financial has a rating of 5.0 from 19 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 Agate Financial?

Call Agate Financial on (626) 271-4770. The business is at 100 Barranca St Ste 721, West Covina, CA 91791. 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.

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Compare nearby financial advisors

Agate Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Agate Financial (this business)—655.0 (19)YesYes
Pure Financial Advisors, LLC#30655.0 (45)NoNo11.5 mi
Jesus Gonzalez: Primerica#31655.0 (64)YesNo18.1 mi
Orange County’s Credit Union - Anaheim#33654.5 (147)YesNo19.2 mi

See all 739 ranked financial advisors in West Covina