Portfolio Advisors Inc.
Run a free full auditContact Information
-
Address
Financial planner · · 7571 N Remington Ave Ste. 105
Fresno, CA 93711 -
Phone
(559) 432-8400 -
Website
portadvisors.com -
Facebook page
facebook.com/PortAdvisors
Location
About Portfolio Advisors Inc.
Portfolio Advisors Inc. is a financial planner in Fresno, CA, located at 7571 N Remington Ave Ste. 105. It holds a rating of 5.00 based on customer reviews. The firm offers fee-only financial advisory services to individuals and families in the Central Valley and nationwide. Services include retirement planning, investment management, tax planning, and estate planning.
The team consists of CERTIFIED FINANCIAL PLANNER professionals and Investment Advisor Representatives with over 30 years of experience. The firm employs evidence-based strategies focused on long-term market participation. It provides digital estate planning through a partnership with Wealth.com. Portfolio Advisors also offers estate settlement services for executors and trustees, including coordinating with banks and collecting paperwork. One-time planning services are available for Social Security analysis, tax return reviews using Holistiplan, and assistance with CalSTRS and CalPERS retirement systems.
Gary Leffler founded the firm 35 years ago. The business emphasizes a fiduciary standard of conduct and client education. It serves teachers, public employees, C-level executives, and medical professionals. Portfolio Advisors Inc. was recognized as a 3rd Place Winner in The Fresno Bee’s Best of Central California competition in the Wealth Management and Financial Planner categories.
The firm is situated on North Remington Avenue, near the intersection with North Palm Avenue and West Nees Avenue. It is located about a quarter mile from the Passport Health Fresno Clinic and the Pinedale Assembly Center Memorial.
SEOScanPRO awarded a Technical score of 95 out of 100. This excellent rating confirms the website is technically sound, secure, and indexable. As a result, search engines can read the site without errors.
Services:
- Digital Estate Planning
- Estate Settlement
- Investment Management
- One-Time Financial Planning
- Retirement Planning
Score Summary
BizScoreAI scanned the website portadvisors.com on June 4, 2026. Portfolio Advisors Inc. has a BizScore of 39 out of 100. The website audit behind the SEO score ran on October 24, 2026.
- AI Visibility15 out of 100
- SEO50 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 5 of 30 points, AI Trust Signals 0 of 20 points.
Website audit sub-scores (out of 100): On-Page 31, Technical 65, Performance 79, Content 25.
Strengths: 2 checks passed. AI Crawler Access, AI Content Blocking.
Areas to improve: 9 checks. llms.txt (failed), Structured Data (failed), Content Too Thin (failed), Meta Description (failed), Q&A Content (warning), Weak Heading Structure (warning), About/Team Page (warning), XML Sitemap (warning), Author Signals (warning).
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Browse: Businesses in Fresno, CA · Financial Planner in California · Businesses in California
AI engine reads
Read by AI engines 2 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact Portfolio Advisors Inc.
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