Arcadia, CA

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Best Financial Advisors in Arcadia, CA

The highest-rated Financial Planning & Wealth Management firms out of 245 vetted & reviewed in the Arcadia area.

Paul Carney CPA

Paul Carney CPA

(20)
  • Questions
  • Team
  • Accounting
“They are a boutique firm that offers personalized service to their clients- you are not just a name on a roster- they actually know details of your business when you call.”
Transparent Fees & Pricing
In Business Since 1995
Accepts All Major Credit Cards
Free Initial Consultation
148 E Foothill Blvd #100, Arcadia, CA
i
CSI Wealth Management

CSI Wealth Management

(1)
“Had my taxes prepared here for the first time and they are wonderful.”
20+ Years Experience
CFP, CFP, CFP Certified
20 E Foothill Blvd #100, Arcadia, CA
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Edwin Does Taxes

Edwin Does Taxes

(19)
  • Team
  • Informative
  • Tax Preparer
“After looking at a relatively simple tax form (unemployment due to COVID), listening to me and understanding that I am going through a huge hardship right now due to COVID, they offered me a lower cost on their services because i've been a loyal cust...”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
i
OCM Investments

OCM Investments

(1)
“Also, here's a picture of the building being torn down by a crane.”
In Business Since 2012
Licensed, BBB Rating: A+
333 S Grand Ave # 28, Los Angeles, CA
i
One Wealth Management

One Wealth Management

(3)
Insurance, Individual Retirement Planning, Borrowing
“One Wealth Management has an awesome team; we are coordinating a combined NAIFA-California event for Life Insurance Awareness Month 2018 and with expert staff such as Vivian Kim, and Brandon Au the planning has been smooth.”
In Business Since 2007
233 Wilshire Blvd # 550, Santa Monica, CA
i
Beneficent Financial

Beneficent Financial

(6)
“Cathy has helped me to build a comprehensive financial plan and, through the process, has provided me with a strong sense of comfort and piece of mind.”
In Business Since 2013
Accepts All Major Credit Cards
3858 E Colorado Blvd #200, Pasadena, CA
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Legacy Financial

Legacy Financial

(1)
“People you can trust.”
In Business Since 2014
17215 Studebaker Rd #331, Cerritos, CA
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Albitz/Miloe & Associates

Albitz/Miloe & Associates

(1)
“We could not be happier with them; we sleep better at night knowing the Albitz/Miloe team is always there for us.”
Accepts Cash
In Business Since 2008
Licensed
23133 Hawthorne Blvd Suite 305, Torrance, CA
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California Financial Partners

California Financial Partners

(1)
“Giving of his time, Harvey serves on several nonprofit boards, advises business students & assists wounded veterans returning from military service.”
In Business Since 2004
700 N Brand Blvd #640, Glendale, CA
i
Latham Wealth Management

Latham Wealth Management

(1)
“Latham Wealth has helped me with a few things over the years and I could not be more pleased with the service they provide.”
In Business Since 2018
Transparent Fees & Pricing
5150 Pacific Coast Hwy Suite 200, Long Beach, CA
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Domari Wealth Management

Domari Wealth Management

(1)
“I encourage you and your friends to give Brian the opportunity to show you his strategies that take your investments to another level.”
In Business Since 2012
CA Insurance Lic# - 0A61452
4450 Lakeside Dr Suite 350, Burbank, CA
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TIR Public Adjusters

TIR Public Adjusters

(15)
Roof Damage Insurance Claims, Water Damage Insurance Claims, Wildfires
“This is a long story short, if you got screwed by Insurance companies and have a problem to get done everything right , Ashot is the key solution for this, very knowledgeable and friendly person, Highly recommended.”
Below Average Price Tag
In Business Since 2015
• License #2K72405
Emergency Services
401 N Kenwood St #304, Glendale, CA
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Gerber & Co

Gerber & Co

(15)
Tax Problem Resolution, Audits, Reviews, Compilations & Forensic Accounting, U.S. Residency
“It's a great family oriented environment where everyone works together as a team to provide professional, passionate and dedicated devotion to our clients financial wellbeing”
Accepts All Major Credit Cards
In Business Since 2011
Licensed, BBB Rating: A+
Family Business
1880 Century Park East Second Floor, Los Angeles, CA
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Atlantic Tax Services

Atlantic Tax Services

(13)
  • Tax Return
  • Team
  • Company
“Last year my brother recommended ATLANTIC TAX SERVICE to me everything was done over the phone just sent email with all necessary docs it was a little pricy but because customer service was good the process was fast and easy i guess that made it less...”
Accepts All Major Credit Cards
In Business Since 2011
Licensed, BBB Rating: A+
Free Initial Consultation
744 S Atlantic Blvd, East Los Angeles, CA
i
Class XVI

Class XVI

(20)
  • Know
  • Mentor
  • Team
“Very good mentor awsome energy im truly blessed and grateful for his teaching im not going to lie i doubted my self but day by day im getting more in tuned he explains things in a way that even somebody with no knowledge nor experience can understan...”
In Business Since 2018
160 E 108th St, Los Angeles, CA
i
Corey Tax Services

Corey Tax Services

(14)
Bookkeeping & Payroll Services, Individual Tax Services, Business Tax Services
“The two generations of knowledge, diligence, and professionalism give me confidence in the service received and comfort from the assurances that backs his work.”
In Business Since 2012
Family Business
100 W Broadway #3000, Long Beach, CA
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Revolution Financial Management/Wfg

Revolution Financial Management/Wfg

(12)
World-Class Business Platform You Have Access to the Industry’s Most Powerful Business Platform Where, From Day One, You Receive the Support and Systems Needed to Get Started and Grow at Every Level., Available to Anyone Revolution Opens the Door to Success For Anyone Who Has the Spirit and Desire to Make a Better Life as a Financial Professional., Robust Compensation Program Associates Are Rewarded With One of the Industry’s Most Robust Compensation Plans on a Diversified Product Portfolio.
“I recently invested a lot of time and effort into WFG Revolution in Lancaster and was received with nothing but warmth and kindness and strongly recommend them to all my family and friends i am both employee as well as a customer they are very focuse...”
In Business Since 2002
42442 10th St W Suite D, Lancaster, CA
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The Agency

The Agency

(19)
  • Team
  • Taxes
  • Call
“This agency has great customer service, they have a specific employee named Kimberly who is amazing at her job, very considerate and gives you all the help you need.”
Below Average Price Tag
10+ Years Experience
DRE #02142119
Free Initial Consultation
1315 W Covina Pkwy, West Covina, CA
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Efros Financial -

Efros Financial -

(20)
Tax Resolution, Accounting, Business Consulting
“We concluded with a scheduled call where Alex presented me with a very organized, well-thought-out PDF showing potential outcomes considering different variables.”
In Business Since 2018
10866 Wilshire Blvd Suite 400, Los Angeles, CA
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Pathway Financial Services

Pathway Financial Services

(12)
Blog, Why Pathway?, Partners
“Thanks to Jen's financial expertise and guidance, I'm able to look clearly into my financial future with a greater understanding and awareness of what I have and what I hope to build.”
In Business Since 2014
Transparent Fees & Pricing
13101 Washington Blvd #241, Los Angeles, CA
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Ameri Tax Service

Ameri Tax Service

(20)
Bookkeeping, Tax Preparation, Tax Debt
“I know I can call anytime of the year with tax questions and they always get back to me and we have discussed many issues that come up during the year.”
Average Price Tag
In Business Since 2004
Accepts All Major Credit Cards
Transparent Fees & Pricing
3327 E 7th St, Long Beach, CA
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Genwealth

Genwealth

(7)
Industries
“Shawn answers all my questions and is always available to help me navigate the financial issues that come up.”
Transparent Fees & Pricing
In Business Since 2013
Below Average Price Tag
3711 Long Beach Blvd #810, Long Beach, CA
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Retirement Planning and Investment Management Services Estimated Cost in Arcadia, CA 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 181 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Typical range $2080 to $5720 is based on 181 cost profiles.

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