Best Financial Advisors in Baldwin Park, CA

The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Baldwin Park area.

Gerber & Co

Gerber & Co

(17)
Tax Problem Resolution, Tax Filings For Foreign Entities, Estate & Gift Planning
“Our preparer, Tawny, has been doing our taxes for 20-25 years now and never fails to impress us with her devotion to getting the job done graciously and accurately.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2012
Family Business
1880 Century Park East Second Floor, Los Angeles, CA
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Empress Investment Group

Empress Investment Group

(30)
Financial Planning/Asset Protection Planning, Retirement Planning, Retirement Income Planning
“Not only have I received very positive results with my investments, but they are careful to make sure i am updated on my investments and the progress---something I NEVER received working with major stock broker firms in the past.”
In Business Since 2013
3205 Ocean Park Blvd, Santa Monica, CA
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Udirect IRA Services

Udirect IRA Services

(25)
  • Team
  • Call
  • Email
“David Rodriguez guided us—sent title, my Realtor and myself the information and forms/disclosures with explicit instructions as to how they were to be filled out.”
Transparent Fees & Pricing
In Business Since 2009
8 Corporate Park #210, Irvine, CA
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Gill Tax Group

Gill Tax Group

(10)
Tax Services, Outsourced CFO and Controller Services, Divorce Tax Preparation and Planning Services
“From someone who doesn't know much about accounting she's been there every step of the way helping me understand and assisting me with my business.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2021
Free Initial Consultation
One Park Plaza 6th Floor, Irvine, CA
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Network Financial

Network Financial

(20)
  • Informative
  • Refinance
“After being turned down for refinancing from our previous lender because they stated our beachside condominium was a condotel (not even close) I decided to give Netework Financial a try.”
Free Initial Consultation
20+ Years Experience
3200 Park Center Dr Suite 1300, Costa Mesa, CA
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Antonious and Associates Tax Consultants

Antonious and Associates Tax Consultants

(12)
Tax Planning, Back Taxes Owed, Tax Preparation
“Mr Antonious has been help my business bookkeeping; he has done an amazing job getting my books cleaned and capturing all expenses that other accountants never recommended.”
Free Initial Consultation
Offers Financing Options
In Business Since 2019
6131 Orangethorpe Ave #435, Buena Park, CA
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RVW Wealth

RVW Wealth

(30)
  • Investment
  • Expertise
  • Trust
“We appreciate the accessibility and pro-active outreach to keep us apprised of our account(s) along with the their overall financial-whole approach, taking all assets and investments into consideration.”
CISA Certified
In Business Since 2016
1880 Century Park E Suite 200, Los Angeles, CA
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Kenneth A. Carroll, CPA

Kenneth A. Carroll, CPA

(1)
“We went with a different CPA after moving our business to Texas and things were a complete mess.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2010
Free Initial Consultation
Serving Baldwin Park Area
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Vercy Funding

Vercy Funding

(2)
Civil Litigation, Debt Relief
“I would definitely recommend this relief option for anyone who finds themselves weighed down by their mounting debts, especially if they're stuck because there's no way around it - weddings cost money!”
Free Initial Consultation
In Business Since 2006
17748 Sky Park Cir Suite 230, Irvine, CA
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Goodrich, Thomas, Cannon & Reeds

Goodrich, Thomas, Cannon & Reeds

“As a professional, responsive, high-quality CPA firm in the Costa Mesa area, Goodrich, Thomas, Cannon & Reeds, LLP is an experienced CPA firm. We value our clients and provide personalized service as a trusted advisor to businesses and individuals. O...”
Transparent Fees & Pricing
In Business Since 2009
3200 Park Center Dr #1170, Costa Mesa, CA
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Lido Advisors

Lido Advisors

(2)
“I've had my money with Lido for a little over a year.”
Accepts All Major Credit Cards
In Business Since 2001
1875 Century Park E #950, Los Angeles, CA
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National Planning Corporation

National Planning Corporation

Tell A Friend, Featured Links
“As a full service financial planning firm in Irvine, Ca. We help people plan and achieve their financial goals as well ascreateappropriate strategies fortheir future. We will help you plan for your retirement through Investments in a range of financi...”
Accepts All Major Credit Cards
Remote Consultations Available
Licensed
In Business Since 2010
17848 Sky Park Cir, Irvine, CA
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Equitable Advisors

Equitable Advisors

“Here in SoCal, you'll find a community of more than just industry leading financial professionals. You can expect an encompassing powerhouse of resources and support from nationally recognized leaders and staff. With our hunger for innovation and eve...”
In Business Since 2020
1840 Century Park E #300, Los Angeles, CA
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Atomi Financial Group

Atomi Financial Group

(1)
“I just started setting up my retirement fund and Burton answered all of my questions about investing and gave me a comprehensive understanding.”
In Business Since 2012
20 Executive Park Ste 120, Irvine, CA
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Montgomery Niemeyer & Co.

Montgomery Niemeyer & Co.

(1)
“Very happy that your expertise is getting me through my dad's trust taxes.”
Accepts All Major Credit Cards
CPA Certified
In Business Since 1982
Serving Baldwin Park Area
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Wallensky Spatz & Associates

Wallensky Spatz & Associates

“This article discusses the most common and costly types of scams, and how would-be victims can spot them.”
Transparent Fees & Pricing
In Business Since 2007
1880 Century Park E UNIT 411, Los Angeles, CA
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Masciorini Financial Consulting Group of Wells Fargo Advisors

Masciorini Financial Consulting Group of Wells Fargo Advisors

Individual Retirement Accounts, Envision, Planning For Retirement
“* The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compen...”
In Business Since 2019
5 Park Plaza, Irvine, CA
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Sonia Laureano CPA

Sonia Laureano CPA

“​From individual income tax preparation to small, midsized and corporate businesses, CPA Laureano has the skills, knowledge and experience you can trust. Also available are accounting services for single proprietorship to corporate businesses, includ...”
Transparent Fees & Pricing
In Business Since 1997
205 E Riggin St, Monterey Park, CA
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Apiis Financial

Apiis Financial

Corporate Financial Planning, Personal Financial Planning
“Set financial planning and wealth management from APIIS financial group, help you understand Life Business, Family protection, retirement estate planning, tax-saving plans and more financial services.”
In Business Since 2016
6940 Beach Blvd Suite D-705, Buena Park, CA
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Atlantic Investments A Registered Investment Advisor

Atlantic Investments A Registered Investment Advisor

Tax Planning, Building Your Financial Pyramid, Portfolio Analysis Review
“Atlantic Investments is a Registered Investment Advisor based in the State of California and has a strategic team serving individuals, families, and small businesses nationwide. Our firm's services include wealth management, retirement income plannin...”
In Business Since 2000
2029 Century Park E #400, Los Angeles, CA
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Lido Consulting

Lido Consulting

“We at Lido Consulting have found that today more than ever, Family Offices are looking for guidance from both external sources and their peers at other Family Offices. We have been seeing a very substantial increase in attendance at our various Famil...”
In Business Since 1998
1875 Century Park E, Los Angeles, CA
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Post Advisory Group

Post Advisory Group

“The foundation of Post's successful long-term track record is our commitment to investment research excellence. Our investment process focuses on rigorous bottom-up fundamental credit research and analysis, with an emphasis on investments with strong...”
In Business Since 2003
2049 Century Park E Suite 3050, Los Angeles, CA
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Stonebridge Capital Management

Stonebridge Capital Management

In Business Since 1997
1801 Century Park E Suite 1800, Los Angeles, CA
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Trost Financial

Trost Financial

“We believe that financial prosperity is best paired with personal fulfillment and business success, and understand this can be challenging to achieve. Inspired by our passion for integrating business and personal success, we've created a distinct app...”
Licensed
In Business Since 2018
1800 Century Park E Suite 230, Los Angeles, CA
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Retirement Planning and Investment Management Services in Baldwin Park, CA Cost Estimates

Minimum cost
$1118
Maximum cost
$9502
National Average
$3354
Avg Per Hour Rates
$336
$2236
$6149
Typical price range is based on 326 cost profiles
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Average Cost $3354
Minimum cost $1118
Maximum cost $9502
Avg Per Hour Rates $336

Typical range $2236 to $6149 is based on 326 cost profiles.

Why these companies made our list

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