Downey, CA

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Best Financial Advisors in Downey, CA

The highest-rated Financial Planning & Wealth Management firms out of 210 vetted & reviewed in the Downey area.

Edwin Does Taxes

Edwin Does Taxes

(19)
  • Questions
  • Informative
  • Team
“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
Andazola Financial Services

Andazola Financial Services

(1)
Professional Money Management, Tell A Friend
“Ray is super smart, efficient, reasonable, and experienced!”
In Business Since 2005
Accepts All Major Credit Cards
8326 E Florence Ave, Downey, CA
i
J.E. & Associates

J.E. & Associates

(1)
“A very professional Tax firm, Highly Recommended.”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
Accepts Cash
10927 Downey Ave Ste A, Downey, CA
i
Crammer

Crammer

(6)
“It was my first time filing my taxes and didn't really know what to expect and one of the accountants (Gabby) guided me along the way and made it super easy!”
In Business Since 2003
Transparent Fees & Pricing
Accepts Cash
8020 2nd St, Downey, CA
i
Arbor Wealth

Arbor Wealth

(2)
“Trustworthy, I've been with Arbor Wealth quite so time.”
In Business Since 2020
Licensed
9901 Paramount Blvd Suite 150, Downey, CA
i
Legacy Integrative Solutions

Legacy Integrative Solutions

(1)
“Love it”
In Business Since 2007
8734 Cleta St, 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 2013
Licensed, BBB Rating: A+
333 S Grand Ave # 28, Los Angeles, CA
i
The Galeb Group

The Galeb Group

(8)
  • Retirement
  • Confident
  • Investment
“Is an outstanding advisor and as a young professional I feel confident and optimistic with him managing both my retirement and personal investment portfolios.”
In Business Since 2014
21515 Hawthorne Blvd 2nd floor, Torrance, CA
i
Mash Accounting & Consulting

Mash Accounting & Consulting

(7)
Accountants, Commercial Services
“After working with another CPA for a few years I was referred to MASH.”
In Business Since 2011
Average Price Tag
500 N Central Ave #600, Glendale, CA
i
One Wealth Management

One Wealth Management

(3)
Borrowing, Fee-Based Financial Planning, Individual Retirement Planning
“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 2006
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 2010
Accepts All Major Credit Cards
3858 E Colorado Blvd #200, Pasadena, CA
i
Vosberg Wealth Management

Vosberg Wealth Management

(1)
Medicare, Tax Planning, Real Estate Investing
“Brian Vosberg is a great financial advisor, keeping you informed on the world of wealth and how you assets are doing.”
In Business Since 2018
224 W Foothill Blvd, Glendora, CA
i
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 2005
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
i
Legacy Financial

Legacy Financial

(1)
“People you can trust.”
In Business Since 2014
17215 Studebaker Rd #331, Cerritos, CA
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Nexgen Wealth Management

Nexgen Wealth Management

(1)
“I feel comfortable working with Nexgen and would recommend them to anyone looking for financial advice.”
In Business Since 2015
1930 S Brea Canyon Rd #120, Diamond Bar, CA
i
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
Licensed
4450 Lakeside Dr Suite 350, Burbank, CA
i
Gerber & Co

Gerber & Co

(15)
Tax Planning, Divorce – Tax Planning, International Estate Planning
“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”
In Business Since 2008
Accepts All Major Credit Cards
Family Business
Licensed, BBB Rating: A+
1880 Century Park East Second Floor, Los Angeles, CA
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Retirement Planning and Investment Management Services Estimated Cost in Downey, CA 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 245 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Fair range $2080 to $5720 is based on 245 cost profiles.

Why these companies made our list

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