Best Financial Advisors in Downey, CA

The highest-rated Financial Planning & Wealth Management companies out of 169 vetted & reviewed in the Downey area.

Edwin Does Taxes

Edwin Does Taxes

(29)
  • Happy
  • Tax Preparer
  • Informative
“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
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Advanced Accounting & Tax Solutions

Advanced Accounting & Tax Solutions

(4)
Contador de Impuestos - Español, Quickbooks Services, Services For Individuals
“They had a wide range of hours allowing me to come late after work perfect for anyone who works a busy schedule.”
In Business Since 2016
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
10831 Downey Ave, Downey, CA 90241
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J.E. & Associates

J.E. & Associates

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

Cerda Muñoz Advisors

(7)
  • Invest
“Last year I went from a W2 employee to 1099, it was a uncertain move at first, but Gilbert help understand the differences in taxes and more importantly how to save on taxes.”
In Business Since 2013
10810 Paramount Blvd Suite 102, Downey, CA
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Andazola Financial Services

Andazola Financial Services

(1)
Professional Money Management, Tell A Friend
“Ray is super smart, efficient, reasonable, and experienced!”
In Business Since 2006
Accepts All Major Credit Cards
8326 E Florence Ave, Downey, CA 90240
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Legacy Integrative Solutions

Legacy Integrative Solutions

(1)
“Love it”
In Business Since 2007
8734 Cleta St, Downey, CA
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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
Accepts Cash
Transparent Fees & Pricing
8020 2nd St, Downey, CA
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Strayer Saylors & Associates

Strayer Saylors & Associates

(1)
Virtual Controller
“We had the strangest hiccup with a prior California filing we did ourselves, and they protected our best interest and took care of it without any issues.”
In Business Since 2011
Remote Consultations Available
8112 Florence Ave, Downey, CA
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Kredit Guy Peter

Kredit Guy Peter

“We're an innovative team of professional and experienced individuals who understand exactly what it takes to remove financial errors from your records. Moreover, we work thoroughly and diligently in order to understand each specific case and find eve...”
In Business Since 2020
7332 Florence Ave Suite C, Downey, CA
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F7 Asset Management

F7 Asset Management

“F7 Management, LLC is a real estate investment management firm, engaging in the acquisition and asset management of distressed real estate throughout the Southern California MSA markets.”
In Business Since 2021
12027 Paramount Blvd, Downey, CA
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Strategy Wealth Management

Strategy Wealth Management

8141 2nd St #408, Downey, CA
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G.m.o. Financial

G.m.o. Financial

10359 Lakewood Blvd, Downey, CA
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Adnant

Adnant

“At Adnant, we're really proud of our culture. We keep a close-knit team environment where open collaboration is the standard. Thus, team bonding is a central part of our culture. We have catered lunch delivered daily and eat together – like a family ...”
In Business Since 2010
11516 Downey Ave, Downey, CA
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Cesar Macedo Mba, CFP

Cesar Macedo Mba, CFP

8141 2nd St #530, Downey, CA
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Phenomenal Tax & Accounting Services

Phenomenal Tax & Accounting Services

(27)
Investment Management, Tax Services, Accounting Services
“I have hired Paul to handle an IRS Audit that was triggered before we hire him; the Audit started for only or business, but the IRS wanted to see our personal as well.”
In Business Since 2016
Free Initial Consultation
Serving Downey Area
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ERK Financial Consultants

ERK Financial Consultants

(10)
Personal Financial Planning/Wealth Management, Business Consulting, Services For Individuals
“To give a short story I received $24,000 A check back from the IRS because they suggest I should by A suburban because he was the last year in 2011 that the government we allow us to deduct 100% of the vehicle.”
In Business Since 2010
Accepts All Major Credit Cards
Offers Financing Options
Transparent Fees & Pricing
535 N Brand Blvd Suite 450, Glendale, CA
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Melendez Company & Associates

Melendez Company & Associates

(4)
“He delivered the return very quickly, and we wrapped up with a consultative session to answer final questions, and a few tips on how to better prep for our taxes next year.”
In Business Since 1982
Accepts All Major Credit Cards
Transparent Fees & Pricing
Serving Downey Area
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Tax Payers Services

Tax Payers Services

(2)
“Tax Payers Services are professional and knowledgeable.”
Free Initial Consultation
Coupons & Offers
In Business Since 2003
Accepts All Major Credit Cards
901 S La Brea Ave #4, Los Angeles, CA
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Stone & Sallus

Stone & Sallus

(29)
Unfair Business Practices, Employment, Business Law
“My experiences with Stone & Sallus, LLP, through the efforts of its administrative staff as well as Attorney Jason Stone, have been amazing and comforting and satisfying, in the process facilitating my ability to think independently about my legal p...”
In Business Since 2019
Licensed, BBB Rating: A
Accepts Cash, Check
Serving Downey Area
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The Hayes Law Firm

The Hayes Law Firm

(30)
Power of Attorney, Estate Planning Documents, Asset Protection
“My husband and I needed to create a trust because I had a rental property purchased prior to marriage that I wanted create very specific instructions for in our will.”
Family Business
Remote Consultations Available
In Business Since 2017
Licensed
729 Mission St #300, South Pasadena, CA
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Atlantic Tax Services

Atlantic Tax Services

(18)
  • Check
  • Team
  • Tax Return
“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...”
In Business Since 2010
Licensed, BBB Rating: A+
Free Initial Consultation
Accepts All Major Credit Cards
744 S Atlantic Blvd, East Los Angeles, CA
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Figueroa & Co

Figueroa & Co

(16)
Payroll Services, Incorporation Services, Small Business Accounting
“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”
In Business Since 2015
Licensed, BBB Rating: A+
Free Initial Consultation
Accepts All Major Credit Cards
338 S Rosemead Blvd #4953, Pasadena, CA
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Paul Carney CPA

Paul Carney CPA

(30)
  • Knowledge
  • Business
  • Team
“Although this is not Paul's area of expertise, he went out of his way to explain some of the benefits and drawbacks of delaying receiving SS, which was appreciated.”
In Business Since 1998
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
148 E Foothill Blvd # 100, Arcadia, CA
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OC Financial Services

OC Financial Services

(6)
Industries, Services For Quickbooks, Tax Services
“Very helpful abnd friendly workers”
Free Initial Consultation
In Business Since 2003
Licensed, BBB Rating: A+
Transparent Fees & Pricing
2330 W Valencia Dr, Fullerton, CA
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Retirement Planning and Investment Management Services in Downey, CA Cost Estimates

Minimum cost
$1176
Maximum cost
$9996
National Average
$3528
Avg Per Hour Rates
$353
$2352
$6468
Fair price range is based on 308 cost profiles
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Average Cost $3528
Minimum cost $1176
Maximum cost $9996
Avg Per Hour Rates $353

Fair range $2352 to $6468 is based on 308 cost profiles.

Why these companies made our list

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