Best Financial Advisors in Glendora, CA

The highest-rated Financial Planning & Wealth Management companies out of 175 vetted & reviewed in the Glendora area.

James F. Hundshamer, Certified Public Accountant

James F. Hundshamer, Certified Public Accountant

(3)
Business Services, Quickbooks, Services For Individuals
“Helped reduce what I owed on my taxes this year and got me on the right track for next year.”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1991
223 S Glendora Ave #101, Glendora, CA
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Calvary Tax Service

Calvary Tax Service

(4)
“) Following Jim's passing the staff at Calvary have continued providing the highly professional tax preparation services I've come to expect while maintaining a warn, and friendly environment!”
Licensed, BBB Rating: A+
Coupons & Offers
In Business Since 2010
Accepts All Major Credit Cards
1135 E Rte 66 #108, Glendora, CA
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Hedtke Law Group

Hedtke Law Group

(29)
  • Questions
  • Bankruptcy
  • Patient
“Neil Hedtke is a great attorney that gave me the full rundown of my case and kept things easy to understand throughout the filing and gave me a fresh start.”
Free Initial Consultation
In Business Since 2012
336 ½ S Glendora Ave, West Covina, CA
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Grand Capital Management

Grand Capital Management

(10)
The New Way to Invest- Fearless Investing, The Better Way to Financial Planning, The Only Way to Business Growth
“There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.”
In Business Since 2019
440 E Rte 66, Glendora, CA
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Vosberg Wealth Management

Vosberg Wealth Management

(3)
Real Estate Investing, Tax Planning, Retirement Planning
“When my wife and I started looking for a CFP over 12 years ago our top priorities were trust and knowledge.”
In Business Since 2018
224 W Foothill Blvd, Glendora, CA
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Fortune Financial Group

Fortune Financial Group

(3)
“Jorge has helped me and my family with retirement plans, life insurance, and living trusts.”
Licensed
In Business Since 2016
223 S Glendora Ave Suite 202, Glendora, CA
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Graves Financial Wealth Management

Graves Financial Wealth Management

(3)
Tax Planning, Retirement Planning, Estate Planning
“Fantastic people on top of everything, I wouldn't trust anyone else with my money.”
In Business Since 2013
180 N Pennsylvania Ave, Glendora, CA
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Mc Clure Investment Management

Mc Clure Investment Management

“Find investments that grow at a rate faster than inflation to increase the value of your portfolio. The process of investment management, however, is a bit more complex. We combine finance, common sense, a healthy dose of skepticism and over 20 years...”
In Business Since 2014
158 N Glendora Ave, Glendora, CA
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Arrowhead Wealth Advisors

Arrowhead Wealth Advisors

Community Involvement, Financial Planning
“Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particul...”
In Business Since 2018
1142 E Rte 66, Glendora, CA
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Loomis Financial

Loomis Financial

“Working with Loomis Financial will provide clarity with specific steps to empower you with the comprehensive knowledge, objective guidance, and continued encouragement necessary to reach your goals. Our integrated financial planning process focuses o...”
In Business Since 2017
440 E Rte 66, Glendora, CA
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Mondragon Advanced Planning

Mondragon Advanced Planning

“Pasion y Experiencia Paola Mondragon y su equipo tienen años de experiencia ayudando a familias a proteger su casa y planear para un mejor retiro, contamos con una variedad de soluciones para poder acomodar sus necesidades y entendemos que no hay 2 c...”
In Business Since 2022
1340 E Rte 66 Suite 206, Glendora, 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.”
Accepts All Major Credit Cards
In Business Since 1980
Transparent Fees & Pricing
Serving Glendora Area
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Figueroa & Co

Figueroa & Co

(16)
Quickbooks Services, Incorporation Services, Business and Financial Consulting
“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.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2017
Accepts All Major Credit Cards
338 S Rosemead Blvd #4953, Pasadena, CA
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Paul Carney CPA

Paul Carney CPA

(30)
  • Business
  • Accounting
  • Questions
“When asked to correct a lengthy problem with a looming deadline, Paul and crew quickly rose to the occasion and thankfully averted a greater problem or healthy fines.”
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 2000
Transparent Fees & Pricing
148 E Foothill Blvd # 100, Arcadia, CA
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Five Star Bookkeeping and Taxes

Five Star Bookkeeping and Taxes

(7)
Tax Planning, Payroll Services, Financial Planning
“More than just the 5 stars that state their name.”
Licensed, BBB Rating: A
In Business Since 2012
5446 Riverside Dr, Chino, CA
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Fathy & Associates

Fathy & Associates

(1)
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2004
Transparent Fees & Pricing
100 N Citrus St #325, West Covina, CA
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The Agency

The Agency

(23)
  • Matter
  • Informative
  • Family
“For 20 years we had another company, doing my taxes, very popular, and huge with good reputation of "get it right" but didn't go well with my taxes not taking care properly.”
Free Initial Consultation
10+ Years Experience
1315 W Covina Pkwy, West Covina, CA
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Accounting & Tax Solutions

Accounting & Tax Solutions

(18)
IRS Wage Levy, Back Taxes, Tax Problems
“Working with the tax professional Veronica Baray was a delight she was very patient and understanding I had so many questions about different forms other then my W2 I had 1099-misc and the previous year I had 1099-R but she was very polite and answer...”
Licensed
In Business Since 2001
Accepts All Major Credit Cards, Check
Serving Glendora Area
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A&B Garcia Tax Services

A&B Garcia Tax Services

(5)
“The Garcia's are awesome”
BRE# 01939005
In Business Since 1997
325 N 2nd Ave, Upland, CA
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Elite Accountants Group_loc2

Elite Accountants Group_loc2

(20)
Quickbooks Online, Financial Planning, Business Taxes
“Tax extension deadline was approaching and I had called several Tax offices without much success, but when I called Elite Accountants Group, Ahmad answered and an appointmen was made.”
Transparent Fees & Pricing
In Business Since 2012
Serving Glendora Area
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Galeano Professional Office

Galeano Professional Office

(1)
Tax Preparation, Tax Free Retirement Planning, Accounting / Bookkeeping
“More than 20 years of continuous great experiences doing both individual and our company's taxes with them.”
Licensed, BBB Rating: A+
In Business Since 1978
Family Business
12150 Ramona Ave #11, Chino, CA
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Accountability

Accountability

(1)
For Small Businesses, College Financial Planning, Tax Services
“Lin was incredibly helpful and knowledgeable.”
Licensed
In Business Since 1997
Accepts All Major Credit Cards
4413 Riverside Dr j, Chino, CA
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Gemini Professional Services

Gemini Professional Services

(2)
“Great decision, Christine and her staff are fantastic and offer great customer for working middle class family that needs thorough and professional tax services.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2015
Offers Financing Options
167 N 3rd Ave Ste K, Upland, CA
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HRL TAX Solutions

HRL TAX Solutions

(7)
Part-Time CFO Services, IRS Tax Relief, Strategic Business Planning
“Just a couple month ago, IRS not only levied my bank account, but also Sent my employer a wage garnishment letter demanding payments through my biweekly pay check.”
Transparent Fees & Pricing
In Business Since 2014
Offers Financing Options
Serving Glendora Area
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Retirement Planning and Investment Management Services in Glendora, CA Cost Estimates

Minimum cost
$1032
Maximum cost
$8771
National Average
$3096
Avg Per Hour Rates
$310
$2064
$5675
Average price range is based on 488 cost profiles
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Average Cost $3096
Minimum cost $1032
Maximum cost $8771
Avg Per Hour Rates $310

Average range $2064 to $5675 is based on 488 cost profiles.

Why these companies made our list

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