Best Financial Advisors in Hacienda Heights, CA

The highest-rated Financial Planning & Wealth Management companies out of 143 vetted & reviewed in the Hacienda Heights area.

Benson Liao Insurance & Financial Center

Benson Liao Insurance & Financial Center

(17)
Advanced Planning, Services, Products
“I had an issue with my life insurance loan that would've been a headache to tackle on my own, but she helped me resolve the issue by taking the time to explain the situation and walk me through each step of the process.”
Licensed
In Business Since 2002
17506 Colima Rd #200, Rowland Heights, CA
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EPA USA

EPA USA

“​ EPA USA Inc. is focused on partnering with financial institutions to create leading solutions for analytics and debt collection as a result of an innovative, committed and customer-focused culture.”
In Business Since 2019
18472 Colima Rd #202 E, Rowland Heights, 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.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1980
Serving Hacienda Heights Area
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The Hayes Law Firm

The Hayes Law Firm

(30)
Medi-Cal Asset Planning, Probate Administration, Probate Attorney
“Bill presented an incredible amount of useful information in that one hour workshop and gave attendees the option of scheduling a phone consultation to ask any questions about my specific situation.”
Accepts All Major Credit Cards
Licensed
Emergency Services
In Business Since 2017
729 Mission St #300, South Pasadena, CA
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Atlantic Tax Services

Atlantic Tax Services

(18)
  • Questions
  • Tax Return
  • 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
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2012
744 S Atlantic Blvd, East Los Angeles, CA
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Figueroa & Co

Figueroa & Co

(16)
Cloud Accounting, Business and Financial Consulting, Financial Services
“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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2015
338 S Rosemead Blvd #4953, Pasadena, CA
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James F. Hundshamer, Certified Public Accountant

James F. Hundshamer, Certified Public Accountant

(3)
Tax Services, Business Services, Quickbooks
“Best in southern California I highly recommend”
Accepts Check
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1989
223 S Glendora Ave #101, Glendora, CA
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Tax Professionals

Tax Professionals

(14)
Business, Tax Resolution, Insurance
“I am doing my taxes with them for two years, definitely I will get their help again and I would recommend you do it to get more refund, and have a safer mind.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1997
Serving Hacienda Heights Area
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OC Financial Services

OC Financial Services

(6)
Notary Services, Real Estate and Mortgage Loans Services, Business Services
“Thank you OC Financial Services for all your help with my taxes over the last few years.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2003
2330 W Valencia Dr, Fullerton, CA
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Paul Carney CPA

Paul Carney CPA

(30)
  • Estate
  • Accounting
  • Questions
“Paul and his team are great very Professional, we have been using there service since last 16 years for our corporate and personal return and we have been extremely happy .”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 1998
148 E Foothill Blvd # 100, Arcadia, CA
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Smartcpa - Anaheim

Smartcpa - Anaheim

(26)
Tax Audit Representation, Tax Planning, Tax Services
“They have some eagle-eyed member of staffs like Fatima and Susana who will help your business cut down losses from fraudulent and unauthorized transactions.”
Free Initial Consultation
ATTORNEYS Certified
Family Business
In Business Since 2007
518 S Brookhurst St Ste 4, Anaheim, CA
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Sense Financial Services

Sense Financial Services

(30)
  • Company
  • Team
  • 401k
“I discovered Sence Financial Services in an online forum and found their process to be extremely efficient, and their office extremely helpful, compared to other providers I'd looked into.”
Transparent Fees & Pricing
In Business Since 2011
155 N Riverview Dr #100, Anaheim, CA
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Pacific Accounting Group

Pacific Accounting Group

(30)
Tax Preparation, Bookkeeping
“The best part in my opinion is that he encourages that I keep my filings in order on a quarterly basis, that way when taxes are due, there is no rush to get everything in order.”
Accepts All Major Credit Cards
Licensed
Transparent Fees & Pricing
In Business Since 2017
80 S Lake Ave Suite 640, Pasadena, CA
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Edwin Does Taxes

Edwin Does Taxes

(29)
  • Team
  • Informative
  • Questions
“Edwin is a great tax preparer so I decided to move forward with his service again this year, only this time I was assisted by one of his other tax preparer while he was away from his office.”
In Business Since 2013
12950 Paramount Blvd #203, Downey, 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.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2004
100 N Citrus St #325, West Covina, 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!”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Coupons & Offers
In Business Since 2012
1135 E Rte 66 #108, Glendora, CA
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The Agency

The Agency

(23)
  • Questions
  • Credit
  • Team
“Everyone here is certified and do the best they can to help you in different aspects whether it's filing for taxes, repair of your credit, loans, etc.”
Free Initial Consultation
10+ Years Experience
1315 W Covina Pkwy, West Covina, CA
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Tandy Consulting

Tandy Consulting

(10)
Wealth Management, Quickbooks Services, Estate Planning
“Advises you on how to manage your books with a high level of ethics and understanding of the rules, provides suggestions, and is a wealth if knowledge!”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 2017
Serving Hacienda Heights Area
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Accounting & Tax Solutions

Accounting & Tax Solutions

(18)
Tax Preparation, Tax Problems, Unfiled Tax Returns
“Prior to coming here I went to 2 other tax preparers to see if they could help me , and they were willing to fix my taxes for no less then 400 dollars .”
Accepts All Major Credit Cards, Check
Licensed
In Business Since 2001
Serving Hacienda Heights Area
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Liberty Debt Relief

Liberty Debt Relief

(18)
Debt Consolidation, Private Student Loans
“Yes, my credit score has taken a dive from agreeing to this, but the money I have saved already each month has kept a roof over my family's head this year.”
Free Initial Consultation
In Business Since 2015
City Tower, 333 City Blvd W 17th FL, Orange, 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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Hedtke Law Group

Hedtke Law Group

(29)
  • Patient
  • Questions
  • Bankruptcy
“Had an amazing experience with Neil and his staff throughout this process, especially if it's your first time they help you and provide all information in professional way so you don't feel overwhelmed!”
Free Initial Consultation
In Business Since 2012
336 ½ S Glendora Ave, West Covina, CA
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Pacific International CPA

Pacific International CPA

(6)
Tax Services, Business Services, Services For Quickbooks
“As a small to medium size business owner I have come to rely on Pacific International's exertional support and trustworthy expertise, I would definitely recommend their services.”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2017
300 S Harbor Blvd #808, Anaheim, CA
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Elite Accountants Group_loc2

Elite Accountants Group_loc2

(20)
Financial Statements, Small Business Accounting, Individual 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 Hacienda Heights Area
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Retirement Planning and Investment Management Services in Hacienda Heights, CA Cost Estimates

Minimum cost
$1050
Maximum cost
$8917
National Average
$3148
Avg Per Hour Rates
$315
$2099
$5770
Typical price range is based on 457 cost profiles
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Average Cost $3148
Minimum cost $1050
Maximum cost $8917
Avg Per Hour Rates $315

Typical range $2099 to $5770 is based on 457 cost profiles.

Why these companies made our list

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