The highest-rated Financial Planning & Wealth Management companies out of 192 vetted & reviewed in the La Habra area.
Learn how we score.
Prominent finalists A-Z in La Habra
Aguirre & Co
Alex A. Accetta & Associates
Ameri Tax Service
Atlantic Tax Services
CV Financial Services
Edwin Does Taxes
Fathy & Associates
Figueroa & Co
Financial Advisors Network
Gonzalez Cpa, A Professional Corporation
J & S Real Estate Investments
James F. Hundshamer, Certified Public Accountant
Kim R. Coyle CPA & Associates Orange County CPA
Melendez Company & Associates
Montue, Woodard & Associates
OC Financial Services
Pacific Accounting Group
Remedy Payment Solutions
Scott Storace, Branch Manager, Nmls: 226339
Sense Financial Services
Smartcpa – Anaheim
Tax Professionals
The Hayes Law Firm
XOA Tax, CPA & Accounting Firm
View Profile
Aguirre & Co
(1)
Quickbooks Services, Business Services, Services For Individuals
“They truly understand business and help your business grow.”
i
View Profile
J & S Real Estate Investments
(2)
“J&S Real Estate Investment LLC, is by far a trust worthy company to work with, the team goes above and beyond for you and will definitely help you if your home is in a hard rock situation.”
i
View Profile
CV Financial Services
(1)
“She is a great person so helpful honest and very informative I really recommend getting you any type of insurance”
i
View Profile
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.”
i
View Profile
The Hayes Law Firm
(30)
Probate Attorney, Estate Plan, Power of Attorney
“At a time right now in the pandemic there is so much uncertainty, this is as good a time as any to take a look at those options and have a plan in place for your present and future.”
i
View Profile
Atlantic Tax Services
(18)
Company
Tax Return
Team
“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...”
“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.”
i
View Profile
James F. Hundshamer, Certified Public Accountant
(3)
Quickbooks, Business Services, Services For Individuals
“Helped reduce what I owed on my taxes this year and got me on the right track for next year.”
i
View Profile
Tax Professionals
(14)
Insurance, Quickbooks Services, Tax Resolution
“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.”
i
View Profile
Smartcpa - Anaheim
(26)
Strategic Planning, Business Consulting, Tax Planning
“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.”
i
View Profile
Gonzalez Cpa, A Professional Corporation
(14)
Team
“I had originally come to John after being audited, since we had hired a company promising large returns and they were federally audited (and all their clients).”
i
View Profile
OC Financial Services
(6)
Business Services, Industries, Real Estate and Mortgage Loans Services
“Very profecional nice personal tha always helped with what we needed.”
i
View Profile
Ameri Tax Service
(29)
Bookkeeping, Tax Debt, Services For Non-Profits
“I know I can call anytime of the year with tax questions and they always get back to me and we have discussed many issues that come up during the year.”
i
View Profile
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.”
i
View Profile
Scott Storace, Branch Manager, Nmls: 226339
(30)
Communication is Key, Mortgage Calculator, Monitoring Your Mortgage and Beyond
“Scott Storace and West Capital Lending helped me refinance my home with efficiency, professionalism, and a personal touch that I find is missing from so many experiences.”
i
View Profile
Sense Financial Services
(30)
Trust
401k
Job
“I found an article on Bigger Pockets by Sense Financial after a long online search trying to find a company who offers Solo 401k (self directed IRA) for business owners.”
i
View Profile
Montue, Woodard & Associates
(30)
Financial Statements, Business Valuations, Financial Planning
“Im a first time client and the service here was great very professional even the receptionist at the front desk was nice, I got a great tax refund and it was filed fast, I will come here every year and tell a friend.”
i
View Profile
Kim R. Coyle CPA & Associates Orange County CPA
(18)
Succession Planning, Elder Care, Services For Individuals
“In fact if you need a full range of services that are often found in the big firms like Deloitte Touche Kim can will do it for a fraction of the price.”
i
View Profile
Alex A. Accetta & Associates
Bank Financing, Buy Quickbooks and Save, Get Your IRS File
“Welcome to Alex A. Accetta, CPA & Associates,Inc., one of the leading CPA firms in Orange County. For many years we have been providing our clients with a full range of business and personal tax services, financial planning services, estate planning ...”
i
View Profile
XOA Tax, CPA & Accounting Firm
(22)
Payroll, Business Clients, Accounting
“We also went back and forth through email to make sure I not only understood everything on my taxes, but to learn how to do things in the future as well.”
i
View Profile
Remedy Payment Solutions
(30)
Merchant Services
Payments
Chargeback
“We have been using a different merchant account for years now and up until we signed up with Remedy I thought that all merchant account companies are the same.”
i
View Profile
Fathy & Associates
(1)
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
i
View Profile
Edwin Does Taxes
(29)
Questions
Informative
Tax Preparer
“Edwin does taxes , company and all of the people works there are great and helpful I started with my taxes filing and other matters to take care by Edwin does taxes 2019, 2020 and will continue use Edwin does taxes for any tax matter.”
“His strategies are for sensible, steady gain, supported by his adept utilization of real estate in one form or another to diversify your portfolio along with the standard types of investments, by the expertise of Rohan Nakrani in the use of the Bloom...”
i
Retirement Planning and Investment Management Services in La Habra, CA Cost Estimates