Lancaster, CA

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Best Financial Advisors in Lancaster, CA

The highest-rated Financial Planning & Wealth Management firms out of 220 vetted & reviewed in the Lancaster area.

Revolution Financial Management/Wfg

Revolution Financial Management/Wfg

(12)
World-Class Business Platform You Have Access to the Industry’s Most Powerful Business Platform Where, From Day One, You Receive the Support and Systems Needed to Get Started and Grow at Every Level., Robust Compensation Program Associates Are Rewarded With One of the Industry’s Most Robust Compensation Plans on a Diversified Product Portfolio., Available to Anyone Revolution Opens the Door to Success For Anyone Who Has the Spirit and Desire to Make a Better Life as a Financial Professional.
“I love this office and what they do for families❣ Thank you Neyssa for taking the time to share your knowledge about getting better with my finances ♥”
In Business Since 2002
42442 10th St W Suite D, Lancaster, CA
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Evans Family Consulting

Evans Family Consulting

(8)
“Love how friendly the staff is, I'm a single mother who only wants the best for my daughter and to know that she will be protected after I'm gone .”
Se Habla Español
In Business Since 2020
Serving Lancaster Area
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New Day Financial & Insurance Solutions

New Day Financial & Insurance Solutions

(1)
“New Day Financial helps find effective solutions for financial hardships & planning.”
In Business Since 2011
Serving Lancaster Area
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Investment Adviser Associate, Crown Capital Securities, L.P.

Investment Adviser Associate, Crown Capital Securities, L.P.

(1)
“Easy and priced fair notary, polite and funny guy.”
1210 W Ave J, Lancaster, CA
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Martin & Company, Tax and Wealth Advisors

Martin & Company, Tax and Wealth Advisors

(1)
Testimonials, Team
“Everyone I've dealt with there is on their game, and Daniel answered all of our many questions.”
In Business Since 2014
Serving Lancaster Area
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Edwin Does Taxes

Edwin Does Taxes

(19)
  • Questions
  • Team
  • Happy
“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.”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
i
OCM Investments

OCM Investments

(1)
“Also, here's a picture of the building being torn down by a crane.”
Licensed, BBB Rating: A+
In Business Since 2010
333 S Grand Ave # 28, Los Angeles, CA
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One Wealth Management

One Wealth Management

(3)
Fee-Based Financial Planning, Borrowing, Insurance
“The OWM team is always professional, knowledgable and personable in helping me get my finances in order to start a business while keeping my retirement plan on track.”
In Business Since 2007
233 Wilshire Blvd # 550, Santa Monica, CA
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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.”
Accepts All Major Credit Cards
In Business Since 2013
3858 E Colorado Blvd #200, Pasadena, CA
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Albitz/Miloe & Associates

Albitz/Miloe & Associates

(1)
“We could not be happier with them; we sleep better at night knowing the Albitz/Miloe team is always there for us.”
Accepts Cash
Licensed
In Business Since 2008
23133 Hawthorne Blvd Suite 305, Torrance, 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 2006
700 N Brand Blvd #640, Glendale, CA
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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.”
Transparent Fees & Pricing
In Business Since 2018
5150 Pacific Coast Hwy Suite 200, Long Beach, CA
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Legacy Financial

Legacy Financial

(1)
“People you can trust.”
In Business Since 2014
17215 Studebaker Rd #331, Cerritos, CA
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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.”
CA Insurance Lic# - 0A61452
In Business Since 2012
4450 Lakeside Dr Suite 350, Burbank, CA
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Gerber & Co

Gerber & Co

(15)
International Tax Planning, Tax Planning, Estate & Gift Planning
“Our preparer, Tawny, has been doing our taxes for 20-25 years now and never fails to impress us with her devotion to getting the job done graciously and accurately.”
Accepts All Major Credit Cards
Family Business
Licensed, BBB Rating: A+
In Business Since 2009
1880 Century Park East Second Floor, Los Angeles, CA
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TIR Public Adjusters

TIR Public Adjusters

(15)
Mold Damage Insurance Claims, Vehicle Impact Damage to Building, Tornado Damage Insurance Claims
“His calm demeanor throughout the long negotiations with the insurance company was a source of comfort as my partners learned of the many avenues they had available to advocate on our behalf.”
Free Initial Consultation
Below Average Price Tag
Emergency Services
• License #2K72405
401 N Kenwood St #304, Glendale, CA
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Atlantic Tax Services

Atlantic Tax Services

(13)
  • Check
  • Company
  • 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...”
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2009
744 S Atlantic Blvd, East Los Angeles, CA
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Retirement Planning and Investment Management Services Estimated Cost in Lancaster, CA 2022

Minimum cost
$1100
Maximum cost
$9350
National Average
$3301
Avg Per Hour Rates
$330
$2200
$6051
Fair price range based on 218 cost profiles
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Average Cost $3301
Minimum cost $1100
Maximum cost $9350
Avg Per Hour Rates $330

Fair range $2200 to $6051 is based on 218 cost profiles.

Why these companies made our list

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