Best Financial Advisors in Placentia, CA

The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Placentia area.

Marion Douglas Financial and Insurance Services

Marion Douglas Financial and Insurance Services

(1)
Employer Retirement Planning, Employee Benefits, Estate & Gift Tax Planning
“Great company!”
In Business Since 2021
Transparent Fees & Pricing
151 N Kraemer Blvd Ste 206, Placentia, CA
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Martir Financial Group

Martir Financial Group

(2)
“Long story short - My taxes were being handled by my parents accountant, and I felt like I was put on the back burner.”
10+ Years Experience
Free Initial Consultation
1620 N Placentia Ave #200, Placentia, CA
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FI TAX Planning

FI TAX Planning

“Serving Southern California, FI (Financial Insight) Tax Planning is here for you, your family, and your business! We know that taxes touch all areas of your finances, so we take a comprehensive financial planning approach to thoroughly ...”
Free Initial Consultation
In Business Since 2018
Transparent Fees & Pricing
550 W Orangethorpe Ave suite t, Placentia, CA
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SVL Holding Corporation

SVL Holding Corporation

Financial Advisors, Individuals & Families, Institutions
“Founded in 1987, SVL Investment Management has spent the last three decades refining its strategies with the goal of helping its clients prosper and enhance their investment returns. We work with each client to formulate an individualized portfolio b...”
In Business Since 2008
1620 N Placentia Ave # 100, Placentia, CA
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Ken Palmer CPA

Ken Palmer CPA

“Then, I respond to your needs. Based on professional training and experience, options are presented. Goals are defined and plans of action are identified. Upon request, a clear written plan of action you can refer to time and again is provided. An in...”
In Business Since 2018
Free Initial Consultation
319 E Palm Dr C, Placentia, CA
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John F Day EA

John F Day EA

“John F. Day, Ea Is a Federally-Licensed Tax Professional Specializing in Tax Preparation Services and Licensed to Represent Taxpayers Before the Internal Revenue Service. John Has Over 27 Years of Experience Providing Tax and Audit Services for Busin...”
In Business Since 2022
Free Initial Consultation
151 N Kraemer Blvd Suite 230, Placentia, CA
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Sovereign Group

Sovereign Group

In Business Since 2021
1050 E Yorba Linda Blvd Suite #203A, Placentia, CA
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Modern Wealth Law

Modern Wealth Law

(30)
  • Information
  • Understand
  • Patient
“I truly appreciated his candidness about what I would need, his pricing structure but also about how to choose the correct lawyer for my needs whether I used him or not!”
Accepts Check, Cash, All Major Credit Cards
In Business Since 2019
Licensed
2600 Michelson Dr Suite 950, Irvine, CA
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Gonzalez Cpa, A Professional Corporation

Gonzalez Cpa, A Professional Corporation

(14)
  • Team
“Wesley is extremely knowledgeable when it comes to real estate tax questions and his expertise has not been beat out by any other cpa or tax person i have ever met.”
Transparent Fees & Pricing
In Business Since 2005
Licensed, BBB Rating: A+
17782 17th St #111, Tustin, CA
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OC Financial Services

OC Financial Services

(6)
Industries, Notary Services, Tax Services
“Very helpful abnd friendly workers”
Accepts All Major Credit Cards
In Business Since 2001
Licensed, BBB Rating: A+
Transparent Fees & Pricing
2330 W Valencia Dr, Fullerton, CA
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Ameriestate Legal Plan

Ameriestate Legal Plan

(30)
Elder Abuse, VA Benefits
“Additionally, another few weeks passed before I received a call from someone (notary public) wanting to set up a meeting the next day for witnesses to sign the documents.”
In Business Since 1999
Transparent Fees & Pricing
3525 Hyland Ave #150, Costa Mesa, CA
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Smartcpa - Anaheim

Smartcpa - Anaheim

(26)
New Business Entity Formation, Cash Flow Management, Strategic 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.”
Free Initial Consultation
In Business Since 2007
ATTORNEYS Certified
Family Business
518 S Brookhurst St Ste 4, Anaheim, CA
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Scott Storace, Branch Manager, Nmls: 226339

Scott Storace, Branch Manager, Nmls: 226339

(30)
Execution Excellence, Monitoring Your Mortgage and Beyond, Mortgage Calculator
“If you are looking for a lender that is professional, has excellent customer service, great rates, and does not compromise on his integrity, Scott is your man.”
In Business Since 2022
202 Fashion Ln # 223, Tustin, CA
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Rescue One Financial

Rescue One Financial

(30)
  • Options
  • Quality of the Service
  • Debt Consolidation
“In all seriousness I was really struggling to pay off my balances and they guided on lowering my debt as well as how to pay them off in a timely manner.”
In Business Since 2010
Free Initial Consultation
16842 Von Karman Ave Ste 300A, Irvine, CA
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Sense Financial Services

Sense Financial Services

(30)
  • Job
  • Real Estate Investor
  • Research
“Dmitriy Fomichenko was participating at Marshall Reddick Real Estate webinar and was sharing a straightforward guide how to do just that with a retirement account.”
In Business Since 2011
Transparent Fees & Pricing
155 N Riverview Dr #100, Anaheim, CA
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Kim R. Coyle CPA & Associates Orange County CPA

Kim R. Coyle CPA & Associates Orange County CPA

(18)
Setup an LLC, Personal Financial Planning, Financial Audits
“I surely recommend Kim and His team very Professional and reliable I have sent my kids who already incorporated to Work to make their Income taxes with Kim .”
Transparent Fees & Pricing
In Business Since 2003
Accepts All Major Credit Cards
Offers Financing Options
4972 Warner Ave #201, Huntington Beach, CA
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Ayoub & Associates CPA Firm

Ayoub & Associates CPA Firm

(19)
Business Service, Individual Service
“After a not-so-great experience with a previous accounting service, Joseph and his team helped us get on track and get our business in a better financial state in a very short period of time.”
Accepts Cash
In Business Since 2012
Licensed, BBB Rating: A+
4218 Green River Rd, Corona, CA
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Cindy Chin Realty Int'l

Cindy Chin Realty Int'l

(29)
  • Efficient
  • Real Estate Transactions
  • Work
“If you are looking in the Orange County area to buy a home or investment property, I highly recommend you contact her for your next real estate transaction.”
Offers Financing Options
In Business Since 2017
Emergency Services
19200 Von Karman Ave Ste 400, Irvine, CA
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Alex A. Accetta & Associates

Alex A. Accetta & Associates

IRS Payment Plan, IRS Liens, Buy Quickbooks and Save
“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 ...”
Transparent Fees & Pricing
In Business Since 1990
Licensed, BBB Rating: A+
Offers Financing Options
8840 Warner Ave STE 204, Fountain Valley, CA
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Five Star Bookkeeping and Taxes

Five Star Bookkeeping and Taxes

(7)
Tax Planning, Business Tax Returns, Financial Statements
“More than just the 5 stars that state their name.”
In Business Since 2014
Licensed, BBB Rating: A
5446 Riverside Dr, Chino, CA
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XOA Tax, CPA & Accounting Firm

XOA Tax, CPA & Accounting Firm

(22)
Business Clients, Bookkeeping, Individual Tax Preparation
“Uyen not only did an excellent job on my taxes, but she also maintained her word and returned my call within 24 hours of getting all the paperwork (taxes).”
In Business Since 2020
Free Initial Consultation
Serving Placentia Area
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EZ Choice Financial Corp

EZ Choice Financial Corp

(18)
Improve Credit Score, Build Credit Tools, Credit Dispute
“The CEO, Manny, was very friendly, and detailed, spending all the time to explain, and understand every detail, and advise on the best course of action.”
Transparent Fees & Pricing
18+ Years Experience
Licensed
Free Initial Consultation
18430 Brookhurst St Suite 202Q, Fountain Valley, CA
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Accountable Solutions

Accountable Solutions

(16)
Payroll Services Done Right, Bankruptcy Options That Work, Start a Business Smoothly
“They've not only helped us properly structure our accounting and finances for maximum tax benefit, they've also always been there when we've had a question or need.”
Accepts All Major Credit Cards
In Business Since 2011
Licensed
3151 Airway Ave Suite F109, Costa Mesa, CA
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Remedy Payment Solutions

Remedy Payment Solutions

(30)
  • Chargeback
  • Responsive
  • Pleasure
“Fortunately, we don't have many chargebacks but on the rare occasion we do- Timothy walks us through the process, collects all the info, goes to bat for us, etc.”
In Business Since 2019
17291 Irvine Blvd #325, Tustin, CA
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Retirement Planning and Investment Management Services in Placentia, CA Cost Estimates

Minimum cost
$1031
Maximum cost
$8758
National Average
$3091
Avg Per Hour Rates
$310
$2061
$5667
Typical price range is based on 522 cost profiles
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Average Cost $3091
Minimum cost $1031
Maximum cost $8758
Avg Per Hour Rates $310

Typical range $2061 to $5667 is based on 522 cost profiles.

Why these companies made our list

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