Best Financial Advisors in Redondo Beach, CA

The highest-rated Financial Planning & Wealth Management companies out of 103 vetted & reviewed in the Redondo Beach area.

Trnxn Company

Trnxn Company

(4)
“Trnxn handles all of our POS and credit card processing for our 5 restaurants and we are very happy with the pricing and service they provide.”
In Business Since 2021
Transparent Fees & Pricing
Emergency Services
2901 West Coast Hwy Suite 200, Newport Beach, CA
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Tax Professionals

Tax Professionals

(14)
Individual, Insurance, Wealth Management
“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.”
In Business Since 1999
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Redondo Beach Area
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Ameri Tax Service

Ameri Tax Service

(29)
Services, Bookkeeping, Planning
“Magolshia was so helpful and nice to talk to she made sure and double checked everything I definitely got mine and my gf's money's worth big returns when we were worried about oweing definitely the right place to go.”
In Business Since 2006
Transparent Fees & Pricing
Accepts All Major Credit Cards
3327 E 7th St, Long Beach, CA
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Kim R. Coyle CPA & Associates Orange County CPA

Kim R. Coyle CPA & Associates Orange County CPA

(18)
Tax Preparation, Services For Individuals, Personal Financial Planning
“He outlined very clearly and concisely exactly what I needed to get to him and then gave me an exact quote for what it would cost (which is on par, if not a bit lower than other CP As I have used in the past).”
In Business Since 2005
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
4972 Warner Ave #201, Huntington Beach, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(30)
Individuals, Financial Statements, Bookkeeping
“This company is the Very best, they are Professionals in every sense of the word, the Office staff is friendly and knowledgeable, they help You understand the entire process and are always willing to answer any questions that You may have, and Ted i...”
In Business Since 2007
Accepts All Major Credit Cards
784 Redondo Ave, Long Beach, CA
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Montagna & Associates

Montagna & Associates

(1)
Services For Individuals, Services For Quickbooks, Industries
“If you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business.”
In Business Since 1989
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards
1101 Dove St #190, Newport Beach, CA
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Secure One Financial

Secure One Financial

(30)
  • Questions
  • Payment
  • Needs
“Customer service is excellent they walk you through the whole process and constantly check up on you and make sure that everything is well on your end thank you for your great help have a good outlook on the future financial”
In Business Since 2019
5000 Birch St W Tower, Suite 3000, Newport Beach, CA
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Leverlaw – Law Offices of Steven B. Lever

Leverlaw – Law Offices of Steven B. Lever

(30)
  • Financial
  • Payments
  • Communication
“Before, finding Steven Lever I had another Bankruptcy Lawyer with respect I will not say his name and what happened was a debt collector from my loan sue me so I told him that there was a summons against me.”
In Business Since 1993
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
200 Pine Ave #620, Long Beach, CA
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Gardena Financial

Gardena Financial

(29)
Individual Tax, Tax Preparation Fee, Tax Problem
“Unlike many other tax accountants, such as the one my ex hired, who would get the paper work from us, and send us back home after a brief conversation, then call us to pick up our tax return once done, Kiak started my tax by an interesting financial ...”
In Business Since 2005
Transparent Fees & Pricing
Accepts All Major Credit Cards
1516 W Redondo Beach Blvd, Gardena, CA
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First Class Counsel

First Class Counsel

(22)
Benefits of a Trust, Last Will and Testament, Trust Litigation
“After deciding to move forward with pre litigation, Andrew navigated through negotiations with the trustee's lawyer with expertise and care, ensuring that I received a settlement that was financially rewarding.”
In Business Since 2017
4701 Von Karman Ave Ste 100, Newport Beach, CA
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S D Cooper Co

S D Cooper Co

(1)
“I did this in 2013 and now have a very successful business that will provide for many years of great income.”
In Business Since 2004
Transparent Fees & Pricing
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
18141 Beach Blvd # 300, Huntington Beach, CA
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Integrity Wealth Management

Integrity Wealth Management

Investment Oversight Service, Insurance Planning, Client Services & Communications
“Welcome to Integrity Wealth Management. Integrity is not just our name, it is the standard by which we live. Integrity Wealth Management is a comprehensive financial services firm committed to helping our clients achieve long-term financial success. ...”
In Business Since 2010
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
3991 MacArthur Blvd, Newport Beach, CA
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Homeconstructionloan.com / Arroyo Consulting Group

Homeconstructionloan.com / Arroyo Consulting Group

(30)
Builder Selection/Vetting, Vendor Negotiations, Project Review/Analysis
“My husband and I purchased a tear down home and after looking, but not finding a workable construction loan from the national mortgage lenders, we were referred to Homeconstructionloan through one of my husbands colleagues; he had used Ty Kirkpatrick...”
In Business Since 1999
4000 MacArthur Blvd Suite 600, Newport Beach, CA
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Scalco Financial

Scalco Financial

(10)
Investment Planning, Income Protection and Asset Preservation, Insurance Planning
“As a self-employed small business person, he prepared my tax returns quickly when I needed to get them done in order to have the best information available when applying for SBA programs.”
In Business Since 2016
Accepts Cash, Check
Licensed, BBB Rating: A+
207 E Broadway UNIT 201, Long Beach, CA
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Weaver Consulting Group

Weaver Consulting Group

(19)
  • Investments
  • Business
  • Future
“My family has been receiving financial guidance and support from Andrew and Weaver Consulting for almost a year now, and we really appreciate the attention to detail, and the consistent check-ins.”
In Business Since 2016
Family Business
CRPC, CRPC, CRPC Certified
101 Main St Suite 220, Huntington Beach, CA
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Corey Tax Services

Corey Tax Services

(14)
Individual Tax Services, Creating Business Entities, Bookkeeping & Payroll Services
“The two generations of knowledge, diligence, and professionalism give me confidence in the service received and comfort from the assurances that backs his work.”
In Business Since 2012
Family Business
Serving Redondo Beach Area
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Shenouda & Associates

Shenouda & Associates

(8)
Services For Individuals, Quickbooks Services, Tax Services
“Shenouda & Associates LLP has performed outstanding accounting and tax preparation for all my small business and personal needs, and I would highly recommend Shenouda & Associates accounting services to anyone.”
In Business Since 1993
Free Initial Consultation
Transparent Fees & Pricing
18377 Beach Blvd Ste 222, Huntington Beach, CA
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Finn Financial Group

Finn Financial Group

(7)
For Injury Victims, Business, Property & Landowners, Additional Services
“When someone like myself or anyone is going through difficult situations and circumstances, having the opportunity to be set up for life with a great structured settlement, makes life a whole lot easier to cope with and just one huge less worry!”
In Business Since 2011
Family Business
Transparent Fees & Pricing
260 Newport Center Dr # 100, Newport Beach, CA
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Retirement Planning Newport Beach | Miramontes Capital

Retirement Planning Newport Beach | Miramontes Capital

(18)
  • Team
  • Company
  • Goals
“Miramontes Capital offers thoughtful financial advice, and they really take the time to understand people's goals in order to help them maximize their investments – rather than provide a “one-size-fits all” approach like some companies do.”
In Business Since 2015
4701 Teller Ave, Newport Beach, CA
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R. M. White & Associates

R. M. White & Associates

(1)
Business Services, Industries, Services For Quickbooks
“They handle my business books and have been doing a great job for a long time now.”
In Business Since 1988
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
23 Corporate Plaza Dr STE 150, Newport Beach, CA
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Genwealth

Genwealth

(9)
Industries
“Shawn Davenport and his team showed great expertise in addressing my circumstances, making sure that I was completely compliant with the IRS and also setting me on an individualized plan for financial success.”
In Business Since 2013
Transparent Fees & Pricing
3711 Long Beach Blvd #810, Long Beach, CA
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McLellan, John W. CPA

McLellan, John W. CPA

(1)
Services For Individuals, Quickbooks Services, Tax Services
“He is smart, efficient and very knowledgeable about all aspects of tax planning.”
In Business Since 2003
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards, Check
Serving Redondo Beach Area
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Enso Group

Enso Group

(12)
  • LED
  • Building
  • Tax
“We needed a number of additional fixtures to be installed and wired in our facility, so that added to the job somewhat, compared with a straightforward lamp swap, but even so, I have spent very little time on the project beyond the initial walk throu...”
In Business Since 2019
Family Business
100 W Broadway Suite 3000, Long Beach, CA
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Moneydrs Financial & Insurance Solutions

Moneydrs Financial & Insurance Solutions

(7)
Asset & Income Protection, Business Owner Services, Investment Planning
“John helped me understand my financial weaknesses, encouraged me to build my emergency fund, encouraged me to start a new real estate career, encouraged me to start a new business, and plan for future finances to ensure my wife, son and I are fully ...”
In Business Since 2003
Free Initial Consultation
4695 MacArthur Ct 11th Floor, Newport Beach, CA
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Retirement Planning and Investment Management Services in Redondo Beach, CA Cost Estimates

Minimum cost
$1095
Maximum cost
$9302
National Average
$3284
Avg Per Hour Rates
$329
$2189
$6019
Fair price range is based on 550 cost profiles
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Average Cost $3284
Minimum cost $1095
Maximum cost $9302
Avg Per Hour Rates $329

Fair range $2189 to $6019 is based on 550 cost profiles.

Why these companies made our list

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