The highest-rated Financial Planning & Wealth Management companies out of 103 vetted & reviewed in the Redondo Beach area.
Learn how we score.
Prominent finalists A-Z in Redondo Beach
Ameri Tax Service
Corey Tax Services
Enso Group
Finn Financial Group
First Class Counsel
Gardena Financial
Genwealth
Homeconstructionloan.com / Arroyo Consulting Group
Integrity Wealth Management
Kim R. Coyle CPA & Associates Orange County CPA
Leverlaw – Law Offices of Steven B. Lever
McLellan, John W. CPA
Moneydrs Financial & Insurance Solutions
Montagna & Associates
Montue, Woodard & Associates
R. M. White & Associates
Retirement Planning Newport Beach | Miramontes Capital
S D Cooper Co
Scalco Financial
Secure One Financial
Shenouda & Associates
Tax Professionals
Trnxn Company
Weaver Consulting Group
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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.”
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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.”
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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.”
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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).”
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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...”
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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.”
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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”
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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.”
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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 ...”
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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.”
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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.”
“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. ...”
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Homeconstructionloan.com / Arroyo Consulting Group
“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...”
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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.”
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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.”
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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.”
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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.”
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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!”
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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.”
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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.”
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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.”
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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.”
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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...”
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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 ...”
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Retirement Planning and Investment Management Services in Redondo Beach, CA Cost Estimates