Best Financial Advisors in Rosemead, CA

The highest-rated Financial Planning & Wealth Management companies out of 159 vetted & reviewed in the Rosemead area.

Figueroa & Co

Figueroa & Co

(16)
Quickbooks Services, Payroll Services, Cloud Accounting
“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.”
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2015
338 S Rosemead Blvd #4953, Pasadena, CA
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Treveri Capital

Treveri Capital

(1)
Twitter, Instagram, Google
“He basically walked me through the entire process.”
In Business Since 2013
9132 Valley Blvd, Rosemead, CA
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If Simple, Business Financial Planning and Accounting

If Simple, Business Financial Planning and Accounting

In Business Since 2009
7220 Rosemead Blvd Suite 106, San Gabriel, CA 91775
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The Hayes Law Firm

The Hayes Law Firm

(30)
Estate Plan, Power of Attorney, Medi-Cal Asset Planning
“Hayes was extremely helpful and informative, especially since I was calling from NY and trying to get some guidance for my mother in laws situation in Santa Monica.”
Family Business
Accepts All Major Credit Cards
Emergency Services
Remote Consultations Available
729 Mission St #300, South Pasadena, CA
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Atlantic Tax Services

Atlantic Tax Services

(18)
  • Questions
  • Company
  • Check
“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 2012
744 S Atlantic Blvd, East Los Angeles, CA
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James F. Hundshamer, Certified Public Accountant

James F. Hundshamer, Certified Public Accountant

(3)
Tax Services, Quickbooks, Business Services
“Best in southern California I highly recommend”
Family Business
Accepts Check
Transparent Fees & Pricing
Offers Financing Options
223 S Glendora Ave #101, Glendora, CA
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Paul Carney CPA

Paul Carney CPA

(30)
  • Knowledge
  • Estate
  • Questions
“Although this is not Paul's area of expertise, he went out of his way to explain some of the benefits and drawbacks of delaying receiving SS, which was appreciated.”
Transparent Fees & Pricing
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 1998
148 E Foothill Blvd # 100, Arcadia, CA
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OC Financial Services

OC Financial Services

(6)
Industries, Notary Services, Business Services
“Very helpful abnd friendly workers”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
Licensed, BBB Rating: A+
2330 W Valencia Dr, Fullerton, CA
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Pacific Accounting Group

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.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Offers Financing Options
Licensed
80 S Lake Ave Suite 640, Pasadena, CA
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TIR Public Adjusters

TIR Public Adjusters

(15)
Business Interruption, Explosion Damage Insurance Claims, Business Property Damage
“Few months later he made the same insurance company, who was ignoring me, respond and pay for all the damages, packing, moving out, storage and housing.”
Emergency Services
Free Initial Consultation
Licensed
In Business Since 2015
401 N Kenwood St #304, Glendale, CA
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Edwin Does Taxes

Edwin Does Taxes

(29)
  • Team
  • Questions
  • Happy
“Edwin is a great tax preparer so I decided to move forward with his service again this year, only this time I was assisted by one of his other tax preparer while he was away from his office.”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
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Fathy & Associates

Fathy & Associates

(1)
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
Transparent Fees & Pricing
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2004
100 N Citrus St #325, West Covina, CA
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Calvary Tax Service

Calvary Tax Service

(4)
“) Following Jim's passing the staff at Calvary have continued providing the highly professional tax preparation services I've come to expect while maintaining a warn, and friendly environment!”
Accepts All Major Credit Cards
Coupons & Offers
Licensed, BBB Rating: A+
In Business Since 2012
1135 E Rte 66 #108, Glendora, CA
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Financial Counseling Center

Financial Counseling Center

(24)
  • Comfortable
  • Debt
  • Questions
“Michael is probabably the most knowledgeable person I have ever met in person, concerning the understanding of financial planning, and also economical and consumer statistics.”
Se Habla Español
In Business Since 2003
4311 Wilshire Blvd Ste 602, Los Angeles, CA
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Gardena Financial

Gardena Financial

(29)
Tax Problem, Tax Preparation Fee, Business Tax
“In a nutshell, he not only can get you a home loan but also ensure that it is aligned appropriately with other areas of my finances (taxes, retirement, etc).”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2005
1516 W Redondo Beach Blvd, Gardena, CA
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The Agency

The Agency

(23)
  • Informative
  • Matter
  • Call
“Everyone here is certified and do the best they can to help you in different aspects whether it's filing for taxes, repair of your credit, loans, etc.”
Free Initial Consultation
10+ Years Experience
1315 W Covina Pkwy, West Covina, CA
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Tandy Consulting

Tandy Consulting

(10)
Quickbooks Services, Payroll Benefits, Workers' Compensation Insurance
“Advises you on how to manage your books with a high level of ethics and understanding of the rules, provides suggestions, and is a wealth if knowledge!”
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
Accepts All Major Credit Cards
Serving Rosemead Area
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Econosolutions

Econosolutions

(2)
“👍Very knowledgeable and professional.”
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2008
348 E Olive Ave Suite H-1, Burbank, CA
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Accounting & Tax Solutions

Accounting & Tax Solutions

(18)
IRS Wage Levy, Tax Liens, Tax Preparation
“Prior to coming here I went to 2 other tax preparers to see if they could help me , and they were willing to fix my taxes for no less then 400 dollars .”
Accepts All Major Credit Cards, Check
Licensed
In Business Since 2003
Serving Rosemead Area
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Antonious and Associates Tax Consultants

Antonious and Associates Tax Consultants

(12)
Tax Planning, Back Taxes Owed, Tax Preparation
“Mr Antonious has been help my business bookkeeping; he has done an amazing job getting my books cleaned and capturing all expenses that other accountants never recommended.”
Free Initial Consultation
Offers Financing Options
In Business Since 2019
6131 Orangethorpe Ave #435, Buena Park, CA
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Hedtke Law Group

Hedtke Law Group

(29)
  • Patient
  • Questions
  • Bankruptcy
“Neil Hedtke is a great attorney that gave me the full rundown of my case and kept things easy to understand throughout the filing and gave me a fresh start.”
Free Initial Consultation
In Business Since 2012
336 ½ S Glendora Ave, West Covina, CA
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The Five Fold Group

The Five Fold Group

(6)
Tax Services, New Business Formation, Organization & Planning
“Great accounting & tax prep service!”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2018
3900 W Alameda Ave 12th floor, Burbank, CA
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Elite Accountants Group_loc2

Elite Accountants Group_loc2

(20)
Financial Planning, Quickbooks Online, Business Valuations
“Tax extension deadline was approaching and I had called several Tax offices without much success, but when I called Elite Accountants Group, Ahmad answered and an appointmen was made.”
Transparent Fees & Pricing
In Business Since 2012
Serving Rosemead Area
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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 2013
333 S Grand Ave # 28, Los Angeles, CA
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Retirement Planning and Investment Management Services in Rosemead, CA Cost Estimates

Minimum cost
$1044
Maximum cost
$8868
National Average
$3130
Avg Per Hour Rates
$313
$2087
$5739
Typical price range is based on 331 cost profiles
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Average Cost $3130
Minimum cost $1044
Maximum cost $8868
Avg Per Hour Rates $313

Typical range $2087 to $5739 is based on 331 cost profiles.

Why these companies made our list

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