South Whittier, CA

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Best Financial Advisors in South Whittier, CA

The highest-rated Financial Planning & Wealth Management firms out of 372 vetted & reviewed in the South Whittier area.

Velin & Associates Los Angeles CPA Firm

Velin & Associates Los Angeles CPA Firm

(19)
Bookkeeping / Write-up, Financial Statments, Forensic Accounting
“We all know that filing taxes might be stressful especially during global pandemic BUT once you come to Velin & Associates Los Angeles CPA firm all your worries and stress GONE because you feel that from the moment you enter that place you made the b...”
In Business Since 2009
Serving South Whittier Area
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KO & LEE CPA

KO & LEE CPA

(11)
  • Fast
“From helping me understand the different taxes to reminding me when they are due as well as helping set up payroll and business licenses, I feel so lucky to have found them!”
In Business Since 2019
Serving South Whittier Area
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Anthony Sykes and Company

Anthony Sykes and Company

(4)
Incorporation Services, Small Business Accounting, Quickbooks Services
“Anthony has been my business and personal accountant for 5 years, he has always been responsive and flexible working around my hectic schedule.”
In Business Since 1990
Free Initial Consultation
Accepts All Major Credit Cards
Serving South Whittier Area
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La Mirada Financial

La Mirada Financial

(4)
  • Retirement
“I am so blessed to have his advice and wisdom to guide me in my retirement choices.”
Serving South Whittier Area
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Legacy Full Circle Financial

Legacy Full Circle Financial

(2)
“Thanks to the wonderful and skilled professionals here I finalized my moms and dad's retirement, planned ahead with life insurance and even got them a long-term care package that protects their medical needs when they will need them the most.”
In Business Since 2009
Free Initial Consultation
Licensed
Serving South Whittier Area
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OCM Investments

OCM Investments

(1)
“Also, here's a picture of the building being torn down by a crane.”
In Business Since 2013
Licensed, BBB Rating: A+
333 S Grand Ave # 28, Los Angeles, CA
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The Galeb Group

The Galeb Group

(8)
  • Retirement
  • Confident
  • Investment
“Is an outstanding advisor and as a young professional I feel confident and optimistic with him managing both my retirement and personal investment portfolios.”
In Business Since 2014
21515 Hawthorne Blvd 2nd floor, Torrance, CA
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Mash Accounting & Consulting

Mash Accounting & Consulting

(7)
Accountants, Commercial Services
“After working with another CPA for a few years I was referred to MASH.”
In Business Since 2011
Average Price Tag
500 N Central Ave #600, Glendale, CA
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One Wealth Management

One Wealth Management

(3)
Borrowing, Individual Retirement Planning, Fee-Based Financial Planning
“One Wealth Management has an awesome team; we are coordinating a combined NAIFA-California event for Life Insurance Awareness Month 2018 and with expert staff such as Vivian Kim, and Brandon Au the planning has been smooth.”
In Business Since 2006
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.”
In Business Since 2012
Accepts All Major Credit Cards
3858 E Colorado Blvd #200, Pasadena, CA
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Vosberg Wealth Management

Vosberg Wealth Management

(1)
Medicare, Process & Services, Tax Planning
“Brian Vosberg is a great financial advisor, keeping you informed on the world of wealth and how you assets are doing.”
In Business Since 2018
224 W Foothill Blvd, Glendora, CA
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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 2007
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.”
In Business Since 2018
Transparent Fees & Pricing
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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Nexgen Wealth Management

Nexgen Wealth Management

(1)
“I feel comfortable working with Nexgen and would recommend them to anyone looking for financial advice.”
In Business Since 2017
1930 S Brea Canyon Rd #120, Diamond Bar, 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.”
In Business Since 2012
Licensed
4450 Lakeside Dr Suite 350, Burbank, CA
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Gerber & Co

Gerber & Co

(15)
International Estate Planning, Audits, Reviews, Compilations & Forensic Accounting, Tax Planning
“It's a great family oriented environment where everyone works together as a team to provide professional, passionate and dedicated devotion to our clients financial wellbeing”
In Business Since 2010
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Family Business
1880 Century Park East Second Floor, Los Angeles, CA
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TIR Public Adjusters

TIR Public Adjusters

(15)
Wind Damage Insurance Claims, Water Damage Insurance Claims, Vehicle Impact Damage to Building
“This is a long story short, if you got screwed by Insurance companies and have a problem to get done everything right , Ashot is the key solution for this, very knowledgeable and friendly person, Highly recommended.”
In Business Since 2015
Free Initial Consultation
Below Average Price Tag
Licensed
401 N Kenwood St #304, Glendale, CA
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Atlantic Tax Services

Atlantic Tax Services

(13)
  • Company
  • Team
  • 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...”
In Business Since 2010
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Free Initial Consultation
744 S Atlantic Blvd, East Los Angeles, CA
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Retirement Planning and Investment Management Services Estimated Cost in South Whittier, CA 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 150 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Fair range $2080 to $5720 is based on 150 cost profiles.

Why these companies made our list

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