Best Financial Advisors in Arcadia, CA

The highest-rated Financial Planning & Wealth Management companies out of 115 vetted & reviewed in the Arcadia area.

Paul Carney CPA

Paul Carney CPA

(49)
  • Knowledge
  • Corporate
  • Estate
“They are a boutique firm that offers personalized service to their clients- you are not just a name on a roster- they actually know details of your business when you call.”
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 2000
Transparent Fees & Pricing
148 E Foothill Blvd # 100, Arcadia, CA
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Tax Preparation Etc by Cam

Tax Preparation Etc by Cam

(12)
“I have gone to Cam for 4 years now and he always does a great job!”
Accepts Cash only
In Business Since 2013
136 E Santa Clara St #2, Arcadia, CA
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CSI Wealth Management

CSI Wealth Management

(1)
“Had my taxes prepared here for the first time and they are wonderful.”
CFP, CFP Certified
20+ Years Experience
20 E Foothill Blvd #100, Arcadia, CA
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Du Tax & Accounting

Du Tax & Accounting

(1)
“Accountants work conscientiously and responsibly and are amiable to others.”
Free Initial Consultation
In Business Since 2014
236 E Foothill Blvd #E, Arcadia, CA
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Brown George R CPA

Brown George R CPA

Bookkeeping, Individuals, Payroll Services
Emergency Services
In Business Since 1990
2431 S 8th Ave, Arcadia, CA
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Stewardship Financial

Stewardship Financial

Special Needs Planning, Ten Questions to Ask Your Advisor, Complimentary Second Opinion Service
“In both of these practice areas, I am passionate about helping to ensure broad diversification, reduce expenses and manage taxes for the benefit of my clients. I welcome the opportunity to provide a fully integrated wealth management proposal, or car...”
Transparent Fees & Pricing
In Business Since 2020
440 E Huntington Dr # 300, Arcadia, CA
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Moline Jr Norman L CPA

Moline Jr Norman L CPA

Business Tax Returns, Financial Statements, Trustee & Executor
“Professional tax, accounting and fiduciary services.”
In Business Since 1990
301 E Foothill Blvd Suite 202, Arcadia, CA
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Colton Wealth Management

Colton Wealth Management

“Scott and Josh are highly skilled financial planners who bring a unique combination of expertise as Certified Financial Planners® (CFP®) and Certified Public Accountants (CPA). With their extensive background in tax and planning, they offer a compreh...”
Transparent Fees & Pricing
In Business Since 2011
148 E Foothill Blvd # 201, Arcadia, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Office
  • File
  • Team
“I thought I would have to pay back for my taxes but with his help, I don't have to worry about that.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2014
Accepts All Major Credit Cards
744 S Atlantic Blvd, East Los Angeles, CA
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The Hayes Law Firm - Estate Planning & Probate Attorneys

The Hayes Law Firm - Estate Planning & Probate Attorneys

(48)
Estate Planning Documents, Estate Plan, Probate Administration
“Bill presented an incredible amount of useful information in that one hour workshop and gave attendees the option of scheduling a phone consultation to ask any questions about my specific situation.”
Family Business
Licensed
Remote Consultations Available
In Business Since 2019
729 Mission St UNIT 300, South Pasadena, CA
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The Agency

The Agency

(48)
  • Company
  • Receptionist
  • Credit
“The waiting time for my appointment it was less than 10m due to the extra questions from previous clients, the office is kind of hidden but who cares when what you need is an honest, and loyal company”
Free Initial Consultation
10+ Years Experience
1315 W Covina Pkwy, West Covina, CA
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Figueroa & Co

Figueroa & Co

(18)
Incorporation Services, Quickbooks Services, Business and Financial Consulting
“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.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2017
Accepts All Major Credit Cards
338 S Rosemead Blvd #4953, Pasadena, CA
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HRL TAX Solutions

HRL TAX Solutions

(24)
Business Advisory Services, IRS Liens, Forensic Accounting
“Before we went to Henry we tried to get help with Optima Tax Relief claiming to help us with our tax matter, they ripped us off and caused so much stress and anxiety.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2014
Remote Consultations Available
100 Barranca St Suite 409, West Covina, CA
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Elite Accountants Group

Elite Accountants Group

(29)
Business Taxes Preparation, Financial Planning, Small Business Accounting
“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
956 N Grand Ave, Covina, CA
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Edwin Does Taxes

Edwin Does Taxes

(36)
  • Happy
  • Doubt
  • Informative
“Edwin does taxes , company and all of the people works there are great and helpful I started with my taxes filing and other matters to take care by Edwin does taxes 2019, 2020 and will continue use Edwin does taxes for any tax matter.”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
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TIR Public Adjusters

TIR Public Adjusters

(22)
Roof Damage Insurance Claims, Business Property Damage, Wind Damage Insurance Claims
“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.”
Licensed
Free Initial Consultation
In Business Since 2015
Emergency Services
401 N Kenwood St #304, Glendale, CA
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Pacific Accounting Group

Pacific Accounting Group

(31)
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.”
Offers Financing Options
Licensed
Transparent Fees & Pricing
In Business Since 2021
80 S Lake Ave Suite 640, Pasadena, CA
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Accounting & Tax Solutions

Accounting & Tax Solutions

(21)
Back Taxes, IRS Wage Levy, Tax Problems
“Working with the tax professional Veronica Baray was a delight she was very patient and understanding I had so many questions about different forms other then my W2 I had 1099-misc and the previous year I had 1099-R but she was very polite and answer...”
Licensed
In Business Since 2003
Accepts All Major Credit Cards, Check
Serving Arcadia Area
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Golden Legacy Estate Planning

Golden Legacy Estate Planning

(24)
Conservatorship, Trust Administration, Estate Planning
“I spoke with Amber who helped me throughout the process, she spoke to realistically and told me how the outcome might be and told me how to approach everything.”
Licensed, BBB Accredited
In Business Since 2019
Locally Owned & Operated
11455 Paramount Blvd Suite J, Downey, CA
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Calvary Tax Service

Calvary Tax Service

(6)
“) 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!”
Licensed, BBB Rating: A+
Coupons & Offers
In Business Since 2012
Accepts All Major Credit Cards
1135 E Rte 66 #108, Glendora, CA
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Jeff Huang CPA

Jeff Huang CPA

(12)
  • Tax Advice
  • Accountant
  • Questions
“He and his firm are highly knowledgeable on both personal and business tax laws and he is always very patient to answer our questions and explain our options on many situations.”
Licensed
Offers Financing Options
In Business Since 2008
Transparent Fees & Pricing
1641 W Main St #218, Alhambra, CA
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James F. Hundshamer, Certified Public Accountant

James F. Hundshamer, Certified Public Accountant

(3)
Business Services, Quickbooks, Services For Individuals
“Helped reduce what I owed on my taxes this year and got me on the right track for next year.”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1993
223 S Glendora Ave #101, Glendora, 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.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2008
Transparent Fees & Pricing
100 N Citrus St #325, West Covina, CA
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Dennis J Tisdale, CPA

Dennis J Tisdale, CPA

(1)
Advisory Services, Personal Financial Planning, Payroll Services
“Answered my questions ON TAX DAY, rather complicated and he helped me get to the bottom of my concerns.”
Licensed, BBB Rating: A+
In Business Since 1987
Remote Consultations Available
Serving Arcadia Area
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Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Average price range is based on 874 cost profiles
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National Average $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Average price range $2080 to $5720 is based on 874 cost profiles.

Why these companies made our list

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