Best Financial Advisors near Alhambra, CA
We have 2 firms in Alhambra on file, and both are on this list, along with 13 from towns including Pasadena (2, 5 mi), Los Angeles (2, 16 mi) and East Los Angeles (1, 4 mi).
7 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
E H Financial Group
Atlantic Tax Services
“Great service and they got me a good refund , I'm happy I don't have to pay 😀 …”
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Jeung Agency
“Stephen is great to work with and listens to all of my needs.”
The Agency
“I've been doin my taxes here for about 3 years now n so far i love the service n my refunds😆, fair pricing n Alfred n the lovely ladies r so friendly&kind to speak to.”
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Empress Investment Group
“This is my first time working with an investment group and I am very happy with Empress.”
The 15 firms listed for Alhambra, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Alhambra, CA
13 of the 15 firms on this page have a rating, from 4.4 to 5.0 across 1,029 reviews; 4 have 50 or more reviews and 12 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), quality (75%) and responsiveness (75%). 7 are open on Saturdays. The services the firms on this page list most often on their websites are small business accounting (3), all accounting services (2), incorporation services (2), quickbooks services (2) and wealth management (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 37 years. 1 offers payment plans and 5 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 13 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Alhambra listed here?
2 of the 15 firms are located in Alhambra. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Figueroa & Co
“I have been a customer for many years for my two businesses and my personal taxes.”
Edwin Does Taxes
“Great customer service, clear explanation and really just a pleasure to meet Edwin.”
Herbert Financial Group - Empowering Business Owners
“Their expertise in financial management has empowered me to make informed decisions and navigate investments effectively.”
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Tax Legend
“This is my 3rd year filing with tax legend and I wouldn't go any other place… they treat me like family and it is a very welcoming environment but at the same time professional I love it here !!”
Econosolutions
“They filed my corporate papers, obtained all the necessary Business licenses and permits.”
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Maytor Business Solutions INC
“Very professional and efficient, I highly recommend them, satisfied 💯 with their good service.”
Anthony Sykes and Company
“His timelines in getting the taxes filed, and responsiveness to emails show his level of commitment to customer service.”
Lake Avenue Financial
“Working with money and finances can be extremely stressful and he has made our life so much easier by his effective, comprehensive and supportive counsel.”
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Velin & Associates Los Angeles CPA Firm
“He helped me to crunch numbers on some complicated business deals I am in and gave advice on the best way to handle the money.”
Why these companies made our list
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