Best Financial Advisors in Alhambra, CA

The highest-rated Financial Planning & Wealth Management companies out of 122 vetted & reviewed in the Alhambra area.

JTC Accountancy Corp

JTC Accountancy Corp

(1)
Estate Planning, Tax Services - Tax Preparation, Elder Care
“Excellent and professional service I know i can count on this firm to assist and guide me with knowledgeable patient treatment”
In Business Since 2017
Offers Financing Options
Transparent Fees & Pricing
430 S Garfield Ave # 489, Alhambra, CA
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Paul Edmeier

Paul Edmeier

“Congratulations to Dr. Jessica Kay Edmeier, my daughter, on her graduation ceremony held Friday, May 20, 2022 at Pasadena Civic Auditorium in Pasadena, California where she was awarded a well-deserved Doctor of Veterinary Medicine (DVM) from Western ...”
In Business Since 2018
Free Initial Consultation
825 Westmont Dr, Alhambra, CA
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David Fung Cpas

David Fung Cpas

Non-Profit Organizations, Bank Financing, Tax Preparation
“Welcome to our website! If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We...”
In Business Since 1992
Offers Financing Options
Transparent Fees & Pricing
35 W Valley Blvd A, Alhambra, CA 91801
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Earthsign Financial

Earthsign Financial

“EarthSign Financial Inc is a professional Merchant Service & Investment Consulting firm based in Los Angeles, California, USA. Our professional team is comprised of experienced Investment banking/VC/Consulting/Payment experts.”
In Business Since 2021
Free Initial Consultation
410 W Main St Suite 210, Alhambra, CA
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E H Financial Group

E H Financial Group

Financial Planning
“Whether your goal is to preserve your wealth, create, or maintain your legacy, we are here to help you. The EH Financial Group provides comprehensive financial planning services. We specialize in providing various types of wealth management, retireme...”
In Business Since 2006
CFP Certified
801 S Garfield Ave UNIT 218, Alhambra, CA
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Stanley Soto Financial Strategies & Insurance Services

Stanley Soto Financial Strategies & Insurance Services

“We know you have questions about your financial future, your retirement, your insurance coverage and other wealth building goals. We are here to help you navigate these important and life changing opportunities.”
In Business Since 2021
Licensed
221 N Stoneman Ave, Alhambra, CA
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Phenomenal Tax & Accounting Services

Phenomenal Tax & Accounting Services

(27)
Wealth Management, Tax Services, Investment Management
“The system that they have in place makes it easy to do taxes each year and we would recommend them to anyone wanting an A+ tax prep experience or needing help opening LL Cs or S-COR Ps.”
In Business Since 2016
Free Initial Consultation
Serving Alhambra Area
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ERK Financial Consultants

ERK Financial Consultants

(10)
Consulting Services For Quickbooks, Services For Individuals, Personal Financial Planning/Wealth Management
“I have all the confidence in the world that Robert Korpas and Associates from ERK Financial will continue to do a great job for me this year and in the future.”
Offers Financing Options
In Business Since 2010
Transparent Fees & Pricing
Accepts All Major Credit Cards
535 N Brand Blvd Suite 450, Glendale, CA
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Melendez Company & Associates

Melendez Company & Associates

(4)
“He delivered the return very quickly, and we wrapped up with a consultative session to answer final questions, and a few tips on how to better prep for our taxes next year.”
In Business Since 1980
Transparent Fees & Pricing
Accepts All Major Credit Cards
Serving Alhambra Area
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Tax Payers Services

Tax Payers Services

(2)
“Tax Payers Services are professional and knowledgeable.”
Offers Financing Options
In Business Since 2005
Free Initial Consultation
Coupons & Offers
901 S La Brea Ave #4, Los Angeles, CA
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Stone & Sallus

Stone & Sallus

(29)
Breach of Contract, Wills, Trusts & Estate Planning, Dispute Resolution
“He achieved fast and surprisingly trouble free results regarding my tenant situation which I had not been able to achieve myself after trying for over a year.”
In Business Since 2019
Accepts Cash, Check
Licensed, BBB Rating: A
Serving Alhambra Area
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The Hayes Law Firm

The Hayes Law Firm

(30)
Probate Attorney, Estate Plan, Asset Protection
“At a time right now in the pandemic there is so much uncertainty, this is as good a time as any to take a look at those options and have a plan in place for your present and future.”
Emergency Services
In Business Since 2015
Family Business
Remote Consultations Available
729 Mission St #300, South Pasadena, CA
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Atlantic Tax Services

Atlantic Tax Services

(18)
  • 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...”
Free Initial Consultation
In Business Since 2012
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
744 S Atlantic Blvd, East Los Angeles, CA
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Figueroa & Co

Figueroa & Co

(16)
Financial Services, Quickbooks Services, Small Business 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.”
Free Initial Consultation
In Business Since 2017
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
338 S Rosemead Blvd #4953, Pasadena, CA
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Paul Carney CPA

Paul Carney CPA

(30)
  • Questions
  • Team
  • Knowledge
“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.”
Free Initial Consultation
In Business Since 2000
Transparent Fees & Pricing
Accepts All Major Credit Cards
148 E Foothill Blvd # 100, Arcadia, CA
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OC Financial Services

OC Financial Services

(6)
Business Services, Tax Services, Industries
“Very profecional nice personal tha always helped with what we needed.”
Transparent Fees & Pricing
In Business Since 2003
Free Initial Consultation
Accepts All Major Credit Cards
2330 W Valencia Dr, Fullerton, CA
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Pacific Accounting Group

Pacific Accounting Group

(30)
Bookkeeping, Tax Preparation
“Chris did an amazing job with my taxes as well as my family's returns where he quickly pinpointed errors on different documents and effectively completed filing with our best interests in mind.”
Transparent Fees & Pricing
In Business Since 2017
Offers Financing Options
Accepts All Major Credit Cards
80 S Lake Ave Suite 640, Pasadena, CA
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TIR Public Adjusters

TIR Public Adjusters

(15)
Business Interruption, Fire Damage Insurance Claims, Hurricane Damage Insurance Claims
“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.”
Free Initial Consultation
In Business Since 2015
Emergency Services
Licensed
401 N Kenwood St #304, Glendale, CA
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Schomer Law Group

Schomer Law Group

(27)
IRA & Retirement Planning, Probate, Special Needs Planning
“After years of searching, Scott Schomer and his law group provided exceptional advice and preparation for organizing a trust to protect my assets over time.”
In Business Since 2009
Family Business
Accepts All Major Credit Cards
Serving Alhambra Area
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Edwin Does Taxes

Edwin Does Taxes

(29)
  • Questions
  • Tax Preparer
  • Happy
“After looking at a relatively simple tax form (unemployment due to COVID), listening to me and understanding that I am going through a huge hardship right now due to COVID, they offered me a lower cost on their services because i've been a loyal cust...”
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.”
Free Initial Consultation
In Business Since 2004
Transparent Fees & Pricing
Licensed, BBB Rating: A+
100 N Citrus St #325, West Covina, CA
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Oren Hen EA

Oren Hen EA

(20)
  • Money
  • Family
  • Accountant
“Most importantly, he saved me a TON of money and also educated me on how to register and organize my business in a way that will save me tens of thousands of dollars during tax time.”
In Business Since 2014
Offers Financing Options
Transparent Fees & Pricing
6404 Wilshire Blvd #800, Los Angeles, CA
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Financial Counseling Center

Financial Counseling Center

(24)
  • Attorney
  • Comfortable
  • Team
“I was in need of help during 2021 with my finances and I was recommended to reach out to Michael and the Financial Counseling Center from a friend that also went to this business for help.”
In Business Since 2003
Se Habla Español
4311 Wilshire Blvd Ste 602, Los Angeles, CA
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The Agency

The Agency

(23)
  • Team
  • Matter
  • Informative
“Alfred has been working with me for the passed 8 years putting me on track with finances and Tax preparation… Today I have a credit score of 775 and every year does a wonderful job on my Taxes helping me get that much closer to owning my own home .”
10+ Years Experience
Free Initial Consultation
1315 W Covina Pkwy, West Covina, CA
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Retirement Planning and Investment Management Services in Alhambra, CA Cost Estimates

Minimum cost
$1136
Maximum cost
$9653
National Average
$3407
Avg Per Hour Rates
$341
$2272
$6246
Fair price range is based on 526 cost profiles
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Average Cost $3407
Minimum cost $1136
Maximum cost $9653
Avg Per Hour Rates $341

Fair range $2272 to $6246 is based on 526 cost profiles.

Why these companies made our list

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