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)
  • Team
  • Corporate
  • Estate
“I have used Paul Carney's service for several years and he has always been a knowledgeable and thorough accountant that is easy to talk to , welcoming to all kinds of clientele and overall excellent.”
In Business Since 2000
Accepts All Major Credit Cards
Free Initial Consultation
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)
“Great tax preparation, but please note during tax season February through April appointments are booked one year in advance.”
In Business Since 2009
Accepts Cash only
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.”
20+ Years Experience
CFP, CFP Certified
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.”
In Business Since 2014
Free Initial Consultation
236 E Foothill Blvd #E, Arcadia, CA
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Brown George R CPA

Brown George R CPA

Financial Planning, Individuals, Payroll Services
In Business Since 1988
Emergency Services
2431 S 8th Ave, Arcadia, CA
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Stewardship Financial

Stewardship Financial

Wealth Management Consultation & Fees, 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...”
In Business Since 2020
Transparent Fees & Pricing
440 E Huntington Dr # 300, Arcadia, CA
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Moline Jr Norman L CPA

Moline Jr Norman L CPA

Individuals, Financial Statements, Trustee & Executor
“Professional tax, accounting and fiduciary services.”
In Business Since 1988
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...”
In Business Since 2011
Transparent Fees & Pricing
148 E Foothill Blvd # 201, Arcadia, CA
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Truax & Ocampo Professional Tax Advisors

Truax & Ocampo Professional Tax Advisors

(11)
Expatriate Tax Services, Business Services, Industries
“Since then, the Truax team has continued to guide me every step of the way - from helping develop a comprehensive tax plan, to offering invaluable advice about my consulting business.”
In Business Since 2022
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
1125 E Broadway #164, Glendale, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Happy
  • Questions
  • File
“Its a reliable tax place”
In Business Since 2010
Licensed, BBB Rating: A+
Free Initial Consultation
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)
Asset Protection, Estate Plan, Probate Administration
“It gave me confidence that when the time comes soon to finalize my own estate plan that William Hayes and Hayes Law Firm would be the company I'd like to work with.”
In Business Since 2017
Licensed
Remote Consultations Available
Accepts All Major Credit Cards
729 Mission St UNIT 300, South Pasadena, CA
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The Agency

The Agency

(48)
  • Call
  • Taxes
  • Receptionist
“Excellent team here I met Alfred about 10 years ago here at The Agency and starting doing my taxes here with him great place also his team is real resourceful and helpful, one of his team member that always helped me out on my taxes was Perla as well...”
10+ Years Experience
Free Initial Consultation
1315 W Covina Pkwy, West Covina, CA
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Figueroa & Co

Figueroa & Co

(18)
Small Business Accounting, 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.”
In Business Since 2015
Licensed, BBB Rating: A+
Free Initial Consultation
Accepts All Major Credit Cards
338 S Rosemead Blvd #4953, Pasadena, CA
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HRL TAX Solutions

HRL TAX Solutions

(24)
Quickbooks Services, Quickanswers, Strategic Business Planning
“I came in with my elderly father for taxes, and Henry was able to sit down with us and answer, in full detail--AND IN MANDARIN-- all of the questions that were asked, clearing up decades of confusion.”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
Remote Consultations Available
100 Barranca St Suite 409, West Covina, CA
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Elite Accountants Group

Elite Accountants Group

(29)
Payroll Services, 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.”
In Business Since 2012
Transparent Fees & Pricing
956 N Grand Ave, Covina, CA
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Edwin Does Taxes

Edwin Does Taxes

(36)
  • Team
  • Doubt
  • Informative
“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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TIR Public Adjusters

TIR Public Adjusters

(22)
Earthquake Damage Insurance Claims, Business Property Damage, 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
Licensed
Free Initial Consultation
Emergency Services
401 N Kenwood St #304, Glendale, CA
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Accounting & Tax Solutions

Accounting & Tax Solutions

(21)
Tax Services, IRS Wage Levy, Tax Problems
“When I called Accounting & Tax Solutions in 2009 My Company was being audited by every agency known, my problems were created by my prior accountant who had given me bad advice for a long time, who had cost me more in late fees and penalties for late...”
In Business Since 2003
Licensed
Accepts All Major Credit Cards, Check
Serving Arcadia Area
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Pacific Accounting Group

Pacific Accounting Group

(31)
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.”
In Business Since 2017
Licensed
Transparent Fees & Pricing
Accepts All Major Credit Cards
80 S Lake Ave Suite 640, Pasadena, CA
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Golden Legacy Estate Planning

Golden Legacy Estate Planning

(24)
Estate Planning, Conservatorship, Trust Administration
“They are so professional and very knowledgeable to their practice & take care of business immediately the whole staff in general were helpful and responsive to all our questions and concerns.”
In Business Since 2019
Licensed, BBB Accredited
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!”
In Business Since 2012
Licensed, BBB Rating: A+
Coupons & Offers
Accepts All Major Credit Cards
1135 E Rte 66 #108, Glendora, CA
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Jeff Huang CPA

Jeff Huang CPA

(12)
  • Accountant
  • Tax Advice
  • Questions
“His deep tax experience was incredibly impressive, given his experience working as a corporate controller and decade+ serving the OC residents like myself to simply and clarify our tax filing process.”
In Business Since 2006
Licensed
Offers Financing Options
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)
Services For Individuals, Business Services, Quickbooks
“They do an excellent job and help me and my business with all of our difficult accounting needs.”
In Business Since 1991
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Accepts Check
223 S Glendora Ave #101, Glendora, CA
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Dennis J Tisdale, CPA

Dennis J Tisdale, CPA

(1)
Small Business Accounting, Personal Financial Planning, Payroll Services
“Answered my questions ON TAX DAY, rather complicated and he helped me get to the bottom of my concerns.”
In Business Since 1985
Licensed, BBB Rating: A+
Remote Consultations Available
Serving Arcadia Area
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Retirement Planning and Investment Management Services in Arcadia, CA Cost Estimates

Minimum cost
$1060
Maximum cost
$9005
National Average
$3178
Avg Per Hour Rates
$318
$2119
$5827
Fair price range is based on 468 cost profiles
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Average Cost $3178
Minimum cost $1060
Maximum cost $9005
Avg Per Hour Rates $318

Fair range $2119 to $5827 is based on 468 cost profiles.

Why these companies made our list

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