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

(30)
  • Team
  • Accounting
  • Questions
“I have been using Paul for last 15 years and he is very professional and helpful , give all the right advice and tax planning, he also has a great team members Mary very helpful”
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

(11)
“Great services”
In Business Since 2011
Accepts Cash only
136 E Santa Clara St #2, Arcadia, CA
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David Medina Financial Advisor

David Medina Financial Advisor

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, 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

“Founded in 2015, Du Tax & Accounting Inc is a tax firm located in Arcadia, which provides a variety of commercial tax services, including corporations, limited liability companies, partnerships, and non-profit organizations. Our goal is always to exc...”
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
“Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be f...”
In Business Since 1990
Emergency Services
2431 S 8th Ave, 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 1986
301 E Foothill Blvd Suite 202, Arcadia, CA
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Colton Wealth Management

Colton Wealth Management

“Fee-only, experienced, fiduciaries. Services range from financial planning to personal investment strategies specializing in comprehensive wealth management. We look forward to helping your realize your financial goals.”
In Business Since 2011
Transparent Fees & Pricing
25 E Huntington Dr UNIT 104, Arcadia, CA
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ERK Financial Consultants

ERK Financial Consultants

(10)
Services For Individuals, Tax Services, Consulting Services For Quickbooks
“To give a short story I received $24,000 A check back from the IRS because they suggest I should by A suburban because he was the last year in 2011 that the government we allow us to deduct 100% of the vehicle.”
In Business Since 2010
Accepts All Major Credit Cards
Offers Financing Options
Transparent Fees & Pricing
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
Accepts All Major Credit Cards
Transparent Fees & Pricing
Serving Arcadia Area
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The Hayes Law Firm

The Hayes Law Firm

(30)
Asset Protection, Estate Plan, Probate Administration
“Having a one-on-one mentorship with Bryan Fiorito for four months was a truly valuable experience, as I learned so much about SEO optimization, google analytics, email campaigns, webinar promotions, and estate planning from such a knowledgeable indiv...”
In Business Since 2017
Licensed
Emergency Services
Accepts All Major Credit Cards
729 Mission St #300, South Pasadena, CA
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Atlantic Tax Services

Atlantic Tax Services

(18)
  • Team
  • Tax Return
  • Company
“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 2012
Licensed, BBB Rating: A+
Free Initial Consultation
Accepts All Major Credit Cards
744 S Atlantic Blvd, East Los Angeles, CA
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Figueroa & Co

Figueroa & Co

(16)
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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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 1989
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Accepts Check
223 S Glendora Ave #101, Glendora, 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.”
In Business Since 2019
Licensed
Transparent Fees & Pricing
Accepts All Major Credit Cards
80 S Lake Ave Suite 640, Pasadena, CA
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TIR Public Adjusters

TIR Public Adjusters

(15)
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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Edwin Does Taxes

Edwin Does Taxes

(29)
  • Tax Preparer
  • Informative
  • Questions
“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.”
In Business Since 2004
Licensed, BBB Rating: A+
Free Initial Consultation
Transparent Fees & Pricing
100 N Citrus St #325, West Covina, CA
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Calvary Tax Service

Calvary Tax Service

(4)
“) 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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The Agency

The Agency

(23)
  • Receptionist
  • Taxes
  • 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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Accounting & Tax Solutions

Accounting & Tax Solutions

(18)
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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Hedtke Law Group

Hedtke Law Group

(29)
  • Bankruptcy
  • Questions
  • Patient
“Was referred to mr hedtke law group by a friend and by far the best decision I made if anyone is looking to do a bankruptcy look no more here is the lawyer you want to represent you it was fast easy and painful he was very generous honest and his sta...”
In Business Since 2012
Free Initial Consultation
336 ½ S Glendora Ave, West Covina, CA
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Elite Accountants Group_loc2

Elite Accountants Group_loc2

(20)
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
Serving Arcadia 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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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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