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
  • Estate
  • Tax Preparation
“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 1998
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 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

(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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Atlantic Tax Services

Atlantic Tax Services

(50)
  • Questions
  • Team
  • People
“I came here because of the good reviews and I'm so glad I did I been going to H&R block since 2016 but I noticed every year I been getting less and less so I wanted to look for another place to file my taxes I came on a Monday didn't need an appoint...”
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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The Hayes Law Firm

The Hayes Law Firm

(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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ACA Group

ACA Group

(49)
  • Professional
  • Questions
  • Call
“We feel very blessed to have found this company to work our case and we are fully confident that they will get us fully released from the deception and lies of what is our time share.”
In Business Since 2019
Licensed, BBB Accredited
Free Initial Consultation
450 N Brand Blvd, Glendale, CA
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The Agency

The Agency

(49)
  • Matter
  • Taxes
  • Informative
“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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Robert Hall & Associates

Robert Hall & Associates

(47)
Tax Preparation Service, Tax Planning & Tax Consulting, Elder Care
“She is knowledgeable, professional and personable, and goes over every piece of information to make sure I'm getting the maximum benefit of her experience.”
In Business Since 2000
300 W Glenoaks Blvd #200, Glendale, CA
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Benson Liao Insurance & Financial Center - Benson Liao

Benson Liao Insurance & Financial Center - Benson Liao

(50)
Products, Advanced Planning Resources
“ Whenever we have a question, a change of doctor quest, or a issue with our credit car payment, we always get fastest response from Jack within a few minutes time,even when we are traveling overseas where there is time difference.”
In Business Since 2002
Licensed
17506 Colima Rd #200, Rowland Heights, CA
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Tu Legado En 123 By Total Solutions

Tu Legado En 123 By Total Solutions

(50)
  • Price
  • Estate
  • Information
“They did the emergency procedure for me since I'm going on vacation, I really liked the service, the advisor Erasmo explained to me with great patience, I had made a will and he explained to me that because I have several properties, a Living Trust i...”
In Business Since 2023
Serving Arcadia Area
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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

(22)
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

(28)
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

(35)
  • Team
  • Questions
  • Tax Preparer
“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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Accounting & Tax Solutions

Accounting & Tax Solutions

(20)
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

(29)
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

(19)
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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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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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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