Golden Eagle Business Services
“Gerald was Avel to help me with my LLC and my personal taxes”
Best Financial Advisors near Baldwin Park, CA
We have one firm in Baldwin Park on file, and it is on this list, along with 9 from towns including West Covina (1, 4 mi), Monrovia (1, 5 mi) and Sierra Madre (1, 7 mi).
3 open weekends · 9 rated 4.5+ · 3 show a license
Data verified November 3, 2026
Rate One Financial
“Fantastic Experience and Martin Mesa made the process so easy I am really glad we chose him to refinance our home.”
Ocean Park Asset Management
Apiis Financial Group
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Sense Financial Services
“He has helped me and a few others I recommended and I will continue to send business his way.”
Evermont Wealth
“He helped prepare us for retirement and now helps us meet our new goals.”
The 10 firms listed for Baldwin Park, 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: Baldwin Park, CA
The 10 firms on this page are rated from 1.0 to 5.0 across 1,031 reviews; 5 have 50 or more reviews and 9 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "results". 3 are open on Saturdays. 3 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 10 of the firms on this page; 9 publish a contact page; 8 list a public email and 3 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.
Do firms listed for Baldwin Park take financial planning bookings online?
3 of the 10 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
The Agency
“Hes the best and his staff are always very helpful and friendly.”
Edwin Does Taxes
“They made me feel welcomed and responded quickly to any questions I had.”
Herbert Financial Group
“The entire team, including Muhammad, Leo, Andy, Tanya, Sean, and everyone else I worked with, was incredibly knowledgeable, responsive, and easy to communicate with throughout the process.”
Benson Liao Insurance & Financial Center - Benson Liao
“I was shopping for an annuity product and I like how patience the agent explained the difference products.”
Why these companies made our list
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