Best Financial Advisors near Buena Park, CA

We have one firm in Buena Park on file, but only the highest-rated make our list, and it did not make it; the 24 here come from towns including Los Angeles (9, 29 mi), Irvine (7, 18 mi) and Costa Mesa (4, 14 mi).

1 open weekends · 11 rated 4.5+ · 4 show a license

Data verified October 21, 2026

Gerber & Co

Gerber & Co

(46)
  • Business Management
  • Investment
  • Integrity
“While I decided to move forward with a different CPA that seemed to be a better fit for me and my small business, I imagine I would've also been happy working with Aron and David.”
Family Business
Accepts All Major Credit Cards
BBB Rating: A+
In Business Since 2011
Los Angeles, CA · 29 mi from Buena Park
i
Udirect IRA Services

Udirect IRA Services

(46)
  • Real Estate
  • Custodian
  • Email
“I pulled the trigger after having a consultation with Tyler, and since then Jon and Mark have been very responsive and helpful with all the questions I had and providing efficient process supports.”
Transparent Fees & Pricing
In Business Since 2009
Irvine, CA · 18 mi from Buena Park
i
RVW Wealth

RVW Wealth

(50)
  • Goals
  • Trust
  • Portfolio
“We appreciate the accessibility and pro-active outreach to keep us apprised of our account(s) along with the their overall financial-whole approach, taking all assets and investments into consideration.”
In Business Since 2016
Los Angeles, CA · 29 mi from Buena Park
i
Rizvi & Rizvi Cpas

Rizvi & Rizvi Cpas

(12)
“I have had the opportunity to work with Rizvi & Rizvi on several transactions and they are very knowledgeable, proactive and serve their clients with utmost professionalism!”
Family Business
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1993
Costa Mesa, CA · 14 mi from Buena Park
i
McCullough Financial

McCullough Financial

(8)
  • Retiree
“The owner, “Michael” covers all the bases with me and helps guide me with everything from investments, real estate purchases, taxes, retirement and more.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1985
Irvine, CA · 18 mi from Buena Park
i
Goodrich, Thomas, Cannon & Reeds

Goodrich, Thomas, Cannon & Reeds

Transparent Fees & Pricing
In Business Since 2009
Costa Mesa, CA · 14 mi from Buena Park
i

The 24 firms listed for Buena 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: Buena Park, CA

13 of the 24 firms on this page have a rating, from 3.9 to 5.0 across 328 reviews; 3 have 50 or more reviews and 11 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), tax planning (3), business services (2), individuals (2) and quickbooks services (2). 4 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer payment plans; 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 18 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 Buena Park take financial planning bookings online?

3 of the 24 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.

Lido Advisors

Lido Advisors

(5)
“The Lido organization has managed our money for over 15 years.”
Accepts All Major Credit Cards
In Business Since 2001
Los Angeles, CA · 29 mi from Buena Park
i
BML Wealth Management

BML Wealth Management

(1)
“He also did a retirement plan taking into account earnings, investment & insurance income to form a complete picture.”
Licensed
In Business Since 2013
Irvine, CA · 18 mi from Buena Park
i
Jc&company

Jc&company

(18)
  • Team
  • Money
  • Attorney
“They have been helpful for several years filing my family's tax returns every year and especially this year on claiming Employee Retention Credit (ERC).”
In Business Since 2010
Irvine, CA · 18 mi from Buena Park
i
Atlantic Investments A Registered Investment Advisor

Atlantic Investments A Registered Investment Advisor

Accepts Check
BBB Accredited
In Business Since 1908
Los Angeles, CA · 29 mi from Buena Park
i
National Planning Corporation

National Planning Corporation

Accepts All Major Credit Cards
Licensed
In Business Since 2007
Irvine, CA · 18 mi from Buena Park
i
Atomi Financial Group

Atomi Financial Group

(1)
“I just started setting up my retirement fund and Burton answered all of my questions about investing and gave me a comprehensive understanding.”
In Business Since 2012
Irvine, CA · 18 mi from Buena Park
i
The Money Nerve

The Money Nerve

(1)
“The structure and cumulative nature of this process helps us identify and clarify these emotions, redefine and reduce our anxiety and other barriers to abundance.”
In Business Since 2009
Santa Monica, CA · 30 mi from Buena Park
i
Wallensky Spatz & Associates

Wallensky Spatz & Associates

Offers Financing Options
Transparent Fees & Pricing
In Business Since 2007
Los Angeles, CA · 29 mi from Buena Park
i
Golden Eagle Business Services

Golden Eagle Business Services

Transparent Fees & Pricing
Accepts Check
In Business Since 2014
Baldwin Park, CA · 16 mi from Buena Park
i
Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors

In Business Since 1997
Costa Mesa, CA · 14 mi from Buena Park
i
Trost Financial

Trost Financial

Offers Financing Options
Licensed
In Business Since 2018
Los Angeles, CA · 29 mi from Buena Park
i
Modern Wealth Advisors

Modern Wealth Advisors

In Business Since 2004
Costa Mesa, CA · 14 mi from Buena Park
i
Kiely Consulting

Kiely Consulting

Licensed
In Business Since 2017
Santa Monica, CA · 30 mi from Buena Park
i
Post Advisory Group

Post Advisory Group

In Business Since 2013
Los Angeles, CA · 29 mi from Buena Park
i
Lido Consulting

Lido Consulting

In Business Since 1998
Los Angeles, CA · 29 mi from Buena Park
i
Ocean Park Asset Management

Ocean Park Asset Management

In Business Since 1995
Santa Monica, CA · 30 mi from Buena Park
i
Aligne Wealth Advisors Investment Management

Aligne Wealth Advisors Investment Management

In Business Since 2011
Los Angeles, CA · 29 mi from Buena Park
i
Sawaf Financial

Sawaf Financial

Irvine, CA · 18 mi from Buena Park
i
HomeWealth Management AdvisorsCaliforniaBuena Park, CA

Retirement Planning and Investment Management Services in Buena Park, CA Cost Estimates

Minimum cost
$1133
Maximum cost
$9628
National Average
$3398
Avg Per Hour Rates
$340
$2266
$6230
Typical price range is based on 473 cost profiles
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Average Cost $3398
Minimum cost $1133
Maximum cost $9628
Avg Per Hour Rates $340

Typical range $2266 to $6230 is based on 473 cost profiles.

Why these companies made our list

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