Best Financial Advisors near Buena Park, CA

We have one firm in Buena Park on file, and it is on this list, along with 9 from towns including Costa Mesa (3, 14 mi), Irvine (2, 18 mi) and Seal Beach (1, 7 mi).

2 open weekends · 9 rated 4.5+

Data verified November 3, 2026

McCullough Financial

McCullough Financial

4.6 16 reviews
“I received a great Service from the moment I made the appointment to the moment of completing and submitting my taxes.”
Free consultationSince 1985Prices online
Irvine, CA · 18 mi from Buena Park
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Rizvi & Rizvi Cpas

Rizvi & Rizvi Cpas

5.0 12 reviews
“The Rizvi team's service is excellent, helping us file our normal tax documents, business related filings, and also to navigate new life and professional situations as they arise.”
Since 1993Family-ownedPrices online
Costa Mesa, CA · 14 mi from Buena Park
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Modern Wealth Advisors

Modern Wealth Advisors

5.0 12 reviews
“John and his team do a great job and took the thoroughly explain our options and helped us determined what would be best,”
Since 2004
Costa Mesa, CA · 14 mi from Buena Park
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Goodrich, Thomas, Cannon & Reeds

Goodrich, Thomas, Cannon & Reeds

Since 2009Prices online
Costa Mesa, CA · 14 mi from Buena Park
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Apiis Financial Group

Apiis Financial Group

Since 2016
6940 Beach Blvd Suite D-705
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

4.8 60 reviews
“I like to get them done early--in February--and Stan always prepares me with an outline of items to include.”
BBB ASince 1984
Seal Beach, CA · 7 mi from Buena Park
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The 10 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

The 10 firms on this page are rated from 1.0 to 5.0 across 395 reviews; 4 have 50 or more reviews and 9 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are business services (2), business valuations (2), financial planning (2), individuals (2) and payroll (2). 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 2001. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 10 of the firms on this page; 8 publish a contact page; 8 list a public email and 2 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?

2 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.

Montue, Woodard & Associates

Montue, Woodard & Associates

4.8 45 reviews
“Also very quick appointments will be returning in the up coming year...”
Since 2007
Long Beach, CA · 10 mi from Buena Park
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Edwin Does Taxes

Edwin Does Taxes

4.9 77 reviews
“First time doing my taxes with Edwin and will definitely come back next year.”
Since 2013
Downey, CA · 9 mi from Buena Park
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Bharmal & Associates

Bharmal & Associates

4.9 96 reviews
“Uroosa was even able to file taxes for me on time this year despite my sending over of materials last minute!”
Since 2001
Irvine, CA · 18 mi from Buena Park
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JCB Financial Services

JCB Financial Services

5.0 41 reviews
“I highly recommend JCP Financial Services to anyone looking for reliable financial assistance.”
Free phone consultationSince 2005
Fountain Valley, CA · 11 mi from Buena Park
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HomeWealth Management AdvisorsCaliforniaBuena Park, CA

Why these companies made our list

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