Best Financial Advisors in Burbank, CA

The highest-rated Financial Planning & Wealth Management companies out of 117 vetted & reviewed in the Burbank area.

Econosolutions

Econosolutions

(2)
“They filed my corporate papers, obtained all the necessary Business licenses and permits.”
In Business Since 2010
Free Initial Consultation
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
348 E Olive Ave Suite H-1, Burbank, CA
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The Five Fold Group

The Five Fold Group

(6)
Accounting & Payroll Services, New Business Formation, Organization & Planning
“With COVID affecting many businesses, Five Fold Group was proactive in making sure my business had the resources it needed to withstand the pandemic.”
In Business Since 2018
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
3900 W Alameda Ave 12th floor, Burbank, CA
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Intelligent Financial Services

Intelligent Financial Services

(2)
“Very complex filings done with ease and great deal of professionalism.”
In Business Since 2005
Transparent Fees & Pricing
Offers Financing Options
290 E Verdugo Ave STE 106, Burbank, CA
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Pacific Tax Advisors

Pacific Tax Advisors

(3)
Tax Services, For Small Businesses, Tax Problem Resolution
“I recommend using Pacific Tax Advisors for all your tax prep needs whether you need a CPA or just someone to prepare your taxes these guys are the best.”
In Business Since 2014
2600 W Olive Ave 5th floor, Burbank, CA
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Domari Wealth Management

Domari Wealth Management

(1)
“I encourage you and your friends to give Brian the opportunity to show you his strategies that take your investments to another level.”
In Business Since 2012
Licensed
4450 Lakeside Dr Suite 350, Burbank, CA
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Oakley Law Group

Oakley Law Group

(5)
  • Family
“She gave us a wealth of information and explained various laws to us that not only helped us in making the decision to have her and the Oakley Law Group put together our Living Trust and Will, but we also had her help in amending my father-in-laws Li...”
In Business Since 2009
Family Business
2600 W. Olive Avenue, 5th Floor, Burbank, CA
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Ventura Advisors

Ventura Advisors

Videos, Investment Updates, Calculators
“We believe that financial success is best achieved by integrating sound financial planning and prudent investment management. We are a fee-only Registered Investment Advisory firm located in the San Fernando Valley, and are dedicated to helping our c...”
In Business Since 2004
21860 Burbank Blvd, Woodland Hills, CA 91367
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Ross-Stern & Associates

Ross-Stern & Associates

(3)
“We have worked with Ross-Stern & Associates for ten years, for our business and personal taxes, accounting, and financial consulting.”
In Business Since 2011
18520 Burbank Blvd, Tarzana, CA 91356
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Atlas Indicators Investment Advisors

Atlas Indicators Investment Advisors

Investments, Insurance, Retirement Planning
“Investments do not need to be complicated. However, they still require a script, something to keep your story on track. Atlas can help you understand the role investments will play in your planning process. Additionally, using our proprietary methods...”
In Business Since 2009
303 N Glenoaks Blvd #200, Burbank, CA
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Royal Alliance Associates

Royal Alliance Associates

An Introduction, Who We Are
“Comprehensive Financial Services is committed to helping our clients improve their long-term financial success.Our customized programs are designed to grow, protect, and conserve our clients' wealth by delivering an unprecedented level of personalize...”
In Business Since 2008
Licensed
3811 W Burbank Blvd, Burbank, CA
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Barouti Financial

Barouti Financial

(1)
“I will refer my friends to his him very comfortably.”
In Business Since 2010
21900 Burbank Blvd suite 300, Woodland Hills, CA 91367
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Kensington AMI

Kensington AMI

“We have been discussing financial options for years.”
In Business Since 2007
2600 W Olive Ave 5th floor, Burbank, CA
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CTA Wealth Advisors

CTA Wealth Advisors

“As financial advisors in Burbank, CA, our mission is to help you take control of your future by providing ongoing, lifetime financial coaching. We deliver experienced insight, unbiased advice and an ardent commitment to help you pursue your goals and...”
In Business Since 2005
Licensed
290 E Verdugo Ave STE 205, Burbank, CA
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Mamma Rita Money

Mamma Rita Money

“Immerse yourself in a true authentic Italian Family Experience. Visit rare destinations primarily only known to Europeans locals. See The Castello di Conversano, Polignano, Monopoli, Cozze, Grotte di Castellana, the Alberobello Trullies,& Ostuni visi...”
In Business Since 2018
9746 Vía Roma, Burbank, CA
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Prime Capital Group

Prime Capital Group

“Qualification is simple with your strong equity position, even if other lenders have turned you down.”
In Business Since 2012
1010 W Magnolia Blvd #202, Burbank, CA
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Comprehensive Wealth Management

Comprehensive Wealth Management

“Comprehensive Wealth Management focuses on investment management and helping clients know how to retire and when to retire. Our financial advisors help clients with financial planning, estate planning, and pension plan design. We are located in great...”
In Business Since 2005
Licensed
3500 W Olive Ave, Burbank, CA
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Herbert Financial Group

Herbert Financial Group

“Is there a formula for success? A school? A book? A method that guarantees us success? If there was one, we would first have to define what success is. While writing this book I have discovered that each person has their own opinion about what succes...”
In Business Since 2020
2600 W Olive Ave ste 537, Burbank, CA
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PGP Wealth Services

PGP Wealth Services

“Since 2009 our founder and CEO, Troy Peterson, has provided retirement, tax, insurance and estate planning services to high net worth clients throughout Southern California. Mr. Peterson is a Certified Financial Planner (CFP ® ) and Chartered Financi...”
In Business Since 2009
849 Amherst Dr, Burbank, CA
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Mora, Kline & Associates

Mora, Kline & Associates

Business Tax Returns, Business Consulting, Bookkeeping
In Business Since 2008
21860 Burbank Blvd #100, Woodland Hills, CA 91367
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Mobiuspay

Mobiuspay

Payment Processing, Retail Merchant Processing, High Risk Processing
“Since I reached out to MobiusPay, Jonathan has exceeded all industry expectations for what can and can't be done in the payment processing world. In the most dire situations, Jonathan has always been passionate and completely invested in the success ...”
In Business Since 2010
3500 W Olive Ave #300, Burbank, CA
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Financial Security Solutions

Financial Security Solutions

“Imagine a financial team that puts your interests first. We never take a one-and-done approach. With 30+ years of experience, we'll help inspire you to reach new heights and avoid mistakes that can get in the way of living your dreams.”
In Business Since 2002
18401 Burbank Blvd # 109, Tarzana, CA 91356
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Pacific Southwest Financial

Pacific Southwest Financial

“At Pacific Southwest Financial, our focus is working with financial advisors to bring creative insurance-based planning solutions to their clients, such as wealth accumulation, protectio...”
In Business Since 1999
21800 Burbank Blvd Suite #200, Woodland Hills, CA 91367
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Crux Wealth Advisors

Crux Wealth Advisors

“Freedom is a wonderful thing. And through sound, comprehensive financial planning, we can help empower you to make the most of yours. It all begins with candid, relationship-building conversations that go beyond balance sheets and portfolios. We focu...”
In Business Since 1998
2015 W Burbank Blvd, Burbank, CA
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Npb Financial Group

Npb Financial Group

In Business Since 2005
3500 W Olive Ave #300, Burbank, CA
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Retirement Planning and Investment Management Services in Burbank, CA Cost Estimates

Minimum cost
$1167
Maximum cost
$9913
National Average
$3499
Avg Per Hour Rates
$350
$2333
$6414
Fair price range is based on 325 cost profiles
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Average Cost $3499
Minimum cost $1167
Maximum cost $9913
Avg Per Hour Rates $350

Fair range $2333 to $6414 is based on 325 cost profiles.

Why these companies made our list

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