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 2008
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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Tax Act

Tax Act

(5)
Services For Individuals, Services For Quickbooks, Industries
“Had my taxes prepared for first time with Dan this year on a recommendation from a friend.”
In Business Since 2004
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
4122 W Burbank Blvd, Burbank, CA
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Symexus Tax and Business Advisory

Symexus Tax and Business Advisory

(12)
New Business Formation, Cloud Accounting Burbank, Tax Preparation and Planning
“As a loyal customer for years, I have been consistently impressed with the outstanding service and professionalism provided by Symexus Tax and Business Advisory.”
In Business Since 2023
Family Business
Remote Consultations Available
Free Initial Consultation
303 N Glenoaks Blvd #200, Burbank, CA
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Elite Tax Advisors

Elite Tax Advisors

(5)
Tax Services, Payroll, Financial Planningnew
“For many, it's hard to switch between accountants, especially when you're used to going to someone else for several years, it may feel like you're stepping into the unknown.”
In Business Since 2023
Free Initial Consultation
150 E Olive Ave Unit 106, 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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The Five Fold Group

The Five Fold Group

(6)
  • Accounting
  • Team
  • Tax
“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
4100 W. Alameda St 3rd Floor, Burbank, CA
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L.A. Financial Management

L.A. Financial Management

(1)
How We Can Help, Healthcare Bookkeeping and CPA Services, F.a.q's
“Relying on them as part of our team allows us to focus on our core business and spend more of our time doing what we do best.”
In Business Since 2018
303 N Glenoaks Blvd Suite #200, Burbank, CA
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Opdahl & Rachmanony

Opdahl & Rachmanony

(1)
Services For Individuals, Services For Quickbooks, Industries
“I feel like they have my back and keep me up to date on any changes that may effect my status financially.”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
21860 Burbank Blvd #110, Woodland Hills, CA 91367
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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 # 350, Burbank, CA
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Prime Capital Group

Prime Capital Group

(1)
“Known them for years, wouldn't use anyone else for buying or selling.”
In Business Since 2012
1010 W Magnolia Blvd #202, Burbank, CA
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Oakley Law Group

Oakley Law Group

(6)
“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, 2600 W Olive Ave Suite 500, Burbank, CA
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Jamtax CPA

Jamtax CPA

(2)
“I called and left a message, and he responded just a few minutes later giving me the answers I needed.”
In Business Since 2023
Transparent Fees & Pricing
2600 W Olive Ave 5th floor, Burbank, CA
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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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Smith Mandel & Associates

Smith Mandel & Associates

(1)
“Steve Mandel has been my accountant for 22 years, his firm is reliable and fair.”
In Business Since 1998
333 N Glenoaks Blvd #201, Burbank, CA
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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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PGP Wealth Services

PGP Wealth Services

““Don't settle for asset management when you require Financial Leadership.” — Troy R Peterson, Founder & CEO”
In Business Since 2009
Transparent Fees & Pricing
849 Amherst Dr, Burbank, CA
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Atlas Indicators Investment Advisors

Atlas Indicators Investment Advisors

Investments, Insurance, Retirement Planning
“Economics is sometimes accused of physics envy, and this note will do nothing to dispel that. Halloween is months away, but pumpkin seeds on my wife's farm have been and continue to be sown. Meanwhile, strange tales are coming from the University of ...”
In Business Since 2009
303 N Glenoaks Blvd #200, 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 #300, Woodland Hills, CA 91367
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Benjamin Lupu Cfp, Certified Financial Planner

Benjamin Lupu Cfp, Certified Financial Planner

“We are a Fiduciary Investment Advisor based in Burbank-Toluca Lake California. We specialize in Prudent Investment Management of Financial Portfolios, Cash and Banking Management and Financial Planning services for Private Holdings Clients, Business ...”
In Business Since 2007
2600 W Olive Ave 5th fl, Burbank, CA
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Diversified Financial Management Group

Diversified Financial Management Group

In Business Since 2015
3500 W Olive Ave #300, 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 2003
Licensed
290 E Verdugo Ave STE 205, Burbank, CA
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Bertain Escobar Wealth Management

Bertain Escobar Wealth Management

“We will always act honestly, with integrity, and in your best interest. We will perform effectively and efficiently, such that you would be proud to recommend us to your family and friends.”
In Business Since 2023
100 N 1st St #105, 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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Chasepark Financial

Chasepark Financial

Retirement Planning, Women in Transition, Asset Management
“Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and chari...”
In Business Since 2010
21900 Burbank Blvd #3014, Woodland Hills, CA 91367
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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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