Carson, CA

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Carson, CA
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Best Financial Advisors in Carson, CA

The highest-rated Financial Planning & Wealth Management companies out of 199 vetted & reviewed in the Carson area.

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Amir & Associates CPA

Amir & Associates CPA

(9)
Controllership Services, Business Entity Selection, Bookkeeping/Write-up
“He worked with me throughout the entire process and walked me through Quickbooks Online a few times and assisted me with all the accounting issues for my business and filed my corporate tax returns before the deadline.”
Transparent Fees & Pricing
In Business Since 2011
Offers Financing Options
Accepts All Major Credit Cards
3858 W Carson St Suite 200, Torrance, CA
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Select Tax Resolution

Select Tax Resolution

(3)
“Wonderful”
Offers Financing Options
In Business Since 2018
Transparent Fees & Pricing
550 Carson Plaza Dr, Carson, CA
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LPL Financial

LPL Financial

In Business Since 2010
Accepts All Major Credit Cards
3858 W Carson St UNIT 218, Torrance, CA
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Gerry Andrade & Associates

Gerry Andrade & Associates

Certified Public Accounting
“Gerry Andrade & Associates, Inc. CPA is uniquely qualified to assist you, your family, and your business with tax preparation, estate planning and business consulting services for privately held businesses, strategic planning, as well as investment a...”
In Business Since 2001
Accepts Check
3878 W Carson St UNIT 220, Torrance, CA
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Tortuga Wealth Management

Tortuga Wealth Management

Overview, Financial Consulting Services
“At Tortuga Wealth Management, we cherish the relationships that we have with our clients and their families as this ensures we understand their goals and objectives. Do you run a family business that you want to pass on to the next generation? Is the...”
In Business Since 2010
Family Business
1957 W Carson St, Torrance, CA
FAQs
What does Tortuga mean and why is it significant?
As some may know, the word "Tortuga" means "turtle" in Spanish. When founding Tortuga Wealth Management in 2010, the idea of a turtle brought Angela and Kevin back to the childhood story of the Tortoise and the Hare. Our investment philosophy is that slow and steady wins the race in the end.
How are fees assessed at Tortuga Wealth Management?
For advisory clients, there is a clearly defined management fee, which will be charged as a percentage of each client's assets under management. This management fee is determined at the initial consultation and each subsequent statement will clearly outline any fees that were assessed. For brokerage clients, it is more of an a la carte pricing and will be charged per transaction.
Am I able to monitor my funds/accounts/policies under management with Tortuga Wealth Management?
Yes, as a client, you will have 24/7 access to your accounts and any other policies with us via LPL's user-friendly Account View platform. Your advisor and their support staff are also available if you have any questions.
Do you offer any type of consultation without being a full client?
Yes. If you are interested, we do offer various consulting packages. Our Products and Services tab has been updated with further details, but feel free to contact us for pricing.
I am interested in charitable giving; how can Tortuga help me?
One of the many services offered, covered by our predetermined service fee, is the topic of charitable donations. Our advisors can walk you through the nuances of charitable giving as well as the various tax strategies and advantages associated with it.
More information can also be found on the FAQ page of our website.
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Torrance, California | Financial Advising

Torrance, California | Financial Advising

Fees
“We're dedicated to making a difference in our clients' lives by providing financial education, direction and planning to preserve and grow their wealth.”
In Business Since 2012
Transparent Fees & Pricing
3828 W Carson St, Torrance, CA
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Hicok Financial Solutions

Hicok Financial Solutions

“With David, I feel I have a financial partner and planner who is interested in my success.”
Transparent Fees & Pricing
20++ Years Experience
Licensed
3217 E Carson St #383, Lakewood, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Audit
  • Check
  • Refund
“Very good service”
Accepts All Major Credit Cards
In Business Since 2012
Free Initial Consultation
Licensed, BBB Rating: A+
744 S Atlantic Blvd, East Los Angeles, CA
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Stone & Sallus

Stone & Sallus

(46)
Dispute Resolution, Wills, Trusts & Estate Planning, Unfair Business Practices
“For anyone seeking legal counsel, this lawyer's blend of expertise, honesty, and genuine concern for clients is the epitome of what the legal profession should be.”
Accepts Cash, Check
In Business Since 2017
Licensed, BBB Rating: A
Serving Carson Area
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Speedy Credit Repair

Speedy Credit Repair

(37)
Secure Better Loan Rates and Save Money on Interest.
“I get updates on the progress (that items have been removed from my credit bureau) and feel confident in all the professional advice I received from Chris.”
Free Initial Consultation
In Business Since 2002
Emergency Services
117 Main St # 202, Huntington Beach, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Phone
  • Investments
  • Financial
“We transferred our investment and retirement accounts in 2002 and since then, my wife and I have been receiving monthly distributions that have actually increased over time.”
In Business Since 1986
Licensed, BBB Rating: A
Serving Carson Area
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Maurice Joffe Tax Services

Maurice Joffe Tax Services

(38)
Services For Individuals, Tax Services, Business Services
“I have had several accountants before him, and he is the first one to present me with a proper analysis, help me start my S-Corporation, and provide me with appropriate solutions for my small business.”
In Business Since 1969
Transparent Fees & Pricing
12222 Wilshire Blvd #106, Los Angeles, CA
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Kyky - Tax Firm & Corporate Services

Kyky - Tax Firm & Corporate Services

(48)
Finance & Business Funding, Business Consulting, Business & Corporate Filings
“I sincerely appreciate all her great efforts and dedication to help out I would highly recommend Ky Ky Solutions to anyone if they want to find the best TAX preparer!”
In Business Since 2021
Free Initial Consultation
12666 Hoover St, Garden Grove, CA
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Bier Law

Bier Law

(45)
  • Intentions
  • The Future
  • Seminar
“From the webinar which my entire family watched, to the conversation starter guide, we are better equipped to start this process for ourselves and our children.”
In Business Since 2020
1722 Harriman Ln A, Redondo Beach, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(41)
Financial Planning, Tax Planning, Individuals
“I used Montue Woodard & Associates last year and I am going back this year because I was impressed with the professionalism and friendliness of the staff and my tax guy, Donnell.”
In Business Since 2007
Accepts All Major Credit Cards
784 Redondo Ave, Long Beach, CA
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SK Enterprises

SK Enterprises

(38)
New Business Setup Information, Tax Services, Services For Individuals
“I know getting taxes done could be hectic and requires a lot of knowledge of the tax laws but with Enterprise you would simply send over your documents and they take care of that for you.”
Transparent Fees & Pricing
In Business Since 1995
Offers Financing Options
Accepts Check
Serving Carson Area
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Tax Professionals, CPA

Tax Professionals, CPA

(16)
Quickbooks Services, Business, Individual
“I have been doing my taxes with them for two years, I will definitely get their help again, and I would recommend you do it w them to get more refund with a peace mind.”
Accepts All Major Credit Cards
In Business Since 1997
Licensed, BBB Rating: A+
Serving Carson Area
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Kim R. Coyle CPA & Associates Orange County CPA

Kim R. Coyle CPA & Associates Orange County CPA

(22)
Elder Care, Personal Financial Planning, Financial Audits
“I surely recommend Kim and His team very Professional and reliable I have sent my kids who already incorporated to Work to make their Income taxes with Kim .”
Transparent Fees & Pricing
In Business Since 2003
Offers Financing Options
Accepts All Major Credit Cards
4972 Warner Ave #201, Huntington Beach, CA
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Edwin Does Taxes

Edwin Does Taxes

(36)
  • Knowledge
  • Tax Preparer
  • Team
“Edwin is a great tax preparer so I decided to move forward with his service again this year, only this time I was assisted by one of his other tax preparer while he was away from his office.”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
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Kay Properties and Investments

Kay Properties and Investments

(45)
  • Tax
  • Decision
  • Knowledge
“The only reason for 4 starts instead of 5 is that the DS Ts seem to have a fairly high amount of costs embedded and the distributions are much lower than what I made on my property.”
In Business Since 2010
2958 Columbia St, Torrance, CA
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Golden Legacy Estate Planning

Golden Legacy Estate Planning

(24)
Probate Services, Estate Planning, Trust Administration
“Golden Legacy is making a positive impact on the community via teaching people how to gain wealth for self and the importance of leaving a financial Legacy for their family.”
Locally Owned & Operated
In Business Since 2019
Licensed, BBB Accredited
11455 Paramount Blvd Suite J, Downey, CA
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Gardena Financial

Gardena Financial

(33)
Tax Problem, Individual Tax, Tax Preparation Fee
“When I have worked with other mortgage companies I never had any loan officer show the interest or take the time to make sure I was comfortable with the process as they did.”
Transparent Fees & Pricing
In Business Since 2007
Accepts All Major Credit Cards
1516 W Redondo Beach Blvd, Gardena, CA
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1st Quality Tax Service

1st Quality Tax Service

(22)
For Small Businesses, Payroll Tax Protection, Bankruptcy Options
“I normally go through Turbo Tax and get a decent amount back, I work in an industry where I needed some things written off and turbo tax does an ok job, but QTS really did their work and helped me beyond what Turbo Tax could have.”
In Business Since 2007
Transparent Fees & Pricing
1401 N La Brea Ave, Inglewood, CA
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Schomer Law Group

Schomer Law Group

(38)
Special Needs Planning, Power of Attorney, Estate and Gift Tax Figures
“After attending a talk by Scott Schomer we realized we were long overdue and the potential downside of not having our affairs in order was significant.”
Family Business
In Business Since 2007
Accepts All Major Credit Cards
Serving Carson Area
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Retirement Planning and Investment Management Services in Carson, CA Cost Estimates

Minimum cost
$1150
Maximum cost
$9768
National Average
$3448
Avg Per Hour Rates
$345
$2299
$6321
Typical price range is based on 349 cost profiles
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Average Cost $3448
Minimum cost $1150
Maximum cost $9768
Avg Per Hour Rates $345

Typical range $2299 to $6321 is based on 349 cost profiles.

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Wealth Management Advisors near Carson

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