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Amir & Associates CPA

(9)

Quickbooks

“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.”

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Select Tax Resolution

(3)

“Wonderful”

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LPL Financial

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Gerry Andrade & Associates

“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...”

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Torrance, California | Financial Advising

“We're dedicated to making a difference in our clients' lives by providing financial education, direction and planning to preserve and grow their wealth.”

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Tortuga Wealth Management

“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...”

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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The 24 firms listed for Carson, 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: Carson, CA

22 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 1,106 reviews; 5 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (83%) and quality (71%). The topics that come up most in reviews of the firms on this page are "knowledge", "trust" and "communication". 1 is open around the clock; 6 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (4), tax services (4), business services (3), services for individuals (3) and conservatorship (2). 1 shows a license on its website and 4 have 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 1999. 1 offers urgent consultations; 4 offer payment plans; 5 offer a free initial consultation and 3 are family- or locally-owned. 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 Carson take financial planning bookings online?

7 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.

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Hicok Financial Solutions

“With David, I feel I have a financial partner and planner who is interested in my success.”

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Atlantic Tax Services

(48)

Audit
Check
Refund

“Very good service”

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Stone & Sallus

(46)

Confidence
Compassion
Landlord

“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.”

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Speedy Credit Repair

(37)

Debt
Call
Results

“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.”

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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.”

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Maurice Joffe Tax Services

(38)

Office
CPA
Tax Preparer

“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.”

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Kyky - Tax Firm & Corporate Services

(48)

Communication
Tax Preparer
Advice

“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!”

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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.”

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Montue, Woodard & Associates

(41)

Office
Team

“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.”

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SK Enterprises

(38)

Financial
Questions
Pay

“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.”

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Tax Professionals, CPA

(16)

“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.”

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Kim R. Coyle CPA & Associates Orange County CPA

(22)

Call

“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 .”

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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.”

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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.”

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Golden Legacy Estate Planning

(24)

Knowledge
Legal Services
Compassionate

“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.”

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Gardena Financial

(33)

Knowledge
Questions
Financial Advisors

“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.”

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Schomer Law Group

(38)

Feel
Law Firm
Questions

“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.”

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1st Quality Tax Service

(22)

Information
Name
Refund

“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.”

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Average Cost	$3448
Minimum cost	$1150
Maximum cost	$9768
Avg Per Hour Rates	$345

Best Financial Advisors near Carson, CA

Amir & Associates CPA

Select Tax Resolution

LPL Financial

Gerry Andrade & Associates

Torrance, California | Financial Advising

Tortuga Wealth Management

Area overview: Carson, CA

Hicok Financial Solutions

Atlantic Tax Services

Stone & Sallus

Speedy Credit Repair

Stan Diliberto, Cpa, CFP

Maurice Joffe Tax Services

Kyky - Tax Firm & Corporate Services

Bier Law

Montue, Woodard & Associates

SK Enterprises

Tax Professionals, CPA

Kim R. Coyle CPA & Associates Orange County CPA

Edwin Does Taxes

Kay Properties and Investments

Golden Legacy Estate Planning

Gardena Financial

Schomer Law Group

1st Quality Tax Service

Retirement Planning and Investment Management Services in Carson, CA Cost Estimates

Why these companies made our list

Financial Advisors near Carson

Popular in Carson