Best Financial Advisors near Carson, CA
There are no firms listed in Carson itself yet; the 15 below are the closest options, from towns including Torrance (5, 5 mi), Long Beach (3, 6 mi) and Gardena (1, 5 mi).
4 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
Gerry Andrade & Associates
Torrance, California | Financial Advising
Tortuga Wealth Management
Hicok Financial Solutions
“With David, I feel I have a financial partner and planner who is interested in my success.”
Stan Diliberto, Cpa, CFP
“I met with Stan to see if he could help with taxes and general financial advice, he has 40 years of experience and is well connected if there are situations he's unfamiliar with.”
The 15 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
13 of the 15 firms on this page have a rating, from 4.6 to 5.0 across 371 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (85%) and quality (71%). The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". 4 are open on Saturdays. The services the firms on this page list most often on their websites are individuals (2), tax services (2) and wealth management (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 9 list a public email and 6 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 Carson take financial planning bookings online?
6 of the 15 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
“Professional, clean and friendly environment every time I come in.”
Tax Professionals, CPA
“Using them for my taxes; Tushar, Lalit, Cynthia are very helpful.”
Edwin Does Taxes
“He was able to fit me in early this year into his already booked up schedule (I like to file my Returns at the Beginning of the Year).”
Kay Properties and Investments
“Since that time I have made multiple purchases and they have been there every step of the way each time to advise me and make sure the process went smoothly.”
Gardena Financial
“If you're looking for someone quick to action to help you get your taxes done correctly and thoroughly, Kiak's the guy.”
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Tax Legend
“Love tax legend ive been going for 3 years best place too get your taxes done”
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Maytor Business Solutions INC
“100% RECOMMENDED They helped me with my business, they opened my corporation and processed my permits from the MCP MC DOT and CA.”
Scalco Financial
“That carried over to the first meeting during which Marco Scalco, the owner, quickly assessed my documentation and prepared the majority of my tax return.”
Phenomenal Tax & Accounting Services
“The system that they have in place makes it easy to do taxes each year and we would recommend them to anyone wanting an A+ tax prep experience or needing help opening LL Cs or S-COR Ps.”
Why these companies made our list
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