Cerritos, CA

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Cerritos, CA
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Best Financial Advisors in Cerritos, CA

The highest-rated Financial Planning & Wealth Management companies out of 147 vetted & reviewed in the Cerritos area.

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Legaspi Tax

Legaspi Tax

(7)
Tax Preparation, Insurance, Company Registration
“He is always able to adjust his schedule to mine as well as answer all my questions in a VERY professional AND caring way.”
In Business Since 2017
Transparent Fees & Pricing
Accepts All Major Credit Cards
11430 South St, Cerritos, CA
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Williams Tax & Financial Services

Williams Tax & Financial Services

(18)
  • Taxes
  • Information
  • Money
“From what I understand, he left H & R Block to go solo for a bit, and I've seen him in more recent years with the Williams Tax & Financial Services group.”
In Business Since 2010
4474 W Cerritos Ave, Los Alamitos, CA 90720
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Triton Tax Group

Triton Tax Group

(3)
“Melissa has been helping me with my taxes for a few years now and I have referred several of my colleagues to her because she's got great customer service skills and can explain things plainly for a tax dummy like me.”
In Business Since 2015
13263 South St, Cerritos, CA
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Bill Torres & Company

Bill Torres & Company

(1)
“Great CPA”
In Business Since 2013
Licensed
12800 Center Ct Dr S Suite 455, Cerritos, CA
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Dan the Reverse Mortgage Man

Dan the Reverse Mortgage Man

(7)
  • Home
“I hired Dan to sell my home and buy a new home and he was a really on top of getting things done and making sure that things went smoothly with the loan officer and escrow officer and he took care of issues that came up you can tell that he was exper...”
In Business Since 2023
Free Initial Consultation
13217 South St, Cerritos, CA
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Legacy Financial

Legacy Financial

(1)
“People you can trust.”
In Business Since 2014
17215 Studebaker Rd #331, Cerritos, CA
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Peters Investment Management

Peters Investment Management

(1)
Linkedin, Instagram, Facebook
“Outstanding service we have been with them do 20 years”
In Business Since 2016
4332 W Cerritos Ave # 102, Los Alamitos, CA 90720
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Jeff Barrera - Raymond James

Jeff Barrera - Raymond James

(1)
Services, Services
“Nice people to deal with.”
In Business Since 1998
4501 Cerritos Ave Ste 202, Cypress, CA 90630
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Pure Wealth Management

Pure Wealth Management

Investment Products, Accounts
In Business Since 2010
10900 183rd St #215, Cerritos, CA
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Ca Western Financial Investments

Ca Western Financial Investments

“Whether you're seeking financing for real estate, equipment, or business expansion, our dedicated team is here to guide you through the process. We take the time to understand your unique needs, craft customized financing solutions, and present you w...”
In Business Since 2014
3363 W Cerritos Ave, Los Alamitos, CA 90720
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GSH & Associates

GSH & Associates

“Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We're fully licensed and credentialed. And you can count on unbiased recommendations and impartial guida...”
In Business Since 2021
Licensed
11162 Gonsalves Pl, Cerritos, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Questions
  • Audit
  • Refund
“Great place to go , they always try to help you the best they can.”
In Business Since 2012
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
744 S Atlantic Blvd, East Los Angeles, CA
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Tax Law Advocates - Tax Relief Company

Tax Law Advocates - Tax Relief Company

(48)
IRS Debt Forgiveness, IRS Tax Relief Services, Tax Resolution Services
“I recommended Law Advocates and my Case manager Crystal to anyone who is looking for help with back taxes , they save you money and get the job Done!!!!”
In Business Since 2010
Free Initial Consultation
Licensed, BBB Accredited
3611 S Harbor Blvd #210, Santa Ana, CA
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Modern Wealth Law

Modern Wealth Law

(49)
  • Trust
  • Intent
  • Team
“He was well informed on current laws and was able to guide me through the process of setting up my first living trust to protect myself and loved ones.”
In Business Since 2017
Accepts Check, Cash, All Major Credit Cards
Licensed
2600 Michelson Dr Suite 950, Irvine, CA
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Clearbooks CPA

Clearbooks CPA

(50)
  • Knowledge
  • Tax Strategy
  • Crypto
“It's difficult to find CPA's that know what they're talking about and can actually think outside the box for you to ensure you can have a seamless tax season, as well as have piece of mind knowing you're actually saving the most that you can.”
In Business Since 2022
Transparent Fees & Pricing
Free Initial Consultation
Emergency Services
Serving Cerritos Area
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Liberty Debt Relief

Liberty Debt Relief

(49)
Private Student Loans, Debt Consolidation
“It is when you can lose your confidence in not only yourself but in the company, just thinking maybe you"ve made a mistake, When you are not accustomed to new situations, you can become easily discouraged and fall back the other guys and that"s what ...”
In Business Since 2015
Free Initial Consultation
333 City Blvd W 17th FL, Orange, CA
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Speedy Credit Repair

Speedy Credit Repair

(37)
Secure Better Loan Rates and Save Money on Interest.
“Chris is so professional and goes the extra mile so your score is going up, Emails were answered quickly any doubts I had he answered and walked me through everything”
In Business Since 2002
Free Initial Consultation
Emergency Services
117 Main St # 202, Huntington Beach, CA
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Ameriestate Legal Plan

Ameriestate Legal Plan

(47)
Estate Planning, Capital Gains Avoidance, Business Formation
“The people were easy to work with but really provided no advice as far as how to set up the estate or what to put in the estate so you need to have a clear idea of what you want before proceeding ask for an electronic copy of the estate plan or trust...”
In Business Since 1999
Transparent Fees & Pricing
3525 Hyland Ave #150, Costa Mesa, CA
Featured

The Hidden Risks of Joint Bank Accounts with Your Children At Ameri Estate Legal Plan, we often hear from clients who believe that adding their children to their financial accounts is a simple and cost-effective way to manage their assets. Banks frequently suggest this approach, and it might seem...

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Cindy Chin Realty Int'l

Cindy Chin Realty Int'l

(50)
  • Team
  • Trust
  • Knowledge
“Their ability to navigate complex situations with ease and grace was truly impressive, fostering a sense of trust and confidence in their capabilities.”
In Business Since 2017
Offers Financing Options
Emergency Services
19200 Von Karman Ave #400, Irvine, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Financial
  • Investments
  • Planning
“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.”
In Business Since 1986
Licensed, BBB Rating: A
Serving Cerritos Area
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The Agency

The Agency

(48)
  • Taxes
  • Matter
  • Team
“Excellent team here I met Alfred about 10 years ago here at The Agency and starting doing my taxes here with him great place also his team is real resourceful and helpful, one of his team member that always helped me out on my taxes was Perla as well...”
10+ Years Experience
Free Initial Consultation
1315 W Covina Pkwy, West Covina, CA
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Empress Investment Group

Empress Investment Group

(50)
  • Team
  • Knowledge
  • Questions
“I had a thorough and insightful meeting with a financial consultant and came away with a larger understanding of how to plan my future income and then retirement years.”
In Business Since 2009
321 N Larchmont Blvd Suite 800, Los Angeles, CA
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Remedy Payment Solutions

Remedy Payment Solutions

(50)
  • Questions
  • Merchant
  • Company
“We previously used QBO for our payment system - but to be honest their chargeback department is SERIOUSLY lacking (not to throw shade) but they take forever answering the phone and when they did - they just didn't care.”
In Business Since 2019
17291 Irvine Blvd #325, Tustin, CA
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Udirect IRA Services

Udirect IRA Services

(46)
  • Self-Directed Ira
  • 401k
  • Transaction
“I can't say enough good things about this team, thanks in very large part to Mark Gutierrez who helped guide me on a change of funds with an investor which won't benefit u Direct, but helped me reallocate some critical money in my life I truly would ...”
In Business Since 2009
Transparent Fees & Pricing
8 Corporate Park #300, Irvine, CA
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Retirement Planning and Investment Management Services in Cerritos, CA Cost Estimates

Minimum cost
$1023
Maximum cost
$8694
National Average
$3069
Avg Per Hour Rates
$307
$2046
$5626
Fair price range is based on 465 cost profiles
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Average Cost $3069
Minimum cost $1023
Maximum cost $8694
Avg Per Hour Rates $307

Fair range $2046 to $5626 is based on 465 cost profiles.

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