Legaspi Tax
“He will stand by you and give you good advice to avoid high taxes.”
Best Financial Advisors in Cerritos, CA
15 firms listed · 4 in Cerritos · 3 open weekends · 10 rated 4.5+ · 3 show a license
Data verified November 3, 2026
Williams Tax & Financial Services
“Each year when it's tax time, I phone the office to make an appointment where they are friendly and professional, and any time I have had to leave a message they have been quick to respond.”
Bill Torres & Company
Legacy Financial
Peters Investment Management
“Outstanding service we have been with them do 20 years”
Pure Wealth Management
The 15 firms listed for Cerritos, 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: Cerritos, CA
Of the 15 firms we list here, 4 are in Cerritos itself and 11 come from towns including Los Alamitos (3, 4 mi), Long Beach (2, 7 mi) and Downey (1, 6 mi). 13 of the firms on this page have a rating, from 4.2 to 5.0 across 457 reviews; 4 have 50 or more reviews and 10 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are bookkeeping (2), business services (2), elder care (2), estate planning (2) and financial planning (2). 3 show a license on their websites and 3 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 42 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 12 list a public email and 7 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 any financial advisers listed for Cerritos offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Ca Western Financial Investments
Stan Diliberto, Cpa, CFP
“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.”
Edwin Does Taxes
“I've recommended her to others and I've now found my long-term tax filer.”
Montue, Woodard & Associates
“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.”
Benson Liao Insurance & Financial Center - Benson Liao
“Jack is very enthusiastic and patient to help me solve many problems.”
Life Design Financial & Insurance Services
“My wife and I have successfully worked with Scott for many years now planning for our future.”
Tax Professionals, CPA
“Don't just take my word for it, come and see for yourself, and they are REASONABLY PRICED.”
Book onlineBook
Tandy Consulting
“Advises you on how to manage your books with a high level of ethics and understanding of the rules, provides suggestions, and is a wealth if knowledge!”
John Samaan, CPA and Company Orange County CPA
“He and his associates communicate everything in an organized fashion, so you don't feel overwhelmed by all the material”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
