Best Financial Advisors in Cerritos, CA

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

Williams Tax & Financial Services

Williams Tax & Financial Services

(15)
  • Taxes
  • Family
  • Professional
“Very helpful I would recommend this place 100%”
In Business Since 2010
Accepts All Major Credit Cards
4474 W Cerritos Ave, Los Alamitos, CA 90720
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Maven Group Investment Strategies

Maven Group Investment Strategies

(4)
“I feel like my finances are in good hands and that provides me with peace of mind, so I highly recommend him and his team to handle any financial service required!”
In Business Since 2017
17777 Center Ct Dr S Suite 600, Cerritos, CA
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Bill Torres & Company

Bill Torres & Company

(2)
“They cater for Spanish speaking customers, exporters from Latin countries who want to grow their business in the USA.”
In Business Since 2013
Licensed
12800 Center Ct Dr S Suite 455, 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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Stockton Beach Cpas & Company

Stockton Beach Cpas & Company

“I Need Smart Answers to Tough Challenges.”
“It has been our pleasure to serve all of our wonderful clients for going on 4 decades and we are looking forward to another 4! We are solution providers and take our roles as your most trusted advisors very seriously. We encourage you to take advanta...”
In Business Since 1997
Offers Financing Options
Transparent Fees & Pricing
3355 W Cerritos Ave, Los Alamitos, CA 90720
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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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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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Peters Investment Management

Peters Investment Management

In Business Since 2016
4332 W Cerritos Ave # 102, Los Alamitos, CA 90720
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Melendez Company & Associates

Melendez Company & Associates

(4)
“He delivered the return very quickly, and we wrapped up with a consultative session to answer final questions, and a few tips on how to better prep for our taxes next year.”
In Business Since 1982
Transparent Fees & Pricing
Accepts All Major Credit Cards
Serving Cerritos Area
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Atlantic Tax Services

Atlantic Tax Services

(18)
  • Team
  • Questions
  • Check
“Last year my brother recommended ATLANTIC TAX SERVICE to me everything was done over the phone just sent email with all necessary docs it was a little pricy but because customer service was good the process was fast and easy i guess that made it less...”
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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Modern Wealth Law

Modern Wealth Law

(30)
  • Trust
  • Understand
  • Family
“John presented the pros and cons of certain arrangements regarding the structure of my trust and its administration that were not just from the textbook but were practical and based upon real life experiences of dealing with the feelings of family me...”
In Business Since 2019
Accepts Check, Cash, All Major Credit Cards
Licensed
2600 Michelson Dr Suite 950, Irvine, CA
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Tax Professionals

Tax Professionals

(14)
Individual, Business, Wealth Management
“I am doing my taxes with them for two years, definitely I will get their help again and I would recommend you do it to get more refund, and have a safer mind.”
In Business Since 1997
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Cerritos Area
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Smartcpa - Anaheim

Smartcpa - Anaheim

(26)
Succession Planning, Accounting Services, Tax Planning
“They have some eagle-eyed member of staffs like Fatima and Susana who will help your business cut down losses from fraudulent and unauthorized transactions.”
In Business Since 2007
Free Initial Consultation
Family Business
ATTORNEYS Certified
518 S Brookhurst St Ste 4, Anaheim, CA
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Gonzalez Cpa, A Professional Corporation

Gonzalez Cpa, A Professional Corporation

(14)
  • Team
“Wesley is extremely knowledgeable when it comes to real estate tax questions and his expertise has not been beat out by any other cpa or tax person i have ever met.”
In Business Since 2005
Transparent Fees & Pricing
Licensed, BBB Rating: A+
17782 17th St #111, Tustin, CA
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Ameriestate Legal Plan

Ameriestate Legal Plan

(30)
Elder Abuse, VA Benefits
“I had a pre-existing 30 year-old trust that needed updating and Ameri Estate did a great job of keeping me informed of how things were progressing at their end and explained intricacies of how I might want to frame matters and disbursements in the ne...”
In Business Since 1999
Transparent Fees & Pricing
3525 Hyland Ave #150, Costa Mesa, CA
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OC Financial Services

OC Financial Services

(6)
Tax Services, Notary Services, Services For Quickbooks
“It's always a pleasure to see & talk to Irene because she's genuinely kind & compassionate, and really wants to help you.”
In Business Since 2001
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
2330 W Valencia Dr, Fullerton, CA
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Ameri Tax Service

Ameri Tax Service

(29)
Services, IRS Representation/Back Taxes, Tax Debt
“Magolshia was so helpful and nice to talk to she made sure and double checked everything I definitely got mine and my gf's money's worth big returns when we were worried about oweing definitely the right place to go.”
In Business Since 2006
Transparent Fees & Pricing
Accepts All Major Credit Cards
3327 E 7th St, Long Beach, CA
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Rescue One Financial

Rescue One Financial

(30)
  • Company
  • Quality of the Service
  • Paying
“The helpful staff helped me coordinate and consolidate my debt for an executable action plan to finish paying off my creditors in a reasonable time so I can finally apply and get approved for a house loan.”
In Business Since 2010
Free Initial Consultation
16842 Von Karman Ave Ste 300A, Irvine, CA
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Scott Storace, Branch Manager, Nmls: 226339

Scott Storace, Branch Manager, Nmls: 226339

(30)
Monitoring Your Mortgage and Beyond, Execution Excellence, Communication is Key
“Each time him and his team were with us every step of the way, always ready and available to answer our questions and keep us informed of the process, even when we emailed him late or on the weekend he always responded right away.”
In Business Since 2022
202 Fashion Ln # 223, Tustin, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(30)
Individuals, Tax Planning, Business Valuations
“This company is the Very best, they are Professionals in every sense of the word, the Office staff is friendly and knowledgeable, they help You understand the entire process and are always willing to answer any questions that You may have, and Ted i...”
In Business Since 2007
Accepts All Major Credit Cards
784 Redondo Ave, Long Beach, CA
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Kim R. Coyle CPA & Associates Orange County CPA

Kim R. Coyle CPA & Associates Orange County CPA

(18)
Tax Preparation, Elder Care, Personal Financial Planning
“He outlined very clearly and concisely exactly what I needed to get to him and then gave me an exact quote for what it would cost (which is on par, if not a bit lower than other CP As I have used in the past).”
In Business Since 2003
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
4972 Warner Ave #201, Huntington Beach, CA
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Cindy Chin Realty Int'l

Cindy Chin Realty Int'l

(29)
  • Team
  • Real Estate Transactions
  • Sell
“Lastly, her resolute and vigorous attitude makes her particularly efficient; Her attention to details, perfectionist work style and high ethical standards make her trustworthy, efficient and effective; Her sincere, enthusiastic and positive attitude ...”
In Business Since 2017
Offers Financing Options
Emergency Services
19200 Von Karman Ave Ste 400, Irvine, CA
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Montagna & Associates

Montagna & Associates

(1)
Services For Individuals, Tax Services, Industries
“If you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business.”
In Business Since 1991
Accepts All Major Credit Cards
Offers Financing Options
Transparent Fees & Pricing
1101 Dove St #190, Newport Beach, CA
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Alex A. Accetta & Associates

Alex A. Accetta & Associates

Buy Quickbooks and Save, Part-Time CFO Services, Quickanswers
“Welcome to Alex A. Accetta, CPA & Associates,Inc., one of the leading CPA firms in Orange County. For many years we have been providing our clients with a full range of business and personal tax services, financial planning services, estate planning ...”
In Business Since 1990
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
8840 Warner Ave STE 204, Fountain Valley, 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.

Why these companies made our list

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