Best Financial Advisors in Cerritos, CA

The highest-rated Financial Planning & Wealth Management firms out of 342 vetted & reviewed in the Cerritos area.

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 2019
17777 Center Ct Dr N #600, Cerritos, CA
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Bill Torres & Company

Bill Torres & Company

(1)
“They cater for Spanish speaking customers, exporters from Latin countries who want to grow their business in the USA.”
In Business Since 2010
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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Bright Point Capital

Bright Point Capital

(9)
  • Funding
  • Skeptical
  • Calling
“At first, I was skeptical with using Bright Point Capital because I have used other financing companies before and it was quite a long and difficult process, but fortunately I am glad that I stuck with them because they made the process so fast and e...”
In Business Since 2015
13915 Cerritos Corporate Dr UNIT D, Cerritos, CA
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The Galeb Group

The Galeb Group

(8)
  • Retirement
  • Confident
  • Investment
“Is an outstanding advisor and as a young professional I feel confident and optimistic with him managing both my retirement and personal investment portfolios.”
In Business Since 2014
21515 Hawthorne Blvd 2nd floor, Torrance, CA
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Mash Accounting & Consulting

Mash Accounting & Consulting

(7)
Accountants, Commercial Services
“Switching accountants isn't always easy, but I knew it was the right choice after consulting with him over the phone before our meeting.”
In Business Since 2013
Average Price Tag
500 N Central Ave #600, Glendale, CA
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Satori Wealth Management

Satori Wealth Management

(3)
“I actually look forward to our check-ins as they not only provide me with an opportunity to more deeply understand my evolving financial situation, but also to reflect on changes in my life and how my short and long-term life goals are also evolving.”
In Business Since 2004
Remote Consultations Available
Accepts All Major Credit Cards
12100 Wilshire Blvd 8th floor, Los Angeles, CA
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Beneficent Financial

Beneficent Financial

(6)
“Cathy has helped me to build a comprehensive financial plan and, through the process, has provided me with a strong sense of comfort and piece of mind.”
In Business Since 2010
Accepts All Major Credit Cards
3858 E Colorado Blvd #200, Pasadena, CA
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Vosberg Wealth Management

Vosberg Wealth Management

(1)
Process & Services, Social Security Planning, Real Estate Investing
“Brian Vosberg is a great financial advisor, keeping you informed on the world of wealth and how you assets are doing.”
In Business Since 2018
224 W Foothill Blvd, Glendora, CA
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Nexgen Wealth Management

Nexgen Wealth Management

(1)
“I feel comfortable working with Nexgen and would recommend them to anyone looking for financial advice.”
In Business Since 2017
1930 S Brea Canyon Rd #120, Diamond Bar, CA
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Prosperity Wealth Planning

Prosperity Wealth Planning

(1)
“She is very responsive and makes a point of touching base with her clients through out the year.”
In Business Since 2019
3780 Kilroy Airport Way Suite 200, Long Beach, CA
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Domari Wealth Management

Domari Wealth Management

(1)
“I encourage you and your friends to give Brian the opportunity to show you his strategies that take your investments to another level.”
In Business Since 2012
Licensed
4450 Lakeside Dr Suite 350, Burbank, CA
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Gerber & Co

Gerber & Co

(15)
Tax Planning, Audits, Reviews, Compilations & Forensic Accounting, U.S. Residency
“It's a great family oriented environment where everyone works together as a team to provide professional, passionate and dedicated devotion to our clients financial wellbeing”
In Business Since 2008
Accepts All Major Credit Cards
Family Business
Licensed, BBB Rating: A+
1880 Century Park East Second Floor, Los Angeles, CA
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TIR Public Adjusters

TIR Public Adjusters

(15)
Vehicle Impact Damage to Building, Water Damage Insurance Claims, Wildfires
“This is a long story short, if you got screwed by Insurance companies and have a problem to get done everything right , Ashot is the key solution for this, very knowledgeable and friendly person, Highly recommended.”
In Business Since 2015
Below Average Price Tag
Free Initial Consultation
Emergency Services
401 N Kenwood St #304, Glendale, CA
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Atlantic Tax Services

Atlantic Tax Services

(13)
  • Team
  • Tax Return
  • 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 2010
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
744 S Atlantic Blvd, East Los Angeles, CA
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Class XVI

Class XVI

(20)
  • Mentor
  • Questions
  • Know
“I will admit before starting anything I was a little skeptical, there are so many people who try to attempt to get by on people who know nothing about this market, class XVI , Givenchy Has been a good solid mentor in the Forex realm , anyone that may...”
In Business Since 2018
160 E 108th St, Los Angeles, CA
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Corey Tax Services

Corey Tax Services

(14)
Individual Tax Services, Bookkeeping & Payroll Services, Creating Business Entities
“The two generations of knowledge, diligence, and professionalism give me confidence in the service received and comfort from the assurances that backs his work.”
In Business Since 2012
Family Business
100 W Broadway #3000, Long Beach, CA
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Ameri Tax Service

Ameri Tax Service

(20)
Tax Preparation, Bookkeeping, Non-Profit Services
“Very nice ,Excellent service they help you out if you dont have money to do you taxes cone here to the right place 100 % happy new customer coming back every year now ask for tom watson nice guy”
In Business Since 2005
Average Price Tag
Transparent Fees & Pricing
Accepts All Major Credit Cards
3327 E 7th St, Long Beach, CA
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Efros Financial -

Efros Financial -

(20)
Accounting, Tax Resolution, Business Consulting
“Rather than clicking through Turbo Tax with the hope I'm getting everything ok, working with Alex means having a detail-oriented expert at my side, helping me confidently navigate every requirement.”
In Business Since 2018
10866 Wilshire Blvd Suite 400, Los Angeles, CA
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Pathway Financial Services

Pathway Financial Services

(12)
Why Pathway?, Blog, Partners
“Since at times my husband and I had slightly different perspectives and priorities, Jen offered scenarios that addressed both of our issues so that we could continue the conversation, considering both options.”
In Business Since 2014
Transparent Fees & Pricing
13101 Washington Blvd #241, Los Angeles, CA
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Retirement Planning and Investment Management Services Estimated Cost in Cerritos, CA 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 175 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Average range $2080 to $5720 is based on 175 cost profiles.

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