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Legaspi Tax
- Tax Preparer
- Questions
“He is always able to adjust his schedule to mine as well as answer all my questions in a VERY professional AND caring way.”
Best Financial Advisors in Cerritos, CA
24 firms listed · 4 in Cerritos · 1 open 24/7 · 9 open weekends · 20 rated 4.5+
Data verified October 18, 2026
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Williams Tax & Financial Services
- 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.”
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Bill Torres & Company
“Great CPA”
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Legacy Financial
“People you can trust.”
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Peters Investment Management
“Outstanding service we have been with them do 20 years”
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Jeff Barrera - Raymond James
“Nice people to deal with.”
The 24 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 24 firms we list here, 4 are in Cerritos itself and 20 come from towns including Irvine (5, 21 mi), Los Alamitos (3, 4 mi) and Long Beach (2, 7 mi). 22 of the firms on this page have a rating, from 4.4 to 5.0 across 1,560 reviews; 11 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (90%) and quality (84%). The topics that come up most in reviews of the firms on this page are "knowledge", "efficient" and "patient". 1 is open around the clock; 9 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax preparation (3), bookkeeping (2), financial planning (2), individuals (2) and insurance (2). 3 show a license on their websites and 4 have a BBB rating of A or A+. 22 have ten or more years of experience, the longest 42 years. 1 offers urgent consultations; 1 offers payment plans and 6 offer a free initial consultation. 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 Cerritos take financial planning bookings online?
9 of the 24 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.
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Pure Wealth Management
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Ca Western Financial Investments
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Atlantic Tax Services
- Questions
- Audit
- Refund
“Great place to go , they always try to help you the best they can.”
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Tax Law Advocates - Tax Relief Company
- Pay
- Emails
- Calls
“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!!!!”
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Modern Wealth Law
- 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.”
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Clearbooks CPA
- 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.”
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Stan Diliberto, Cpa, CFP
- 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.”
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The Agency
- 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...”
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Udirect IRA Services
- 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 ...”
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Empress Investment Group
- 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.”
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Bharmal & Associates
- Team
- Information
- CPA
“Shoaib Bharmal has worked with me from the start of my small business in 2013 and has helped me every step of the way as my business has grown over the years.”
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Little Saigon Living Trust
- Questions
- Need
- Documents
“I admire the way he works and it was so refreshing to see how passionate he was about what he does and you can just tell that he not only loves what he does, but he genuinely care about his clients as if they were his friends/ family.”
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Montue, Woodard & Associates
- Office
- Team
“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...”
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Life Design Financial & Insurance Services
- Retirement
- Book
- Future
“His book "Getting On Track To Achieve Your Retirement with Confidence" is proof that he knows what he is doing and can be a trusted source of advice for those who need the peace of mind that a plan can be followed without fear.”
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Rescue One Financial
- Questions
- Debt Relief
- Feel
“I'm not looking forward to the phone calls I know are coming from my creditors when I stop making payments, but Sarah has assured me this is the "storm before the calm" and it will pass.”
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Tax Professionals, CPA
“I have been doing my taxes with them for two years, I will definitely get their help again, and I would recommend you do it w them to get more refund with a peace mind.”
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Kim R. Coyle CPA & Associates Orange County CPA
- Call
“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).”
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Edwin Does Taxes
- Team
- Tax Preparer
- Doubt
“After looking at a relatively simple tax form (unemployment due to COVID), listening to me and understanding that I am going through a huge hardship right now due to COVID, they offered me a lower cost on their services because i've been a loyal cust...”
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
Why these companies made our list
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