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)
  • Professional
  • Questions
  • Taxes
“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
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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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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Legacy Financial

Legacy Financial

(1)
“People you can trust.”
In Business Since 2014
17215 Studebaker Rd #331, Cerritos, CA
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Bill Torres & Company

Bill Torres & Company

(1)
“Great CPA”
In Business Since 2014
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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Jeff Barrera - Raymond James

Jeff Barrera - Raymond James

(1)
Services, Services
“Nice people to deal with.”
In Business Since 1998
Transparent Fees & Pricing
4501 Cerritos Ave Ste 202, Cypress, CA 90630
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Peters Investment Management

Peters Investment Management

(1)
“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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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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Tandy Consulting

Tandy Consulting

(11)
Payroll Resources, Services For Individuals, Quickbooks Services
“With covid restrictions, Travis adjusted by offering an extremely simple process of detailed phone calls/emails which included step by step instructions, a very user friendly internet interface that ensured all my personal and LLC business documents...”
In Business Since 2017
Transparent Fees & Pricing
Free Initial Consultation
Accepts All Major Credit Cards
Serving Cerritos Area
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Crisell & Associates - Certified Public Accountants

Crisell & Associates - Certified Public Accountants

(4)
“I highly recommend any individual or business seeking a professional CPA to reach out to Carrie at Crisell & Associates.”
In Business Since 1993
Licensed, BBB Rating: A+
Serving Cerritos Area
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Atlantic Tax Services

Atlantic Tax Services

(50)
  • Questions
  • Company
  • Check
“I came here because of the good reviews and I'm so glad I did I been going to H&R block since 2016 but I noticed every year I been getting less and less so I wanted to look for another place to file my taxes I came on a Monday didn't need an appoint...”
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

(49)
  • Trust
  • Craft
  • Team
“John and his staff were incredibly patient with us as we asked countless questions and took our time to decide exactly how we wanted to craft the document.”
In Business Since 2019
Accepts Check, Cash, All Major Credit Cards
Licensed
2600 Michelson Dr Suite 950, Irvine, CA
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Liberty Debt Relief

Liberty Debt Relief

(50)
Private Student Loans, Debt Consolidation
“This, last part, I have taken to heart, and as soon as my debt is free, and I'm clear of all of these debts, I will continue to endeavor on the course of my path of life to follow this counsel and advice.”
In Business Since 2015
Free Initial Consultation
333 City Blvd W 17th FL, Orange, CA
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Ameriestate Legal Plan

Ameriestate Legal Plan

(48)
Elder Abuse, VA Benefits
“The whole process was longer than we expected, but in the end, the time it took to complete was not long and it made sense once we finished, plus we had to gather personal information and have heart to heart conversations to complete the process.”
In Business Since 1999
Transparent Fees & Pricing
3525 Hyland Ave #150, Costa Mesa, CA
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Cindy Chin Realty Int'l

Cindy Chin Realty Int'l

(50)
  • Professional
  • Goals
  • Market
“She has a tremendous sense of work ethic and excels in every project she takes on, treating each client with respect and the utmost of professionalism.”
In Business Since 2017
Offers Financing Options
Emergency Services
19200 Von Karman Ave #400, Irvine, CA
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The Agency

The Agency

(49)
  • Taxes
  • Credit Repair
  • Questions
“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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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Questions
  • Tax Preparation
  • Phone
“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 1984
Licensed, BBB Rating: A
Serving Cerritos Area
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Rescue One Financial

Rescue One Financial

(47)
  • Questions
  • Decision
  • Paying
“The business consulting service at one financial are examplary their knowledgeable consultants provide invaluable insights that played crucial role in the growth and success of my business”
In Business Since 2010
Free Initial Consultation
16842 Von Karman Ave Ste 300A, Irvine, 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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Verify Debt Solutions

Verify Debt Solutions

(49)
  • Company
  • Plan
  • Pay
“Rather it be a part-time job, a loan, a credit card, or even something simple like I would like to volunteer for your organization: as soon as a person hears the word Disabled or Disability, without asking what for, can you do this or that, we are au...”
In Business Since 2021
17291 Irvine Blvd SUITE 250, Tustin, CA
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Empress Investment Group

Empress Investment Group

(49)
  • Team
  • Responsive
  • Portfolio
“I highly recommend Empress to anyone who is looking for solid advice about finances, as well as professionals who value communication with their clients.”
In Business Since 2009
321 N Larchmont Blvd Suite 800, Los Angeles, 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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