The highest-rated Financial Planning & Wealth Management companies out of 168 vetted & reviewed in the Compton area.
Learn how we score.
Prominent finalists A-Z in Compton
Amir & Associates CPA
Atlantic Tax Services
Bier Law
Edwin Does Taxes
Efros Financial –
Empress Investment Group
Gerber & Co
Jeung Agency
Kim R. Coyle CPA & Associates Orange County CPA
Kyky Solutions – Tax Firm & Business License
Little Saigon Living Trust
Maurice Joffe Tax Services
Mi Gente Financial Services
Montue, Woodard & Associates
OC Financial Services
Oren Hen EA
RVW Wealth
SK Enterprises
Stan DiLiberto, CPA, CFP
Stone & Sallus
Tax Payers Services
Tax Professionals
The Bfk’s Enterprises
The Plan Writers
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The Bfk's Enterprises
(8)
“I love BFK Enterprises it's a family oriented business the people is friendly Everytime I go there it's like visiting your cousins house lots of laughs and fun great experience”
i
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Mi Gente Financial Services
“¿Te gusta ayudar, pero no tienes tiempo para un segundo empleo? Conviértete en un Referal Agent y podrás ser recompensado por ayudarnos a correr la voz acerca de nuestros servicios, además de la posibilidad de explorar una nueva carrera. Llámanos....”
i
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Amir & Associates CPA
(9)
Controllership Services, Certified Quickbooks Proadvisor, Business Consulting
“He is also a Quickbooks expert and while organizing our payroll run he "borrowed" our Quickbooks company file and when it came back he had put in a handful of fixes, journal entries etc to make everything legal and according to accounting formalitie...”
i
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Gerber & Co
(46)
Doctors and Medical Practices, U.S. Residency, Engagement
“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.”
i
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Atlantic Tax Services
(48)
Audit
Environment
Office
“It would take me 2-3 days and I was always paranoid that I was doing something wrong.”
i
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Stone & Sallus
(46)
Wills, Trusts & Estate Planning, Real Estate Law, Employment
“Their commitment to achieving the best possible outcome for me was evident in all of our interactions, and I will always be thankful we made the choice to have them represent us.”
i
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The Plan Writers
(48)
Investors
Strategies
Understand
“They have an outstanding, well thought out process, that produces a direct result and level of accuracy I have never experienced with any business planning firm previously.”
i
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Tax Payers Services
(4)
“Great Kenny Bridges is awesome!!!”
i
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Jeung Agency
(49)
Retirement Planning, Life Insurance, Business Services
“I had the pleasure of speaking with Corrine Loken, aside from having a pleasant voice and showing her compassion for my recent loss she was very professional.”
i
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Stan Diliberto, Cpa, CFP
(48)
The Future
Questions
Phone
“He was more than helpful and professional, at one point telling me he wanted to check another source to make sure he was providing the correct information.”
i
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Empress Investment Group
(50)
Knowledge
Understand
Goals
“We've been using Empress for over 11 years, hoping we could build upon what we had so when retirement came we would comfortable and not have to worry about our financial situation.”
i
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OC Financial Services
(15)
Services For Quickbooks, Real Estate and Mortgage Loans Services, Industries
“I found OC Financial Services online and made an appointment with Irene to review my tax return, estimated payments, and ask a few other questions in regards to my small business.”
i
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Little Saigon Living Trust
(50)
Need
Understand
Email
“We trust him at the first time we meet him, he looks like a real angle in person to us, we're so glad to come to the right place and right person to do the living trust.”
i
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Oren Hen EA
(38)
Organized
Corporation
Strategy
“He answered all questions, walked us through the new laws and how to maximize those laws, and has already advised us on future logistics to prepare for next year's taxes.”
i
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Maurice Joffe Tax Services
(38)
Business Services, Tax Services, Services For Individuals
“He definitely knows his stuff and the office staff was fantastic as well if you need taxes done or have questions I really recommend giving them a try fair prices and great Professional Service ask for Daniel.”
i
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Kyky - Tax Firm & Corporate Services
(48)
Accounting & Tax Services, Business Consulting, Business & Corporate Filings
“And not only am I satisfied with the 2022 tax refund, but Ky Ky also helped me re-declare my 2021 tax return because the old declaration company made a mistake, so I didn't get a full refund without my knowledge.”
i
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Bier Law
(45)
Intentions
Presentation
Wills
“Having had well planned discussions, he was aware of our intentions and provided documents which were exactly what was needed when one was asked for, he knew beforehand exactly what to do for overall continuity!”
i
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Montue, Woodard & Associates
(41)
Bookkeeping, Business Tax Returns, Financial Planning
“Even though I live in the center of orange county, I still am willing to make the trip to Long Beach because of their excellent years of service they have given me.”
i
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SK Enterprises
(38)
Forms, Business Services, New Business Setup Information
“Umair and his team have been very professional, very courteous to work with, and have been reliable in preparing the tax return statement and filing them.”
i
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Efros Financial -
(33)
Real Estate Consulting, Financial Planning, Tax Preparation
“I believe the best way to explain what you are getting with Alex's services is to tell a personal story of just one of the many ways he helped me and my family.”
“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.”
i
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RVW Wealth
(50)
Advisors
Trust
Portfolio
“Jonathan Gerber's knowledge and insights about my potential family business acquisition and the financial/estate planning implications was outstanding.”
i
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Kim R. Coyle CPA & Associates Orange County CPA
(22)
Personal Financial Planning, Estate Planning, Business Services
“In fact if you need a full range of services that are often found in the big firms like Deloitte Touche Kim can will do it for a fraction of the price.”
i
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Edwin Does Taxes
(36)
Happy
Informative
Knowledge
“Edwin does taxes , company and all of the people works there are great and helpful I started with my taxes filing and other matters to take care by Edwin does taxes 2019, 2020 and will continue use Edwin does taxes for any tax matter.”
i
Retirement Planning and Investment Management Services in Compton, CA Cost Estimates