Popular Cities
We have one firm in Covina on file, and it is on this list, along with 23 from towns including West Covina (10, 3 mi), Fullerton (2, 14 mi) and Pasadena (2, 15 mi).
9 open weekends · 16 rated 4.5+ · 4 show a license
Data verified October 16, 2026
The 24 firms listed for Covina, 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.
20 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 577 reviews; 2 have 50 or more reviews and 16 are rated 4.5 or higher. 9 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are small business accounting (4), quickbooks services (3), all accounting services (2), cash flow management (2) and incorporation services (2). 4 show a license on their websites; 1 lists staff certifications (CFP) and 7 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 46 years. 1 offers payment plans; 7 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 22 of the firms on this page; 21 publish a contact page; 17 list a public email and 5 take bookings online. 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.
7 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
