Covina, CA

Popular Cities

Covina, CA
Join as a Pro

Best Financial Advisors in Covina, CA

Handpicked from 184 vetted & reviewed Financial Planning & Wealth Management firms in the Covina area, discover the top 5 leading options among the selected group of 24 finalists.

View Profile
Melendez Company & Associates

Melendez Company & Associates

(4)
“He delivered the return very quickly, and we wrapped up with a consultative session to answer final questions, and a few tips on how to better prep for our taxes next year.”
Transparent Fees & Pricing
In Business Since 1980
Accepts All Major Credit Cards
401 E Rowland St, Covina, CA 91723
i
View Profile
The Agency

The Agency

(49)
  • Questions
  • Credit Score
  • Taxes
“Great people at the agency, they helped me with my credit when I really needed it, definitely will go back if I ever need them again and if you need help with you taxes or credit hit Alfred up tell them Remo sent you!!”
10+ Years Experience
Free Initial Consultation
1315 W Covina Pkwy, West Covina, CA
i
View Profile
HRL TAX Solutions

HRL TAX Solutions

(22)
Payroll Tax Problems, Estate Planning, Tax Preparation For Businesses
“Just a couple month ago, IRS not only levied my bank account, but also Sent my employer a wage garnishment letter demanding payments through my biweekly pay check.”
Remote Consultations Available
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
100 Barranca St Suite 409, West Covina, CA
i
View Profile
Elite Accountants Group

Elite Accountants Group

(28)
Financial Statements, Business Taxes Preparation, Payroll Services
“Tax extension deadline was approaching and I had called several Tax offices without much success, but when I called Elite Accountants Group, Ahmad answered and an appointmen was made.”
In Business Since 2012
Transparent Fees & Pricing
956 N Grand Ave, Covina, CA
i
View Profile
Accounting & Tax Solutions

Accounting & Tax Solutions

(20)
Tax Preparation, Back Taxes, Tax Services
“Not sure what this wanna be tough guy with the fake name, Toe Peschi, is talking about, but Ruben and his team are extremely professional and very patient, willing to answer and explain any and all questions I have.”
Accepts All Major Credit Cards, Check
In Business Since 2001
Licensed
426 S Citrus Ave, Covina, CA 91723
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
View Profile
Fathy & Associates

Fathy & Associates

(1)
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
Transparent Fees & Pricing
In Business Since 2006
Licensed, BBB Rating: A+
Free Initial Consultation
100 N Citrus St #325, West Covina, CA
i
View Profile
Elite Accountants Group_loc2

Elite Accountants Group_loc2

(20)
Financial Statements, Business Taxes, Payroll Services
“Tax extension deadline was approaching and I had called several Tax offices without much success, but when I called Elite Accountants Group, Ahmad answered and an appointmen was made.”
In Business Since 2012
Transparent Fees & Pricing
956 N Grand Ave, Covina, CA 91724
i
View Profile
Hedtke Law Group

Hedtke Law Group

(29)
  • Patient
  • Bankruptcy
  • Questions
“Had an amazing experience with Neil and his staff throughout this process, especially if it's your first time they help you and provide all information in professional way so you don't feel overwhelmed!”
In Business Since 2012
Free Initial Consultation
336 ½ S Glendora Ave, West Covina, CA
i
View Profile
Protax Financial Services

Protax Financial Services

(15)
“We just finished doing our 2020 taxes with Connie and her amazing staff we did all safely through their online portal!”
In Business Since 2007
1520 W Cameron Ave # 252, West Covina, CA
i
View Profile
Roy McGarrell & CO., CPA

Roy McGarrell & CO., CPA

(2)
Financial Planning, Individuals, Audit
“His knowledge, professionalism and commitment along with his staff is hard to match.”
In Business Since 1927
Se Habla Español
1700 W Cameron Ave #106, West Covina, CA
i
View Profile
Agate Financial

Agate Financial

(8)
“Suzanne helped us understand the importance of retirement and everyday financial planning.”
100 Barranca St Suite 721, West Covina, CA
Featured

💰Bookkeeping is an essential aspect of running a successful business. By maintaining accurate financial records, you can gain valuable insights into your company's performance and make informed decisions. Some benefits of bookkeeping include tracking expenses, managing cash flow, and ensuring compliance with tax regulations. It also provides a clear picture of your business's financial health, making it easier to secure funding or attract potential investors. With proper bookkeeping, you can set your business up for long-term success. Suzanne Chang...

i
View Profile
Zen Tax and Financial Advisors

Zen Tax and Financial Advisors

(11)
“As a small business owner myself it's not easy finding someone with high integrity, willingness to go above and beyond and with amazing customer service!”
In Business Since 2017
Free Initial Consultation
415 S Glendora Ave c2, West Covina, CA
i
View Profile
Reverse4retirement

Reverse4retirement

(1)
“If you ever have any questions about a reverse mortgage or a reverse purchase, I would highly recommend talking to Manuel.”
In Business Since 2014
NMLS #1167259
100 Barranca Ave Suite 700, West Covina, CA
i
View Profile
Capital Choice Financial and Insurance Services

Capital Choice Financial and Insurance Services

“Created with Sketch. Early years Established & Growing Retirement Responsibilities are high. Protect your family and income, while managing your debt and expenses. Your kids are grown up and on their own, and your house is paid off. Focus on managing...”
In Business Since 1997
113 N Citrus Ave, Covina, CA 91723
i
View Profile
John Collins Financial

John Collins Financial

(5)
“I will like to state here that if anyone of y'all out there needs financial advice which I strongly believe you do need, because it's not a class/lesson taught in schools as it should, if at all they do.”
In Business Since 2017
2934 E Garvey Ave S St 103, West Covina, CA
i
View Profile
Montgomery Niemeyer & Co.

Montgomery Niemeyer & Co.

(1)
“Very happy that your expertise is getting me through my dad's trust taxes.”
Accepts All Major Credit Cards
In Business Since 1982
CPA Certified
1037 Park View Dr, Covina, CA 91724
i
View Profile
Theresa Pacheco, CPA

Theresa Pacheco, CPA

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
In Business Since 2013
Transparent Fees & Pricing
1557 E Amar Rd Suite J, West Covina, CA
i
View Profile
DSI Wealth Management

DSI Wealth Management

Financial Coaching, Retirement Planning, Wealth Management
“Mon Fuentes joined DSI Wealth Management in November 2013 with over 18 years of experience in the financial services industry. She was previously the Brokerage Services Supervisor with another Broker/Dealer for 11 years prior to joining DSI Wealth Ma...”
In Business Since 2010
Licensed
1000 Lakes Dr # 420, West Covina, CA
i
View Profile
Refreshed Services

Refreshed Services

17058 E, Alwood St, West Covina, CA
i
View Profile
Enrique Villalobos & Associates

Enrique Villalobos & Associates

Tax & Accounting Services, Tax Resolution Services
“Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to”
In Business Since 2000
Transparent Fees & Pricing
3218 E Holt Ave Suite 100, West Covina, CA
i
View Profile
Wealthy Dollar

Wealthy Dollar

“Human behavior plays a significant role in several of the factors contributing to financial challenges. For instance, educational and career choices, spending habits, saving practices, and long-term planning are aspects of individual behavior that ca...”
In Business Since 2013
1050 Lakes Dr #225, West Covina, CA
i
View Profile
Paul Carney CPA

Paul Carney CPA

(49)
  • Questions
  • Knowledge
  • Team
“Paul has been both our family and Business CPA going on 25+years and couldn't recommend anyone better, He has served our needs with a quality of service that is unparalleled.”
Transparent Fees & Pricing
In Business Since 1998
Accepts All Major Credit Cards
Free Initial Consultation
148 E Foothill Blvd # 100, Arcadia, CA
i
View Profile
Benson Liao Insurance & Financial Center - Benson Liao

Benson Liao Insurance & Financial Center - Benson Liao

(50)
Products, Advanced Planning Resources
“I had several conversation with the planning team, which gave me a better understanding on how should I plan for my own retirement while save up for my children's future education needs.”
In Business Since 2002
Licensed
17506 Colima Rd #200, Rowland Heights, CA
i
View Profile
Figueroa & Co

Figueroa & Co

(18)
Cloud Accounting, Incorporation Services, Small Business Accounting
“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”
Accepts All Major Credit Cards
In Business Since 2015
Licensed, BBB Rating: A+
Free Initial Consultation
338 S Rosemead Blvd #4953, Pasadena, CA
i

Retirement Planning and Investment Management Services in Covina, CA Cost Estimates

Minimum cost
$1008
Maximum cost
$8564
National Average
$3023
Avg Per Hour Rates
$303
$2016
$5542
Typical price range is based on 513 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost $3023
Minimum cost $1008
Maximum cost $8564
Avg Per Hour Rates $303

Typical range $2016 to $5542 is based on 513 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Covina

Popular in Covina

, CA
Back To Top