金管家會計師及財務規劃
“Accountant Wendy Liu and staff of Golden Butler are very professional and friendly, especially Anna and Felton who were very helpful to me.”
Best Financial Advisors in Diamond Bar, CA
15 firms listed · 8 in Diamond Bar · 6 open weekends · 10 rated 4.5+ · 3 show a license
Data verified October 15, 2026
Advisory Group
“This is a special group of great people who will invest your monies wisely for continued growth to retirement.”
Executive Benefit Programs
“I have come to rely on them to provide the best possible options for me and my life insurance, and I know it will always be sound financial advice.”
Financial Group
Live, Learn, Grow Wealth Management
Vinoo Bookkeeping & Tax Services
“I have used Vinoo Bookkeeping in Diamond Bar for my business tax and accounting.”
The 15 firms listed for Diamond Bar, 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: Diamond Bar, CA
Of the 15 firms we list here, 8 are in Diamond Bar itself and 7 come from towns including Fullerton (2, 10 mi), Chino Hills (1, 6 mi) and West Covina (1, 7 mi). 11 of the firms on this page have a rating, from 4.3 to 5.0 across 538 reviews; 3 have 50 or more reviews and 10 are rated 4.5 or higher. 6 are open on Saturdays. 3 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 9 have ten or more years of experience, the longest 39 years. 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 13 of the firms on this page; 13 publish a contact page; 11 list a public email and 3 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.
Do firms listed for Diamond Bar take financial planning bookings online?
3 of the 15 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.
美國富通金融 American Wealthlink Financial & Insurance Services
Abridge Partners
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Sense Financial Services
“Sense Financial has guided me all the way, whenever I need them, all I have to do is send an email or make a call.”
The Agency
“They were very helpful for the process on doing my Taxes.”
Smartcpa - Chino Hills
“I don't like working with those tax numbers and Smart CPA (Mike especially) has been saving me.”
Carl Grande- Grand Capital Management
“My husband and I felt from the start that he listened to our goals and future plans and we can't think him enough for helping us achieve those goals.”
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Tandy Consulting
“When my father's business files needed updating, Travis stepped in and completed all in a matter of hours.”
Eclectic Associates
Kalter Financial Group
“Our books are in good order because of them, and we have presented them to banking institutions and investors to aquire lines of credit and business acquisition inquiries.”
Why these companies made our list
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