Best Financial Advisors in Diamond Bar, CA

The highest-rated Financial Planning & Wealth Management firms out of 393 vetted & reviewed in the Diamond Bar area.

Nexgen Wealth Management

Nexgen Wealth Management

Best of 2022
(1)
“I feel comfortable working with Nexgen and would recommend them to anyone looking for financial advice.”
In Business Since 2017
1930 S Brea Canyon Rd #120, Diamond Bar, CA
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Advisory Group

Advisory Group

(1)
“This is a special group of great people who will invest your monies wisely for continued growth to retirement.”
Licensed
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1997
20955 Pathfinder Rd # 110, Diamond Bar, CA
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James Chang Page

James Chang Page

(8)
  • Information
“I have gone to James numerous times for advice with regards to investments, annuities and insurance policies and James has proven he knows how to advise properly.”
21660 Copley Dr, Diamond Bar, CA
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Vinoo Bookkeeping & Tax Services

Vinoo Bookkeeping & Tax Services

(1)
“I have used Vinoo Bookkeeping in Diamond Bar for my business tax and accounting.”
23341 Golden Springs Dr, Diamond Bar, CA
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Gerber & Co

Gerber & Co

(15)
International Tax Planning, Tax Preparation, Bookkeeping
“Our preparer, Tawny, has been doing our taxes for 20-25 years now and never fails to impress us with her devotion to getting the job done graciously and accurately.”
Licensed, BBB Rating: A+
Family Business
Accepts All Major Credit Cards
In Business Since 2008
1880 Century Park East Second Floor, Los Angeles, CA
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TIR Public Adjusters

TIR Public Adjusters

(15)
Mold Damage Insurance Claims, Rainwater Damage Insurance Claims, Business Interruption
“His calm demeanor throughout the long negotiations with the insurance company was a source of comfort as my partners learned of the many avenues they had available to advocate on our behalf.”
Free Initial Consultation
Licensed
Emergency Services
Below Average Price Tag
401 N Kenwood St #304, Glendale, CA
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Atlantic Tax Services

Atlantic Tax Services

(13)
  • Check
  • Questions
  • Office
“Last year my brother recommended ATLANTIC TAX SERVICE to me everything was done over the phone just sent email with all necessary docs it was a little pricy but because customer service was good the process was fast and easy i guess that made it less...”
Licensed, BBB Rating: A+
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2010
744 S Atlantic Blvd, East Los Angeles, CA
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Class XVI

Class XVI

(20)
  • Forex
  • Teacher
  • Game
“My experience was the best he helped me wen I was down on my luck I came to him with my last and now I'm excellent at forex very professional well mannered patient and honest really deserve 10 stars !”
In Business Since 2018
160 E 108th St, Los Angeles, CA
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Corey Tax Services

Corey Tax Services

(14)
Business Tax Services, Creating Business Entities, Bookkeeping & Payroll Services
“The two generations of knowledge, diligence, and professionalism give me confidence in the service received and comfort from the assurances that backs his work.”
Family Business
In Business Since 2012
100 W Broadway #3000, Long Beach, CA
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Ameri Tax Service

Ameri Tax Service

(20)
Non-Profit Services, IRS Representation/Back Taxes, Planning, Lifetime Income Streams
“She takes care of business right away and also gives u feedback with sincerity, so anyone looking for a great tax preparer should definitely contact her...”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Average Price Tag
In Business Since 2003
3327 E 7th St, Long Beach, CA
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Efros Financial -

Efros Financial -

(20)
Financial Planning, Tax Preparation, Real Estate Consulting
“After speaking to four experts, two did not have the time to help, one offered to help at a cost of $800, to start with, and the last one suggested I did not even need to file the form.”
In Business Since 2018
10866 Wilshire Blvd Suite 400, Los Angeles, CA
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Pathway Financial Services

Pathway Financial Services

(12)
Partners, Blog, Why Pathway?
“Jen Mulder is an expert at the most important thing: empowering you as an individual to take control of your financial destiny and achieve your goals and dreams.”
Transparent Fees & Pricing
In Business Since 2014
13101 Washington Blvd #241, Los Angeles, CA
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Paul Carney CPA

Paul Carney CPA

(20)
  • Business
  • Accounting
  • Estate
“Although this is not Paul's area of expertise, he went out of his way to explain some of the benefits and drawbacks of delaying receiving SS, which was appreciated.”
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1997
148 E Foothill Blvd #100, Arcadia, CA
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Retirement Planning and Investment Management Services Estimated Cost in Diamond Bar, CA 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 245 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Average range $2080 to $5720 is based on 245 cost profiles.

Why these companies made our list

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