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金管家會計師及財務規劃
- Problem
- Team
- Tax
“The service attitude is good and the professional tax return manager can help with many professional issues related to personal finance👍👍👍 …”
Best Financial Advisors in Diamond Bar, CA
24 firms listed · 7 in Diamond Bar · 10 open weekends · 18 rated 4.5+ · 3 show a license
Data verified October 15, 2026
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Advisory Group
“This is a special group of great people who will invest your monies wisely for continued growth to retirement.”
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Financial Group
“On our web site, you'll find valuable information for evaluating your current position and progress toward financial objectives. We offer informational articles that outline financial concepts and highlight strategies designed to fill the gaps in you...”
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Live, Learn, Grow Wealth Management
“Bad Decisions. Have you ever started a sentence with, “I have a great idea” or “Don't worry, I know exactly what I'm doing” and then have it not turn out the way you expected? Part of our work is helping people reduce the frequency, minimize the impa...”
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Vinoo Bookkeeping & Tax Services
“I have used Vinoo Bookkeeping in Diamond Bar for my business tax and accounting.”
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美國富通金融 American Wealthlink Financial & Insurance Services
The 24 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 24 firms we list here, 7 are in Diamond Bar itself and 17 come from towns including Orange (3, 13 mi), Covina (2, 7 mi) and West Covina (2, 7 mi). 20 of the firms on this page have a rating, from 4.4 to 5.0 across 1,520 reviews; 6 have 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (77%) and quality (71%). 10 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are tax services (7), business services (5), industries (3), services for individuals (3) and small business accounting (3). 3 show a license on their websites; 1 lists staff certifications (CFP) and 8 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 38 years. 4 offer payment plans; 8 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. 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?
4 of the 24 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.
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Abridge Partners
“Abridge Partners, LLC (Abridge Partners) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of this content should not be construed by anyone as a solici...”
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Sense Financial Services
- 401k
- Self-Directed Ira
- Research
“When I told her I was looking for a referral to a firm who could help me establish my own Trust where I could invest in real estate within my solo 401k, she pointed me in Dmitriy's direction.”
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Paul Carney CPA
- Knowledge
- Estate
- Trust
“They are a boutique firm that offers personalized service to their clients- you are not just a name on a roster- they actually know details of your business when you call.”
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Liberty Debt Relief
- Credit Card Debt
- Payments
- Negotiations
“Very committed to helping you work through your finacial struggles, this company has kept me informed and feeling confident about the process from day one.”
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The Agency
- Company
- Credit
- Results
“The waiting time for my appointment it was less than 10m due to the extra questions from previous clients, the office is kind of hidden but who cares when what you need is an honest, and loyal company”
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OC Financial Services
- Accountant
“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.”
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Life Design Financial & Insurance Services
- Happy
- Needs
- Advice
“It can be daunting contacting a Financial Adviser to discuss your private financial situation (money), but Scott made us feel very comfortable from the beginning.”
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Figueroa & Co
- Call
“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.”
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HRL TAX Solutions
- Questions
- Price
- Business Tax
“Before we went to Henry we tried to get help with Optima Tax Relief claiming to help us with our tax matter, they ripped us off and caused so much stress and anxiety.”
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Falcon Wealth Planning
- Teacher
- Information
- Dave Ramsey
“Kevin Mayo is an honorable and knowledgeable advisor, who comes through on any promises made and works hard to help you develop understanding of the Why of specific advice given.”
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Elite Accountants Group
- Patient
“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.”
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Gati Group
“Gati Business Consultants Inc. is licensed in CA and specializes in Bookkeeping. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
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Ayoub & Associates CPA Firm
- Financial
- Team
“Joseph not only simplified the plan, but disclosed up front what all costs were going to be, and prepared all tax documents in a fraction of the time my previous CP As have and for half the cost.”
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Scott Hukriede, CPA
“Thank you for all your knowledge, professionalism and accuracy to details.”
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Accounting & Tax Solutions
- Questions
- Quality
- Tax Preparer
“Working with the tax professional Veronica Baray was a delight she was very patient and understanding I had so many questions about different forms other then my W2 I had 1099-misc and the previous year I had 1099-R but she was very polite and answer...”
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Calvary Tax Service
“) Following Jim's passing the staff at Calvary have continued providing the highly professional tax preparation services I've come to expect while maintaining a warn, and friendly environment!”
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Smartcpa - Chino Hills
- Numbers
- Questions
- Team
“He has always handled our families personal tax, investment, and small business needs in a highly professional and knowledgeable manner.”
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James F. Hundshamer, Certified Public Accountant
“Helped reduce what I owed on my taxes this year and got me on the right track for next year.”
Retirement Planning and Investment Management Services in Diamond Bar, CA Cost Estimates
Minimum cost
$1053
Maximum cost
$8943
National Average
$3157
Avg Per Hour Rates
$316
$2105
$5787
Average price range is based on 505 cost profiles
Why these companies made our list
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