Downey, CA

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Downey, CA
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Best Financial Advisors in Downey, CA

The highest-rated Financial Planning & Wealth Management companies out of 169 vetted & reviewed in the Downey area.

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Edwin Does Taxes

Edwin Does Taxes

(36)
  • Knowledge
  • Happy
  • Team
“After looking at a relatively simple tax form (unemployment due to COVID), listening to me and understanding that I am going through a huge hardship right now due to COVID, they offered me a lower cost on their services because i've been a loyal cust...”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
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Golden Legacy Estate Planning

Golden Legacy Estate Planning

(24)
Estate Planning, Conservatorship, Trust Administration
“I spoke with Amber who helped me throughout the process, she spoke to realistically and told me how the outcome might be and told me how to approach everything.”
In Business Since 2019
Licensed, BBB Accredited
Locally Owned & Operated
11455 Paramount Blvd Suite J, Downey, CA
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Advanced Accounting & Tax Solutions

Advanced Accounting & Tax Solutions

(3)
Contador de Impuestos - Español, Quickbooks Services, Services For Individuals
“They had a wide range of hours allowing me to come late after work perfect for anyone who works a busy schedule.”
In Business Since 2016
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
10831 Downey Ave, Downey, CA 90241
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J.E. & Associates

J.E. & Associates

(2)
“A very professional Tax firm, Highly Recommended.”
In Business Since 2014
Accepts Cash
Offers Financing Options
Transparent Fees & Pricing
10927 Downey Ave Ste A, Downey, CA
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Andazola Financial Services

Andazola Financial Services

(1)
Professional Money Management, Tell A Friend
“Ray is super smart, efficient, reasonable, and experienced!”
In Business Since 2004
Accepts All Major Credit Cards
8326 E Florence Ave, Downey, CA 90240
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Strayer Saylors & Associates

Strayer Saylors & Associates

(3)
Virtual Controller
“When Brian finished with my 2 years of back taxes, I did ha e to pay, but he was very informative and laid everything of for me to understand.”
In Business Since 2013
Remote Consultations Available
8112 Florence Ave, Downey, CA
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Legacy Integrative Solutions

Legacy Integrative Solutions

(1)
“Love it”
In Business Since 2007
8734 Cleta St, Downey, CA
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Crammer

Crammer

(6)
“It was my first time filing my taxes and didn't really know what to expect and one of the accountants (Gabby) guided me along the way and made it super easy!”
In Business Since 1968
Transparent Fees & Pricing
8020 2nd St, Downey, CA
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G.m.o. Financial

G.m.o. Financial

10359 Lakewood Blvd, Downey, CA
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Adnant

Adnant

“We see opportunities every day, for our clients, for our people and our community. We help companies go public, get acquired and start new entities.”
In Business Since 2010
11516 Downey Ave, Downey, CA
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Amir & Associates CPA

Amir & Associates CPA

(9)
Business Entity Selection, Business Consulting, Accounting Services
“We have been doing business with Amir since 2011, Amir has been always professional giving a good advices, always available to answer questions and helping out, the price is reasonable I'll recommend him to everyone, Amir is always close to his busin...”
Free Initial Consultation
In Business Since 2013
Accepts All Major Credit Cards
Offers Financing Options
3858 W Carson St Suite 200, Torrance, CA
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Truax & Ocampo Professional Tax Advisors

Truax & Ocampo Professional Tax Advisors

(11)
Expatriate Tax Services, Business Services, Industries
“Since then, the Truax team has continued to guide me every step of the way - from helping develop a comprehensive tax plan, to offering invaluable advice about my consulting business.”
In Business Since 2022
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
1125 E Broadway #164, Glendale, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Check
  • Office
  • Questions
“All of my question were answered regarding my tax situation and felt very comfortable with the result.”
In Business Since 2010
Licensed, BBB Rating: A+
Free Initial Consultation
Accepts All Major Credit Cards
744 S Atlantic Blvd, East Los Angeles, CA
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Stone & Sallus

Stone & Sallus

(46)
Unfair Business Practices, Employment, Business Law
“Throughout the process, I felt as if Jason treated me like a partner in the journey of resolving my dispute rather than an idiot client that had no value other than billable hours, as was my experience with other law firms.”
In Business Since 2017
Licensed, BBB Rating: A
Accepts Cash, Check
Serving Downey Area
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The Hayes Law Firm - Estate Planning & Probate Attorneys

The Hayes Law Firm - Estate Planning & Probate Attorneys

(48)
Power of Attorney, Estate Planning Documents, Asset Protection
“At a time right now in the pandemic there is so much uncertainty, this is as good a time as any to take a look at those options and have a plan in place for your present and future.”
Family Business
In Business Since 2015
Licensed
Remote Consultations Available
729 Mission St UNIT 300, South Pasadena, CA
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Paul Carney CPA

Paul Carney CPA

(49)
  • Deadline
  • Knowledge
  • Team
“When asked to correct a lengthy problem with a looming deadline, Paul and crew quickly rose to the occasion and thankfully averted a greater problem or healthy fines.”
In Business Since 2000
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
148 E Foothill Blvd # 100, Arcadia, CA
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Liberty Debt Relief

Liberty Debt Relief

(49)
Private Student Loans, Debt Consolidation
“The monthly payments are realistic and it has helped me to not pay an arm and leg each month JUST to maintain my old cc's with the extreme interest rates.”
In Business Since 2015
Free Initial Consultation
333 City Blvd W 17th FL, Orange, CA
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Tax Payers Services

Tax Payers Services

(4)
“Tax Payers Services are professional and knowledgeable.”
Free Initial Consultation
Coupons & Offers
In Business Since 2003
Accepts All Major Credit Cards
901 S La Brea Ave #4, Los Angeles, CA
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Jeung Agency

Jeung Agency

(49)
Life Insurance, Retirement Planning, Business Services
“The features that I loved was that he put me in a product that guarantees my principal from any loses and still participate with the upside of stock market without any caps.”
In Business Since 2019
5670 Wilshire Blvd, Los Angeles, CA
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The Agency

The Agency

(48)
  • Service
  • Company
  • Taxes
“The best place to go to get income tax done Alfred is the best he has the best customer service and he get things done fast always offers if you want something to drink he a good guy”
10+ Years Experience
Free Initial Consultation
1315 W Covina Pkwy, West Covina, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Phone
  • The Future
  • Financial
“He was more than helpful and professional, at one point telling me he wanted to check another source to make sure he was providing the correct information.”
In Business Since 1986
Licensed, BBB Rating: A
Serving Downey Area
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Empress Investment Group

Empress Investment Group

(50)
  • Decisions
  • Goals
  • Team
“I first joined up with Empress when I saw Meagan speak about how women in relationships do not usually pay attention to their money and their retirement - they tend to let their husbands do it for them.”
In Business Since 2009
321 N Larchmont Blvd Suite 800, Los Angeles, CA
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OC Financial Services

OC Financial Services

(15)
Industries, Services For Quickbooks, Tax Services
“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.”
Free Initial Consultation
In Business Since 2003
Licensed, BBB Rating: A+
Transparent Fees & Pricing
2330 W Valencia Dr, Fullerton, CA
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Oren Hen EA

Oren Hen EA

(38)
  • Trust
  • Strategy
  • Accountant
“Most importantly, he saved me a TON of money and also educated me on how to register and organize my business in a way that will save me tens of thousands of dollars during tax time.”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
6404 Wilshire Blvd #800, Los Angeles, CA
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Retirement Planning and Investment Management Services in Downey, CA Cost Estimates

Minimum cost
$1176
Maximum cost
$9996
National Average
$3528
Avg Per Hour Rates
$353
$2352
$6468
Fair price range is based on 308 cost profiles
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Average Cost $3528
Minimum cost $1176
Maximum cost $9996
Avg Per Hour Rates $353

Fair range $2352 to $6468 is based on 308 cost profiles.

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