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24 firms listed · 4 in Downey · 11 open weekends · 22 rated 4.5+ · 2 show a license
Data verified October 18, 2026
The 24 firms listed for Downey, 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.
Of the 24 firms we list here, 4 are in Downey itself and 20 come from towns including Los Angeles (3, 20 mi), Long Beach (2, 10 mi) and Pasadena (2, 15 mi). The firms on this page are rated from 4.0 to 5.0 across 1,367 reviews; 7 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (79%) and quality (74%). The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "efficient". 10 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are quickbooks services (3), tax services (3), wealth management (3), bookkeeping (2) and individuals (2). 2 show a license on their websites and 7 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 59 years. 1 offers payment plans and 5 offer a free initial consultation. 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.
10 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.
