Best Financial Advisors near Downey, CA

We have 4 firms in Downey on file. Only the highest-rated make our list: 3 of them made it, along with 12 from towns including Long Beach (2, 10 mi), Santa Fe Springs (1, 4 mi) and South Gate (1, 4 mi).

4 open weekends · 13 rated 4.5+ · 2 show a license

Data verified November 4, 2026

Edwin Does Taxes

Edwin Does Taxes

4.9 77 reviews
“I've worked with Edwin does taxes for around 15 years and he is consistently thorough, reliable, and easy to work with.”
Since 2013
12950 Paramount Blvd #203
i
Andazola Financial Services

Andazola Financial Services

5.0 1 review
“Ray is super smart, efficient, reasonable, and experienced!”
Since 2004
8326 E Florence Ave
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Crammer

Crammer

5.0 7 reviews
“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!”
Since 1967Prices online
8020 2nd St
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1st Quality Tax Service

1st Quality Tax Service

5.0 111 reviews
“I've been doing my taxes with them for years and have been satisfied each year.”
Since 2007Prices online
Inglewood, CA · 12 mi from Downey
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

4.8 60 reviews
“Stan is always attending trainings so that he can be the best out there.”
BBB ASince 1984
Seal Beach, CA · 11 mi from Downey
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The Agency

The Agency

4.9 89 reviews
“I recommend this place if you are looking to do your taxes, they are very friendly and guide you through everything, VERY GOOD JOB 👌 …”
Free consultationDRE #0214211910+ years
West Covina, CA · 15 mi from Downey
i

The 15 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.

Area overview: Downey, CA

The 15 firms on this page are rated from 4.3 to 5.0 across 1,154 reviews; 8 have 50 or more reviews and 13 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "efficient", "knowledge" and "patient". 4 are open on Saturdays. The services the firms on this page list most often on their websites are quickbooks services (4), wealth management (3), all accounting services (2), incorporation services (2) and individuals (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 59 years. 4 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 11 list a public email and 6 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.

Why are financial advisers outside Downey listed here?

3 of the 15 firms are located in Downey. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Montue, Woodard & Associates

Montue, Woodard & Associates

4.8 45 reviews
“The office staff are friendly and professional and the level of service is a cut above.”
Since 2007
Long Beach, CA · 10 mi from Downey
i
Benson Liao Insurance & Financial Center - Benson Liao

Benson Liao Insurance & Financial Center - Benson Liao

5.0 62 reviews
“They are very caring and considerate, and professional at the same time.”
LicensedSince 2002
Rowland Heights, CA · 14 mi from Downey
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Figueroa & Co

Figueroa & Co

4.4 18 reviews
“I have used your tax preparation services for the past five years and will continue to do so in the future.”
Free consultationBBB A+Since 2014
Pasadena, CA · 15 mi from Downey
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Tax Professionals, CPA

Tax Professionals, CPA

4.3 16 reviews
“Tushar Shaw is very prompt to respond, professional, and worth every penny for his services.”
BBB A+Since 1996
Long Beach, CA · 10 mi from Downey
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Kay Properties and Investments

Kay Properties and Investments

4.9 143 reviews
“They helped me assemble a team (exchange intermediary, title company and Kay all worked seamlessly together) and guided me thru the process with the level of handholding I requested.”
Serves United StatesSince 2010
Torrance, CA · 14 mi from Downey
i
Book onlineBook
Tandy Consulting

Tandy Consulting

5.0 26 reviews
“Travis is an amazing account who has handled my book keeping, personal and corporate taxes for years.”
Free consultationServes Fullerton, United StatesSince 2017Prices online
Fullerton, CA · 12 mi from Downey
i
Book onlineBook
Maytor Business Solutions INC

Maytor Business Solutions INC

4.9 33 reviews
“The attention was very friendly, the services were also very good in the processing of my taxes, thank you very much 😉 …”
Serves South GateSince 2023
South Gate, CA · 4 mi from Downey
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Anthony Sykes and Company

Anthony Sykes and Company

5.0 24 reviews
“Anthony is a very-detailed, patient, and knowledgeable tax preparer!”
Free consultationSince 1991
Santa Fe Springs, CA · 4 mi from Downey
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EFC Wealth Management Firm

EFC Wealth Management Firm

4.9 31 reviews
“They listen to my small details to understand and then put it all together to create my personalized portfolio”
Since 2009
Los Angeles, CA · 20 mi from Downey
i
HomeWealth Management AdvisorsCaliforniaDowney, CA

Why these companies made our list

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