Best Financial Advisors in Downey, CA

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

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
i
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
i
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 2018
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
10831 Downey Ave, Downey, CA 90241
i
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
i
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
i
Legacy Integrative Solutions

Legacy Integrative Solutions

(1)
“Love it”
In Business Since 2007
8734 Cleta St, Downey, CA
i
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
i
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
i
Kredit Guy Peter

Kredit Guy Peter

“We're an innovative team of professional and experienced individuals who understand exactly what it takes to remove financial errors from your records. Moreover, we work thoroughly and diligently in order to understand each specific case and find eve...”
In Business Since 2020
7332 Florence Ave Suite C, Downey, CA
i
F7 Asset Management

F7 Asset Management

“F7 Management, LLC is a real estate investment management firm, engaging in the acquisition and asset management of distressed real estate throughout the Southern California MSA markets.”
In Business Since 2021
12027 Paramount Blvd, Downey, CA
i
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
i
Strategy Wealth Management

Strategy Wealth Management

8141 2nd St #408, Downey, CA
i
G.m.o. Financial

G.m.o. Financial

10359 Lakewood Blvd, Downey, CA
i
Cesar Macedo Mba, CFP

Cesar Macedo Mba, CFP

8141 2nd St #530, Downey, CA
i
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
i
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
i
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 2017
Licensed
Remote Consultations Available
729 Mission St UNIT 300, South Pasadena, CA
i
ACA Group

ACA Group

(49)
  • Resort
  • Review
  • Professional
“We originally purchased a timeshare with Diamond Resorts and went back a few years ago and we were told our contract was expiring and needed to renew it.”
In Business Since 2019
Licensed, BBB Accredited
Free Initial Consultation
450 N Brand Blvd, Glendale, CA
i
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
i
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
i
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
i
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
i
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
i
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 1984
Licensed, BBB Rating: A
Serving Downey Area
i

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
Click to copy
Successfully copied!
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.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top