Best Financial Advisors in East Los Angeles, CA

The highest-rated Financial Planning & Wealth Management companies out of 133 vetted & reviewed in the East Los Angeles area.

Gerber & Co

Gerber & Co

(46)
Estate & Gift Planning, U.S. Residency, California Tax Issues
“While I decided to move forward with a different CPA that seemed to be a better fit for me and my small business, I imagine I would've also been happy working with Aron and David.”
Family Business
Accepts All Major Credit Cards
In Business Since 2010
Licensed, BBB Rating: A+
1880 Century Park E Second Floor, Los Angeles, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Environment
  • Company
  • Refund
“I've been coming here for years and will continue to do my taxes here.”
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2012
Licensed, BBB Rating: A+
744 S Atlantic Blvd, East Los Angeles, CA
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Tax Payers Services

Tax Payers Services

(4)
“Positive Professionalism”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2003
Coupons & Offers
901 S La Brea Ave #4, Los Angeles, CA
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The Plan Writers

The Plan Writers

(48)
  • Strategies
  • Project
  • Writing
“Matt and his team at The Plan Writers are dedicated to getting it right so the end product is a plan that articulates a compelling opportunity with the proper sales message.”
Free Initial Consultation
In Business Since 2022
Transparent Fees & Pricing
10250 Constellation Blvd #2300, Los Angeles, CA
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Jeung Agency

Jeung Agency

(49)
Business Services, Wealth Management, Life Insurance
“I had the pleasure of speaking with Corrine Loken, aside from having a pleasant voice and showing her compassion for my recent loss she was very professional.”
In Business Since 2019
5670 Wilshire Blvd, Los Angeles, CA
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Empress Investment Group

Empress Investment Group

(50)
  • Understand
  • Portfolio
  • Questions
“As a long time client of Empress Investment Group, I have experienced very good investment returns and portfolio results following the recommendations of Megan Phelps and her team at Empress.”
In Business Since 2009
321 N Larchmont Blvd Suite 800, Los Angeles, CA
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Oren Hen EA

Oren Hen EA

(38)
  • Corporation
  • Laws
  • Money
“I've been working with Oren for many years now from when my business was just a solo sole proprietorship to new opening my nonprofit and having an s-corp with 5 team members.”
Offers Financing Options
In Business Since 2014
Transparent Fees & Pricing
6404 Wilshire Blvd #800, Los Angeles, CA
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Maurice Joffe Tax Services

Maurice Joffe Tax Services

(38)
Services For Individuals, Tax Services, Business Services
“My original post was explaining the frustration of attempting to speak with a human, but the response held a few key things: Professional response, apologetic, a reasonable reason, and a solution.”
In Business Since 1969
Transparent Fees & Pricing
12222 Wilshire Blvd #106, Los Angeles, CA
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Efros Financial -

Efros Financial -

(33)
Real Estate Consulting, Tax Projections, Tax Resolution
“Alex was recommended to me by a “friend” who is often in conflict with businesses and family, she almost never has a nice word for anyone – but she did for Alex.”
In Business Since 2018
Free Initial Consultation
10866 Wilshire Blvd # 400, Los Angeles, CA
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RVW Wealth

RVW Wealth

(50)
  • Trust
  • Goals
  • Company
“Jonathan Gerber's knowledge and insights about my potential family business acquisition and the financial/estate planning implications was outstanding.”
In Business Since 2016
CISA Certified
1880 Century Park E #200, Los Angeles, CA
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Financial Counseling Center

Financial Counseling Center

(41)
  • Integrity
  • Lawyers
  • Debt
“They really go above and beyond to make sure you know your options and help you find the right way to move forward and once you do the process is very well executed and smooth.”
In Business Since 2003
Se Habla Español
4221 Wilshire Blvd Suite 255, Los Angeles, CA
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Tax Legend

Tax Legend

(34)
  • Season
  • Tax Services
“Im a very satisfied customer and looking forward to nextyears tax season thank you for the walk along step for U to me have a blessed year😊 Ms Raven from Krystal Edwards …”
In Business Since 2014
Transparent Fees & Pricing
1855 West Manchester Ave, Los Angeles, CALIFORNIA,
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Pathway Financial Services

Pathway Financial Services

(18)
Client Center, Featured Links, Workshops
“Jen Mulder is an expert at the most important thing: empowering you as an individual to take control of your financial destiny and achieve your goals and dreams.”
In Business Since 2014
Transparent Fees & Pricing
13101 Washington Blvd #241, Los Angeles, CA
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OCM Investments

OCM Investments

(1)
“Also, here's a picture of the building being torn down by a crane.”
In Business Since 2013
Licensed, BBB Rating: A+
333 S Grand Ave # 28, Los Angeles, CA
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Kohen Financial Group

Kohen Financial Group

(20)
  • Interest Rates
  • Mortgage
“Avi's a great guy!”
In Business Since 2017
Licensed
12100 Wilshire Blvd Suite 800, Los Angeles, CA
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Empyrean Funding & Management

Empyrean Funding & Management

“At Empyrean Funding, we have passion for what we do – helping other people's dreams come true. As one of the strongest and safest residential and commercial mortgage companies in the industry, we know that trust and integrity are the most important e...”
Average Price Tag
Accepts All Major Credit Cards
In Business Since 2007
Licensed, BBB Rating: A+
11677 San Vicente Blvd # 206, Los Angeles, CA
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Gill Tax Group

Gill Tax Group

(2)
Outsourced CFO and Controller Services, Services For Quickbooks, Tax Services
“We are very pleased with her professionalism, sense of urgency and responsiveness to all of our inquiries.”
Free Initial Consultation
Offers Financing Options
In Business Since 2021
Transparent Fees & Pricing
1801 Century Park E 24th Floor, Los Angeles, CA
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Xcel Financial Services

Xcel Financial Services

(7)
“Excellent service, very friendly and reliable.”
In Business Since 1994
Licensed, BBB Rating: A+
2900 N Eastern Ave, Los Angeles, CA
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Sabocor & Co.

Sabocor & Co.

Tax Services, Bank Financing, Cash Flow Management
“Sabocor & Co., LLP is licensed in CA and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
Free Initial Consultation
Offers Financing Options
In Business Since 1998
Transparent Fees & Pricing
767 N Hill St STE 205, Los Angeles, CA
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Cohen Pagano Accountancy

Cohen Pagano Accountancy

Services For Quickbooks, Tax Services, Services For Individuals
“Take a look at our Home page. Cohen Pagano Accountancy is a full service tax, accounting and business consulting firm located in Los Angeles, CA.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1994
Free Initial Consultation
12121 Wilshire Blvd Suite 720, Los Angeles, CA
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Advise RE

Advise RE

(26)
  • Tax Planning
  • Finance
  • CPA
“Consistently going the extra mile, I feel MFA is like an extension of my own team and I'm keen on utilizing other services including business set-up and personal portfolio advice.”
In Business Since 2023
8023 Beverly Blvd Suite 1 - #1179, Los Angeles, CA
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Ramineh,fani,nowakhtar & Rashidi

Ramineh,fani,nowakhtar & Rashidi

(3)
Financial Planning, Business Services, Tax Services
“I cannot say enough great things about them.”
Offers Financing Options
In Business Since 1986
Transparent Fees & Pricing
SAG-AFTRA, 5757 Wilshire Blvd # 937, Los Angeles, CA
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EFC Wealth Management Firm

EFC Wealth Management Firm

(14)
  • Tax Burden
  • Retirement
  • Team
“EFC has guided our investment decisions taking a comprehensive approach to preserve, grow, and secure our retirement funds yet plan for strategic withdrawals to minimize tax burdens.”
In Business Since 2009
5777 W Century Blvd #985, Los Angeles, CA
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Ellen B Holden Personal Financial Planning

Ellen B Holden Personal Financial Planning

(10)
Review of a Client's Overall Financial Situation, Tax Preparation For Individuals (Not Companies), Retirement Plan Budgets Through Age 95
“I have been a client of Ellen Holden's for over two decades, and I can say without reservation that she has unerringly given me good advice, has been up-to-date on changes in tax code and related legislation, has been principled in all her interactio...”
In Business Since 2009
Accepts All Major Credit Cards
10517 Rountree Rd, Los Angeles, CA
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Retirement Planning and Investment Management Services in East Los Angeles, CA Cost Estimates

Minimum cost
$1186
Maximum cost
$10075
National Average
$3556
Avg Per Hour Rates
$356
$2371
$6519
Typical price range is based on 366 cost profiles
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Average Cost $3556
Minimum cost $1186
Maximum cost $10075
Avg Per Hour Rates $356

Typical range $2371 to $6519 is based on 366 cost profiles.

Why these companies made our list

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