The highest-rated Financial Planning & Wealth Management companies out of 133 vetted & reviewed in the East Los Angeles area.
Learn how we score.
Prominent finalists A-Z in East Los Angeles
Advise RE
Atlantic Tax Services
Cohen Pagano Accountancy
Efros Financial –
Empress Investment Group
Empyrean Funding & Management
Financial Counseling Center
Gerber & Co
Gill Tax Group
Jeung Agency
Kohen Financial Group
Maurice Joffe Tax Services
OCM Investments
Oren Hen EA
Pathway Financial Services
RVW Wealth
Ramineh,fani,nowakhtar & Rashidi
Sabocor & Co.
Tax Legend
Tax Payers Services
The Plan Writers
Williammahaniancpa.com
World Accounting Group
Xcel Financial Services
View Profile
Atlantic Tax Services
(50)
People
Company
Questions
“Best tax services in LA, I came in today to do my taxes as a walkin and as always the best treatment was given to us, the clients, I appreciate ATS, and Andy.”
i
View Profile
Gerber & Co
(42)
Estate & Gift Planning, U.S. Residency, California Tax Issues
“It's a great family oriented environment where everyone works together as a team to provide professional, passionate and dedicated devotion to our clients financial wellbeing.”
i
View Profile
Tax Payers Services
(3)
“Down to earth..”
i
View Profile
The Plan Writers
(45)
Investors
Understand
Writing
“Definitely recommend them when starting a new business and looking for a professional touch to put together a package that will impress and get your idea across!”
i
View Profile
Jeung Agency
(49)
Individual Health & Supplements, Wealth Management, Life Insurance
“She walked both me and my husband through all of the steps for getting our life insurance together (finally) and was thorough and patient in answering all of our questions.”
i
View Profile
Empress Investment Group
(49)
Knowledge
Questions
Portfolio
“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.”
i
View Profile
Oren Hen EA
(35)
Laws
Money
Accountant
“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.”
i
View Profile
Efros Financial -
(32)
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.”
i
View Profile
Maurice Joffe Tax Services
(32)
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.”
i
View Profile
RVW Wealth
(50)
Trust
Portfolio
Company
“Jonathan Gerber's knowledge and insights about my potential family business acquisition and the financial/estate planning implications was outstanding.”
i
View Profile
Financial Counseling Center
(24)
Family
Attorney
Questions
“If you are stressed and scared about your financial dilemmas, this family team powerhouse can ease your mind and guide you through possible solutions to all your concerns!”
i
View Profile
Advise RE
(26)
Feel
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.”
i
View Profile
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.”
i
View Profile
Tax Legend
(17)
Season
The Irs
“I am grateful to come across a good team that take their time and value you as customer I got my stuff resolved with the IRS and my civil rights were respected.”
i
View Profile
OCM Investments
(1)
“Also, here's a picture of the building being torn down by a crane.”
i
View Profile
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...”
i
View Profile
World Accounting Group
Get Your Tax File, Tax Due Dates, Estate Planning
“We are a full-service accounting firm located in California. We offer a broad range of services for business owners, executives, and independent professionals in a variety of industries. We view every client relationship like a partnership, and truly...”
i
View Profile
Xcel Financial Services
(7)
“Excellent service, very friendly and reliable.”
i
View Profile
Gill Tax Group
(1)
Outsourced CFO and Controller Services, Services For Quickbooks, Tax Services
“Great at what they provide to a business, as well as no a personal level.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
Ramineh,fani,nowakhtar & Rashidi
(3)
Financial Planning, Business Services, Tax Services
“I cannot say enough great things about them.”
i
View Profile
Kohen Financial Group
(15)
Interest Rates
Mortgage
“Kohen Financial Group got me the best mortgage rate in town.”
i
View Profile
Williammahaniancpa.com
(2)
Industries, Tax Services, Business Services
“He made me realize that my last accountant was lacking in knowledge and I suffered dearly for hiring my prior accountant.”
i
Retirement Planning and Investment Management Services in East Los Angeles, CA Cost Estimates