Gerber & Co
“Our services with Gerber & Co has been and is most professional, caring and responsive.”
Best Financial Advisors near East Los Angeles, CA
We have one firm in East Los Angeles on file, and it is on this list, along with 14 from Los Angeles (13, 15 mi).
1 open 24/7 · 4 open weekends · 14 rated 4.5+
Data verified October 21, 2026
Atlantic Tax Services
“I've never had a bad experience, and my visits have always been fast and efficient.”
Jeung Agency
“Stephen is very personable and takes the time to understand various life factors to provide the best advice.”
Empress Investment Group
“Over the years, Meagan consistently scheduled annual meetings to discuss my life circumstances and how I could align my financial strategies to meet both current and future needs.”
Oren Hen EA
“Oren successfully handled my returns across two states, including various properties and other investments.”
RVW Wealth
“They are particularly great at monitoring my investment portfolio and keeping me informed on my investments.”
The 15 firms listed for East Los Angeles, 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: East Los Angeles, CA
The 15 firms on this page are rated from 4.0 to 5.0 across 791 reviews; 5 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (78%) and quality (76%). The topics that come up most in reviews of the firms on this page are "knowledge" and "trust". 1 is open around the clock; 3 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are tax planning (4), tax preparation (4), bookkeeping (2), business services (2) and cash flow management (2). 3 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers urgent consultations; 2 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. 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.
Do firms listed for East Los Angeles take financial planning bookings online?
5 of the 15 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.
Tax Legend
“I've been receiving tax services for 12 yrs thru tax legend and they have always done an excellent job with helping me recieve my taxes.”
Xcel Financial Services
“I recommend Xcel and the extra bonus is Lorena and Lucy great women.”
Ramineh,fani,nowakhtar & Rashidi
“All what you expect & need from your CPA, being knowledgeable, friendly, caring and responsible, they have it all.”
Elias Aziz Lavi CPA
“Shawn is great, he helped me save a lot of money on taxes.”
Ellen B Holden Personal Financial Planning
“Ellen is very good at explaining mutual funds and has helped me develop a diversified portfolio.”
EFC Wealth Management Firm
“Cory is down to earth and took the time to really explain my options so I could make informed decisions regarding my financial situation.”
Financial Green
“The staff was very helpful in answering my questions about their radio ad.”
Sternshein Robert J CPA
“Aside from how smart he is and how hard he works to ensure all of my personal and corporation and LLC taxes are taken care of and paid, he is a kind and wonderful person that truly cares about his clients!”
Innovative Wealth Strategists
“Once we were on-board, Bruce presented a recommended portfolio that was well researched and aligned perfectly with our preferences (balancing my wife and my input!”
Why these companies made our list
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