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J & E Tax & Bookkeeping
“Always do a great job.”
Best Financial Advisors in El Cajon, CA
24 firms listed · 6 in El Cajon · 1 open weekends · 19 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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J2X Wealth Advisors
“J2X Legacy Advisors LLC is a registered investment adviser in the State of AZ, CA, FL, HI, ID, OH, OR and TX. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individual...”
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Rundlett Financial
“Mike has extensive experience and formal training in financial and investment practices, earning and maintaining the CFP® and AIF designations, along with various insurance licenses and investment registrations.”
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Waypoint Financial Partners
“Diedre and her staff are always responsive, and really look at all of the potential angles for reducing our tax liability and planning our investments for the future.”
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Lord & Gladden
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Mountain West Financial
“I've had the opportunity to work with Mountain West for the past 6 years with financing my captive. They've been a great partner and advocate for our company. What they've been able to build is truly remarkable, I see them at every conference I go to...”
The 24 firms listed for El Cajon, 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: El Cajon, CA
Of the 24 firms we list here, 6 are in El Cajon itself and 18 come from towns including San Diego (14, 10 mi), La Mesa (1, 4 mi) and Chula Vista (1, 12 mi). 19 of the firms on this page have a rating, from 4.6 to 5.0 across 6,858 reviews; 6 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (89%), responsiveness (68%) and quality (65%). The topics that come up most in reviews of the firms on this page are "communication" and "knowledge". 1 is open on weekends. 2 show a license on their websites and 9 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 21 list a public email and 3 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 El Cajon listed here?
6 of the 24 firms are located in El Cajon. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Noble Tax Help
“Christopher Noble, CPA EA has years of experience helping not only people with their taxes but also helping develop some of the most popular tax software in the industry. He is uniquely capable to help you achieve your goals of saving money on your t...”
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Practicecfo
- Career
- Dental
- Information
“With their focus on dental operations, staffing and financial projections, we are only growing and seeing positive results in our first and second year of ownership of a dental practice.”
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Business Broker Rita Barbato the A List Group
- Diligence
- Price
- Transaction
“She dealt with the landlord, with the franchise and came up with great ideas to make sure the deal goes through and everyone is happy, while always answering the phone calls and emails.”
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Accredited Debt Relief
- Debt Settlement
- Debt Consolidation
- Creditors
“Scrolling through my phone a few days ago, actually searching for a lending company, (because, you know, my delusional self thought a loan would fix everything), I accidentally clicked on "debt relief".”
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San Diego, CPA A Professional Tax & Accountancy Corporation
- Decisions
- Job
- Communication
“Mr Aazami has been doing our bookeeping as well as our personal and business taxes for over 2 years now and we have been very happy with his honest service as well as his professional suggestions he offers to us.”
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San Diego Business Advisors
- Tax Laws
- Company
- Knowledge
“San Diego Business Advisors has impressed me from the beginning with their in depth knowledge as well as their desire to fully understand my business and my goals.”
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Copley Financial Group
- Understand
- Market
- Portfolio
“My husband grew up knowing the Copley family, so we had confidence that the Group would likely help us to organize our finances well, but we really had no idea how incredibly welcoming and accommodating they would be.”
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Pierre Tax and Wealth Management
- Deductions
- Financial
- Communication
“Eric Pierre, is a very talented and knowledgeable CPA that has offered me and my business the expertise, and quality of a very big firm but with the personal service and attention of an exclusive small boutique Agency.”
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Darrin A. Santos, Cfp-Fsi Wealth
- 2008
- Portfolio
- Knowledge
“In 2008 when the stock market was suffering great losses and the financial crisis began Darrin called us to explain what was going on in the economy and make recommendations.”
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Pars Financial Corporation
“They really know what their doing, with the principal being an IRS Enrolled Agent (so you know they have your [tax] back even if you're NOT getting audited).”
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CFG Wealth Management
- Retirement
“I used to have an account with another financial advisor, but I decided to leave after I was offered a complimentary cash flow analysis and found out I would get a better deal at CFG.”
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Global Tax 360 & Consulting Services
“Great service, I opened a corporation very fast and they gave me all the information I require to run it, they also keep my bookkeeping up to date as well as payroll services.”
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Wealth Legacy Group
- Expertise
- Life
- Integrity
“With a great belief in servant leadership and philanthropy, I highly recommend all San Diegans to learn about this amazing group and discover how they can both benefit from their experiences and how they can become a part of this organization too.”
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Pure Financial Advisors
- Advice
“Farah, the branch manager at Sun Loans in Big Spring, TX was extremely easy to work with.”
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Reyes Financial Architecture
“Since I do not have anything to worry about aside from myself and my wife Anne, I usually spend a lot of my retirement benefits buying anything for my daughters and their kids even though I know they are capable of buying it themselves.”
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Indevia Accounting
- Check
- Books
- Owner
“Having US based ownership and leadership combined with offshore resources provides the best of all worlds: trust, accuracy and reliability at a very good price.”
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Carrasco Group
- Attention
“They are excellent people and the truth is that we fell into excellent hands after so many false hopes that others gave us and they only took away the little money we had and God gave us On the way to these wonderful people we thank you enormously fo...”
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Creative Capital Management Investments
“We started working with CCMI in 2021 after realizing that we did not have a clear picture of our finances and how they looked 20 years from now.”
Retirement Planning and Investment Management Services in El Cajon, CA Cost Estimates
Minimum cost
$1167
Maximum cost
$9915
National Average
$3500
Avg Per Hour Rates
$350
$2333
$6416
Average price range is based on 417 cost profiles
Why these companies made our list
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