Best Financial Advisors in El Monte, CA

The highest-rated Financial Planning & Wealth Management companies out of 142 vetted & reviewed in the El Monte area.

Michelle B.H. Lee

Michelle B.H. Lee

“We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Services for Individuals”
Transparent Fees & Pricing
In Business Since 2015
Offers Financing Options
9646 Garvey Ave #206, South El Monte, CA 91733
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Truax & Ocampo Professional Tax Advisors

Truax & Ocampo Professional Tax Advisors

(11)
Business Services, Expatriate Tax Services, Industries
“My first experience with the Truax office was over a dozen years ago when I needed counsel about a tax situation involving charitable donations that the IRS was challenging.”
Accepts All Major Credit Cards
In Business Since 2022
Free Initial Consultation
Transparent Fees & Pricing
1125 E Broadway #164, Glendale, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Audit
  • File
  • Team
“It would take me 2-3 days and I was always paranoid that I was doing something wrong.”
Licensed, BBB Rating: A+
In Business Since 2010
Free Initial Consultation
Accepts All Major Credit Cards
744 S Atlantic Blvd, East Los Angeles, CA
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The Hayes Law Firm - Estate Planning & Probate Attorneys

The Hayes Law Firm - Estate Planning & Probate Attorneys

(48)
Estate Plan, Probate Administration, Asset Protection
“Hayes was extremely helpful and informative, especially since I was calling from NY and trying to get some guidance for my mother in laws situation in Santa Monica.”
Licensed
In Business Since 2017
Remote Consultations Available
Accepts All Major Credit Cards
729 Mission St UNIT 300, South Pasadena, CA
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Paul Carney CPA

Paul Carney CPA

(49)
  • Needs
  • Corporate
  • Estate
“Although this is not Paul's area of expertise, he went out of his way to explain some of the benefits and drawbacks of delaying receiving SS, which was appreciated.”
Accepts All Major Credit Cards
In Business Since 2000
Free Initial Consultation
Transparent Fees & Pricing
148 E Foothill Blvd # 100, Arcadia, CA
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The Agency

The Agency

(48)
  • Matter
  • Receptionist
  • Credit
“I'll start off by stating that Alfred and his team of professionals are hands down the best Tax preparer's I have ever had the pleasure of doing business with.”
Free Initial Consultation
10+ Years Experience
1315 W Covina Pkwy, West Covina, CA
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OC Financial Services

OC Financial Services

(15)
Real Estate and Mortgage Loans Services, Tax Services, Business Services
“I found OC Financial Services online and made an appointment with Irene to review my tax return, estimated payments, and ask a few other questions in regards to my small business.”
Licensed, BBB Rating: A+
In Business Since 2001
Transparent Fees & Pricing
Accepts All Major Credit Cards
2330 W Valencia Dr, Fullerton, CA
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SK Enterprises

SK Enterprises

(38)
Business Services, Services For Individuals, Quickbooks Services
“My Tax Advisors has consistently demonstrated a deep understanding of the complexities of tax law and accounting practices, providing reliable and insightful advice that has been crucial for my financial decision-making.”
Accepts Check
In Business Since 1995
Offers Financing Options
Transparent Fees & Pricing
Serving El Monte Area
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Figueroa & Co

Figueroa & Co

(18)
Quickbooks Services, Business and Financial Consulting, Small Business Accounting
“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”
Licensed, BBB Rating: A+
In Business Since 2015
Free Initial Consultation
Accepts All Major Credit Cards
338 S Rosemead Blvd #4953, Pasadena, CA
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HRL TAX Solutions

HRL TAX Solutions

(24)
Accounting Services, IRS Payment Plan, Quicktune-up
“Before we went to Henry we tried to get help with Optima Tax Relief claiming to help us with our tax matter, they ripped us off and caused so much stress and anxiety.”
Transparent Fees & Pricing
In Business Since 2014
Offers Financing Options
Remote Consultations Available
100 Barranca St Suite 409, West Covina, CA
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Elite Accountants Group

Elite Accountants Group

(29)
Quickbooks Online, Financial Planning, Small Business Accounting
“Tax extension deadline was approaching and I had called several Tax offices without much success, but when I called Elite Accountants Group, Ahmad answered and an appointmen was made.”
Transparent Fees & Pricing
In Business Since 2012
956 N Grand Ave, Covina, CA
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Gati Group

Gati Group

Business Services, Services For Individuals, Services For Quickbooks
“Gati Business Consultants Inc. is licensed in CA and specializes in Bookkeeping. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
Licensed, BBB Rating: A+
In Business Since 2011
Offers Financing Options
Transparent Fees & Pricing
2501 E Chapman Ave #280, Fullerton, CA
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TIR Public Adjusters

TIR Public Adjusters

(22)
Hurricane Damage Insurance Claims, Business Interruption, Wind Damage Insurance Claims
“I recently had the pleasure of working with Ashot, an exceptional insurance adjuster, who made the daunting process of handling my kitchen water leak claim incredibly smooth and stress-free.”
Licensed
In Business Since 2015
Free Initial Consultation
Emergency Services
401 N Kenwood St #304, Glendale, CA
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Edwin Does Taxes

Edwin Does Taxes

(36)
  • Doubt
  • Informative
  • Team
“Edwin does taxes , company and all of the people works there are great and helpful I started with my taxes filing and other matters to take care by Edwin does taxes 2019, 2020 and will continue use Edwin does taxes for any tax matter.”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
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Pacific Accounting Group

Pacific Accounting Group

(31)
Tax Preparation, Bookkeeping
“The best part in my opinion is that he encourages that I keep my filings in order on a quarterly basis, that way when taxes are due, there is no rush to get everything in order.”
Licensed
In Business Since 2017
Transparent Fees & Pricing
Accepts All Major Credit Cards
80 S Lake Ave Suite 640, Pasadena, CA
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Accounting & Tax Solutions

Accounting & Tax Solutions

(21)
Tax Audit, IRS Wage Levy, Tax Problems
“Working with the tax professional Veronica Baray was a delight she was very patient and understanding I had so many questions about different forms other then my W2 I had 1099-misc and the previous year I had 1099-R but she was very polite and answer...”
Licensed
In Business Since 2003
Accepts All Major Credit Cards, Check
Serving El Monte Area
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Golden Legacy Estate Planning

Golden Legacy Estate Planning

(24)
Conservatorship, Estate Planning, Trust Administration
“The people at Golden Legacy are doing a Fantastic job at explaining how Living Trusts and Estate Planning helps people to leave a better financial future to their children, by avoiding Probate.”
Licensed, BBB Accredited
In Business Since 2019
Locally Owned & Operated
11455 Paramount Blvd Suite J, Downey, CA
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Calvary Tax Service

Calvary Tax Service

(6)
“) Following Jim's passing the staff at Calvary have continued providing the highly professional tax preparation services I've come to expect while maintaining a warn, and friendly environment!”
Licensed, BBB Rating: A+
In Business Since 2012
Coupons & Offers
Accepts All Major Credit Cards
1135 E Rte 66 #108, Glendora, CA
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Jeff Huang CPA

Jeff Huang CPA

(12)
  • Tax Advice
  • Accountant
  • Questions
“He and his firm are highly knowledgeable on both personal and business tax laws and he is always very patient to answer our questions and explain our options on many situations.”
Licensed
In Business Since 2006
Offers Financing Options
Transparent Fees & Pricing
1641 W Main St #218, Alhambra, CA
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Fathy & Associates

Fathy & Associates

(1)
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
Licensed, BBB Rating: A+
In Business Since 2006
Free Initial Consultation
Transparent Fees & Pricing
100 N Citrus St #325, West Covina, CA
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Dennis J Tisdale, CPA

Dennis J Tisdale, CPA

(1)
Personal Financial Planning, Payroll Services, Small Business Accounting
“Answered my questions ON TAX DAY, rather complicated and he helped me get to the bottom of my concerns.”
Licensed, BBB Rating: A+
In Business Since 1983
Remote Consultations Available
Serving El Monte Area
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James F. Hundshamer, Certified Public Accountant

James F. Hundshamer, Certified Public Accountant

(3)
Business Services, Services For Individuals, Quickbooks
“Helped reduce what I owed on my taxes this year and got me on the right track for next year.”
Licensed, BBB Rating: A+
In Business Since 1989
Transparent Fees & Pricing
Family Business
223 S Glendora Ave #101, Glendora, CA
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金管家會計師及財務規劃

金管家會計師及財務規劃

(48)
  • Efficient
  • Video
  • Team
“The service attitude is good and the professional tax return manager can help with many professional issues related to personal finance👍👍👍 …”
21343 Cold Spring Ln, Diamond Bar, CA
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Paragon Business Solutions

Paragon Business Solutions

(6)
Business Services, Services For Individuals, Quickbooks Services
“He is great and I am extremely happy with him as my Accountant and adviser.”
Licensed, BBB Rating: A+
In Business Since 2008
Free Initial Consultation
Transparent Fees & Pricing
Serving El Monte Area
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Retirement Planning and Investment Management Services in El Monte, CA Cost Estimates

Minimum cost
$1181
Maximum cost
$10036
National Average
$3543
Avg Per Hour Rates
$355
$2362
$6494
Average price range is based on 550 cost profiles
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Average Cost $3543
Minimum cost $1181
Maximum cost $10036
Avg Per Hour Rates $355

Average range $2362 to $6494 is based on 550 cost profiles.

Why these companies made our list

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