Atlantic Tax Services
“Great service and they got me a good refund , I'm happy I don't have to pay 😀 …”
Best Financial Advisors near El Monte, CA
There are no firms listed in El Monte itself yet; the 15 below are the closest options, from towns including Pasadena (3, 9 mi), West Covina (2, 7 mi) and Whittier (1, 7 mi).
6 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 16, 2026
The Agency
“I recommend this place if you are looking to do your taxes, they are very friendly and guide you through everything, VERY GOOD JOB 👌 …”
Figueroa & Co
“I will be returning for my 2014 taxes and I'm hoping the experience will be as nice as previous years.”
Edwin Does Taxes
“I've recommended her to others and I've now found my long-term tax filer.”
金管家會計師及財務規劃
“I appreciate their professional and efficient team, their enthusiastic and patient service, and their detailed answers to customers' tax issues.”
Carl Grande- Grand Capital Management
“This is the kind of one and one care and attention you would want when dealing with important financial and life decisions rather than dealing with large scripted corporations.”
The 15 firms listed for El Monte, 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 Monte, CA
The 15 firms on this page are rated from 4.4 to 5.0 across 1,006 reviews; 4 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 (97%), responsiveness (83%) and value (83%). The topics that come up most in reviews of the firms on this page are "efficient" and "knowledge". 6 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are all accounting services (2), incorporation services (2), quickbooks services (2) and small business accounting (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 39 years. 4 offer a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 12 list a public email and 5 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.
Do any financial advisers listed for El Monte offer a free first meeting?
4 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Maytor Business Solutions INC
“I'm amazed of how professional and knowledgeable the team is at Mayor.”
Lake Avenue Financial
“Don't be fooled by Alex Chelakian's youth; his wealth of knowledge (pun intended) along with great listening skills confirms that you are in good hands.”
Anthony Sykes and Company
“Payment was easy although I did not receive a balance due notification.”
Eclectic Associates
Protax Financial Services
“They are the ones that do your taxes and they each have their own office where you can file in privacy.”
Xcel Financial Services
“They have handled all my business and personal financial services for over 5 years and I am very satisfied with their service.”
Benson Liao Insurance & Financial Center - Benson Liao
“Jack is very enthusiastic and patient to help me solve many problems.”
Build a Better Financial Future
“My wife and I are very pleased with his guidance on our finances and we look forward to continuing to work with him!”
Cerda Muñoz Advisors
“The people at Cerda Munoz Advisors always make me feel valued and welcomed.”
Why these companies made our list
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