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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Zuk Financial Group

Zuk Financial Group

In Business Since 2005
Serving El Monte Area
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Tandy Consulting

Tandy Consulting

(11)
Tax Services, Payroll Benefits, Business Services
“We were searching for an accounting firm in the Fullerton, CA area to engage for bookkeeping, tax, corporate record keeping and consulting services for a Non-Profit Organization.”
Accepts All Major Credit Cards
In Business Since 2017
Free Initial Consultation
Transparent Fees & Pricing
Serving El Monte Area
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Atlantic Tax Services

Atlantic Tax Services

(50)
  • Team
  • Questions
  • People
“Christiana the receptionist was very helpful very nice great service as well as Andy they did a great job I wanna appreciate there help this is the place to do your taxes”
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

The Hayes Law Firm

(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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ACA Group

ACA Group

(49)
  • Questions
  • Professional
  • Call
“We were working with one company a few years ago that nothing but ask for money and have us fill out numerous forms that made us believe they were the real thing.”
Licensed, BBB Accredited
In Business Since 2019
Free Initial Consultation
450 N Brand Blvd, Glendale, CA
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Paul Carney CPA

Paul Carney CPA

(49)
  • Estate
  • Team
  • Tax Preparation
“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

(49)
  • Credit Repair
  • Informative
  • Team
“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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Robert Hall & Associates

Robert Hall & Associates

(47)
Tax Planning & Tax Consulting, Tax Preparation Service, Elder Care
“I would like to simply say that Robert Hall and Associates, after being a client for many years, continues to excel at tax prep for the entertainment professionals!”
In Business Since 2000
300 W Glenoaks Blvd #200, Glendale, CA
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OC Financial Services

OC Financial Services

(13)
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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Benson Liao Insurance & Financial Center - Benson Liao

Benson Liao Insurance & Financial Center - Benson Liao

(50)
Advanced Planning Resources, Products
“If you all need an one - stop full service for Insurance and investment , Benson Liao Insurance & Financial Center will definitely be your first choice !”
Licensed
In Business Since 2002
17506 Colima Rd #200, Rowland Heights, CA
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Tu Legado En 123 By Total Solutions

Tu Legado En 123 By Total Solutions

(50)
  • Estate
  • Information
  • Price
“I am very grateful for the service they gave me, I did not expect so much kindness, many things that I did not know, I did not know about this Living Trust procedure but here they were patient with me and explained it to me in detail, I recommend it ...”
In Business Since 2023
Serving El Monte Area
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SK Enterprises

SK Enterprises

(37)
Business Services, Services For Individuals, Quickbooks Services
“I know getting taxes done could be hectic and requires a lot of knowledge of the tax laws but with Enterprise you would simply send over your documents and they take care of that for you.”
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 2017
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

(22)
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

(28)
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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Edwin Does Taxes

Edwin Does Taxes

(35)
  • Questions
  • Team
  • Tax Preparer
“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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Accounting & Tax Solutions

Accounting & Tax Solutions

(20)
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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TIR Public Adjusters

TIR Public Adjusters

(19)
Hurricane Damage Insurance Claims, Business Interruption, Wind Damage Insurance Claims
“I have made several referrals to friends and family who experienced damage to their home that need an advocate against the insurance company who wants to reduce and deny your claim.”
Licensed
In Business Since 2015
Free Initial Consultation
Emergency Services
401 N Kenwood St #304, Glendale, CA
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Pacific Accounting Group

Pacific Accounting Group

(29)
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 2019
Transparent Fees & Pricing
Accepts All Major Credit Cards
80 S Lake Ave Suite 640, Pasadena, CA
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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

(5)
“) 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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金管家會計師及財務規劃

金管家會計師及財務規劃

(49)
  • Efficient
  • Video
  • Patience
“He is patient, has a cheerful and straightforward personality, and answers many of my questions carefully, professionally and quickly, and gives reasonable suggestions, which makes me feel more cordial!”
21343 Cold Spring Ln, Diamond Bar, 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 2004
Free Initial Consultation
Transparent Fees & Pricing
100 N Citrus St #325, West Covina, CA
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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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