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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The Hayes Law Firm

The Hayes Law Firm

(30)
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
Emergency Services
Family Business
729 Mission St #300, South Pasadena, CA
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Atlantic Tax Services

Atlantic Tax Services

(18)
  • Tax Return
  • Team
  • Company
“Last year my brother recommended ATLANTIC TAX SERVICE to me everything was done over the phone just sent email with all necessary docs it was a little pricy but because customer service was good the process was fast and easy i guess that made it less...”
Licensed, BBB Rating: A+
In Business Since 2012
Free Initial Consultation
Accepts All Major Credit Cards
744 S Atlantic Blvd, East Los Angeles, CA
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Figueroa & Co

Figueroa & Co

(16)
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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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 1991
Transparent Fees & Pricing
Family Business
223 S Glendora Ave #101, Glendora, CA
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Paul Carney CPA

Paul Carney CPA

(30)
  • Accounting
  • Team
  • Questions
“Paul has been both our family and Business CPA going on 25+years and couldn't recommend anyone better, He has served our needs with a quality of service that is unparalleled.”
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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OC Financial Services

OC Financial Services

(6)
Real Estate and Mortgage Loans Services, Tax Services, Business Services
“I was a little behind on my taxes and they immediately put me at ease and let me know everything would be alright.”
Licensed, BBB Rating: A+
In Business Since 2003
Transparent Fees & Pricing
Accepts All Major Credit Cards
2330 W Valencia Dr, Fullerton, CA
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Pacific Accounting Group

Pacific Accounting Group

(30)
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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Edwin Does Taxes

Edwin Does Taxes

(29)
  • Informative
  • Tax Preparer
  • Questions
“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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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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TIR Public Adjusters

TIR Public Adjusters

(15)
Hurricane Damage Insurance Claims, Business Interruption, Flood Damage Insurance Claims
“Few months later he made the same insurance company, who was ignoring me, respond and pay for all the damages, packing, moving out, storage and housing.”
Licensed
In Business Since 2015
Free Initial Consultation
Emergency Services
401 N Kenwood St #304, Glendale, CA
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Calvary Tax Service

Calvary Tax Service

(4)
“) 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 2010
Coupons & Offers
Accepts All Major Credit Cards
1135 E Rte 66 #108, Glendora, CA
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The Agency

The Agency

(23)
  • Matter
  • Informative
  • Credit
“For 20 years we had another company, doing my taxes, very popular, and huge with good reputation of "get it right" but didn't go well with my taxes not taking care properly.”
Free Initial Consultation
10+ Years Experience
1315 W Covina Pkwy, West Covina, CA
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Accounting & Tax Solutions

Accounting & Tax Solutions

(18)
IRS Wage Levy, Tax Problems, Tax Services
“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 2001
Accepts All Major Credit Cards, Check
Serving El Monte Area
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Tandy Consulting

Tandy Consulting

(10)
Workers' Compensation Insurance, Payroll Benefits, Estate Planning
“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
Offers Financing Options
Transparent Fees & Pricing
Serving El Monte Area
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Antonious and Associates Tax Consultants

Antonious and Associates Tax Consultants

(12)
Back Taxes Owed, Tax Preparation, Tax Planning
“Antonious and Associates Tax Consultants INC has been doing our bookkeeping, tax preparation, Payroll services and business accounting for 2 years now and have giving us great advises they are excellent accountants and tax experts.”
Offers Financing Options
In Business Since 2019
Free Initial Consultation
6131 Orangethorpe Ave #435, Buena Park, CA
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Hedtke Law Group

Hedtke Law Group

(29)
  • Questions
  • Bankruptcy
  • Patient
“Neil Hedtke is a great attorney that gave me the full rundown of my case and kept things easy to understand throughout the filing and gave me a fresh start.”
Free Initial Consultation
In Business Since 2012
336 ½ S Glendora Ave, West Covina, CA
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Elite Accountants Group_loc2

Elite Accountants Group_loc2

(20)
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
Serving El Monte Area
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OCM Investments

OCM Investments

(1)
“Also, here's a picture of the building being torn down by a crane.”
Licensed, BBB Rating: A+
In Business Since 2013
333 S Grand Ave # 28, Los Angeles, CA
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Guidant Planning

Guidant Planning

Services, Holistic Planning
“A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either ...”
Licensed, BBB Rating: A+
In Business Since 2007
Accepts All Major Credit Cards
1499 Huntington Dr #303, South Pasadena, CA
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Advanced Accounting & Tax Solutions

Advanced Accounting & Tax Solutions

(4)
CPA Los Angeles, Business Services, Services For Individuals
“AATS has been extremely helpful in managing my company's finances and payroll.”
Transparent Fees & Pricing
In Business Since 2018
Free Initial Consultation
Offers Financing Options
Serving El Monte Area
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Paragon Business Solutions

Paragon Business Solutions

(4)
“Alex is such a professional and expert in the tax code(s).”
Licensed, BBB Rating: A+
In Business Since 2008
Transparent Fees & Pricing
Serving El Monte Area
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ERK Financial Consultants

ERK Financial Consultants

(10)
Tax Services, Services For Individuals, Consulting Services For Quickbooks
“Also, they send out a newsletter to let their clients know changes in tax laws and many other useful information regarding taxes, estate planning, buying or selling your home, and many other topics.”
Accepts All Major Credit Cards
In Business Since 2008
Offers Financing Options
Transparent Fees & Pricing
535 N Brand Blvd Suite 450, Glendale, 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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