Best Financial Advisors in Fountain Valley, CA

The highest-rated Financial Planning & Wealth Management companies out of 159 vetted & reviewed in the Fountain Valley area.

Alex A. Accetta & Associates

Alex A. Accetta & Associates

Innocent Spouse Relief, Quickbooks Setup, IRS Seizures
“Welcome to Alex A. Accetta, CPA & Associates,Inc., one of the leading CPA firms in Orange County. For many years we have been providing our clients with a full range of business and personal tax services, financial planning services, estate planning ...”
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 1988
8840 Warner Ave STE 204, Fountain Valley, CA
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EZ Choice Financial Corp

EZ Choice Financial Corp

(18)
Improve Credit Score, ID Theft Protection, Credit Dispute
“I have been recommending them to all our friends and family because they deliver results and make you feel great in the process, by arming you with knowledge that will help you stay on the right track for years to come.”
Transparent Fees & Pricing
Free Initial Consultation
Licensed
18+ Years Experience
18430 Brookhurst St Suite 202Q, Fountain Valley, CA
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Team Effort Financial

Team Effort Financial

(15)
  • Results
  • Credit
“However I got a medical collection that I refused to pay because the insurance company authorized payment in the hospital use the wrong billing code and then the insurance company refused to pay it.”
In Business Since 2018
9550 Warner Ave # 209, Fountain Valley, CA
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Kovary Steven a CPA

Kovary Steven a CPA

Tax Services, Personal Financial Planning, Quickbooks Services
“We are a Full Service attestation (A) licensed and Peer Reviewed (quality reviewed) practice in the State of California. We offer a broad range of services to small businesses, business owners, executives and other professionals. Clientele includes L...”
Remote Consultations Available
In Business Since 2003
Serving Fountain Valley Area
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Treveri Capital

Treveri Capital

(1)
Instagram, Google, Link
“He basically walked me through the entire process.”
In Business Since 2013
9132 Valley Blvd, Rosemead, CA
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Anthony Arne CPA An Acctncy

Anthony Arne CPA An Acctncy

Cash Flow Management, Succession Planning, Bankruptcy
“Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a prev...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2004
17654 Newhope St Ste H, Fountain Valley, CA
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David Fung Cpas

David Fung Cpas

Cash Flow Management, Succession Planning, Bankruptcy
“Welcome to our website! If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1990
Serving Fountain Valley Area
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Extrema Valuation

Extrema Valuation

(2)
“Exceptional in valuation approximations.”
In Business Since 2020
Serving Fountain Valley Area
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Live, Learn, Grow Wealth Management

Live, Learn, Grow Wealth Management

“Bad Decisions. Have you ever started a sentence with, “I have a great idea” or “Don't worry, I know exactly what I'm doing” and then have it not turn out the way you expected? Part of our work is helping people reduce the frequency, minimize the impa...”
Transparent Fees & Pricing
In Business Since 2017
1370 Valley Vista Dr, Diamond Bar, CA
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Washburn Home Loans

Washburn Home Loans

“Every client is a client for life…at least that is what we strive for. As your San Diego mortgage lender, that privilege comes by the trust built while managing your home financing. We will earn that privilege by listening to understand your unique l...”
In Business Since 2020
26381 Crown Valley Pkwy #230, Mission Viejo, CA
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Mahalo Financial Solutions & Insurance Services

Mahalo Financial Solutions & Insurance Services

“The reason I started Mahalo was to ensure my advice would be completely independent. What I mean by that is most, if not all, of the larger brokerages, wire houses, and insurance companies push products that are either proprietary (typically expensiv...”
Licensed
In Business Since 2009
9550 Warner Ave # 250, Fountain Valley, CA
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Cobalt Unlimited

Cobalt Unlimited

Estate Planning, Tax Management, Investment Planning
“Many of our clients desire a work optional lifestyle. We work with you to keep your focus on what really matters. You will find us in Fountain Valley, CA right next to Huntington Beach. Many of our clients are located in Orange County, CA. We look fo...”
In Business Since 2017
10055 Slater Ave STE 260, Fountain Valley, CA
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Cherie Jones & Associates

Cherie Jones & Associates

12842 Valley View St #104, Garden Grove, CA
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Asset Planning

Asset Planning

Financial Planning, Investment Management
“Easily accessible from Los Alamitos, Rossmoor, Seal Beach, Huntington Beach, Newport Beach, Irvine, Tustin, Yorba Linda, Brea, Fullerton, La Palma, Torrance, El Segundo, Palos Verdes, Long Beach, & all other cities in Los Angeles County and Orange Co...”
In Business Since 1999
Serving Fountain Valley Area
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Darrell Capital Management

Darrell Capital Management

“In a world beset by constant distraction, we recognize that most people simply don't take the time to listen. We listen and we listen thoroughly. Combining this priority with a fiduciary standard of care, our dynamic investment approach and our”
In Business Since 2020
Serving Fountain Valley Area
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Stuart Chaussee & Associates

Stuart Chaussee & Associates

“Portfolio management services are typically available for accounts beginning at $1 million. Exceptions may be made for special situations. Investment management fees are paid on a quarterly basis, at the end of each quarter. Fees are billed based on ...”
In Business Since 1999
Serving Fountain Valley Area
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Orange County Investment Group

Orange County Investment Group

“Since 2003, we have served your community by providing the highest level of professional knowledge in financial planning.”
In Business Since 2009
10540 Talbert Ave # 270W, Fountain Valley, CA
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Liberty Finance Inc.

Liberty Finance Inc.

In Business Since 2011
14682 Valley Blvd, Fontana, CA
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Trnxn Company

Trnxn Company

(4)
“Excellent customer service and very knowledgeable!”
Transparent Fees & Pricing
Emergency Services
In Business Since 2021
2901 West Coast Hwy Suite 200, Newport Beach, CA
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Masler & Associates, Cpas

Masler & Associates, Cpas

(30)
Services For Medical Professionals, Business Consulting, Financial Planning
“They have been doing my personal and business taxes for the past few years, and Sharon is very professional and gets back to me quickly with any questions that I have.”
Accepts All Major Credit Cards
Family Business
Licensed, BBB Rating: A+
In Business Since 2012
16485 Laguna Canyon Rd #230, Irvine, CA
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Modern Wealth Law

Modern Wealth Law

(30)
  • Documents
  • Family
  • Information
“John and his staff were incredibly patient with us as we asked countless questions and took our time to decide exactly how we wanted to craft the document.”
Accepts Check, Cash, All Major Credit Cards
Licensed
In Business Since 2017
2600 Michelson Dr Suite 950, Irvine, CA
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Ameriestate Legal Plan

Ameriestate Legal Plan

(30)
VA Benefits, Elder Abuse
“Additionally, another few weeks passed before I received a call from someone (notary public) wanting to set up a meeting the next day for witnesses to sign the documents.”
Transparent Fees & Pricing
In Business Since 1999
3525 Hyland Ave #150, Costa Mesa, CA
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Gonzalez Cpa, A Professional Corporation

Gonzalez Cpa, A Professional Corporation

(14)
  • Team
“I had originally come to John after being audited, since we had hired a company promising large returns and they were federally audited (and all their clients).”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2005
17782 17th St #111, Tustin, CA
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Tax Professionals

Tax Professionals

(14)
Business, Insurance, Tax Resolution
“I am doing my taxes with them for two years, definitely I will get their help again and I would recommend you do it to get more refund, and have a safer mind.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1997
Serving Fountain Valley Area
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Retirement Planning and Investment Management Services in Fountain Valley, CA Cost Estimates

Minimum cost
$1051
Maximum cost
$8926
National Average
$3151
Avg Per Hour Rates
$316
$2101
$5776
Typical price range is based on 549 cost profiles
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Average Cost $3151
Minimum cost $1051
Maximum cost $8926
Avg Per Hour Rates $316

Typical range $2101 to $5776 is based on 549 cost profiles.

Why these companies made our list

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