XOA Tax, CPA & Accounting Firm
“Great experience, I love the fact they hold your taxes to go back to if needed”
Best Financial Advisors in Garden Grove, CA
15 firms listed · 6 in Garden Grove · 1 open 24/7 · 6 open weekends · 11 rated 4.5+
Data verified October 17, 2026
Wilson Financial Advisors
Cherie Jones & Associates
“Thanks Cherie for always helping my Mom out and Kelly always delivers an answer for my questions.”
Wilson Financial Services
“Wilson Financial Advisors are some of the most professional financial and life insurance advisors in the industry.”
Wealth Start By World
The Financial Doctor
The 15 firms listed for Garden Grove, 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: Garden Grove, CA
Of the 15 firms we list here, 6 are in Garden Grove itself and 9 come from towns including Irvine (4, 13 mi), Huntington Beach (1, 6 mi) and Seal Beach (1, 7 mi). 13 of the firms on this page have a rating, from 4.4 to 5.0 across 605 reviews; 5 have 50 or more reviews and 11 are rated 4.5 or higher. 1 is open around the clock; 6 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are bookkeeping (2), estate planning (2) and tax planning (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers urgent consultations; 1 offers payment plans and 5 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 8 publish a contact page; 10 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 firms listed for Garden Grove take financial planning bookings online?
5 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Clearbooks CPA
“I have since started working with him for longer scope support (tax strategy, s-corp formation, tax prep & filing, etc) and I have learned a signficant amount from him already.”
Stan Diliberto, Cpa, CFP
“Stan was fast, friendly, efficient and really knows his business.”
Udirect IRA Services
“The staff, from Derexa, David, and others, are extremely knowledgable and helpful with any questions you may have.”
Bharmal & Associates
“I highly recommend this firm for anyone who wants to learn about how to best manage their business's taxes and plan accordingly.”
Montue, Woodard & Associates
“Very friendly and Jesse soto is awsome,very quick on emails and returning calls,thank you jesse for doing our taxes 😀 …”
Life Design Financial & Insurance Services
“Scott came along side us at a time when we were confused, frustrated and worried for our retirement future!”
Rescue One Financial
“I felt immediately more at ease and comfortable that I would receive assistance with my financial problems.”
Kim R. Coyle CPA & Associates Orange County CPA
“The owner of our company has used him for both business (Body Crystal Inc) and personal taxes for many years.”
Financial Advisors Network
“His strategies are for sensible, steady gain, supported by his adept utilization of real estate in one form or another to diversify your portfolio along with the standard types of investments, by the expertise of Rohan Nakrani in the use of the Bloomberg Terminal, and by the superior tax knowledge of Alexander Krivosheev.”
Why these companies made our list
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