Best Financial Advisors in Glendale, CA

The highest-rated Financial Planning & Wealth Management companies out of 147 vetted & reviewed in the Glendale area.

Truax & Ocampo Professional Tax Advisors

Truax & Ocampo Professional Tax Advisors

(11)
Industries, Tax Services, Business Services
“My husband and I have been filing taxes together for 25 years and have never experienced anything like this and they are in Californian and we live in Tampa, FL!”
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2022
1125 E Broadway #164, Glendale, CA
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TIR Public Adjusters

TIR Public Adjusters

(22)
Rainwater Damage Insurance Claims, Tornado Damage Insurance Claims, Mold Damage Insurance Claims
“When our property suffered significant damage from a natural cause and insurance was reluctant to pay the appropriate amount of money, Ashot guided us through the process.”
Free Initial Consultation
Emergency Services
Licensed
In Business Since 2015
401 N Kenwood St #304, Glendale, CA
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Paragon Business Solutions

Paragon Business Solutions

(6)
Quickbooks Services, Tax Services, Business Services
“Got the most back I've ever received with his help!”
Free Initial Consultation
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2008
Office, Glendale, 3156 Foothill Blvd UNIT C, La Crescenta-Montrose, CA 91214
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JWJ Accounting

JWJ Accounting

(18)
Bookkeeping
“Above all, he is unlike the stereotypical stiff-shirt accountant: Josh has sense of humor, always in good spirits, and loves his work while helping me navigate a complex tax system.”
Transparent Fees & Pricing
In Business Since 2009
3501 Ocean View Blvd, Glendale, CA
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Mash Accounting & Consulting

Mash Accounting & Consulting

(12)
Business Management, Audit Representation, Payroll Management
“, CPA for always being on top of my business and personal accounting matters, responding pretty much immediately to my calls or emails, and explaining complex issues the way you can easily comprehend it regardless of your field of expertise.”
In Business Since 2017
500 N Central Ave Suite 600, Glendale, CA
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Aved Consulting Firm

Aved Consulting Firm

(11)
Borrower of Defense Loan, Forbearance and Deferment, Loans in Default
“I'm purchasing a house very soon and my credit score is at 766 Rita you're amazing me and my family will forever be grateful I can't thank you enough !!”
In Business Since 2024
450 N Brand Blvd, Glendale, CA
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MK Loan Consulting

MK Loan Consulting

(10)
Public Service Loan, Loan Consolidation, Disability Discharge
“Mary and the MK Loan Consulting team have gone above and beyond in every aspect of not only handling my student loans, but offering a helping hand in any questions/concerns I have had throughout this entire process.”
In Business Since 2017
225 E Broadway Suite 106, Glendale, CA
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Zeynalyan Accounting

Zeynalyan Accounting

(2)
Services For Quickbooks, Tax Services, Industries
“Vardan's innovative solutions and excellent communication skills have made a significant impact on my business.”
Transparent Fees & Pricing
In Business Since 2021
130 N Brand Blvd # 301, Glendale, CA
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Cholakian Financial Group

Cholakian Financial Group

(8)
  • Call
  • Bookkeeping
“For the past 2 years I've trusted Rose & Arman at CFG with my families financial needs and I've never been more satisfied with their exceptional customer service and professionalism.”
In Business Since 2020
127 S Brand Blvd Suite 224, Glendale, CA
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Golub, Senitt, Rosenberg & Co.

Golub, Senitt, Rosenberg & Co.

(4)
Tax Audit, Tax Planning, Personal Taxes Preparation
“We have a complicated corporate structure and GSR handles all of our corporate and personal tax filings every April as well as our monthly and quarterly filings for the business.”
In Business Since 2018
410 Arden Ave #205, Glendale, CA
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Bloch, Frankel & Associates, Cpas

Bloch, Frankel & Associates, Cpas

(4)
“The service is great and on time and they are in great communication.”
Transparent Fees & Pricing
In Business Since 2015
3443 Ocean View Blvd #101, Glendale, CA
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LA Premier Group

LA Premier Group

(1)
“LA premier has been taking care of all my real estate needs for the past 10 years.”
Free Initial Consultation
In Business Since 2018
500 N Brand Blvd 20th floor, Glendale, CA
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Wiseman & Burke

Wiseman & Burke

(5)
“They set this standard and achieve it routinely, because they really care.”
In Business Since 1989
750 Fairmont Ave, Glendale, CA
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New Financial Group Corporation

New Financial Group Corporation

Audits, Useful Links, Tax Reporting
In Business Since 2009
200 N Maryland Ave SUITE 102, Glendale, CA
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Milam, Knecht & Warner

Milam, Knecht & Warner

(2)
Virtual Accounting, Personal Financial Planning, Income Tax Planning
“I was impressed by all the information I could easily get in their ready-made reports (I'm not an accountant or a bookkeeper, and I've pulled my hair out trying to create these reports by hand when they are needed), and I really liked the at-a-glance...”
Family Business
Remote Consultations Available
Accepts All Major Credit Cards
In Business Since 2001
535 N Brand Blvd # 600, Glendale, CA
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850 Credit Repair

850 Credit Repair

(23)
“So to get a better loan rate, I had have professional team work on my credit file and this is where I came across when exploring on the internet 850 credit repair.”
103 S Kenwood St, Glendale, CA
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The Artis Law Firm

The Artis Law Firm

(5)
Family-Owned Businesses, Asset Protection & Business Planning
“Tab Artis and his wife Christine of The Artis Law Firm did my living trust which also included extras like pour over will, property POA, health care POA, HIPAA auth, funding, and Docu Bank, just to name a few.”
Family Business
In Business Since 2018
535 N Brand Blvd # 600, Glendale, CA
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Create My Wealth

Create My Wealth

(2)
“I invested a year ago and I'm very happy with your defense strategy in these volatile times I look forward to our next meeting to Discuss insurance planning with you thank you Andreas”
In Business Since 2016
330 N Brand Blvd # 702, Glendale, CA
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California Financial Partners

California Financial Partners

(1)
“Giving of his time, Harvey serves on several nonprofit boards, advises business students & assists wounded veterans returning from military service.”
In Business Since 2009
700 N Brand Blvd #640, Glendale, CA
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Archetype Financial Group

Archetype Financial Group

“In 1988, Simon Bahramjian established “Simon's Tax Services” in Glendale, California.”
In Business Since 2005
6912 San Fernando Rd, Glendale, CA
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The Accountancy

The Accountancy

“For several decades, The Accountancy has helped people reach their goals. We've grown and prospered along with our clients because we innovate. Behind the numbers, we see people and we hear their stories. We see business owners, entrepreneurs, and ex...”
In Business Since 2000
500 N Brand Blvd Ste 1930, Glendale, CA
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Financial Risk Management

Financial Risk Management

“Financial Risk Management, Inc. CA Lic. # 0F76074 has provided financial and estate planning strategies for valued clients for the past 2 decades. With offices located in Glendale, CA (San Fernando Valley), Valencia, CA (Santa Clarita Valley) and Lan...”
Licensed
In Business Since 2008
300 W Glenoaks Blvd # 104, Glendale, CA
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Law Offices of David A. Tilem

Law Offices of David A. Tilem

(2)
Bankruptcy Rescue Cases, Protect Your Judgment From Bankruptcy, Professional Negligence in Accounting and Law
“Nice team”
Accepts All Major Credit Cards
In Business Since 1997
206 N Jackson St #201, Glendale, CA
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Insight Asset Advisory Group

Insight Asset Advisory Group

Infinite Banking, Financial Planning, Tax Planning
“I think she is knowledgeable on what is happening in the market and knows how to present the options that I need to know so that I'm able to make my choices. … And better yet, she has never disappeared after she became my agent or after we moved forw...”
In Business Since 2012
620 N Brand Blvd # 404, Glendale, CA
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Retirement Planning and Investment Management Services in Glendale, CA Cost Estimates

Minimum cost
$1217
Maximum cost
$10340
National Average
$3650
Avg Per Hour Rates
$365
$2433
$6691
Typical price range is based on 437 cost profiles
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Average Cost $3650
Minimum cost $1217
Maximum cost $10340
Avg Per Hour Rates $365

Typical range $2433 to $6691 is based on 437 cost profiles.

Why these companies made our list

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