The highest-rated Financial Planning & Wealth Management companies out of 147 vetted & reviewed in the Glendale area.
Learn how we score.
Prominent finalists A-Z in Glendale
ACA Group
Blackstone Wealth & Insurance Solutions
Bloch, Frankel & Associates, CPAs
Calstrs
Cholakian Financial Group
Create My Wealth
ERK Financial Consultants
Financial Credit Journey
Golub, Senitt, Rosenberg & Co.
Impact Fiduciary
JWJ Accounting
Liana Tomekyan Financial Services
MK Loan Consulting
Mash Accounting & Consulting
Milam, Knecht & Warner
New Financial Group Corporation
Paragon Business Solutions
Robert Hall & Associates
Rockwell Capital Group – Accounting & Bookkeeping
TIR Public Adjusters
The Artis Law Firm
Truax & Ocampo Professional Tax Advisors
Wiseman & Burke
Zeynalyan Accounting
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ACA Group
(49)
Call
Resort
Contract
“I'm so happy that my husband and I took a leap of faith to find a way out of the timeshare that we had deep regrets even signing up for and never even used.”
“Words can't express how lucky, grateful and truly blessed to have been introduce to Tony Watson at Robert Hall & Associates by my awesome real estate agent Deena Willis at RE/MAX Top Producers and friend.”
“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.”
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Paragon Business Solutions
(5)
Quickbooks Services, Tax Services, Business Services
“Paragon is a great tax business I highly recommend!”
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Rockwell Capital Group - Accounting & Bookkeeping
(14)
Business Management, Financial Advisory, Payroll Services
“I have already recommended him to another business owner and would not hesitate referring him to anyone needing bookkeeping services here in the Los Angeles area.”
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Truax & Ocampo Professional Tax Advisors
(11)
Tax Services, Industries, 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!”
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ERK Financial Consultants
(10)
Consulting Services For Quickbooks, Personal Financial Planning/Wealth Management, Accounting & Bookkeeping
“I have all the confidence in the world that Robert Korpas and Associates from ERK Financial will continue to do a great job for me this year and in the future.”
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JWJ Accounting
(17)
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.”
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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.”
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MK Loan Consulting
(9)
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.”
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Blackstone Wealth & Insurance Solutions
(1)
“Stepan and his team of advisors at NYL looked at my entire situation and put together a plan that would help me get to where I want to be in the future.”
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Golub, Senitt, Rosenberg & Co.
(5)
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.”
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Zeynalyan Accounting
(1)
Services For Quickbooks, Tax Services, Industries
“Vardan's innovative solutions and excellent communication skills have made a significant impact on my business.”
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Bloch, Frankel & Associates, Cpas
(4)
“The service is great and on time and they are in great communication.”
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Cholakian Financial Group
(7)
“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.”
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Impact Fiduciary
(12)
Sustainable
Goals
Trust
“Impact Fiduciary's emphasis on environmental sustainability and avoidance of investments that create harm aligns with my values, reflects how people's priorities are changing; while also delivering good returns.”
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Aved Consulting Firm
(8)
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 !!”
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Liana Tomekyan Financial Services
(1)
College Funding Plans, Estate Preservation, Retirement Strategies
“We reached out for life insurance and were blown away with endless other possibilities to set up a healthy financial future for our family.”
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Wiseman & Burke
(5)
“They set this standard and achieve it routinely, because they really care.”
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New Financial Group Corporation
Audits, Useful Links, Tax Reporting
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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...”
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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.”
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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”
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Calstrs
(1)
“Love the educational workshops here.”
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Retirement Planning and Investment Management Services in Glendale, CA Cost Estimates