Benson Liao Insurance & Financial Center - Benson Liao
“There was a very quick response and scheduling an appointment was very easy.”
Best Financial Advisors near Hacienda Heights, CA
There are no firms listed in Hacienda Heights itself yet; the 15 below are the closest options, from towns including West Covina (2, 5 mi), Fullerton (2, 8 mi) and Pasadena (2, 15 mi).
6 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 15, 2026
Atlantic Tax Services
“I thought I would have to pay back for my taxes but with his help, I don't have to worry about that.”
The Agency
“The owner really cares for you and made me feel like family while staying professional.”
Figueroa & Co
“Fred and his office staff are friendly, knowledgeable and professional.”
Edwin Does Taxes
“Been doing my taxes here since I turned 17, 4 years he's been giving great service.”
金管家會計師及財務規劃
“Wendy is a very enthusiastic tax preparation professional, fast and accurate👍👍 and the fees are reasonable👍👍 …”
The 15 firms listed for Hacienda Heights, 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: Hacienda Heights, CA
The 15 firms on this page are rated from 4.4 to 5.0 across 985 reviews; 4 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (79%) and quality (75%). 6 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are quickbooks services (3), all accounting services (2), business services (2), incorporation services (2) and industries (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 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; 12 publish a contact page; 12 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 Hacienda Heights 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.
Carl Grande- Grand Capital Management
“He's very knowledgeable and selfless with the way he does business and I can tell he really cares about the success of his clients.”
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Maytor Business Solutions INC
“As a business owner I loved learning about corporate taxes, business strategies, life insurance, finances and credit.”
Lake Avenue Financial
“Alex and Rosa have taken care of me for several years now and have patiently walked me through all the financial pros and cons to navigating and updating all the electronic data management.”
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Tandy Consulting
“His on boarding process was very simple and he was super knowledgeable in sharing things that we should and shouldn't be doing!”
Anthony Sykes and Company
“His tax resolution services can help anyone avoid a lot of trouble with the IRS and Franchise Tax Board.”
Eclectic Associates
Pacific International CPA
“Linda Sung and her team have helped me countless times and are always pleasant and always deliver in time.”
Xcel Financial Services
“Excellent service, very friendly and reliable.”
Protax Financial Services
“She is fast,friendly and goes over everything.”
Why these companies made our list
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