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There are no firms listed in Hacienda Heights itself yet; the 24 below are the closest options, from towns including Orange (3, 16 mi), Rowland Heights (2, 5 mi) and West Covina (2, 5 mi).
9 open weekends · 22 rated 4.5+ · 4 show a license
Data verified October 15, 2026
The 24 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.
The 24 firms on this page are rated from 4.4 to 5.0 across 1,995 reviews; 8 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (83%) and quality (79%). The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "trust". 9 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are tax services (6), business services (4), quickbooks services (4), industries (3) and services for individuals (3). 4 show a license on their websites and 9 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 5 offer payment plans; 9 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. 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.
6 of the 24 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.
