Best Financial Advisors in Huntington Beach, CA

The highest-rated Financial Planning & Wealth Management companies out of 155 vetted & reviewed in the Huntington Beach area.

Speedy Credit Repair

Speedy Credit Repair

(37)
Secure Better Loan Rates and Save Money on Interest.
“He has been extremely effective (average credit score improvement of about 130 per agency and still climbing), more than generous with his time, and a hugely zealous advocate for my interests.”
Free Initial Consultation
Emergency Services
In Business Since 2002
117 Main St # 202, Huntington Beach, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Planning
  • Phone
  • Investments
“We transferred our investment and retirement accounts in 2002 and since then, my wife and I have been receiving monthly distributions that have actually increased over time.”
Licensed, BBB Rating: A
In Business Since 1986
Serving Huntington Beach Area
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Bier Law

Bier Law

(45)
  • Understanding
  • The Future
  • Seminar
“An easily scheduled Zoom meeting was arranged and we walked through the Family relationships and methods to insure our Estate would continue as we wanted (taxes handled, family roles defined, probate avoided, etc).”
In Business Since 2020
1722 Harriman Ln A, Redondo Beach, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(41)
Business Valuations, Financial Planning, Tax Planning
“Fabulous, I have been with Montue Woodard for more years than I can count even when I moved to Florida for 6 years I sent all my stuff and they did it for me via fax.”
Accepts All Major Credit Cards
In Business Since 2007
784 Redondo Ave, Long Beach, CA
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Homeconstructionloan.com / Arroyo Consulting Group

Homeconstructionloan.com / Arroyo Consulting Group

(46)
Vendor Negotiations, Project Review/Analysis, Builder Selection/Vetting
“Ty Kirkpatrick and George Trujillo turned out to be the heroes in turning our dream into a reality—a new home we could actually afford in the neighborhood we had grown to love.”
In Business Since 1999
4000 MacArthur Blvd Suite 600, Newport Beach, CA
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Tax Professionals, CPA

Tax Professionals, CPA

(16)
Quickbooks Services, Business, Wealth Management
“I have been doing my taxes with them for two years, I will definitely get their help again, and I would recommend you do it w them to get more refund with a peace mind.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1997
Serving Huntington Beach Area
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Kim R. Coyle CPA & Associates Orange County CPA

Kim R. Coyle CPA & Associates Orange County CPA

(22)
Setup an LLC, Financial Audits, Tax Problems
“I surely recommend Kim and His team very Professional and reliable I have sent my kids who already incorporated to Work to make their Income taxes with Kim .”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Accepts All Major Credit Cards
4972 Warner Ave #201, Huntington Beach, CA
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First Class Counsel

First Class Counsel

(32)
Last Wishes, Advance Health Care Directive, Living Trusts
“As a business professional, I do not have a lot of time during the day, so the fact that Andrew was easily accessible during my availability made my experience even better.”
In Business Since 2017
4701 Von Karman Ave Ste 100, Newport Beach, CA
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Gardena Financial

Gardena Financial

(33)
Tax Problem, Tax Preparation Fee, Business Tax
“If I need to know about refinancing and how it will affect my tax liability, he can easily run a complex analysis using his tax and financial planning software with my existing information”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2005
1516 W Redondo Beach Blvd, Gardena, CA
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Lever Law – A One Law Corporation Company

Lever Law – A One Law Corporation Company

(31)
  • Call
  • Payments
  • Feel
“I liked that I wasn't judged or anything like that because as many of the people about to decide on bankruptcy know, you already feel a sense of guilt and shame.”
Transparent Fees & Pricing
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 1993
200 Pine Ave #620, Long Beach, CA
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S D Cooper Co

S D Cooper Co

(1)
“I did this in 2013 and now have a very successful business that will provide for many years of great income.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2004
18141 Beach Blvd #300, Huntington Beach, CA
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Scalco Financial

Scalco Financial

(10)
Business Planning, Estate Planning, Tax Planning and Preparation
“That carried over to the first meeting during which Marco Scalco, the owner, quickly assessed my documentation and prepared the majority of my tax return.”
Accepts Cash, Check
Licensed, BBB Rating: A+
In Business Since 2016
207 E Broadway UNIT 201, Long Beach, CA
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Weaver Consulting Group

Weaver Consulting Group

(20)
  • Team
  • Industry
  • Retirement
“I felt like their family that they were trying to protect and that really doesn't happen often if at all in business especially the financial industry.”
Family Business
CRPC, CRPC, CRPC Certified
In Business Since 2016
101 Main St Ste 220, Huntington Beach, CA
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Integrity Wealth Management

Integrity Wealth Management

Collaborative Services, Client Services & Communications, Tax Reduction Planning
“Welcome to Integrity Wealth Management. Integrity is not just our name, it is the standard by which we live. Integrity Wealth Management is a comprehensive financial services firm committed to helping our clients achieve long-term financial success. ...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2010
3991 MacArthur Blvd, Newport Beach, CA
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Barrera

Barrera

(35)
Inscribir Como Agente, Life Agent Sign Up, DMV Services
“Toneth super friendly, great service, accommodating, 1st time recommended to me and I would definitely recommend to anyone in need for friendly tax preparation”
27+ Years Experience
Serving Huntington Beach Area
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McLellan, John W. CPA

McLellan, John W. CPA

(1)
Tax Services, Quickbooks Services, Business Services
“He is smart, efficient and very knowledgeable about all aspects of tax planning.”
Accepts All Major Credit Cards, Check
Offers Financing Options
Licensed
In Business Since 2003
Serving Huntington Beach Area
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Warren Street Wealth Advisors

Warren Street Wealth Advisors

(15)
Investment Management, Retirement & Financial Planning
“When we found out she was leaving and joining Warren Street Wealth Advisors in 2019, it was a no-brainer for mom and I to follow her and have Warren Street manage our accounts as well.”
In Business Since 2014
4041 MacArthur Blvd Suite 400, Newport Beach, CA
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Finn Financial Group

Finn Financial Group

(6)
For Insurance Companies, Additional Services, Business, Property & Landowners
“I look forward to working with him in the future and I highly recommend Finn Financial Group to anyone looking for the best financial and investment guidance.”
Family Business
Transparent Fees & Pricing
In Business Since 2011
260 Newport Center Dr #100, Newport Beach, CA
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Lee Robinson, Cfp, EA

Lee Robinson, Cfp, EA

Tax Debt, Bookkeeping, Financial Planning
Emergency Services
Transparent Fees & Pricing
Accepts All Major Credit Cards, Check, Debit
In Business Since 1991
315 3rd St Unit C, Huntington Beach, CA
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Balboa Tax & Accounting Services

Balboa Tax & Accounting Services

(9)
Financial Coordinator, High Net Worth Tax Planning, College Planning
“Also since I was a new client, he looked at my previous 1 year of taxes done by a big accounting firm, and found that they did not get me the return i should have gotten the last 1 year.”
Free Initial Consultation
In Business Since 2020
4100 Newport Pl Ste 760, Newport Beach, CA
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Retirement Planning Newport Beach | Miramontes Capital

Retirement Planning Newport Beach | Miramontes Capital

(17)
  • Company
  • Goals
  • Portfolio
“He helped my elderly mother invest in a very different way than he did with my company and guided my children in different ways based on their lifestyle and goals”
In Business Since 2015
4701 Teller Ave, Newport Beach, CA
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R. M. White & Associates

R. M. White & Associates

(1)
Services For Quickbooks, Industries, Tax Services
“They handle my business books and have been doing a great job for a long time now.”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Accepts All Major Credit Cards
23 Corporate Plaza Dr STE 150, Newport Beach, CA
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Genwealth 360

Genwealth 360

(11)
  • ad
  • Taxes
  • Facebook
“Shawn Davenport and his team showed great expertise in addressing my circumstances, making sure that I was completely compliant with the IRS and also setting me on an individualized plan for financial success.”
Transparent Fees & Pricing
In Business Since 2019
3711 Long Beach Blvd #1018, Long Beach, CA
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Enso Group

Enso Group

(11)
  • Tax Credit
  • R&d
  • Results
“The entire process went smooth from day 1 and my representative, Steven Littlefield did an excellent job explaining the process and stayed in constant communication throughout.”
Family Business
In Business Since 2019
100 W Broadway Suite #3000, Long Beach, CA
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Retirement Planning and Investment Management Services in Huntington Beach, CA Cost Estimates

Minimum cost
$1217
Maximum cost
$10338
National Average
$3649
Avg Per Hour Rates
$365
$2433
$6690
Typical price range is based on 273 cost profiles
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Average Cost $3649
Minimum cost $1217
Maximum cost $10338
Avg Per Hour Rates $365

Typical range $2433 to $6690 is based on 273 cost profiles.

Why these companies made our list

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