Best Financial Advisors in Huntington Park, CA

The highest-rated Financial Planning & Wealth Management companies out of 171 vetted & reviewed in the Huntington Park area.

Gerber & Co

Gerber & Co

(17)
Doctors and Medical Practices, International Tax Planning, Recordkeeping
“It's a great family oriented environment where everyone works together as a team to provide professional, passionate and dedicated devotion to our clients financial wellbeing”
Family Business
In Business Since 2010
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1880 Century Park East Second Floor, Los Angeles, CA
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Kim R. Coyle CPA & Associates Orange County CPA

Kim R. Coyle CPA & Associates Orange County CPA

(18)
Personal Financial Planning, Business Services, Services For Individuals
“In fact if you need a full range of services that are often found in the big firms like Deloitte Touche Kim can will do it for a fraction of the price.”
Free Initial Consultation
Offers Financing Options
In Business Since 2005
Accepts All Major Credit Cards
4972 Warner Ave #201, Huntington Beach, CA
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Empress Investment Group

Empress Investment Group

(30)
Tax Reduction Strategies, Long-Term Care and Life Insurance, Investment Strategies/Wealth Management
“I had a thorough and insightful meeting with a financial consultant and came away with a larger understanding of how to plan my future income and then retirement years.”
In Business Since 2011
3205 Ocean Park Blvd, Santa Monica, CA
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Udirect IRA Services

Udirect IRA Services

(25)
  • Retirement
  • Company
  • Fees
“Jon was my transaction coordinator and working with him made my experience of transferring an old 401K account to a self-directed IRA to invest in real estate syndication smooth and less stressful.”
In Business Since 2009
Transparent Fees & Pricing
8 Corporate Park #210, Irvine, CA
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Gill Tax Group

Gill Tax Group

(10)
IRS Tax Problem Resolution, Cloud Accounting Services, Services For Quickbooks
“From someone who doesn't know much about accounting she's been there every step of the way helping me understand and assisting me with my business.”
Free Initial Consultation
In Business Since 2021
Transparent Fees & Pricing
Offers Financing Options
One Park Plaza 6th Floor, Irvine, 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.”
Transparent Fees & Pricing
In Business Since 2004
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
18141 Beach Blvd # 300, Huntington Beach, CA
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Antonious and Associates Tax Consultants

Antonious and Associates Tax Consultants

(12)
Tax Preparation, Back Taxes Owed, Tax Planning
“Antonious and Associates has the best service, i filled my tax last year with them and for sure this year as well, paul is very helpful he answered all my questions he really cares about his clients, and they have a professional and organized staff,”
In Business Since 2019
Offers Financing Options
Free Initial Consultation
6131 Orangethorpe Ave #435, Buena Park, CA
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Network Financial

Network Financial

(20)
  • Refinance
  • Informative
“It was my first time re-financing mortgage and I wasn't prepared, but after having multiple consultation, I have decided to move forward with Network Financial because they were able to answer any questions or concerns I had and they were very knowle...”
20+ Years Experience
Free Initial Consultation
3200 Park Center Dr Suite 1300, Costa Mesa, CA
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Weaver Consulting Group

Weaver Consulting Group

(19)
  • Investments
  • Future
  • Business
“My family has been receiving financial guidance and support from Andrew and Weaver Consulting for almost a year now, and we really appreciate the attention to detail, and the consistent check-ins.”
In Business Since 2016
CRPC, CRPC, CRPC Certified
Family Business
101 Main St Suite 220, Huntington Beach, CA
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Shenouda & Associates

Shenouda & Associates

(8)
Quickbooks Services, Services For Individuals, Business Services
“Shenouda & Associates LLP has performed outstanding accounting and tax preparation for all my small business and personal needs, and I would highly recommend Shenouda & Associates accounting services to anyone.”
In Business Since 1991
Transparent Fees & Pricing
Free Initial Consultation
18377 Beach Blvd Ste 222, Huntington Beach, CA
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Guidant Planning

Guidant Planning

Holistic Planning, Services
“A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either ...”
In Business Since 2005
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1499 Huntington Dr #303, South Pasadena, CA
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RVW Wealth

RVW Wealth

(30)
  • Goals
  • Company
  • Family
“As their outsourced computer consultant since the formation of the firm in 2006, I've see first hand how they operate their business, interact with clients, and invest in their employees.”
In Business Since 2016
CISA Certified
1880 Century Park E Suite 200, Los Angeles, CA
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Kenneth A. Carroll, CPA

Kenneth A. Carroll, CPA

(1)
“We went with a different CPA after moving our business to Texas and things were a complete mess.”
Free Initial Consultation
In Business Since 2010
Transparent Fees & Pricing
Offers Financing Options
Serving Huntington Park Area
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NWM Group- Newport Wealth Management Group

NWM Group- Newport Wealth Management Group

(1)
“My wife and I just completed our taxes with Scott and To at the NWM Group in Huntington Beach and it was a great experience.”
Free Initial Consultation
In Business Since 2019
Transparent Fees & Pricing
Remote Consultations Available
17011 Beach Blvd Suite 225C, Huntington Beach, CA
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Vercy Funding

Vercy Funding

(2)
Debt Relief, Civil Litigation
“I would definitely recommend this relief option for anyone who finds themselves weighed down by their mounting debts, especially if they're stuck because there's no way around it - weddings cost money!”
In Business Since 2006
Free Initial Consultation
17748 Sky Park Cir Suite 230, Irvine, CA
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Credit Card Processing

Credit Card Processing

(1)
“My brother and i are pleased with this service”
In Business Since 1998
Transparent Fees & Pricing
Coupons & Offers
602 Utica Avenue, Huntington Beach, CA
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David Medina Financial Advisor

David Medina Financial Advisor

Special Needs Planning, Complimentary Second Opinion Service, Wealth Management Consultation & Fees
“In both of these practice areas, I am passionate about helping to ensure broad diversification, reduce expenses and manage taxes for the benefit of my clients. I welcome the opportunity to provide a fully integrated wealth management proposal, or car...”
In Business Since 2020
Transparent Fees & Pricing
440 E Huntington Dr, Arcadia, CA
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Peak Financial Planning

Peak Financial Planning

(14)
  • Future
  • Attention
  • Invest
“I've known Eric for about eight years and when I learned he was launching a financial planning and wealth management business, I was eager to get started.”
In Business Since 2021
Transparent Fees & Pricing
Serving Huntington Park Area
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Lee Robinson Cfp, EA

Lee Robinson Cfp, EA

Bookkeeping, Tax Preparation, Financial Planning
“My objective is to provide professional, competent tax and financial planning services to my clients.”
In Business Since 1989
Accepts All Major Credit Cards, Check, Debit
Transparent Fees & Pricing
315 3rd St, Huntington Beach, CA
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Inspired Financial

Inspired Financial

New Client Process, How We Help, Comprehensive Wealth Management
“Evelyn is a Certified Financial Planner™ (CFP®) professional and in 2020, served as Chair for the Financial Planning Association (the membership association for CFP® professionals with 23,000 members!). She was an adjunct professor in the Personal Fi...”
In Business Since 2009
Accepts Cash, Check
Transparent Fees & Pricing
5011 Argosy Ave, Huntington Beach, CA
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Stephen V Prichard CPA CFP

Stephen V Prichard CPA CFP

(6)
“Everyone deserves a second chance especially after your efforts to touch base with me and your explanation that you were going through some tough times in your office.”
In Business Since 2014
5882 Bolsa Ave Suite #130, Huntington Beach, CA
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Goodrich, Thomas, Cannon & Reeds

Goodrich, Thomas, Cannon & Reeds

“As a professional, responsive, high-quality CPA firm in the Costa Mesa area, Goodrich, Thomas, Cannon & Reeds, LLP is an experienced CPA firm. We value our clients and provide personalized service as a trusted advisor to businesses and individuals. O...”
In Business Since 2009
Transparent Fees & Pricing
3200 Park Center Dr #1170, Costa Mesa, CA
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Titan Financial

Titan Financial

Insurance Assessment, College Savings, Retirement Planning
“We help take the mystery out of preparing for the future. Your financial goals are unique. That's why we customize financial and retirement plans based on your personal needs. Do you have questions about: Retirement planning, 401(k) options, College ...”
In Business Since 2010
16531 Bolsa Chica St #250, Huntington Beach, CA
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National Planning Corporation

National Planning Corporation

Featured Links, Tell A Friend
“As a full service financial planning firm in Irvine, Ca. We help people plan and achieve their financial goals as well ascreateappropriate strategies fortheir future. We will help you plan for your retirement through Investments in a range of financi...”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2010
Licensed
17848 Sky Park Cir, Irvine, CA
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Retirement Planning and Investment Management Services in Huntington Park, CA Cost Estimates

Minimum cost
$1057
Maximum cost
$8983
National Average
$3171
Avg Per Hour Rates
$318
$2114
$5813
Fair price range is based on 319 cost profiles
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Average Cost $3171
Minimum cost $1057
Maximum cost $8983
Avg Per Hour Rates $318

Fair range $2114 to $5813 is based on 319 cost profiles.

Why these companies made our list

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