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

(42)
Doctors and Medical Practices, International Tax Planning, Recordkeeping
“Our preparer, Tawny, has been doing our taxes for 20-25 years now and never fails to impress us with her devotion to getting the job done graciously and accurately.”
Family Business
In Business Since 2012
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1880 Century Park East Second Floor, Los Angeles, CA
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Udirect IRA Services

Udirect IRA Services

(43)
  • 401k
  • Fees
  • Transaction
“Furthermore, they exceeded all the estimated processing times they specified up front, while maintaining continuous communication with me through the whole process.”
In Business Since 2009
Transparent Fees & Pricing
8 Corporate Park #210, Irvine, CA
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Speedy Credit Repair

Speedy Credit Repair

(36)
  • Debt
  • Review
  • Questions
“Was told "Call Chris he will change your life", I thought that was pretty funny and dramatic, but after sitting with his business card for a few years I finally made the call!”
In Business Since 2002
Emergency Services
117 Main St # 202, Huntington Beach, CA
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RVW Wealth

RVW Wealth

(50)
  • Advisors
  • Goals
  • Portfolio
“With a deep understanding of tax law, they always come to the table with a bigger picture, strategic approach to growing my wealth, always considering my specific financial needs and goals.”
In Business Since 2016
CISA Certified
1880 Century Park E #200, 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 2003
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 2013
3205 Ocean Park Blvd, Santa Monica, 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 2002
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
18141 Beach Blvd #300, Huntington Beach, CA
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Rizvi & Rizvi Cpas

Rizvi & Rizvi Cpas

(12)
Retirement Planning, Tax Services, Quickbooks Services
“The Rizvi team's service is excellent, helping us file our normal tax documents, business related filings, and also to navigate new life and professional situations as they arise.”
Family Business
In Business Since 1993
Accepts All Major Credit Cards
Transparent Fees & Pricing
3200 Park Center Dr Suite 220, Costa Mesa, CA
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Weaver Consulting Group

Weaver Consulting Group

(19)
  • Investments
  • Future
“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 Ste 220, Huntington Beach, CA
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Amity One Debt

Amity One Debt

(19)
  • Company
  • Questions
“Within just one phone call they were able to consolidate all of my loans that would be paid off sooner and at a significantly lower interest rate that I was paying.”
In Business Since 2022
Free Initial Consultation
17748 Sky Park Cir Suite 230, Irvine, CA
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Antonious and Associates Tax Consultants

Antonious and Associates Tax Consultants

(10)
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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Peak Financial Planning

Peak Financial Planning

(24)
  • Portfolio
  • Feel
  • Decisions
“Knowing how to look ahead, he sees the best investment strategies, and offered me the safest ways to invest while structuring a comprehensive budgetary battle plan I could live with.”
In Business Since 2021
Transparent Fees & Pricing
Free Initial Consultation
Serving Huntington Park Area
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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 2007
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1499 Huntington Dr #303, South Pasadena, 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 1993
Transparent Fees & Pricing
Free Initial Consultation
18377 Beach Blvd Ste 222, Huntington Beach, CA
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Lee Robinson, Cfp, EA

Lee Robinson, Cfp, EA

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

Gill Tax Group

(1)
IRS Tax Problem Resolution, Cloud Accounting Services, Services For Quickbooks
“Great at what they provide to a business, as well as no a personal level.”
Free Initial Consultation
In Business Since 2021
Transparent Fees & Pricing
Offers Financing Options
1801 Century Park E 24th Floor, Los Angeles, 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
Costa Mesa, CA
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Kenneth A. Carroll, CPA

Kenneth A. Carroll, CPA

(2)
“Our situation is too complicated for us to handle ourselves and we appreciate to have a trusted CPA to help us deal with it.”
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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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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Elite Advisory Group

Elite Advisory Group

Tell A Friend
“At Elite Advisory Group, we are here to help you on your financial journey. We are believers in life-stage planning and whether you are planning for your first child or your 15 th grand-child we want to be there to help you every step of the way. We ...”
In Business Since 2015
Transparent Fees & Pricing
2130 Main St #130, Huntington Beach, CA
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James Hendries - LPL Financial

James Hendries - LPL Financial

(5)
  • Retirement
“I have been working with James Hendries since since 2011 and have always found him to be an excellent source of information on retirement planning and what is going on in the financial services industry as a whole.”
In Business Since 2005
7777 Center Ave Unit 120, Huntington Beach, 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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