Best Financial Advisors near La Habra, CA
We have one firm in La Habra on file, and it is on this list, along with 14 from towns including Fullerton (2, 3 mi), Santa Fe Springs (1, 6 mi) and Anaheim (1, 8 mi).
5 open weekends · all 15 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Atlantic Tax Services
“I went to do my taxes today with Miguel, excellent treatment from the entire team, the process was very fast, in less than an hour it was finished!”
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Sense Financial Services
“They follow through when they say they are going to do something and know what their doing.”
The Agency
“Hes the best and his staff are always very helpful and friendly.”
Stan Diliberto, Cpa, CFP
“My wife and I recommend his services to anyone.”
Life Design Financial & Insurance Services
“He has gone above and beyond helping me to navigate the financial aspects of retirement.”
The 15 firms listed for La Habra, 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: La Habra, CA
The 15 firms on this page are rated from 4.8 to 5.0 across 1,011 reviews; 5 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (81%) and responsiveness (81%). 5 are open on Saturdays and 1 on Sundays. 2 show a license on their websites; 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 6 offer a free initial consultation. We have a website on file for 13 of the firms on this page; 10 publish a contact page; 11 list a public email and 6 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 La Habra take financial planning bookings online?
6 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.
Edwin Does Taxes
“She was also able to provide ideas on how to to maximize tax breaks in the future.”
金管家會計師及財務規劃
“Thank you very much to Wendy and her team for their patient explanations, warm reception, and convenient parking.”
XOA Tax, CPA & Accounting Firm
“He gave me several options on how to deal with the IRS and the California franchise tax, and we came up with a genius plan together.”
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Tandy Consulting
“With covid restrictions, Travis adjusted by offering an extremely simple process of detailed phone calls/emails which included step by step instructions, a very user friendly internet interface that ensured all my personal and LLC business documents were accounted for and uploaded correctly.”
Scalco Financial
“Marco has done my taxes for years and is very helpful when I have questions.”
Anthony Sykes and Company
“Been utilizing Anthony Sykes & Co for many years.”
Eclectic Associates
Phillips Accountancy Corporation
“I've worked with Bob for over 10 years, he's taken care of my personal and corporate returns -- couldn't be happier.”
Warren Street Wealth Advisors
“Whether you're a financial wizard or need a “Finance for Dummies” book, I highly recommend Cary and team to help navigate the sometimes overwhelming maze of the world of finance!!”
Why these companies made our list
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