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Sawyer Accounting & Tax
- Communication
- Team
- Questions
“00 in her taxes, as well as assisted in the settlement of my mother's Living Trust situation; with beneficiaries distributions and the tax implications involved.”
Best Financial Advisors in La Habra, CA
24 firms listed · 4 in La Habra · 8 open weekends · 21 rated 4.5+ · 3 show a license
Data verified October 16, 2026
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Aguirre & Co
“I have full trust that my complicated tax situation is managed and processed with the upmost skill and professionalism.”
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J & S Real Estate Investments
“J&S Real Estate Investment LLC, is by far a trust worthy company to work with, the team goes above and beyond for you and will definitely help you if your home is in a hard rock situation.”
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CV Financial Services
“She is a great person so helpful honest and very informative I really recommend getting you any type of insurance”
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Atlantic Tax Services
- Happy
- Company
- File
“He helped me and my husband and went over all our taxes.”
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The Hayes Law Firm - Estate Planning & Probate Attorneys
- Conversation
- Knowledge
- Webinar
“It gave me confidence that when the time comes soon to finalize my own estate plan that William Hayes and Hayes Law Firm would be the company I'd like to work with.”
The 24 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
Of the 24 firms we list here, 4 are in La Habra itself and 20 come from towns including West Covina (2, 9 mi), Orange (2, 11 mi) and Long Beach (2, 15 mi). The firms on this page are rated from 4.4 to 5.0 across 2,441 reviews; 10 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (86%) and quality (84%). 8 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are quickbooks services (4), tax services (4), business services (3), business valuations (3) and small business accounting (3). 3 show a license on their websites and 6 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 3 offer payment plans; 8 offer a free initial consultation and 1 is family- or locally-owned. 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?
9 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.
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Sense Financial Services
- Invest in Real Estate
- Company
- Website
“I can call them any time of the day and they do give a knowledgable answer (I don't have to go through different department and be on hold for hours).”
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Liberty Debt Relief
- Debt Consolidation
- Creditors
- Credit Score
“I have signed up for text notifications on my settlements and accounts and I have been able to respond quickly when settlements have been offered under my plan.”
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The Agency
- Call
- Questions
- Receptionist
“I love how they are on top of their game they will keep you posted about every single thing about your credit they will tell you how to help build your credit and they are always sending you the progress.”
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Stan Diliberto, Cpa, CFP
- Tax Preparation
- Planning
- Phone
“Best experience with Stan Diliberto he was very patient and took time to walk me through my whole process I would highly recommend him to anyone who is in a tax situation”
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Remedy Payment Solutions
- CRM
- Chargeback
- Software
“He answered all of my questions (believe me i had a lot), had a great attitude, was extremely knowledgeable, and was fantastic at communicating everything in a way that i understood right away.”
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Peachtree Debt Relief
- Weight
- Understanding
- Program
“They were very professional the process is very easy and simple to understand and you cannot go wrong and it feel like a weight has been lifted off my shoulder thank you Peachtree”
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OC Financial Services
- Accountant
“I found OC Financial Services online and made an appointment with Irene to review my tax return, estimated payments, and ask a few other questions in regards to my small business.”
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Little Saigon Living Trust
- Attorney
- Price
- Knowledge
“Greg, at living trust Little Saigon, went far and beyond the call of duty… We were in an emergency situation of needing to get a living trust done before the death of a family member”
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Kyky - Tax Firm & Corporate Services
- Preparing
- Loan
- Income
“And not only am I satisfied with the 2022 tax refund, but Ky Ky also helped me re-declare my 2021 tax return because the old declaration company made a mistake, so I didn't get a full refund without my knowledge.”
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Montue, Woodard & Associates
- Team
- Office
“I've been using MWA for about 7 years now and have always felt confident and fully covered by Ted's ability to constantly get me the best return possible and give me the advice I need to invest in my future.”
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SK Enterprises
- Planning
- Financial
“They take great care of you, listen to all your needs and with their own portal for file uploads and appointment scheduling the life is so much easier and secure .”
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Life Design Financial & Insurance Services
- Solid
- Knowledge
- Success
“He listens and understands on what I would like out of my future investments, but also provides great advice and consideration from his point of view and expertise.”
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Figueroa & Co
- Call
“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”
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HRL TAX Solutions
- Questions
- Business Tax
- Price
“Before we went to Henry we tried to get help with Optima Tax Relief claiming to help us with our tax matter, they ripped us off and caused so much stress and anxiety.”
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Tax Professionals, CPA
“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.”
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Kim R. Coyle CPA & Associates Orange County CPA
- Call
“This CPA office has assisted many of my clients in their business entity set up, accounting and bookkeeping as well as tax filling quarterly's and yearly's.”
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Elite Accountants Group
- Patient
“Tax extension deadline was approaching and I had called several Tax offices without much success, but when I called Elite Accountants Group, Ahmad answered and an appointmen was made.”
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Edwin Does Taxes
- Questions
- Doubt
- Knowledge
“Edwin does taxes , company and all of the people works there are great and helpful I started with my taxes filing and other matters to take care by Edwin does taxes 2019, 2020 and will continue use Edwin does taxes for any tax matter.”
Retirement Planning and Investment Management Services in La Habra, CA Cost Estimates
Minimum cost
$1073
Maximum cost
$9117
National Average
$3218
Avg Per Hour Rates
$322
$2146
$5900
Average price range is based on 294 cost profiles
Why these companies made our list
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