Best Financial Advisors in La Habra, CA

The highest-rated Financial Planning & Wealth Management companies out of 192 vetted & reviewed in the La Habra area.

Aguirre & Co

Aguirre & Co

(1)
Quickbooks Services, Business Services, Services For Individuals
“They truly understand business and help your business grow.”
Transparent Fees & Pricing
In Business Since 2010
Offers Financing Options
418 E La Habra Blvd, La Habra, CA
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J & S Real Estate Investments

J & S Real Estate Investments

(2)
“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.”
In Business Since 2021
481 E Whittier Blvd Ste 481A, La Habra, CA
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CV Financial Services

CV Financial Services

(1)
“She is a great person so helpful honest and very informative I really recommend getting you any type of insurance”
651 S Palm St Suite B, La Habra, CA
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Melendez Company & Associates

Melendez Company & Associates

(4)
“He delivered the return very quickly, and we wrapped up with a consultative session to answer final questions, and a few tips on how to better prep for our taxes next year.”
Accepts All Major Credit Cards
In Business Since 1982
Transparent Fees & Pricing
Serving La Habra Area
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The Hayes Law Firm

The Hayes Law Firm

(30)
Probate Attorney, Estate Plan, Power of Attorney
“At a time right now in the pandemic there is so much uncertainty, this is as good a time as any to take a look at those options and have a plan in place for your present and future.”
Emergency Services
Family Business
Licensed
In Business Since 2015
729 Mission St #300, South Pasadena, CA
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Atlantic Tax Services

Atlantic Tax Services

(18)
  • Company
  • Tax Return
  • Team
“Last year my brother recommended ATLANTIC TAX SERVICE to me everything was done over the phone just sent email with all necessary docs it was a little pricy but because customer service was good the process was fast and easy i guess that made it less...”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2012
Accepts All Major Credit Cards
744 S Atlantic Blvd, East Los Angeles, CA
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Figueroa & Co

Figueroa & Co

(16)
Financial Services, Quickbooks Services, Payroll Services
“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.”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2017
Accepts All Major Credit Cards
338 S Rosemead Blvd #4953, Pasadena, CA
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James F. Hundshamer, Certified Public Accountant

James F. Hundshamer, Certified Public Accountant

(3)
Quickbooks, Business Services, Services For Individuals
“Helped reduce what I owed on my taxes this year and got me on the right track for next year.”
Transparent Fees & Pricing
Family Business
Licensed, BBB Rating: A+
In Business Since 1991
223 S Glendora Ave #101, Glendora, CA
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Tax Professionals

Tax Professionals

(14)
Insurance, Quickbooks Services, Tax Resolution
“I am doing my taxes with them for two years, definitely I will get their help again and I would recommend you do it to get more refund, and have a safer mind.”
Licensed, BBB Rating: A+
In Business Since 1997
Accepts All Major Credit Cards
Serving La Habra Area
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Smartcpa - Anaheim

Smartcpa - Anaheim

(26)
Strategic Planning, Business Consulting, Tax Planning
“They have some eagle-eyed member of staffs like Fatima and Susana who will help your business cut down losses from fraudulent and unauthorized transactions.”
Family Business
ATTORNEYS Certified
In Business Since 2007
Free Initial Consultation
518 S Brookhurst St Ste 4, Anaheim, CA
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Gonzalez Cpa, A Professional Corporation

Gonzalez Cpa, A Professional Corporation

(14)
  • Team
“I had originally come to John after being audited, since we had hired a company promising large returns and they were federally audited (and all their clients).”
Licensed, BBB Rating: A+
In Business Since 2005
Transparent Fees & Pricing
17782 17th St #111, Tustin, CA
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OC Financial Services

OC Financial Services

(6)
Business Services, Industries, Real Estate and Mortgage Loans Services
“Very profecional nice personal tha always helped with what we needed.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2003
Free Initial Consultation
2330 W Valencia Dr, Fullerton, CA
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Ameri Tax Service

Ameri Tax Service

(29)
Bookkeeping, Tax Debt, Services For Non-Profits
“I know I can call anytime of the year with tax questions and they always get back to me and we have discussed many issues that come up during the year.”
Accepts All Major Credit Cards
In Business Since 2004
Transparent Fees & Pricing
3327 E 7th St, Long Beach, CA
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Pacific Accounting Group

Pacific Accounting Group

(30)
Tax Preparation, Bookkeeping
“The best part in my opinion is that he encourages that I keep my filings in order on a quarterly basis, that way when taxes are due, there is no rush to get everything in order.”
Transparent Fees & Pricing
Licensed
In Business Since 2017
Offers Financing Options
80 S Lake Ave Suite 640, Pasadena, CA
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Scott Storace, Branch Manager, Nmls: 226339

Scott Storace, Branch Manager, Nmls: 226339

(30)
Communication is Key, Mortgage Calculator, Monitoring Your Mortgage and Beyond
“Scott Storace and West Capital Lending helped me refinance my home with efficiency, professionalism, and a personal touch that I find is missing from so many experiences.”
In Business Since 2022
202 Fashion Ln # 223, Tustin, CA
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Sense Financial Services

Sense Financial Services

(30)
  • Trust
  • 401k
  • Job
“I found an article on Bigger Pockets by Sense Financial after a long online search trying to find a company who offers Solo 401k (self directed IRA) for business owners.”
Transparent Fees & Pricing
In Business Since 2011
155 N Riverview Dr #100, Anaheim, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(30)
Financial Statements, Business Valuations, Financial Planning
“Im a first time client and the service here was great very professional even the receptionist at the front desk was nice, I got a great tax refund and it was filed fast, I will come here every year and tell a friend.”
Accepts All Major Credit Cards
In Business Since 2009
784 Redondo Ave, Long Beach, CA
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Kim R. Coyle CPA & Associates Orange County CPA

Kim R. Coyle CPA & Associates Orange County CPA

(18)
Succession Planning, Elder Care, 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.”
Offers Financing Options
Accepts All Major Credit Cards
In Business Since 2003
Free Initial Consultation
4972 Warner Ave #201, Huntington Beach, CA
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Alex A. Accetta & Associates

Alex A. Accetta & Associates

Bank Financing, Buy Quickbooks and Save, Get Your IRS File
“Welcome to Alex A. Accetta, CPA & Associates,Inc., one of the leading CPA firms in Orange County. For many years we have been providing our clients with a full range of business and personal tax services, financial planning services, estate planning ...”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 1990
Transparent Fees & Pricing
8840 Warner Ave STE 204, Fountain Valley, CA
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XOA Tax, CPA & Accounting Firm

XOA Tax, CPA & Accounting Firm

(22)
Payroll, Business Clients, Accounting
“We also went back and forth through email to make sure I not only understood everything on my taxes, but to learn how to do things in the future as well.”
Free Initial Consultation
In Business Since 2020
Serving La Habra Area
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Remedy Payment Solutions

Remedy Payment Solutions

(30)
  • Merchant Services
  • Payments
  • Chargeback
“We have been using a different merchant account for years now and up until we signed up with Remedy I thought that all merchant account companies are the same.”
In Business Since 2019
17291 Irvine Blvd #325, Tustin, CA
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Fathy & Associates

Fathy & Associates

(1)
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2006
Transparent Fees & Pricing
100 N Citrus St #325, West Covina, CA
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Edwin Does Taxes

Edwin Does Taxes

(29)
  • Questions
  • Informative
  • Tax Preparer
“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.”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
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Financial Advisors Network

Financial Advisors Network

(1)
Insurance Planning, Tax Planning, Retirement Planning
“His strategies are for sensible, steady gain, supported by his adept utilization of real estate in one form or another to diversify your portfolio along with the standard types of investments, by the expertise of Rohan Nakrani in the use of the Bloom...”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1990
Accepts All Major Credit Cards
1432 Edinger Ave #200, Tustin, CA
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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
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Average Cost $3218
Minimum cost $1073
Maximum cost $9117
Avg Per Hour Rates $322

Average range $2146 to $5900 is based on 294 cost profiles.

Why these companies made our list

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