Lakewood, CA

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Lakewood, CA
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Best Financial Advisors in Lakewood, CA

The highest-rated Financial Planning & Wealth Management companies out of 105 vetted & reviewed in the Lakewood area.

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Law Offices of Sandra Diaz

Law Offices of Sandra Diaz

(15)
Understanding Medicare, Long Term Care Planning, Medi-Cal Qualifications
“We needed service for a living trust for my parents, senior citizens, they had many questions, doubts, and trust issues, but Sandra answered all of there questions and made them feel very comfortable with the process.”
In Business Since 2014
Free Initial Consultation
4010 Watson Plaza Dr Suite 200, Lakewood, CA
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Luis M. Herrera

Luis M. Herrera

“At Luis M. Herrera - PA, EA Advanced Accounting & Tax Service, we realize that you depend on your Paramount, CA, accountant to make sure all your finances are in order, so we're committed to paying close attention to all details and to offering the i...”
In Business Since 2014
Se Habla Español
Free Initial Consultation
15317 Lakewood Blvd UNIT 202, Paramount, CA
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Hicok Financial Solutions

Hicok Financial Solutions

“With David, I feel I have a financial partner and planner who is interested in my success.”
20++ Years Experience
Transparent Fees & Pricing
Licensed
3217 E Carson St #383, Lakewood, CA
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G.m.o. Financial

G.m.o. Financial

10359 Lakewood Blvd, Downey, CA
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Zahn & Zahn Estate Financial & Tax

Zahn & Zahn Estate Financial & Tax

“For over 30 years, Zahn & Zahn has been providing accounting, investment advisory services and tax consulting to our clients. We help our disciplined clients pursue financial security, grow businesses and manage tax liabilities. This comprehensive ap...”
In Business Since 1990
Licensed
2209 N Lakewood Blvd, Long Beach, CA
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Amir & Associates CPA

Amir & Associates CPA

(9)
Controllership Services, Business Consulting, Business and Personal Tax Preparation
“We have been doing business with Amir since 2011, Amir has been always professional giving a good advices, always available to answer questions and helping out, the price is reasonable I'll recommend him to everyone, Amir is always close to his busin...”
Free Initial Consultation
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
3858 W Carson St Suite 200, Torrance, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Audit
  • Office
  • Company
“10/10 service, everyone is nice and welcoming.”
Free Initial Consultation
In Business Since 2010
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
744 S Atlantic Blvd, East Los Angeles, CA
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Tax Law Advocates - Tax Relief Company

Tax Law Advocates - Tax Relief Company

(48)
IRS Tax Relief Services, IRS Hardship Program, Offer In Compromise
“We started by sending a mess of paperwork that was mostly junk to Jamie and she sorted out everything that had been done(mostly wrong) and went to work getting us on the right track.”
In Business Since 2010
Free Initial Consultation
Licensed, BBB Accredited
3611 S Harbor Blvd #210, Santa Ana, CA
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Liberty Debt Relief

Liberty Debt Relief

(49)
Private Student Loans, Debt Consolidation
“Very committed to helping you work through your finacial struggles, this company has kept me informed and feeling confident about the process from day one.”
In Business Since 2015
Free Initial Consultation
333 City Blvd W 17th FL, Orange, CA
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Tax Payers Services

Tax Payers Services

(4)
“Positive Professionalism”
Coupons & Offers
Offers Financing Options
In Business Since 2003
Transparent Fees & Pricing
901 S La Brea Ave #4, Los Angeles, CA
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Speedy Credit Repair

Speedy Credit Repair

(37)
Secure Better Loan Rates and Save Money on Interest.
“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
Free Initial Consultation
Emergency Services
117 Main St # 202, Huntington Beach, CA
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Ameriestate Legal Plan

Ameriestate Legal Plan

(47)
Business Formation, Estate Planning, Capital Gains Avoidance
“Setting up a Living Trust was a new and confusing experience, but it all has been a great learning experience and I now feel much more informed and comfortable with the whole process.”
In Business Since 1999
Transparent Fees & Pricing
3525 Hyland Ave #150, Costa Mesa, CA
Featured

Heir vs Beneficiary: Who Has Greater Right to Your Estate? The distinction between an heir and a beneficiary is crucial in understanding their roles in estate planning. In the context of rights to an estate, heirs' entitlements are explicitly outlined under a Trust or Will. In cases where there...

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Jeung Agency

Jeung Agency

(49)
Business Services, Life Insurance, Wealth Management
“I worked with Corrine who was friendly, helpful, and professional, and helped me so much to do something i've been meaning to do for awhile for myself and my kids peace of mind.”
In Business Since 2019
5670 Wilshire Blvd, Los Angeles, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • The Future
  • Tax Preparation
  • Planning
“He was more than helpful and professional, at one point telling me he wanted to check another source to make sure he was providing the correct information.”
In Business Since 1984
Licensed, BBB Rating: A
Serving Lakewood Area
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OC Financial Services

OC Financial Services

(15)
Services For Quickbooks, Business Services, Tax Services
“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.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2001
Accepts All Major Credit Cards
2330 W Valencia Dr, Fullerton, CA
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Kyky - Tax Firm & Corporate Services

Kyky - Tax Firm & Corporate Services

(48)
Business & Corporate Filings, Business Consulting, Finance & Business Funding
“Time and time again, I have witnessed the awe-struck expressions on the faces of all my clients as they marvel at the seamless process she offers, ultimately enabling them to swiftly finalize their mortgage loan transactions.”
In Business Since 2021
Free Initial Consultation
12666 Hoover St, Garden Grove, CA
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Little Saigon Living Trust

Little Saigon Living Trust

(50)
  • Need
  • Email
  • Price
“We trust him at the first time we meet him, he looks like a real angle in person to us, we're so glad to come to the right place and right person to do the living trust.”
In Business Since 2017
9191 Bolsa Ave #203, Westminster, CA
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Oren Hen EA

Oren Hen EA

(38)
  • Organized
  • Strategy
  • Laws
“He answered all questions, walked us through the new laws and how to maximize those laws, and has already advised us on future logistics to prepare for next year's taxes.”
In Business Since 2014
Offers Financing Options
Transparent Fees & Pricing
6404 Wilshire Blvd #800, Los Angeles, CA
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Bier Law

Bier Law

(45)
  • Intentions
  • Wills
  • Informative
“Seth's vast legal knowledge was of tremendous help for us throughout the court process, which resulted in a positive outcome for ourselves & my brother!”
In Business Since 2020
1722 Harriman Ln A, Redondo Beach, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(41)
Bookkeeping, Financial Statements, Business Valuations
“They have always accommodated our schedules due to the fact that since I own my own business, I don't always have our corporate financials until the last minute from our corporate accountant.”
In Business Since 2009
Accepts All Major Credit Cards
784 Redondo Ave, Long Beach, CA
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SK Enterprises

SK Enterprises

(38)
Forms, Quickbooks Services, Services For Individuals
“Umair and his team have been very professional, very courteous to work with, and have been reliable in preparing the tax return statement and filing them.”
Offers Financing Options
In Business Since 1997
Transparent Fees & Pricing
Accepts Check
Serving Lakewood Area
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Life Design Financial & Insurance Services

Life Design Financial & Insurance Services

(23)
  • Book
  • Happy
  • Knowledge
“It can be daunting contacting a Financial Adviser to discuss your private financial situation (money), but Scott made us feel very comfortable from the beginning.”
In Business Since 2001
Licensed, BBB Rating: A+
500 N State College Blvd Suite #1100, Orange, CA
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Tax Professionals, CPA

Tax Professionals, CPA

(16)
Wealth Management, Insurance, Individual
“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.”
In Business Since 1997
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Lakewood Area
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Homeconstructionloan.com / Arroyo Consulting Group

Homeconstructionloan.com / Arroyo Consulting Group

(46)
Builder Selection/Vetting, Vendor Negotiations, Project Review/Analysis
“My prior attempts with national banks left me exasperated due to their meager loan offers, exorbitant upfront deposit demands, and painfully sluggish response times.”
In Business Since 1999
4000 MacArthur Blvd Suite 600, Newport Beach, CA
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Retirement Planning and Investment Management Services in Lakewood, CA Cost Estimates

Minimum cost
$1127
Maximum cost
$9579
National Average
$3381
Avg Per Hour Rates
$339
$2254
$6198
Fair price range is based on 291 cost profiles
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Average Cost $3381
Minimum cost $1127
Maximum cost $9579
Avg Per Hour Rates $339

Fair range $2254 to $6198 is based on 291 cost profiles.

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