Best Financial Advisors in Lakewood, CA

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

Hicok Financial Solutions

Hicok Financial Solutions

(1)
“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
i
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
i
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 1992
Licensed
2209 N Lakewood Blvd, Long Beach, CA
i
G.m.o. Financial

G.m.o. Financial

10359 Lakewood Blvd, Downey, CA
i
Tax Payers Services

Tax Payers Services

(2)
“Tax Payers Services are professional and knowledgeable.”
Coupons & Offers
Offers Financing Options
In Business Since 2005
Transparent Fees & Pricing
901 S La Brea Ave #4, Los Angeles, CA
i
Atlantic Tax Services

Atlantic Tax Services

(18)
  • Check
  • Company
  • 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
In Business Since 2012
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
744 S Atlantic Blvd, East Los Angeles, CA
i
OC Financial Services

OC Financial Services

(6)
Services For Quickbooks, Business Services, Tax Services
“This is the best tax place around!”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2003
Accepts All Major Credit Cards
2330 W Valencia Dr, Fullerton, CA
i
Ameriestate Legal Plan

Ameriestate Legal Plan

(30)
Elder Abuse, VA Benefits
“I had a pre-existing 30 year-old trust that needed updating and Ameri Estate did a great job of keeping me informed of how things were progressing at their end and explained intricacies of how I might want to frame matters and disbursements in the ne...”
In Business Since 1999
Transparent Fees & Pricing
3525 Hyland Ave #150, Costa Mesa, CA
i
Smartcpa - Anaheim

Smartcpa - Anaheim

(26)
Quality Control, Accounting For Attorneys, Strategic 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
In Business Since 2007
Free Initial Consultation
ATTORNEYS Certified
518 S Brookhurst St Ste 4, Anaheim, CA
i
Tax Professionals

Tax Professionals

(14)
Wealth Management, Insurance, Individual
“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.”
In Business Since 1999
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Lakewood Area
i
Ameri Tax Service

Ameri Tax Service

(29)
Planning, Bookkeeping, Tax Debt
“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.”
In Business Since 2006
Transparent Fees & Pricing
Accepts All Major Credit Cards
3327 E 7th St, Long Beach, CA
i
Montue, Woodard & Associates

Montue, Woodard & Associates

(30)
Bookkeeping, Financial Statements, Business Valuations
“This company is the Very best, they are Professionals in every sense of the word, the Office staff is friendly and knowledgeable, they help You understand the entire process and are always willing to answer any questions that You may have, and Ted i...”
In Business Since 2009
Accepts All Major Credit Cards
784 Redondo Ave, Long Beach, CA
i
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 2005
Transparent Fees & Pricing
4972 Warner Ave #201, Huntington Beach, CA
i
Montagna & Associates

Montagna & Associates

(1)
Industries, Services For Quickbooks, Services For Individuals
“If you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1989
Accepts All Major Credit Cards
1101 Dove St #190, Newport Beach, CA
i
Alex A. Accetta & Associates

Alex A. Accetta & Associates

Estate Planning, Quickanswers, Bank Financing
“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
In Business Since 1990
Transparent Fees & Pricing
Licensed, BBB Rating: A+
8840 Warner Ave STE 204, Fountain Valley, CA
i
Kay Properties and Investments

Kay Properties and Investments

(30)
  • Information
  • Business
  • Knowledge
“They are both very knoweldeable and were able to answer all my questions about different types of properties and geographically different real estate markets.”
In Business Since 2010
Licensed
21250 Hawthorne Blvd Suite 130, Torrance, CA
i
XOA Tax, CPA & Accounting Firm

XOA Tax, CPA & Accounting Firm

(22)
Private Clients, Payroll, Individual Tax Preparation
“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.”
In Business Since 2020
Free Initial Consultation
Serving Lakewood Area
i
EZ Choice Financial Corp

EZ Choice Financial Corp

(18)
ID Theft Protection, Build Credit Tools, Improve Credit Score
“Even though he knew I wasnt' a good match as a client, he still took the time to go over my report and give me GREAT advice on things I can do to improve my score.”
Free Initial Consultation
18+ Years Experience
Transparent Fees & Pricing
Licensed
18430 Brookhurst St Suite 202Q, Fountain Valley, CA
i
Accountable Solutions

Accountable Solutions

(16)
For Small Businesses, Non-Filed Returns–done For You, Start a Business Smoothly
“They've not only helped us properly structure our accounting and finances for maximum tax benefit, they've also always been there when we've had a question or need.”
In Business Since 2011
Accepts All Major Credit Cards
Licensed
3151 Airway Ave Suite F109, Costa Mesa, CA
i
Edwin Does Taxes

Edwin Does Taxes

(29)
  • Happy
  • Questions
  • Tax Preparer
“After looking at a relatively simple tax form (unemployment due to COVID), listening to me and understanding that I am going through a huge hardship right now due to COVID, they offered me a lower cost on their services because i've been a loyal cust...”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
i
Phenomenal Tax & Accounting Services

Phenomenal Tax & Accounting Services

(27)
Investment Management, Wealth Management, Tax Services
“I have hired Paul to handle an IRS Audit that was triggered before we hire him; the Audit started for only or business, but the IRS wanted to see our personal as well.”
In Business Since 2016
Free Initial Consultation
Serving Lakewood Area
i
Oren Hen EA

Oren Hen EA

(20)
  • Money
  • Family
  • Accountant
“I've been working with Oren for many years now from when my business was just a solo sole proprietorship to new opening my nonprofit and having an s-corp with 5 team members.”
In Business Since 2014
Offers Financing Options
Transparent Fees & Pricing
6404 Wilshire Blvd #800, Los Angeles, CA
i
Leverlaw – Law Offices of Steven B. Lever

Leverlaw – Law Offices of Steven B. Lever

(30)
  • Communication
  • Feel
  • Payments
“He also got my credit union to waive a cross-collateralization clause so they would give me back a pink slip after I paid off my car loan and not demand I pay the credit card debt.”
Free Initial Consultation
In Business Since 1993
Transparent Fees & Pricing
Accepts All Major Credit Cards
200 Pine Ave #620, Long Beach, CA
i
Financial Counseling Center

Financial Counseling Center

(24)
  • Understanding
  • Attorney
  • Comfortable
“They were always responsive throughout our entire experience with them and we never felt confused or unsure of what we were getting into and what to expect next.”
In Business Since 2003
Se Habla Español
4311 Wilshire Blvd Ste 602, Los Angeles, CA
i

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
Click to copy
Successfully copied!
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.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top