Hicok Financial Solutions
“With David, I feel I have a financial partner and planner who is interested in my success.”
Best Financial Advisors near Lakewood, CA
We have one firm in Lakewood on file, and it is on this list, along with 14 from towns including Long Beach (4, 4 mi), Downey (2, 6 mi) and Seal Beach (1, 5 mi).
5 open weekends · 13 rated 4.5+ · 2 show a license
Data verified October 21, 2026
G.m.o. Financial
Zahn & Zahn Estate Financial & Tax
Atlantic Tax Services
“I thought I would have to pay back for my taxes but with his help, I don't have to worry about that.”
Stan Diliberto, Cpa, CFP
“We've been using Stan for years and he is always thorough, honest and efficient.”
Montue, Woodard & Associates
“Always so much help anytime you need them.”
The 15 firms listed for Lakewood, 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: Lakewood, CA
14 of the 15 firms on this page have a rating, from 4.4 to 5.0 across 633 reviews; 2 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (89%), quality (82%) and responsiveness (79%). 5 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), quickbooks services (3), bookkeeping (2), business services (2) and elder care (2). 2 show a license on their websites and 4 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers payment plans and 5 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 10 list a public email and 5 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 Lakewood take financial planning bookings online?
5 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.
Tax Professionals, CPA
“They know how to do taxes right.”
Kim R. Coyle CPA & Associates Orange County CPA
“He knows his stuff, keeps up with all tax law changes, and is a pleasure to work with because he is so smart and so personable.”
Edwin Does Taxes
“Made an appointment, was greeted as soon as I walked in, walked out with a fat return.”
Gardena Financial
“Called the day before taxes were due (after an extension) and Kiak took my call and worked after hours to file on time!”
XOA Tax, CPA & Accounting Firm
“Great experience, I love the fact they hold your taxes to go back to if needed”
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Maytor Business Solutions INC
“In a timely manner they are very professional and efficient.”
Scalco Financial
“He was methodical, prompt, and very professional.”
Anthony Sykes and Company
“I've been working with Anthony for years.”
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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.”
Why these companies made our list
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