Best Financial Advisors in Lakewood, CA

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

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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Tandy Consulting

Tandy Consulting

(11)
Industries, Tax Services, Investment Strategies
“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...”
Free Initial Consultation
In Business Since 2017
Transparent Fees & Pricing
Accepts All Major Credit Cards
Serving Lakewood Area
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Crisell & Associates - Certified Public Accountants

Crisell & Associates - Certified Public Accountants

(4)
“Will use them for the rest of my life.”
In Business Since 1995
Licensed, BBB Rating: A+
Serving Lakewood Area
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Atlantic Tax Services

Atlantic Tax Services

(50)
  • Check
  • People
  • Questions
“Best tax services in LA, I came in today to do my taxes as a walkin and as always the best treatment was given to us, the clients, I appreciate ATS, and Andy.”
Free Initial Consultation
In Business Since 2012
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
744 S Atlantic Blvd, East Los Angeles, CA
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Liberty Debt Relief

Liberty Debt Relief

(50)
Private Student Loans, Debt Consolidation
“This, last part, I have taken to heart, and as soon as my debt is free, and I'm clear of all of these debts, I will continue to endeavor on the course of my path of life to follow this counsel and advice.”
In Business Since 2015
Free Initial Consultation
333 City Blvd W 17th FL, Orange, CA
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Ameriestate Legal Plan

Ameriestate Legal Plan

(48)
Elder Abuse, VA Benefits
“The whole process was longer than we expected, but in the end, the time it took to complete was not long and it made sense once we finished, plus we had to gather personal information and have heart to heart conversations to complete the process.”
In Business Since 1999
Transparent Fees & Pricing
3525 Hyland Ave #150, Costa Mesa, CA
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Tax Payers Services

Tax Payers Services

(3)
“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
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Jeung Agency

Jeung Agency

(49)
Individual Health & Supplements, Life Insurance, Wealth Management
“I had the pleasure of speaking with Corrine Loken, aside from having a pleasant voice and showing her compassion for my recent loss she was very professional.”
In Business Since 2019
5670 Wilshire Blvd, Los Angeles, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Phone
  • The Future
  • Questions
“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 1986
Licensed, BBB Rating: A
Serving Lakewood Area
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Speedy Credit Repair

Speedy Credit Repair

(36)
  • Debt
  • Review
  • Questions
“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
Emergency Services
117 Main St # 202, Huntington 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 2007
Accepts All Major Credit Cards
784 Redondo Ave, Long Beach, CA
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Kay Properties and Investments

Kay Properties and Investments

(45)
  • Exchange
  • Knowledge
  • Patient
“Matt has been of tremendous value in assisting me with three recent transaction involving sales of existing holdings and exchanges into properties I am extremely happy with acquiring.”
In Business Since 2010
2958 Columbia St, Torrance, CA
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OC Financial Services

OC Financial Services

(13)
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 2003
Accepts All Major Credit Cards
2330 W Valencia Dr, Fullerton, CA
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Tu Legado En 123 By Total Solutions

Tu Legado En 123 By Total Solutions

(50)
  • Encanto
  • Attention
  • Estate
“Excellent fast service, I recommend it 5 stars, a lot of knowledge of the assessor, very good price, speed, I already recommended friends of my family to do this procedure.”
In Business Since 2023
Serving Lakewood Area
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Benson Liao Insurance & Financial Center - Benson Liao

Benson Liao Insurance & Financial Center - Benson Liao

(50)
Products, Advanced Planning Resources
“Every time, Barbara takes a friendly, professional and sincere attitude, caringly stands in the customer's position, and carefully plans suitable products for customers.”
In Business Since 2002
Licensed
17506 Colima Rd #200, Rowland Heights, CA
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Oren Hen EA

Oren Hen EA

(35)
  • Laws
  • Accountant
  • Money
“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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SK Enterprises

SK Enterprises

(37)
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 1995
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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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
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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.

Why these companies made our list

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