Popular Cities
We have 2 firms in Lakewood on file, and both are on this list, along with 22 from towns including Long Beach (3, 4 mi), Los Angeles (3, 25 mi) and Huntington Beach (2, 12 mi).
1 open 24/7 · 9 open weekends · 21 rated 4.5+ · 3 show a license
Data verified October 16, 2026
The 24 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.
23 of the 24 firms on this page have a rating, from 4.4 to 5.0 across 2,089 reviews; 8 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (76%) and quality (73%). The topics that come up most in reviews of the firms on this page are "trust", "price" and "knowledge". 1 is open around the clock; 8 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are business services (4), estate planning (3), financial planning (2), individuals (2) and quickbooks services (2). 3 show a license on their websites and 5 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers urgent consultations; 4 offer payment plans; 10 offer a free initial consultation and 1 lists coupons or special offers. 1 has Spanish-speaking staff. 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.
2 of the 24 firms are located in Lakewood. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
