Best Financial Advisors in Lakewood, CA

The highest-rated Financial Planning & Wealth Management firms out of 234 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
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The Galeb Group

The Galeb Group

(8)
  • Retirement
  • Confident
  • Investment
“Is an outstanding advisor and as a young professional I feel confident and optimistic with him managing both my retirement and personal investment portfolios.”
In Business Since 2014
21515 Hawthorne Blvd 2nd floor, Torrance, CA
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Mash Accounting & Consulting

Mash Accounting & Consulting

(7)
Accountants, Commercial Services
“I highly recommend them for their knowledge, professionalism and integrity.”
In Business Since 2011
Average Price Tag
500 N Central Ave #600, Glendale, CA
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Satori Wealth Management

Satori Wealth Management

(3)
“I actually look forward to our check-ins as they not only provide me with an opportunity to more deeply understand my evolving financial situation, but also to reflect on changes in my life and how my short and long-term life goals are also evolving.”
In Business Since 2004
Remote Consultations Available
Accepts All Major Credit Cards
12100 Wilshire Blvd 8th floor, Los Angeles, CA
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Beneficent Financial

Beneficent Financial

(6)
“Cathy has helped me to build a comprehensive financial plan and, through the process, has provided me with a strong sense of comfort and piece of mind.”
In Business Since 2012
Accepts All Major Credit Cards
3858 E Colorado Blvd #200, Pasadena, CA
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Vosberg Wealth Management

Vosberg Wealth Management

(1)
Tax Planning, Investment Management, Real Estate Investing
“Brian Vosberg is a great financial advisor, keeping you informed on the world of wealth and how you assets are doing.”
In Business Since 2018
224 W Foothill Blvd, Glendora, CA
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Nexgen Wealth Management

Nexgen Wealth Management

(1)
“I feel comfortable working with Nexgen and would recommend them to anyone looking for financial advice.”
In Business Since 2015
1930 S Brea Canyon Rd #120, Diamond Bar, CA
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Prosperity Wealth Planning

Prosperity Wealth Planning

(1)
“She is very responsive and makes a point of touching base with her clients through out the year.”
In Business Since 2019
3780 Kilroy Airport Way Suite 200, Long Beach, CA
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Domari Wealth Management

Domari Wealth Management

(1)
“I encourage you and your friends to give Brian the opportunity to show you his strategies that take your investments to another level.”
In Business Since 2012
Licensed
4450 Lakeside Dr Suite 350, Burbank, CA
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Gerber & Co

Gerber & Co

(15)
Tax Preparation, Doctors and Medical Practices, International Tax Planning
“It's a great family oriented environment where everyone works together as a team to provide professional, passionate and dedicated devotion to our clients financial wellbeing”
Family Business
In Business Since 2008
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
1880 Century Park East Second Floor, Los Angeles, CA
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TIR Public Adjusters

TIR Public Adjusters

(15)
Hurricane Damage Insurance Claims, Mold Damage Insurance Claims, Vandalism, Burglary and Theft
“This is a long story short, if you got screwed by Insurance companies and have a problem to get done everything right , Ashot is the key solution for this, very knowledgeable and friendly person, Highly recommended.”
Free Initial Consultation
Emergency Services
In Business Since 2015
Below Average Price Tag
401 N Kenwood St #304, Glendale, CA
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Atlantic Tax Services

Atlantic Tax Services

(13)
  • Check
  • Office
  • 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 2010
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
744 S Atlantic Blvd, East Los Angeles, CA
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Class XVI

Class XVI

(20)
  • Questions
  • Forex
  • Understand
“My experience was the best he helped me wen I was down on my luck I came to him with my last and now I'm excellent at forex very professional well mannered patient and honest really deserve 10 stars !”
In Business Since 2018
160 E 108th St, Los Angeles, CA
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Corey Tax Services

Corey Tax Services

(14)
Creating Business Entities, Individual Tax Services, Bookkeeping & Payroll Services
“The two generations of knowledge, diligence, and professionalism give me confidence in the service received and comfort from the assurances that backs his work.”
In Business Since 2012
Family Business
100 W Broadway #3000, Long Beach, CA
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Ameri Tax Service

Ameri Tax Service

(20)
Non-Profit Services, Planning, Lifetime Income Streams, Tax Preparation
“Very nice ,Excellent service they help you out if you dont have money to do you taxes cone here to the right place 100 % happy new customer coming back every year now ask for tom watson nice guy”
Transparent Fees & Pricing
In Business Since 2005
Average Price Tag
Accepts All Major Credit Cards
3327 E 7th St, Long Beach, CA
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Efros Financial -

Efros Financial -

(20)
Financial Planning, Tax Projections, Business Consulting
“Rather than clicking through Turbo Tax with the hope I'm getting everything ok, working with Alex means having a detail-oriented expert at my side, helping me confidently navigate every requirement.”
In Business Since 2018
10866 Wilshire Blvd Suite 400, Los Angeles, CA
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Pathway Financial Services

Pathway Financial Services

(12)
Why Pathway?, Blog, Partners
“Jen Mulder is an expert at the most important thing: empowering you as an individual to take control of your financial destiny and achieve your goals and dreams.”
In Business Since 2014
Transparent Fees & Pricing
13101 Washington Blvd #241, Los Angeles, CA
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Paul Carney CPA

Paul Carney CPA

(20)
  • Business
  • Estate
  • Team
“Although this is not Paul's area of expertise, he went out of his way to explain some of the benefits and drawbacks of delaying receiving SS, which was appreciated.”
Free Initial Consultation
In Business Since 1995
Transparent Fees & Pricing
Accepts All Major Credit Cards
148 E Foothill Blvd #100, Arcadia, CA
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Revolution Financial Management/Wfg

Revolution Financial Management/Wfg

(12)
  • Family
  • Company
“I recently invested a lot of time and effort into WFG Revolution in Lancaster and was received with nothing but warmth and kindness and strongly recommend them to all my family and friends i am both employee as well as a customer they are very focuse...”
In Business Since 2002
42442 10th St W Suite D, Lancaster, CA
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The Agency

The Agency

(19)
  • Matter
  • Company
  • Questions
“Everyone here is certified and do the best they can to help you in different aspects whether it's filing for taxes, repair of your credit, loans, etc.”
Free Initial Consultation
10+ Years Experience
Below Average Price Tag
Licensed
1315 W Covina Pkwy, West Covina, CA
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Genwealth

Genwealth

(7)
Industries
“I have worked with Amanda and Shawn and both are extremely good at what they do!”
In Business Since 2013
Transparent Fees & Pricing
Below Average Price Tag
3711 Long Beach Blvd #810, Long Beach, CA
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AC Financial and Associates

AC Financial and Associates

(18)
  • Tax
  • Family
“What I most appreciated was her scope of knowledge, her willingness to assist step by step and her quick response in all matters even during these uncertain times.”
In Business Since 2014
239 E Manchester Blvd #210, Inglewood, CA
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Beyon Business Network

Beyon Business Network

(16)
  • Company
  • Team
  • Accounting
“This is a great place for drivers to look for help to start your own trucking business, they can help you with your permits and keeping track of your business management.”
In Business Since 2020
Offers Financing Options
1225 W 190th St, Gardena, CA
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Retirement Planning and Investment Management Services Estimated Cost in Lakewood, CA 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 184 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Typical range $2080 to $5720 is based on 184 cost profiles.

Why these companies made our list

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