Stan Diliberto, Cpa, CFP
“Di Liberto took the time to figure it all out and explain everything!”
Best Financial Advisors in Long Beach, CA
14 firms listed · 6 in Long Beach · 3 open weekends · 13 rated 4.5+
Data verified October 16, 2026
Montue, Woodard & Associates
“Very friendly and Jesse soto is awsome,very quick on emails and returning calls,thank you jesse for doing our taxes 😀 …”
Tax Professionals, CPA
“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.”
Kim R. Coyle CPA & Associates Orange County CPA
“As an accountant I know he does audits and helps with tax problems, if I something were to happen to my finances and taxes I know the first person I'd call to get some help would be Kim.”
Gardena Financial
“This was my first time ever working with someone else to prepare my taxes and Kiak was great!”
S D Cooper Co
The 14 firms listed for Long Beach, 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: Long Beach, CA
Of the 14 firms we list here, 6 are in Long Beach itself and 8 come from towns including Huntington Beach (5, 12 mi), Seal Beach (1, 6 mi) and Gardena (1, 10 mi). The firms on this page are rated from 4.4 to 5.0 across 285 reviews; 1 has 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 (88%), responsiveness (80%) and quality (72%). 3 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), business services (2), business valuations (2), elder care (2) and individuals (2). 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. 2 offer payment plans; 2 offer a free initial consultation and 2 are family- or locally-owned. 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 Long Beach take financial planning bookings online?
3 of the 14 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.
Weaver Consulting Group
“I felt like their family that they were trying to protect and that really doesn't happen often if at all in business especially the financial industry.”
Scalco Financial
“I plan to use his great advice so I can better plan my future and be better prepared for retirement.”
Genwealth 360
“From concept to completion, I highly recommend their services.”
Randall Wealth Management Group
“He and his company are looking out for my best interests and I wish him the best because he IS the best in everything he does!”
Exactax Solutions
“They have handled my payroll and taxes for the past 8 years.”
Summit CPA
“We've had a great experience with Chris And his staff.”
Chuck Anderson, CPA
“He's solid, dependable, honest and reasonable.”
Taylor Wealth Management
Why these companies made our list
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