Best Financial Advisors in Long Beach, CA

The highest-rated Financial Planning & Wealth Management companies out of 199 vetted & reviewed in the Long Beach area.

Trnxn Company

Trnxn Company

(4)
“Excellent customer service and very knowledgeable!”
Transparent Fees & Pricing
Emergency Services
In Business Since 2021
2901 West Coast Hwy Suite 200, Newport Beach, CA
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Tax Professionals

Tax Professionals

(14)
Business, Tax Resolution, Insurance
“I am doing my taxes with them for two years, definitely I will get their help again and I would recommend you do it to get more refund, and have a safer mind.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1997
1040 E Wardlow Rd, Long Beach, CA 90807
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Ameri Tax Service

Ameri Tax Service

(29)
Tax Debt, IRS Representation/Back Taxes, Tax Preparation
“She takes care of business right away and also gives u feedback with sincerity, so anyone looking for a great tax preparer should definitely contact her...”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2004
3327 E 7th St, Long Beach, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(30)
Business Valuations, Tax Planning, Business Tax Returns
“Fabulous, I have been with Montue Woodard for more years than I can count even when I moved to Florida for 6 years I sent all my stuff and they did it for me via fax.”
Accepts All Major Credit Cards
In Business Since 2007
784 Redondo Ave, Long Beach, CA
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Kim R. Coyle CPA & Associates Orange County CPA

Kim R. Coyle CPA & Associates Orange County CPA

(18)
Setup an LLC, Succession Planning, Tax Problems
“I surely recommend Kim and His team very Professional and reliable I have sent my kids who already incorporated to Work to make their Income taxes with Kim .”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 2005
4972 Warner Ave #201, Huntington Beach, CA
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Montagna & Associates

Montagna & Associates

(1)
Tax Services, Business Services, Services For Quickbooks
“If you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A
Transparent Fees & Pricing
In Business Since 1991
1101 Dove St #190, Newport Beach, CA
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Secure One Financial

Secure One Financial

(30)
  • Call
  • Program
  • Company
“But by the end of the call, Brandon explained to me how a new plan would save us money and get us out of debt much faster than me trying to do it on my own.”
In Business Since 2019
5000 Birch St W Tower, Suite 3000, Newport Beach, CA
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Leverlaw – Law Offices of Steven B. Lever

Leverlaw – Law Offices of Steven B. Lever

(30)
  • Questions
  • Emails
  • Reviews
“I liked that I wasn't judged or anything like that because as many of the people about to decide on bankruptcy know, you already feel a sense of guilt and shame.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 1995
200 Pine Ave #620, Long Beach, CA
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Gardena Financial

Gardena Financial

(29)
Tax Problem, Business Tax, Tax Preparation Fee
“If I need to know about refinancing and how it will affect my tax liability, he can easily run a complex analysis using his tax and financial planning software with my existing information”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2007
1516 W Redondo Beach Blvd, Gardena, CA
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First Class Counsel

First Class Counsel

(22)
Tax Planning, Last Wishes, Limited Conservatorship
“I also want to mention I thought my case would take a long time but it was very fast and they always kept me informed with what was going on with the case.”
In Business Since 2017
4701 Von Karman Ave Ste 100, Newport Beach, CA
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S D Cooper Co

S D Cooper Co

(1)
“I did this in 2013 and now have a very successful business that will provide for many years of great income.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2004
18141 Beach Blvd # 300, Huntington Beach, CA
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Scalco Financial

Scalco Financial

(10)
Business Planning, Tax Planning and Preparation, Retirement Planning
“That carried over to the first meeting during which Marco Scalco, the owner, quickly assessed my documentation and prepared the majority of my tax return.”
Accepts Cash, Check
Licensed, BBB Rating: A+
In Business Since 2014
207 E Broadway UNIT 201, Long Beach, CA
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Integrity Wealth Management

Integrity Wealth Management

Family Wealth Planning, Tax Reduction Planning, Insurance Planning
“Welcome to Integrity Wealth Management. Integrity is not just our name, it is the standard by which we live. Integrity Wealth Management is a comprehensive financial services firm committed to helping our clients achieve long-term financial success. ...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2012
3991 MacArthur Blvd, Newport Beach, CA
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Homeconstructionloan.com / Arroyo Consulting Group

Homeconstructionloan.com / Arroyo Consulting Group

(30)
Vendor Negotiations, Project Review/Analysis, Builder Selection/Vetting
“Despite it being of equal to or better than the quality of many more traditional site-building methods, prefabricated is often misunderstood and a non-starter for most construction lenders.”
In Business Since 1999
4000 MacArthur Blvd Suite 600, Newport Beach, CA
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Weaver Consulting Group

Weaver Consulting Group

(19)
  • Business
  • Future
  • Investments
“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.”
Family Business
CRPC, CRPC, CRPC Certified
In Business Since 2016
101 Main St Suite 220, Huntington Beach, CA
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Corey Tax Services

Corey Tax Services

(14)
Bookkeeping & Payroll Services, Business Tax Services, Creating Business Entities
“The two generations of knowledge, diligence, and professionalism give me confidence in the service received and comfort from the assurances that backs his work.”
Family Business
In Business Since 2012
115 Pine Ave Ste 450 E, Long Beach, CA 90802
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Shenouda & Associates

Shenouda & Associates

(8)
Tax Services, Business Services, Quickbooks Services
“Of the many things I like about Joe is that he always seems to be available to respond to my phone calls and emails in a timely manner any time of the year.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1991
18377 Beach Blvd Ste 222, Huntington Beach, CA
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Finn Financial Group

Finn Financial Group

(7)
For Insurance Companies, For Attorneys, Business, Property & Landowners
“I look forward to working with him in the future and I highly recommend Finn Financial Group to anyone looking for the best financial and investment guidance.”
Family Business
Transparent Fees & Pricing
In Business Since 2011
260 Newport Center Dr # 100, Newport Beach, CA
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Retirement Planning Newport Beach | Miramontes Capital

Retirement Planning Newport Beach | Miramontes Capital

(18)
  • Goals
  • Investments
  • Company
“He helped my elderly mother invest in a very different way than he did with my company and guided my children in different ways based on their lifestyle and goals”
In Business Since 2015
4701 Teller Ave, Newport Beach, CA
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R. M. White & Associates

R. M. White & Associates

(1)
Services For Quickbooks, Tax Services, Industries
“They handle my business books and have been doing a great job for a long time now.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 1988
23 Corporate Plaza Dr STE 150, Newport Beach, CA
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Genwealth

Genwealth

(9)
Industries
“Shawn Davenport and his team showed great expertise in addressing my circumstances, making sure that I was completely compliant with the IRS and also setting me on an individualized plan for financial success.”
Transparent Fees & Pricing
In Business Since 2013
3711 Long Beach Blvd #810, Long Beach, CA
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McLellan, John W. CPA

McLellan, John W. CPA

(1)
Tax Services, Business Services, Quickbooks Services
“He is smart, efficient and very knowledgeable about all aspects of tax planning.”
Accepts All Major Credit Cards, Check
Licensed
Transparent Fees & Pricing
In Business Since 2005
Serving Long Beach Area
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Enso Group

Enso Group

(12)
  • Results
  • Job
  • Building
“The entire process went smooth from day 1 and my representative, Steven Littlefield did an excellent job explaining the process and stayed in constant communication throughout.”
Family Business
In Business Since 2019
100 W Broadway Suite 3000, Long Beach, CA
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Moneydrs Financial & Insurance Solutions

Moneydrs Financial & Insurance Solutions

(7)
Young Parents’ Goal Achiever, Retirement Planning, Business Owner Services
“Money Drs were very honest, they understood what I had to get done, they explained everything throughly, they didn't just connect me, they enlightened me and taught me how things should be done right.”
Free Initial Consultation
In Business Since 2003
4695 MacArthur Ct 11th Floor, Newport Beach, CA
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Retirement Planning and Investment Management Services in Long Beach, CA Cost Estimates

Minimum cost
$1238
Maximum cost
$10521
National Average
$3714
Avg Per Hour Rates
$372
$2476
$6808
Typical price range is based on 510 cost profiles
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Average Cost $3714
Minimum cost $1238
Maximum cost $10521
Avg Per Hour Rates $372

Typical range $2476 to $6808 is based on 510 cost profiles.

Why these companies made our list

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