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.

Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Tax Preparation
  • Financial
  • The Future
“Best experience with Stan Diliberto he was very patient and took time to walk me through my whole process I would highly recommend him to anyone who is in a tax situation”
Licensed, BBB Rating: A
In Business Since 1984
Serving Long Beach Area
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Speedy Credit Repair

Speedy Credit Repair

(36)
  • Car
  • Email
  • Results
“With his help I was able to delete a very very difficult charge off from a private student loan that was incorrectly placed on my record plus other issues he helped with.”
Emergency Services
In Business Since 2002
117 Main St # 202, Huntington Beach, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(41)
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 2009
784 Redondo Ave, Long Beach, CA
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Tax Professionals, CPA

Tax Professionals, CPA

(16)
Business, Tax Resolution, Insurance
“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.”
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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Bier Law

Bier Law

(37)
  • Wills
  • To Learn
  • Seminar
“We had previously had a disheartening experience with another Attorney, so upon engaging with Seth he took over and we felt confident we were in very professional hands.”
In Business Since 2020
1722 Harriman Ln A, Redondo Beach, CA
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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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Homeconstructionloan.com / Arroyo Consulting Group

Homeconstructionloan.com / Arroyo Consulting Group

(42)
Vendor Negotiations, Project Review/Analysis, Builder Selection/Vetting
“We initially contacted Ty and George to inquire about a home building loan, but to our surprise, they were also able to assist us with refinancing our land loan.”
In Business Since 1999
4000 MacArthur Blvd Suite 600, Newport 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 2003
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 1989
1101 Dove St #190, Newport Beach, CA
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Barrera

Barrera

(35)
Inscribir Como Agente, DMV Services, Auto Insurance
“Toneth super friendly, great service, accommodating, 1st time recommended to me and I would definitely recommend to anyone in need for friendly tax preparation”
27+ Years Experience
Serving Long Beach Area
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First Class Counsel

First Class Counsel

(29)
Tax Planning, Last Wishes, Limited Conservatorship
“As a business professional, I do not have a lot of time during the day, so the fact that Andrew was easily accessible during my availability made my experience even better.”
In Business Since 2017
4701 Von Karman Ave Ste 100, Newport Beach, CA
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Gardena Financial

Gardena Financial

(33)
Tax Problem, Business Tax, Tax Preparation Fee
“His philosophy is that he doesn't just want to prepare your taxes, but educate you on your financial situation so that you can make the best decisions possible.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2005
1516 W Redondo Beach Blvd, Gardena, 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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Lever Law – A One Law Corporation Company

Lever Law – A One Law Corporation Company

(30)
  • Call
  • 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 1993
200 Pine Ave #620, Long 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 2002
18141 Beach Blvd #300, Huntington Beach, CA
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Integrity Wealth Management

Integrity Wealth Management

Collaborative Services, Tax Reduction Planning, Investment Oversight Service
“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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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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Weaver Consulting Group

Weaver Consulting Group

(19)
  • 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 Ste 220, Huntington 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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Essential Trust Financial Insurance Solutions

Essential Trust Financial Insurance Solutions

(23)
  • Goals
  • Integrity
  • Strategy
“I was blown away when she educated me on how money works and where my money currently sits and how I can efficiently save more for retirement , keeping taxes in mind.”
In Business Since 2023
4590 MacArthur Blvd 5th Floor, Newport Beach, CA
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Warren Street Wealth Advisors

Warren Street Wealth Advisors

(14)
Investment Management, Retirement & Financial Planning
“When we found out she was leaving and joining Warren Street Wealth Advisors in 2019, it was a no-brainer for mom and I to follow her and have Warren Street manage our accounts as well.”
Free Initial Consultation
In Business Since 2014
4041 MacArthur Blvd Suite 400, Newport 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 1993
18377 Beach Blvd Ste 222, Huntington Beach, CA
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Genwealth 360

Genwealth 360

(11)
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 #1018, Long 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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