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Los Angeles, CA
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Best Financial Advisors in Los Angeles, CA

The highest-rated Financial Planning & Wealth Management companies out of 107 vetted & reviewed in the Los Angeles area.

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Gerber & Co

Gerber & Co

(46)
Family Office / Business Management, Tax Problem Resolution, Real Estate Investment Tax Planning
“The Gerber professionals are experts in their field and provide excellent strategic tax advice - not just filling in forms like many tax accountants do.”
Accepts All Major Credit Cards
Family Business
Licensed, BBB Rating: A+
In Business Since 2010
1880 Century Park E Second Floor, Los Angeles, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • File
  • Refund
  • Happy
“Fast and professional”
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2010
744 S Atlantic Blvd, East Los Angeles, CA
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The Plan Writers

The Plan Writers

(48)
  • Information
  • Writing
  • Efficient
“I have been working on a project for a new restaurant concept and needed some guidance when it came to the financial side of things, since I have little background in business.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2022
10250 Constellation Blvd #2300, Los Angeles, CA
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Tax Payers Services

Tax Payers Services

(4)
“2, -1, -1, 2/ 24/ !!!!!!!!!!!”
Transparent Fees & Pricing
Free Initial Consultation
Coupons & Offers
Offers Financing Options
901 S La Brea Ave #4, Los Angeles, CA
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Jeung Agency

Jeung Agency

(49)
Wealth Management, Business Services, Retirement Planning
“He had a back up solution depending on if you weren't approved, and more importantly he wants what's best for you based on what you feel best suits you and your family.”
In Business Since 2019
5670 Wilshire Blvd, Los Angeles, CA
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Empress Investment Group

Empress Investment Group

(50)
  • Attention
  • Questions
  • Responsive
“Meagan and her team are a group of professionals that have guided my personal finances and wealth management strategies with solid advice and insightful guidance regardless of market conditions.”
In Business Since 2009
321 N Larchmont Blvd Suite 800, Los Angeles, CA
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Maurice Joffe Tax Services

Maurice Joffe Tax Services

(38)
Services For Individuals, Business Services, Tax Services
“I have had several accountants before him, and he is the first one to present me with a proper analysis, help me start my S-Corporation, and provide me with appropriate solutions for my small business.”
Transparent Fees & Pricing
In Business Since 1969
12222 Wilshire Blvd #106, Los Angeles, CA
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Oren Hen EA

Oren Hen EA

(38)
  • Saving
  • Money
  • Patient
“Gave oren a call and explained our situation and he immediately took us on and went right to work completing our business and personal taxes in a thorough and expedited manner.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2014
6404 Wilshire Blvd #800, Los Angeles, CA
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Efros Financial -

Efros Financial -

(33)
Business Consulting, Tax Resolution, Retirement Planning
“Needless to say, Alex is highly regarded and greatly recommended as an exceptional tax expert by myself and considerably many others for very good reason.”
Free Initial Consultation
In Business Since 2018
10866 Wilshire Blvd # 400, Los Angeles, CA
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RVW Wealth

RVW Wealth

(50)
  • Management
  • Company
  • Needs
“Investments that have a higher straight line, comparatively, by steadily overcoming fluctuations, provide the shortest distance to growth of your portfolio.”
CISA Certified
In Business Since 2016
1880 Century Park E #200, Los Angeles, CA
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Financial Counseling Center

Financial Counseling Center

(41)
  • Bankruptcy
  • Debt
  • Financial Stability
“Michael really took his time to provide with all the necessary information, to put my fears aside about financial legal process and to see how money works in this country with realism”
Se Habla Español
In Business Since 2003
4221 Wilshire Blvd Suite 255, Los Angeles, CA
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Tax Legend

Tax Legend

(34)
  • Tax Services
  • Season
“I've been going to tax legend for 3 years I'm a very loyal and happy customer , Raven is absolutely the best i totally recommend her trust me you won't be disappointed !”
Transparent Fees & Pricing
In Business Since 2014
1855 West Manchester Ave, Los Angeles, CALIFORNIA,
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Pathway Financial Services

Pathway Financial Services

(18)
Featured Links, Client Center, Fees
“I trust Jen explicitly to give guidance and make financial decisions in my best interest; whether it's credit card balances, stocks/bonds, school loans, or retirement.”
Transparent Fees & Pricing
In Business Since 2014
13101 Washington Blvd #241, Los Angeles, CA
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OCM Investments

OCM Investments

(1)
“Also, here's a picture of the building being torn down by a crane.”
Licensed, BBB Rating: A+
In Business Since 2013
333 S Grand Ave # 28, Los Angeles, CA
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Empyrean Funding & Management

Empyrean Funding & Management

“At Empyrean Funding, we have passion for what we do – helping other people's dreams come true. As one of the strongest and safest residential and commercial mortgage companies in the industry, we know that trust and integrity are the most important e...”
Accepts All Major Credit Cards
Average Price Tag
Licensed, BBB Rating: A+
In Business Since 2005
11677 San Vicente Blvd # 206, Los Angeles, CA
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Kohen Financial Group

Kohen Financial Group

(20)
  • Mortgage
  • Interest Rates
“Avi's a great guy!”
Licensed
In Business Since 2017
12100 Wilshire Blvd Suite 800, Los Angeles, CA
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Gill Tax Group

Gill Tax Group

(2)
Divorce Tax Preparation and Planning Services, Tax Services, Accounting System Setup
“Great at what they provide to a business, as well as no a personal level.”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2021
1801 Century Park E 24th Floor, Los Angeles, CA
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Xcel Financial Services

Xcel Financial Services

(7)
“Excellent service”
Licensed, BBB Rating: A+
In Business Since 1994
2900 N Eastern Ave, Los Angeles, CA
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Cohen Pagano Accountancy

Cohen Pagano Accountancy

Tax Services, Industries, Services For Quickbooks
“Take a look at our Home page. Cohen Pagano Accountancy is a full service tax, accounting and business consulting firm located in Los Angeles, CA.”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Accepts All Major Credit Cards
12121 Wilshire Blvd Suite 720, Los Angeles, CA
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Advise RE

Advise RE

(26)
  • Feel
  • CPA
  • Investments
“But seriously- if you need a knowledgeable CPA go find Stephen- if you have tax questions find Stephen, real estate questions- find Stephen- bookkeeping; where to go for sushi- call Stephen!”
In Business Since 2023
8023 Beverly Blvd Suite 1 - #1179, Los Angeles, CA
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Sabocor & Co.

Sabocor & Co.

Succession Planning, Cash Flow Management, Strategic Business Planning
“Sabocor & Co., LLP is licensed in CA and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1996
767 N Hill St STE 205, Los Angeles, CA
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Ramineh,fani,nowakhtar & Rashidi

Ramineh,fani,nowakhtar & Rashidi

(3)
Financial Planning, Tax Services, Business Services
“I cannot say enough great things about them.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1988
SAG-AFTRA, 5757 Wilshire Blvd # 937, Los Angeles, CA
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Ellen B Holden Personal Financial Planning

Ellen B Holden Personal Financial Planning

(10)
Tax Preparation For Individuals (Not Companies), Review of a Client's Overall Financial Situation, Budgeting: in Mid-Career Years, Planning to Pay Off Debts
“My husband and I've been preparing our taxes and getting financial advising from Ellen for 10yrs now and we've been very happy with all the services Ellen provides.”
Accepts All Major Credit Cards
In Business Since 2011
10517 Rountree Rd, Los Angeles, CA
Featured

Wonder when you can afford to retire? My custom retirement plan can tell you. It starts with a summary of your spending & savings & projects them to your retirement goal and through expected life. Cost is moderate. It helps you plan what you need to do to retire and what options you have for early retirement! My name is Ellen Holden and I am a CFP for over 25 years. Give me a call or visit my website for all of your financial planning/retirement planning needs!! I have both retirement plans and strategies through age 95! I also do investment planning/mutual funds!

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EFC Wealth Management Firm

EFC Wealth Management Firm

(14)
  • Retirement
  • Tax Burden
  • Portfolio
“Impressed beyond words with Cory and his wonderful staff at EFC--they are canny about investments, up to the changing events on the investment scene and caring about their investors.”
In Business Since 2009
5777 W Century Blvd #985, Los Angeles, CA
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Retirement Planning and Investment Management Services in Los Angeles, CA Cost Estimates

Minimum cost
$1250
Maximum cost
$10623
National Average
$3750
Avg Per Hour Rates
$375
$2500
$6874
Typical price range is based on 394 cost profiles
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Average Cost $3750
Minimum cost $1250
Maximum cost $10623
Avg Per Hour Rates $375

Typical range $2500 to $6874 is based on 394 cost profiles.

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Wealth Management Advisors near Los Angeles

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