Lynwood, CA

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Lynwood, CA
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Best Financial Advisors in Lynwood, CA

The highest-rated Financial Planning & Wealth Management companies out of 180 vetted & reviewed in the Lynwood area.

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Gerber & Co

Gerber & Co

(46)
Bookkeeping, Audits, Reviews, Compilations & Forensic Accounting, Recordkeeping
“Working here has been pivotal in my career- to be amongst CPA's, investment managers, business managers and accounting professionals with high levels of integrity and acumen has solidified my core values.”
Licensed, BBB Rating: A+
In Business Since 2011
Accepts All Major Credit Cards
Family Business
1880 Century Park E Second Floor, Los Angeles, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Team
  • Questions
  • Office
“They always take good care of us and are very friendly.”
Licensed, BBB Rating: A+
In Business Since 2011
Accepts All Major Credit Cards
Free Initial Consultation
744 S Atlantic Blvd, East Los Angeles, CA
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Stone & Sallus

Stone & Sallus

(46)
Business Torts, Business Law, Employment
“Jason went above and beyond the call of duty to assist my partner and I with the multitude of issues we had with our duplicitous property management company and landlord, can't thank him enough for providing consistent legal advice, helping us assuag...”
Licensed, BBB Rating: A
In Business Since 2018
Accepts Cash, Check
Serving Lynwood Area
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The Hayes Law Firm - Estate Planning & Probate Attorneys

The Hayes Law Firm - Estate Planning & Probate Attorneys

(48)
Probate Administration, Asset Protection, Estate Planning Documents
“I remember him calling me telling me to get over there that he wanted me to attend as well, he was enthusiastic I do not use that word lightly as my father is never enthusiastic when it comes to having to shell out money, but he was excited to sit d...”
Licensed
In Business Since 2018
Family Business
Accepts All Major Credit Cards
729 Mission St UNIT 300, South Pasadena, CA
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The Plan Writers

The Plan Writers

(48)
  • Team
  • Business Plan
  • Understand
“David at Plan Writers made it possible to meet our deadline for the business plan that we needed for my siblings E2 visa application, he was very accommodating considering the tight deadline that was given to their team.”
Transparent Fees & Pricing
In Business Since 2022
Free Initial Consultation
10250 Constellation Blvd #2300, Los Angeles, CA
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Tax Payers Services

Tax Payers Services

(4)
“Great Kenny Bridges is awesome!!!”
Accepts All Major Credit Cards
In Business Since 2004
Coupons & Offers
Transparent Fees & Pricing
901 S La Brea Ave #4, Los Angeles, CA
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Jeung Agency

Jeung Agency

(49)
Retirement Planning, Life Insurance, Wealth Management
“She helped me better understand the importance of life insurance and that there are multiple items to consider, the price considering the amount was outstanding for a whole life policy!”
In Business Since 2019
5670 Wilshire Blvd, Los Angeles, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Questions
  • Financial
  • The Future
“I called his office this morning and he had time to talk to me so I explained the issue I was having with an amended tax return that, along with the IRS, was giving me fits.”
Licensed, BBB Rating: A
In Business Since 1985
Serving Lynwood Area
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Empress Investment Group

Empress Investment Group

(50)
  • Retirement
  • Team
  • Goals
“From my first meeting with the staff at Empress, I was welcomed to ask questions, seek information, express any doubts and concerns I had about financial planning and begin to immediately feel a change in my comfort level and hope for my long term ...”
In Business Since 2009
321 N Larchmont Blvd Suite 800, Los Angeles, CA
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OC Financial Services

OC Financial Services

(15)
Real Estate and Mortgage Loans Services, Tax Services, Services For Quickbooks
“I found OC Financial Services online and made an appointment with Irene to review my tax return, estimated payments, and ask a few other questions in regards to my small business.”
Licensed, BBB Rating: A+
In Business Since 2002
Free Initial Consultation
Accepts All Major Credit Cards
2330 W Valencia Dr, Fullerton, CA
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Oren Hen EA

Oren Hen EA

(38)
  • Questions
  • Accountant
  • Strategy
“Concerned about my upcoming tax burden, I reached out to several tax professionals and not only was Oren incredibly helpful in guiding me (tax season was still far off) he was the ONLY one who could provide clarity & solid answers about my specific s...”
Transparent Fees & Pricing
In Business Since 2014
Offers Financing Options
6404 Wilshire Blvd #800, Los Angeles, CA
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Little Saigon Living Trust

Little Saigon Living Trust

(50)
  • Patient
  • Questions
  • Email
“My mother wanted a make a trust for her belongings when she passes and Greg totally helped guide her through the whole thing, she had many many questions which Greg helped her with till she was fully satisfied and exhausted her doubt.”
In Business Since 2017
9191 Bolsa Ave #203, Westminster, CA
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Kyky - Tax Firm & Corporate Services

Kyky - Tax Firm & Corporate Services

(48)
Accounting & Tax Services, Business Consulting, Finance & Business Funding
“And not only am I satisfied with the 2022 tax refund, but Ky Ky also helped me re-declare my 2021 tax return because the old declaration company made a mistake, so I didn't get a full refund without my knowledge.”
Free Initial Consultation
In Business Since 2021
12666 Hoover St, Garden Grove, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(41)
Business Tax Returns, Individuals, Bookkeeping
“My wife had tried to get me to go Ted's office over three years me hard headed went different people each year,after complaining finally went with my wife to Ted's office the most professional place i've been since i've been getting my taxes done the...”
Accepts All Major Credit Cards
In Business Since 2010
784 Redondo Ave, Long Beach, CA
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Bier Law

Bier Law

(45)
  • Questions
  • Trust
  • Wills
“I had immediate response, set a meeting at which time all my concerns were address an immideate action was taken and even addressing a concern that was not part of my main topic of discussion assisting to resolve what could have been a very negative ...”
In Business Since 2020
1722 Harriman Ln A, Redondo Beach, CA
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SK Enterprises

SK Enterprises

(38)
Business Services, Services For Individuals, Forms
“My Tax Advisors has consistently demonstrated a deep understanding of the complexities of tax law and accounting practices, providing reliable and insightful advice that has been crucial for my financial decision-making.”
Accepts Check
In Business Since 1996
Transparent Fees & Pricing
Offers Financing Options
Serving Lynwood Area
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Figueroa & Co

Figueroa & Co

(18)
Business and Financial Consulting, Small Business Accounting, Incorporation Services
“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”
Licensed, BBB Rating: A+
In Business Since 2016
Accepts All Major Credit Cards
Free Initial Consultation
338 S Rosemead Blvd #4953, Pasadena, CA
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Efros Financial -

Efros Financial -

(33)
Tax Preparation, Bookkeeping, Financial Planning
“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.”
Free Initial Consultation
In Business Since 2018
10866 Wilshire Blvd # 400, Los Angeles, CA
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Tax Professionals, CPA

Tax Professionals, CPA

(16)
Tax Resolution, Individual, Wealth Management
“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.”
Licensed, BBB Rating: A+
In Business Since 2000
Accepts All Major Credit Cards
Serving Lynwood Area
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RVW Wealth

RVW Wealth

(50)
  • Knowledge
  • Team
  • Portfolio
“I have worked with Shelley Moore regarding the Jerusalem portfolio on many occasions and she is consistently attentive, friendly, and prompt in her responses to me even responding to emails when it should be long past her bedtime in Memphis!”
CISA Certified
In Business Since 2016
1880 Century Park E #200, Los Angeles, CA
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Kim R. Coyle CPA & Associates Orange County CPA

Kim R. Coyle CPA & Associates Orange County CPA

(22)
Local CPA Advisor | Tax Planning, Tax Preparation, Business Services
“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.”
Accepts All Major Credit Cards
In Business Since 2006
Free Initial Consultation
Transparent Fees & Pricing
4972 Warner Ave #201, Huntington Beach, CA
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Edwin Does Taxes

Edwin Does Taxes

(36)
  • Informative
  • Team
  • Happy
“Edwin does taxes , company and all of the people works there are great and helpful I started with my taxes filing and other matters to take care by Edwin does taxes 2019, 2020 and will continue use Edwin does taxes for any tax matter.”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
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Financial Counseling Center

Financial Counseling Center

(41)
  • Grateful
  • Team
  • Questions
“John, Michael, and Tamara are such a great team; some words used to describe them are, but not limited to hard working, integrity, honest, efficient, honest, encouraging, understanding, professional, and above all, caring.”
Se Habla Español
In Business Since 2003
4221 Wilshire Blvd Suite 255, Los Angeles, CA
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Kay Properties and Investments

Kay Properties and Investments

(45)
  • Patient
  • Questions
  • Informative
“She took all the time necessary, over a series of Zoom meetings, to explain and educate us both to the DST process and availability of properties to the point where we understood them enough to make decisions on which properties in which to invest.”
In Business Since 2010
2958 Columbia St, Torrance, CA
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Retirement Planning and Investment Management Services in Lynwood, CA Cost Estimates

Minimum cost
$1104
Maximum cost
$9383
National Average
$3312
Avg Per Hour Rates
$332
$2208
$6072
Average price range is based on 543 cost profiles
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Average Cost $3312
Minimum cost $1104
Maximum cost $9383
Avg Per Hour Rates $332

Average range $2208 to $6072 is based on 543 cost profiles.

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