Best Financial Advisors in Lynwood, CA

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

Phenomenal Tax & Accounting Services

Phenomenal Tax & Accounting Services

(27)
Accounting Services, Tax Services, Investment Management
“I had a problem with my previous CPA since he forgot to capture the carry over loss from previous years; I found this office online; and after talking with Paul in the phone for almost an hour, I felt comfortable to have him amend the previous tax re...”
Free Initial Consultation
In Business Since 2016
Serving Lynwood Area
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Pathway Financial Services

Pathway Financial Services

(15)
Fees, Workshops, Featured Links
“Since at times my husband and I had slightly different perspectives and priorities, Jen offered scenarios that addressed both of our issues so that we could continue the conversation, considering both options.”
Transparent Fees & Pricing
In Business Since 2014
13101 Washington Blvd #241, Los Angeles, CA
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Tax Payers Services

Tax Payers Services

(2)
“Down to earth..”
Accepts All Major Credit Cards
In Business Since 2005
Coupons & Offers
Transparent Fees & Pricing
901 S La Brea Ave #4, Los Angeles, CA
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Stone & Sallus

Stone & Sallus

(29)
Business Torts, Business Law, Elder Financial Abuse Law
“Grateful to Jason who has been considerate of my difficult situation during consultation that he waived his consultation fee and promised to reduce my bill to help me out financially.”
Licensed, BBB Rating: A
In Business Since 2017
Accepts Cash, Check
Serving Lynwood Area
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Gerber & Co

Gerber & Co

(17)
Bookkeeping, Audits, Reviews, Compilations & Forensic Accounting, Recordkeeping
“Our preparer, Tawny, has been doing our taxes for 20-25 years now and never fails to impress us with her devotion to getting the job done graciously and accurately.”
Licensed, BBB Rating: A+
In Business Since 2012
Accepts All Major Credit Cards
Family Business
1880 Century Park East Second Floor, Los Angeles, CA
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The Hayes Law Firm

The Hayes Law Firm

(30)
Probate Administration, Asset Protection, Estate Planning Documents
“Through their organised system of communication, The Hayes Law Firm was able to complete our family trust; leaving us with a sense of confidence that we enjoy with a smile each time the subject arises!”
Licensed
In Business Since 2017
Remote Consultations Available
Accepts All Major Credit Cards
729 Mission St #300, South Pasadena, CA
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Atlantic Tax Services

Atlantic Tax Services

(18)
  • Tax Return
  • Team
  • Check
“Last year my brother recommended ATLANTIC TAX SERVICE to me everything was done over the phone just sent email with all necessary docs it was a little pricy but because customer service was good the process was fast and easy i guess that made it less...”
Licensed, BBB Rating: A+
In Business Since 2010
Accepts All Major Credit Cards
Free Initial Consultation
744 S Atlantic Blvd, East Los Angeles, CA
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Figueroa & Co

Figueroa & Co

(16)
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 2017
Accepts All Major Credit Cards
Free Initial Consultation
338 S Rosemead Blvd #4953, Pasadena, CA
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OC Financial Services

OC Financial Services

(6)
Real Estate and Mortgage Loans Services, Tax Services, Services For Quickbooks
“I was a little behind on my taxes and they immediately put me at ease and let me know everything would be alright.”
Licensed, BBB Rating: A+
In Business Since 2001
Free Initial Consultation
Accepts All Major Credit Cards
2330 W Valencia Dr, Fullerton, CA
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Tax Professionals

Tax Professionals

(14)
Tax Resolution, Individual, Wealth Management
“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.”
Licensed, BBB Rating: A+
In Business Since 1999
Accepts All Major Credit Cards
Serving Lynwood Area
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Smartcpa - Anaheim

Smartcpa - Anaheim

(26)
Tax Services, Accounting Services, New Business Entity Formation
“They have some eagle-eyed member of staffs like Fatima and Susana who will help your business cut down losses from fraudulent and unauthorized transactions.”
ATTORNEYS Certified
In Business Since 2007
Free Initial Consultation
Family Business
518 S Brookhurst St Ste 4, Anaheim, CA
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Ameri Tax Service

Ameri Tax Service

(29)
Tax Preparation, Services, Planning
“Very nice ,Excellent service they help you out if you dont have money to do you taxes cone here to the right place 100 % happy new customer coming back every year now ask for tom watson nice guy”
Accepts All Major Credit Cards
In Business Since 2006
Transparent Fees & Pricing
3327 E 7th St, Long Beach, CA
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Efros Financial -

Efros Financial -

(30)
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.”
In Business Since 2018
10866 Wilshire Blvd Suite 400, Los Angeles, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(30)
Business Tax Returns, Individuals, Bookkeeping
“Im a first time client and the service here was great very professional even the receptionist at the front desk was nice, I got a great tax refund and it was filed fast, I will come here every year and tell a friend.”
Accepts All Major Credit Cards
In Business Since 2009
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)
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 2005
Free Initial Consultation
Transparent Fees & Pricing
4972 Warner Ave #201, Huntington Beach, CA
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Alex A. Accetta & Associates

Alex A. Accetta & Associates

Business Valuation, Tax Planning, Tax Preparation
“Welcome to Alex A. Accetta, CPA & Associates,Inc., one of the leading CPA firms in Orange County. For many years we have been providing our clients with a full range of business and personal tax services, financial planning services, estate planning ...”
Licensed, BBB Rating: A+
In Business Since 1988
Transparent Fees & Pricing
Offers Financing Options
8840 Warner Ave STE 204, Fountain Valley, CA
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Empress Investment Group

Empress Investment Group

(30)
Estate Planning/Wealth Transfer, 401k Rollovers and Ira Transfers/Conversions, Long-Term Care and Life Insurance
“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 2013
3205 Ocean Park Blvd, Santa Monica, CA
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XOA Tax, CPA & Accounting Firm

XOA Tax, CPA & Accounting Firm

(22)
Accounting, Individual Tax Preparation, Private Clients
“Their services include everything from business formation to bank/money service questions/problems, business strategy, and planning, including cash flow forecasting.”
Free Initial Consultation
In Business Since 2020
Serving Lynwood Area
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Kay Properties and Investments

Kay Properties and Investments

(30)
  • Professional
  • 1031 Exchange
  • Business
“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.”
Licensed
In Business Since 2010
21250 Hawthorne Blvd Suite 130, Torrance, CA
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Schomer Law Group

Schomer Law Group

(27)
Estate and Gift Tax Figures, Asset Protection & Business Planning, Trust Administration
“Law office is very professional and nice, they explained everything to us and asked if we had any questions so glad we went to Scott Schomer and Cesar your the best!!!”
Accepts All Major Credit Cards
In Business Since 2009
Family Business
Serving Lynwood Area
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Edwin Does Taxes

Edwin Does Taxes

(29)
  • Informative
  • Tax Preparer
  • 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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Oren Hen EA

Oren Hen EA

(20)
  • Accountant
  • Money
  • Family
“Not only is he detail oriented and extremely knowledgeable about what he is doing as en Enrolled Agent, but he also takes the time to explain why we are taking certain steps in our tax planning.”
Transparent Fees & Pricing
In Business Since 2014
Offers Financing Options
6404 Wilshire Blvd #800, Los Angeles, CA
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Financial Counseling Center

Financial Counseling Center

(24)
  • Grateful
  • Team
  • Understanding
“Not once were we treated as if we had done something to be frowned upon or ashamed of, and are now able to move forward from a position of strength, looking forward to a bright future with a strong financial foundation.”
Se Habla Español
In Business Since 2003
4311 Wilshire Blvd Ste 602, Los Angeles, CA
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Leverlaw – Law Offices of Steven B. Lever

Leverlaw – Law Offices of Steven B. Lever

(30)
  • Outcome
  • Financial
  • Feel
“I received detailed information and emails updating me on the status of my case and what to expect next, as well as information about money management and budgeting that will be useful going forward.”
Accepts All Major Credit Cards
In Business Since 1993
Transparent Fees & Pricing
Free Initial Consultation
200 Pine Ave #620, Long Beach, 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.

Why these companies made our list

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