Atlantic Tax Services
“Was recommended by my son and glad I listened to him.”
Best Financial Advisors near Lynwood, CA
There are no firms listed in Lynwood itself yet; the 15 below are the closest options, from towns including Long Beach (3, 9 mi), Los Angeles (2, 18 mi) and South Gate (1, 2 mi).
7 open weekends · all 15 rated 4.5+
Data verified October 18, 2026
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Jeung Agency
“He answered all my questions in terms of a life insurance policy that is right for me and explained everything in detail.”
Stan Diliberto, Cpa, CFP
“Everything was done in a timely manner.”
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Empress Investment Group
“Passion, knowledge and a genuine interest in achieving the best for her clients is what makes Meagan and her team the greatest.”
Montue, Woodard & Associates
“Having to drive 40+ minutes to Ted's office adding the fact I've been a client for 20+ years speeks for itself.”
Tax Professionals, CPA
“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.”
The 15 firms listed for Lynwood, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Lynwood, CA
The 15 firms on this page are rated from 4.6 to 5.0 across 909 reviews; 5 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (80%) and quality (72%). The topics that come up most in reviews of the firms on this page are "knowledge", "efficient" and "patient". 7 are open on Saturdays. The services the firms on this page list most often on their websites are tax services (3), wealth management (3), individuals (2), quickbooks services (2) and retirement planning (2). 4 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 42 years. 3 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 11 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Lynwood offer a free first meeting?
3 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Edwin Does Taxes
“Since we have found him we stopped looking, he is honestly the best.”
Kay Properties and Investments
“Their experience, knowledge, and large selection of available options are true game changers in this process.”
Gardena Financial
“Kiak helped me tax woes with the IRS, he explained everything in detail which made the whole ordeal less painful, I liked his work so much i had him do my 2020 tax, and got a big refund.”
1st Quality Tax Service
“Me and my family have been using 1st Quality Tax services for many years, and have been extremely satisfied with their prompt Services and Communication.”
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Tax Legend
“Im a very satisfied customer and looking forward to nextyears tax season thank you for the walk along step for U to me have a blessed year😊 Ms Raven from Krystal Edwards …”
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Maytor Business Solutions INC
“I had no idea where to start and what was needed, I am so thankful for the easy process Mayra provided.”
Anthony Sykes and Company
“Sykes Accounting always provide excellent work and customer service!”
Scalco Financial
“I have been with Marco for several years and I have found him to be very upright and honest.”
Phenomenal Tax & Accounting Services
“At first, communication was a bit dull, but to be clear I became a client of Paul's at the center of the Pandemic when many laws and factors were setting in motion, so I was understanding of the stressful moments and situation his team had to go through to accommodate all his clients, but they picked up real fast and were able to assist me with my small business needs and tax services as well.”
Why these companies made our list
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