Best Financial Advisors in Manhattan Beach, CA

The highest-rated Financial Planning & Wealth Management companies out of 179 vetted & reviewed in the Manhattan Beach area.

Speedy Credit Repair

Speedy Credit Repair

(37)
Secure Better Loan Rates and Save Money on Interest.
“He significantly helped me clear up some unfavorable credit issues but more than that, he referred me to some other amazing people to help in other areas as well such as the mortgage industry.”
In Business Since 2002
Emergency Services
Free Initial Consultation
117 Main St # 202, Huntington Beach, CA
i
Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Phone
  • Financial
  • Tax Preparation
“I met with Stan to see if he could help with taxes and general financial advice, he has 40 years of experience and is well connected if there are situations he's unfamiliar with.”
In Business Since 1984
Licensed, BBB Rating: A
Serving Manhattan Beach Area
i
Montue, Woodard & Associates

Montue, Woodard & Associates

(41)
Financial Planning, Individuals, Financial Statements
“I used Montue Woodard & Associates last year and I am going back this year because I was impressed with the professionalism and friendliness of the staff and my tax guy, Donnell.”
In Business Since 2009
Accepts All Major Credit Cards
784 Redondo Ave, Long Beach, CA
i
Bier Law

Bier Law

(45)
  • The Future
  • To Learn
  • Trust
“Shout out to Seth at Bier Law for taking the time (on very short notice) to meet with me and answer some questions in regards to my father's estate planning.”
In Business Since 2020
1722 Harriman Ln A, Redondo Beach, CA
i
Tax Professionals, CPA

Tax Professionals, CPA

(16)
Quickbooks Services, Individual, 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.”
In Business Since 1999
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Serving Manhattan Beach Area
i
Kim R. Coyle CPA & Associates Orange County CPA

Kim R. Coyle CPA & Associates Orange County CPA

(22)
Financial Audits, Succession Planning, Tax Preparation
“He outlined very clearly and concisely exactly what I needed to get to him and then gave me an exact quote for what it would cost (which is on par, if not a bit lower than other CP As I have used in the past).”
In Business Since 2003
Offers Financing Options
Free Initial Consultation
Accepts All Major Credit Cards
4972 Warner Ave #201, Huntington Beach, CA
i
Gardena Financial

Gardena Financial

(33)
Individual Tax, Tax Preparation Fee, Business Tax
“Having had the privilege of corresponding daily with her over the past month and half, I am not surprised by the solid reputation she holds and the high regard many have of her, present company included.”
In Business Since 2005
Accepts All Major Credit Cards
Transparent Fees & Pricing
1516 W Redondo Beach Blvd, Gardena, CA
i
Lever Law – A One Law Corporation Company

Lever Law – A One Law Corporation Company

(31)
  • Payments
  • Expertise
  • Financial
“He has display great professionalism, has decades of expertise and also works with you financially to help you through this often times difficult decision to make.”
In Business Since 1993
Free Initial Consultation
Accepts All Major Credit Cards
Transparent Fees & Pricing
200 Pine Ave #620, Long Beach, CA
i
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.”
In Business Since 2002
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
18141 Beach Blvd #300, Huntington Beach, CA
i
Scalco Financial

Scalco Financial

(10)
Estate Planning, Investment Planning, Income Protection and Asset Preservation
“As a self-employed small business person, he prepared my tax returns quickly when I needed to get them done in order to have the best information available when applying for SBA programs.”
In Business Since 2014
Licensed, BBB Rating: A+
Accepts Cash, Check
207 E Broadway UNIT 201, Long Beach, CA
i
Weaver Consulting Group

Weaver Consulting Group

(20)
  • Industry
  • Investments
  • Plan
“My family has been receiving financial guidance and support from Andrew and Weaver Consulting for almost a year now, and we really appreciate the attention to detail, and the consistent check-ins.”
In Business Since 2016
CRPC, CRPC, CRPC Certified
Family Business
101 Main St Ste 220, Huntington Beach, CA
i
Barrera

Barrera

(35)
Life Agent Sign Up, Payroll, Immigration
“For what they've helped me with it's worth it the sevice is very professional and I've been customer for 6 years and counting Positive Responsiveness, Quality, Professionalism, Value”
27+ Years Experience
Serving Manhattan Beach Area
i
McLellan, John W. CPA

McLellan, John W. CPA

(1)
Services For Individuals, Quickbooks Services, Business Services
“He is smart, efficient and very knowledgeable about all aspects of tax planning.”
In Business Since 2005
Offers Financing Options
Licensed
Accepts All Major Credit Cards, Check
111 N Sepulveda Blvd, Manhattan Beach, CA 90266
i
Lee Robinson, Cfp, EA

Lee Robinson, Cfp, EA

Tax Preparation, Bookkeeping, Financial Planning
In Business Since 1989
Transparent Fees & Pricing
Accepts All Major Credit Cards, Check, Debit
Emergency Services
315 3rd St Unit C, Huntington Beach, CA
i
Finn Financial Group

Finn Financial Group

(6)
For Injury Victims, Business, Property & Landowners, Additional Services
“When someone like myself or anyone is going through difficult situations and circumstances, having the opportunity to be set up for life with a great structured settlement, makes life a whole lot easier to cope with and just one huge less worry!”
In Business Since 2011
Transparent Fees & Pricing
Family Business
260 Newport Center Dr #100, Newport Beach, CA
i
R. M. White & Associates

R. M. White & Associates

(1)
Business Services, Industries, Tax Services
“They handle my business books and have been doing a great job for a long time now.”
In Business Since 1988
Offers Financing Options
Free Initial Consultation
Accepts All Major Credit Cards
23 Corporate Plaza Dr STE 150, Newport Beach, CA
i
Randall Wealth Management Group

Randall Wealth Management Group

(3)
Social Security Analysis, Retirement Planning, Retirement Plan Rollover
“It also helps that Trevor and his team are well versed in investment strategies that are tailored according to each individual's unique plans and risk tolerance.”
In Business Since 2021
Family Business
Locally Owned & Operated
3780 Kilroy Airport Way #200, Long Beach, CA
i
Enso Group

Enso Group

(11)
  • R&d
  • Leds
  • Interest
“We needed a number of additional fixtures to be installed and wired in our facility, so that added to the job somewhat, compared with a straightforward lamp swap, but even so, I have spent very little time on the project beyond the initial walk throu...”
In Business Since 2019
Family Business
100 W Broadway Suite #3000, Long Beach, CA
i
Genwealth 360

Genwealth 360

(11)
  • ad
  • Team
  • Plan
“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.”
In Business Since 2019
Transparent Fees & Pricing
3711 Long Beach Blvd #1018, Long Beach, CA
i
Exactax Solutions

Exactax Solutions

(2)
Non-Profit Organizations, Get Your IRS File, Succession Planning
“They have handled my payroll and taxes for the past 8 years.”
In Business Since 2005
Transparent Fees & Pricing
Offers Financing Options
16052 Beach Blvd Suite 166, Huntington Beach, CA
i
Summit CPA

Summit CPA

(1)
Start-Up Package, Tax Services, Services For International Investors
“We've had a great experience with Chris And his staff.”
In Business Since 2009
Transparent Fees & Pricing
Remote Consultations Available
444 W Ocean Blvd #800, Long Beach, CA
i
Chuck Anderson, CPA

Chuck Anderson, CPA

(19)
  • Financial
  • Knows
  • Fashion
“As a new USC student and young adult with limited resources and knowledge in regards to tax return filings with the IRS , I knew that I needed assistance when for the first time I was faced with forms from the Internal Revenue Service (IRS).”
In Business Since 2006
Serving Manhattan Beach Area
i
Gregor & Co AAC

Gregor & Co AAC

(1)
Back Taxes, Call For Free Consultation - Business, Business Start-Ups
“Gregor and Company, AAC does an outstanding job with your accounting needs.”
In Business Since 2007
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
3 Corporate Plaza Dr # 260, Newport Beach, CA
i
Taylor Wealth Management

Taylor Wealth Management

Tax Library, Book Resources, Calculators
“At Taylor Wealth Management, we value personal finance education, so we've created a website that's full of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is ...”
In Business Since 2021
Transparent Fees & Pricing
Free Initial Consultation
15061 Springdale St STE 202, Huntington Beach, CA
i

Retirement Planning and Investment Management Services in Manhattan Beach, CA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 321 cost profiles
Click to copy
Successfully copied!
Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 321 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top