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Speedy Credit Repair

(37)

Call
Email
Credit Score

“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.”

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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.”

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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.”

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Montue, Woodard & Associates

(41)

Office
Team

“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.”

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Tax Professionals, CPA

(16)

“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.”

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Kim R. Coyle CPA & Associates Orange County CPA

(22)

Call

“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).”

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The 24 firms listed for Manhattan Beach, 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: Manhattan Beach, CA

The 24 firms on this page are rated from 4.1 to 5.0 across 493 reviews; 1 has 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (90%), responsiveness (74%) and quality (71%). The topics that come up most in reviews of the firms on this page are "results" and "knowledge". 1 is open around the clock; 5 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are business services (4), estate planning (4), tax services (4), business valuations (2) and elder care (2). 4 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 42 years. 1 offers urgent consultations; 5 offer payment plans; 6 offer a free initial consultation and 4 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 18 list a public email and 5 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 Manhattan Beach offer a free first meeting?

6 of the 24 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.

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Gardena Financial

(33)

Questions
Tax Services
Educate

“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.”

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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.”

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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.”

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Scalco Financial

(10)

Tax Returns
Questions

“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.”

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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.”

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Barrera

(35)

Information

“They are worth every penny because they treat their clients well and no matter how little or how much you pay, they are willing to help you with anything and they are open all year round.”

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McLellan, John W. CPA

(1)

“He is smart, efficient and very knowledgeable about all aspects of tax planning.”

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Finn Financial Group

(6)

Knowledge
Settlement

“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!”

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R. M. White & Associates

(1)

“They handle my business books and have been doing a great job for a long time now.”

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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...”

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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.”

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Randall Wealth Management Group

(3)

Investment

“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.”

Featured

Looking for a reliable financial advisor in Long Beach, CA? Randall Wealth Management Group, with roots in the community since 1990, offers bespoke financial guidance. What we provide: • Local Expertise: Led by Trevor R. Randall, we merge financial savvy with local insights. • Customized Retirement Planning: Tailored strategies to smoothly transition you into retirement, keeping your lifestyle goals in focus. • Income Management: We ensure your assets work for you, securing a stable income post-retirement. • Investment Strategy: Our approach is balanced, aiming for growth while minimizing risk. • Retirement Account Assistance: We make 401(k) transfers and similar processes seamless and stress-free. • Life and Estate Planning: Prepared for life's unexpected turns, we offer support and access to legal resources. • Social Security Maximization: Integrating Social Security into your overall financial plan for optimal benefit. Randall Wealth Management Group isn't just about managing assets; we're about forging lasting partnerships, ensuring your financial journey is secure and prosperous. Ready to start planning a brighter financial future? Connect with us today.

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Exactax Solutions

(2)

“They have handled my payroll and taxes for the past 8 years.”

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Summit CPA

(1)

“We've had a great experience with Chris And his staff.”

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Gregor & Co AAC

(1)

“Gregor and Company, AAC does an outstanding job with your accounting needs.”

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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).”

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Taylor Wealth Management

“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 ...”

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Orr Forensics

(10)

Forensic Accounting
Attorney
Fee

“During one of the most difficult times in my life Randy was the voice of reason and provided options and advice not offered by any of the other professionals I was working with.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors near Manhattan Beach, CA

Speedy Credit Repair

Stan Diliberto, Cpa, CFP

Bier Law

Montue, Woodard & Associates

Tax Professionals, CPA

Kim R. Coyle CPA & Associates Orange County CPA

Area overview: Manhattan Beach, CA

Gardena Financial

Lever Law – A One Law Corporation Company

S D Cooper Co

Scalco Financial

Weaver Consulting Group

Barrera

McLellan, John W. CPA

Finn Financial Group

R. M. White & Associates

Enso Group

Genwealth 360

Randall Wealth Management Group

Exactax Solutions

Summit CPA

Gregor & Co AAC

Chuck Anderson, CPA

Taylor Wealth Management

Orr Forensics

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

Why these companies made our list

Financial Advisors near Manhattan Beach

Popular in Manhattan Beach