Primetime Pro Services
“He definitely cares about his clients and will help you any way he can when it comes to your taxes and other services he provides.”
Best Financial Advisors near Montebello, CA
We have one firm in Montebello on file, and it is on this list, along with 14 from towns including Pasadena (2, 10 mi), Los Angeles (2, 18 mi) and East Los Angeles (1, 4 mi).
6 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
Atlantic Tax Services
“Amazing service would recommend as your next spot.”
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Jeung Agency
“He answered all my questions and made me feel confident in his abilities to give me the best products for my needs.”
The Agency
“I'll start off by stating that Alfred and his team of professionals are hands down the best Tax preparer's I have ever had the pleasure of doing business with.”
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Empress Investment Group
“Everybody at Empress has been kind, thorough, and most importantly have had my best interests as their top priority.”
Figueroa & Co
“Fred and his staff has been a very professional, knowledgeable.”
The 15 firms listed for Montebello, 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: Montebello, CA
The 15 firms on this page are rated from 4.4 to 5.0 across 1,051 reviews; 4 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (77%) and responsiveness (75%). The topics that come up most in reviews of the firms on this page are "knowledge" and "efficient". 6 are open on Saturdays. The services the firms on this page list most often on their websites are quickbooks services (3), wealth management (3), all accounting services (2), incorporation services (2) and small business accounting (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 39 years. 4 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 13 list a public email and 8 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 Montebello offer a free first meeting?
4 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.
Tax Professionals, CPA
“They have been able to answer all of our tax questions thoroughly and with great patience, and kept us up to date during the tax filing process.”
Edwin Does Taxes
“Edwin is a great tax preparer so I decided to move forward with his service again this year, only this time I was assisted by one of his other tax preparer while he was away from his office.”
Gardena Financial
“He also gave me pointers on how to save money (financial advising) going above and beyond when he did not have to.”
1st Quality Tax Service
“I have returned to 1st Quality Tax Service for years because of their AWESOME customer service!”
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Tax Legend
“She has beautiful energy and very intelligent I trust her with my document because she is very organized and explains the process very well.”
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Maytor Business Solutions INC
“Excellent service and availability for customers”
Anthony Sykes and Company
“I would definitely recommend his expertise to anyone who has back tax issues or any other tax related troubles.”
Lake Avenue Financial
“I've worked with Alex and his team for 20 years, and am always impressed by their consummate professionalism, astute advice, ability to explain and teach me about financial matters, and most importantly, their trustworthiness.”
Eclectic Associates
Why these companies made our list
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