Carrasco Group
“Luis is great has always took care of my military family and out taxes from Alabama!!”
Best Financial Advisors near National City, CA
We have one firm in National City on file, and it is on this list, along with 14 from San Diego (13, 12 mi) and La Mesa (1, 9 mi).
all 15 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
San Diego, CPA A Professional Tax & Accountancy Corporation
“They also spent face to face time to understand my situation and were available over the phone and email for any questions (my previous tax accountant was not as responsive).”
San Diego Business Advisors
“He has been our go-to for personal and business tax questions for well over a decade and a half.”
Copley Financial Group
“During the past few years, when the market fluctuated due to circumstances such as bank failures, Dave was very proactive in keeping me informed, often sending update messages.”
Pierre Tax and Wealth Management
“Not only did he handle my taxes in a timely and professional manner but he also significantly minimized my damage owed to Uncle Sam.”
Darrin A. Santos, Cfp-Fsi Wealth
“I never felt rushed when meeting with him, and he took the time to answer all of my questions.”
The 15 firms listed for National City, 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: National City, CA
The 15 firms on this page are rated from 4.5 to 5.0 across 320 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (88%), responsiveness (66%) and quality (59%). The topics that come up most in reviews of the firms on this page are "knowledge" and "communication". The services the firms on this page list most often on their websites are tax services (3), business services (2) and payroll services (2). 1 shows a license on its website and 8 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 44 years. 2 offer payment plans; 4 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 12 list a public email and 1 takes 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 National City 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.
Wealth Legacy Group
“He really knows the complexities of his business and has the common sense to call on experts when he doesn't know the answers.”
Pure Financial Advisors
“He is very knowledgeable and concerned with helping individuals with their finances and future wealth opportunities.”
Fleetridge Financial
“Over the past 13 years, Dareen's expertise and the flexibility of the team have been instrumental in helping me navigate the complex world of taxes.”
Creative Capital Management Investments
Thomas A Trax, Wealth Advisor, Cep, Aams- LPL Financial
“One thing I admire about Tom is that no matter how difficult a topic may be, Tom will do extensive research and figure out the best approach.”
Daca Financial Group
“They get things done quickly and explain everything thoroughly.”
Carl Hakenjos & Associates
“Super helpful during covid to have a tax guy just a quick email away- all year long- not just during tax season.”
Accounting and Payroll Services
“Saved us time in the process and they now do our corporate work and accounting as well.”
Bookkeeping and Tax Pros
“She is easy and pleasant to work with, and I would definitely recommend her services.”
Why these companies made our list
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