View Profile
Speedy Credit Repair
- Fraudulent
- Questions
- Results
“With his help I was able to delete a very very difficult charge off from a private student loan that was incorrectly placed on my record plus other issues he helped with.”
Best Financial Advisors in Newport Beach, CA
24 firms listed · 8 in Newport Beach · 1 open 24/7 · 6 open weekends · 22 rated 4.5+
Data verified October 17, 2026
View Profile
Stan Diliberto, Cpa, CFP
- Tax Preparation
- Investments
- Questions
“Best experience with Stan Diliberto he was very patient and took time to walk me through my whole process I would highly recommend him to anyone who is in a tax situation”
View Profile
Montue, Woodard & Associates
- Team
- Office
“Even though I live in the center of orange county, I still am willing to make the trip to Long Beach because of their excellent years of service they have given me.”
View Profile
Bier Law
- Presentation
- Informative
- Seminar
“We came to Seth to set up a family trust with the intention of protecting our assets and drafting a trust to make things easier on our family in the event that something happens to us.”
View Profile
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.”
View Profile
Homeconstructionloan.com / Arroyo Consulting Group
- Texts
- Expert
- Project
“Ty Kirkpatrick and George Trujillo turned out to be the heroes in turning our dream into a reality—a new home we could actually afford in the neighborhood we had grown to love.”
The 24 firms listed for Newport 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: Newport Beach, CA
Of the 24 firms we list here, 8 are in Newport Beach itself and 16 come from towns including Long Beach (7, 21 mi), Huntington Beach (5, 10 mi) and Stanton (1, 15 mi). The firms on this page are rated from 4.4 to 5.0 across 582 reviews; 1 has 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (76%) and quality (70%). 1 is open around the clock; 6 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are estate planning (4), retirement planning (3), tax planning (3), business planning (2) and business services (2). 5 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers urgent consultations; 3 offer payment plans; 5 offer a free initial consultation and 4 are family- or locally-owned. 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 firms listed for Newport Beach take financial planning bookings online?
7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
View Profile
Kim R. Coyle CPA & Associates Orange County CPA
- Call
“This CPA office has assisted many of my clients in their business entity set up, accounting and bookkeeping as well as tax filling quarterly's and yearly's.”
View Profile
First Class Counsel
- Parents
- Attention
- Team
“Andrew truly went above and beyond his responsibility to us not because we are special clients, but it is more than obvious, it is due to his depth of character.”
View Profile
Gardena Financial
- Accountant
- Tax Return
- Financial Advisors
“His philosophy is that he doesn't just want to prepare your taxes, but educate you on your financial situation so that you can make the best decisions possible.”
View Profile
Lever Law – A One Law Corporation Company
- Schedule
- Outcome
- Feel
“Every meeting and correspondence we had with them erased our doubts and fears and we always left with confidence that we were headed in the right direction.”
View Profile
S D Cooper Co
“I did this in 2013 and now have a very successful business that will provide for many years of great income.”
View Profile
Integrity Wealth Management
“Welcome to Integrity Wealth Management. Integrity is not just our name, it is the standard by which we live. Integrity Wealth Management is a comprehensive financial services firm committed to helping our clients achieve long-term financial success. ...”
View Profile
Scalco Financial
- Questions
- Tax Returns
“That carried over to the first meeting during which Marco Scalco, the owner, quickly assessed my documentation and prepared the majority of my tax return.”
View Profile
Weaver Consulting Group
- Plan
- Retirement
- Future
“I felt like their family that they were trying to protect and that really doesn't happen often if at all in business especially the financial industry.”
View Profile
Barrera
- Information
“Toneth super friendly, great service, accommodating, 1st time recommended to me and I would definitely recommend to anyone in need for friendly tax preparation”
View Profile
Warren Street Wealth Advisors
- Market
- Account
- Team
“When we found out she was leaving and joining Warren Street Wealth Advisors in 2019, it was a no-brainer for mom and I to follow her and have Warren Street manage our accounts as well.”
View Profile
Finn Financial Group
- Settlement
- Knowledge
“I look forward to working with him in the future and I highly recommend Finn Financial Group to anyone looking for the best financial and investment guidance.”
View Profile
R. M. White & Associates
“They handle my business books and have been doing a great job for a long time now.”
View Profile
Retirement Planning Newport Beach | Miramontes Capital
- Goals
- Company
- Portfolio
“He helped my elderly mother invest in a very different way than he did with my company and guided my children in different ways based on their lifestyle and goals”
View Profile
Balboa Tax & Accounting Services
- Deduction
“Also since I was a new client, he looked at my previous 1 year of taxes done by a big accounting firm, and found that they did not get me the return i should have gotten the last 1 year.”
View Profile
Genwealth 360
- Plan
- Taxes
- Strategies
“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.”
View Profile
Randall Wealth Management Group
- 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.”
View Profile
Enso Group
- Tax Returns
- Interest
- Results
“The entire process went smooth from day 1 and my representative, Steven Littlefield did an excellent job explaining the process and stayed in constant communication throughout.”
View Profile
Exactax Solutions
“Best accounting and tax office.”
Retirement Planning and Investment Management Services in Newport Beach, CA Cost Estimates
Minimum cost
$1138
Maximum cost
$9666
National Average
$3412
Avg Per Hour Rates
$342
$2275
$6255
Typical price range is based on 366 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
