Best Financial Advisors near Norwalk, CA
We have one firm in Norwalk on file, and it is on this list, along with 14 from towns including Long Beach (3, 9 mi), Santa Fe Springs (1, 2 mi) and Downey (1, 4 mi).
5 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
Atlantic Tax Services
“Been coming here for about 10 years never had any issues.”
Stan Diliberto, Cpa, CFP
“Stan is both a CPA and a CFP so he really knows a lot about taxes and financial planning.”
Montue, Woodard & Associates
“I've been using MWA for about 7 years now and have always felt confident and fully covered by Ted's ability to constantly get me the best return possible and give me the advice I need to invest in my future.”
Life Design Financial & Insurance Services
“He listens and understands on what I would like out of my future investments, but also provides great advice and consideration from his point of view and expertise.”
Tax Professionals, CPA
“I have been doing my taxes since 2013 and I have neve had issues with the IRS their work is done right all the time.”
The 15 firms listed for Norwalk, 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: Norwalk, CA
The 15 firms on this page are rated from 4.4 to 5.0 across 699 reviews; 2 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 (90%), quality (83%) and responsiveness (80%). 5 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), quickbooks services (3), bookkeeping (2), business services (2) and elder care (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 42 years. 1 offers payment plans and 5 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 12 list a public email and 7 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 Norwalk offer a free first meeting?
5 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.
Kim R. Coyle CPA & Associates Orange County CPA
“He and his associates communicate everything in an organized fashion, so you don't feel overwhelmed by all the material.”
Edwin Does Taxes
“I got my taxes done fast an accurately 2nd year in a row very satisfied.”
Gardena Financial
“I would definitely recommend Gardena Financial to everyone who's looking for an excellent experience filling their taxes.”
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Tax Legend
“I've been here at tax legend for 5yrs and I've done my taxes with not just Raven but others who work here.”
XOA Tax, CPA & Accounting Firm
“Hoang and his team helped answer all our questions and streamlined this part so I could focus on running the business.”
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Maytor Business Solutions INC
“Excellent customer service and very professional”
Scalco Financial
“Marco's personal knowledge, ethical standards, and forward thinking gives me complete confidence in all my tax and retirement financial questions.”
Anthony Sykes and Company
“Have been depending on Anthony for my accounting and tax preparation for over 30 years.”
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Tandy Consulting
“His assistance has been not simply professional, but meticulously thorough, punctual and downright aggressive on behalf of his clients.”
Why these companies made our list
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