Best Financial Advisors in Paramount, CA

The highest-rated Financial Planning & Wealth Management companies out of 155 vetted & reviewed in the Paramount area.

Edwin Does Taxes

Edwin Does Taxes

(36)
  • Tax Preparer
  • Knowledge
  • Happy
“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.”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
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Golden Legacy Estate Planning

Golden Legacy Estate Planning

(24)
Probate Services, Trust Administration, Conservatorship
“Golden Legacy is making a positive impact on the community via teaching people how to gain wealth for self and the importance of leaving a financial Legacy for their family.”
Locally Owned & Operated
Licensed, BBB Accredited
In Business Since 2019
11455 Paramount Blvd Suite J, Downey, CA
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Luis M. Herrera

Luis M. Herrera

“At Luis M. Herrera - PA, EA Advanced Accounting & Tax Service, we realize that you depend on your Paramount, CA, accountant to make sure all your finances are in order, so we're committed to paying close attention to all details and to offering the i...”
Se Habla Español
Free Initial Consultation
In Business Since 2014
15317 Lakewood Blvd UNIT 202, Paramount, CA
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Amir & Associates CPA

Amir & Associates CPA

(9)
Certified Quickbooks Proadvisor, Bookkeeping/Write-up, Business Entity Selection
“He worked with me throughout the entire process and walked me through Quickbooks Online a few times and assisted me with all the accounting issues for my business and filed my corporate tax returns before the deadline.”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Accepts All Major Credit Cards
3858 W Carson St Suite 200, Torrance, CA
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Gerber & Co

Gerber & Co

(46)
Tax Planning, Divorce – Tax Planning, U.S. Residency
“I particularly want to compliment Ken Stefanelli who has been a delight to work with, always extremely prompt and willing to tackle difficult problems and not give up until finding a solution.”
Accepts All Major Credit Cards
Family Business
Licensed, BBB Rating: A+
In Business Since 2012
1880 Century Park E Second Floor, Los Angeles, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Environment
  • Refund
  • Check
“Very good fast service we were in and out in about 10 minutes”
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2010
744 S Atlantic Blvd, East Los Angeles, CA
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Tax Law Advocates - Tax Relief Company

Tax Law Advocates - Tax Relief Company

(48)
Tax Preparation, Tax Resolution Services, IRS Audit Attorneys
“I recommended Law Advocates and my Case manager Crystal to anyone who is looking for help with back taxes , they save you money and get the job Done!!!!”
Free Initial Consultation
Licensed, BBB Accredited
In Business Since 2010
3611 S Harbor Blvd #210, Santa Ana, CA
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Stone & Sallus

Stone & Sallus

(46)
Real Estate Law, Dispute Resolution, Contracts
“I had called numerous law firms around the greater LA county area, hoping someone would take on my case given the apparent injustice and my evidence; however, I couldn't find a firm willing or able to take this case.”
Accepts Cash, Check
Licensed, BBB Rating: A
In Business Since 2019
Serving Paramount Area
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The Plan Writers

The Plan Writers

(48)
  • Strategies
  • Writing
  • Expertise
“I worked with Nelly over the next few weeks and after a few revisions, I have an amazing plan that has received positive feedback from investors and bankers.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2022
10250 Constellation Blvd #2300, Los Angeles, CA
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Tax Payers Services

Tax Payers Services

(4)
“2, -1, -1, 2/ 24/ !!!!!!!!!!!”
Transparent Fees & Pricing
Free Initial Consultation
Coupons & Offers
Offers Financing Options
901 S La Brea Ave #4, Los Angeles, CA
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Ameriestate Legal Plan

Ameriestate Legal Plan

(47)
Capital Gains Avoidance, Business Formation, Trust Settlement
“I started the process on 1/9/24 and from that day everyone that I talked to was very customer service friendly and explained the next steps that needed to take and who would be contacting you next.”
Transparent Fees & Pricing
In Business Since 1999
3525 Hyland Ave #150, Costa Mesa, CA
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Jeung Agency

Jeung Agency

(49)
Wealth Management, Business Services, Retirement Planning
“I had the pleasure of speaking with Corrine Loken, aside from having a pleasant voice and showing her compassion for my recent loss she was very professional.”
In Business Since 2019
5670 Wilshire Blvd, Los Angeles, CA
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The Agency

The Agency

(48)
  • Results
  • Team
  • Service
“I've been doin my taxes here for about 3 years now n so far i love the service n my refunds😆, fair pricing n Alfred n the lovely ladies r so friendly&kind to speak to.”
Free Initial Consultation
10+ Years Experience
1315 W Covina Pkwy, West Covina, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Investments
  • Phone
  • The Future
“We transferred our investment and retirement accounts in 2002 and since then, my wife and I have been receiving monthly distributions that have actually increased over time.”
Licensed, BBB Rating: A
In Business Since 1984
Serving Paramount Area
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Empress Investment Group

Empress Investment Group

(50)
  • Understand
  • Questions
  • Decisions
“I had a thorough and insightful meeting with a financial consultant and came away with a larger understanding of how to plan my future income and then retirement years.”
In Business Since 2009
321 N Larchmont Blvd Suite 800, Los Angeles, CA
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OC Financial Services

OC Financial Services

(15)
Notary Services, Industries, Services For Quickbooks
“I found OC Financial Services online and made an appointment with Irene to review my tax return, estimated payments, and ask a few other questions in regards to my small business.”
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
Licensed, BBB Rating: A+
2330 W Valencia Dr, Fullerton, CA
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Little Saigon Living Trust

Little Saigon Living Trust

(50)
  • Understand
  • Documents
  • Fee
“He explained what is a living trust and why we might want one in the first place, and he asked the important questions that we need to think about and decide on to make sure our family is well taken care of.”
In Business Since 2017
9191 Bolsa Ave #203, Westminster, CA
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Oren Hen EA

Oren Hen EA

(38)
  • Corporation
  • Money
  • Trust
“Over the years he has not only saved me money, he has also given me peace of mind, and put an emphasis on a human approach that is beyond just the numbers.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2014
6404 Wilshire Blvd #800, Los Angeles, CA
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Kyky - Tax Firm & Corporate Services

Kyky - Tax Firm & Corporate Services

(48)
Finance & Business Funding, Business & Corporate Filings, Accounting & Tax Services
“I sincerely appreciate all her great efforts and dedication to help out I would highly recommend Ky Ky Solutions to anyone if they want to find the best TAX preparer!”
Free Initial Consultation
In Business Since 2021
12666 Hoover St, Garden Grove, CA
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Bier Law

Bier Law

(45)
  • Presentation
  • Seminar
  • The Future
“Seth's vast legal knowledge was of tremendous help for us throughout the court process, which resulted in a positive outcome for ourselves & my brother!”
In Business Since 2020
1722 Harriman Ln A, Redondo Beach, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(41)
Tax Planning, Financial Planning, Bookkeeping
“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.”
Accepts All Major Credit Cards
In Business Since 2007
784 Redondo Ave, Long Beach, CA
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SK Enterprises

SK Enterprises

(38)
Tax Services, New Business Setup Information, Forms
“I know getting taxes done could be hectic and requires a lot of knowledge of the tax laws but with Enterprise you would simply send over your documents and they take care of that for you.”
Transparent Fees & Pricing
Offers Financing Options
Accepts Check
In Business Since 1997
Serving Paramount Area
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RVW Wealth

RVW Wealth

(50)
  • Trust
  • Company
  • Expertise
“Jonathan Gerber's knowledge and insights about my potential family business acquisition and the financial/estate planning implications was outstanding.”
CISA Certified
In Business Since 2016
1880 Century Park E #200, Los Angeles, CA
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Tax Professionals, CPA

Tax Professionals, CPA

(16)
Business, Quickbooks Services, Wealth Management
“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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1999
Serving Paramount Area
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Retirement Planning and Investment Management Services in Paramount, CA Cost Estimates

Minimum cost
$1044
Maximum cost
$8866
National Average
$3130
Avg Per Hour Rates
$313
$2087
$5737
Typical price range is based on 449 cost profiles
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Average Cost $3130
Minimum cost $1044
Maximum cost $8866
Avg Per Hour Rates $313

Typical range $2087 to $5737 is based on 449 cost profiles.

Why these companies made our list

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