Best Financial Advisors near Pico Rivera, CA
We have one firm in Pico Rivera on file, and it is on this list, along with 14 from towns including Pasadena (2, 12 mi), Downey (1, 4 mi) and Santa Fe Springs (1, 4 mi).
5 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
Atlantic Tax Services
“10/10 service, everyone is nice and welcoming.”
Stan Diliberto, Cpa, CFP
“I like to get them done early--in February--and Stan always prepares me with an outline of items to include.”
The Agency
“I contacted The Agency, LLC to inquire about their services available and Jenny was very pleasant to speak with.”
Empress Investment Group
“Professional, knowledgeable, detailed and thorough on planning, client expectations and follow ups.”
Figueroa & Co
“I've been going to Figco for 17 years because of their exceptional professionalism and knowledge of changing tax laws.”
The 15 firms listed for Pico Rivera, 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: Pico Rivera, CA
The 15 firms on this page are rated from 4.4 to 5.0 across 1,050 reviews; 5 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 (94%), quality (81%) and responsiveness (79%). The topics that come up most in reviews of the firms on this page are "knowledge" and "efficient". 5 are open on Saturdays. The services the firms on this page list most often on their websites are quickbooks services (4), wealth management (3), all accounting services (2), incorporation services (2) and payroll services (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 42 years. 5 offer a free initial consultation. We have a website on file for 13 of the firms on this page; 11 publish a contact page; 11 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 Pico Rivera 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.
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.”
Edwin Does Taxes
“They've been doing my taxes for 3 years now and for the foreseeable future!”
Gardena Financial
“Kiak Tae has been filling my families taxes for many years.”
Tax Legend
“I've been filing my taxes here for years and they have always been great to me fast responses and Raven is the best.”
金管家會計師及財務規劃
“If you are looking for a high quality accounting service firm, Wendy and her team are the one you are looking for.”
Maytor Business Solutions INC
“It was my first time doing taxes and it was a very easy process with Mayra!!”
Lake Avenue Financial
“He explains things in an understandable way and always looks out for his clients.”
Tandy Consulting
“Corrections and changes are made quickly so everything is in perfect order moving forward through the new tax season.”
Anthony Sykes and Company
“His timelines in getting the taxes filed, and responsiveness to emails show his level of commitment to customer service.”
Why these companies made our list
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