Best Financial Advisors in Pico Rivera, CA

The highest-rated Financial Planning & Wealth Management companies out of 102 vetted & reviewed in the Pico Rivera area.

Cuong Le CPA

Cuong Le CPA

(2)
“Great , professional and ethical service.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1994
2020 Pico Blvd Ste C, Santa Monica, CA
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Christian Masariego - Financial Advisor

Christian Masariego - Financial Advisor

9075 Whittier Blvd, Pico Rivera, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Check
  • Office
  • Happy
“I just used them this year and they did a great job with our filing and our return.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 2012
744 S Atlantic Blvd, East Los Angeles, CA
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The Hayes Law Firm - Estate Planning & Probate Attorneys

The Hayes Law Firm - Estate Planning & Probate Attorneys

(48)
Power of Attorney, Estate Planning Documents, Probate Administration
“During our phone conversation, Attorney Hayes was extremely kind, knowledgeable, and more than willing to take the time to answer my questions in detail.”
Family Business
Licensed
Accepts All Major Credit Cards
Remote Consultations Available
729 Mission St UNIT 300, South Pasadena, CA
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Paul Carney CPA

Paul Carney CPA

(49)
  • Deadline
  • Knowledge
  • Estate
“When asked to correct a lengthy problem with a looming deadline, Paul and crew quickly rose to the occasion and thankfully averted a greater problem or healthy fines.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2000
148 E Foothill Blvd # 100, Arcadia, CA
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Liberty Debt Relief

Liberty Debt Relief

(49)
Debt Consolidation, Private Student Loans
“The monthly payments are realistic and it has helped me to not pay an arm and leg each month JUST to maintain my old cc's with the extreme interest rates.”
Free Initial Consultation
In Business Since 2015
333 City Blvd W 17th FL, Orange, CA
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Tax Payers Services

Tax Payers Services

(4)
“Great Kenny Bridges is awesome!!!”
Free Initial Consultation
Coupons & Offers
Accepts All Major Credit Cards
Transparent Fees & Pricing
901 S La Brea Ave #4, Los Angeles, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Phone
  • The Future
  • Questions
“He was more than helpful and professional, at one point telling me he wanted to check another source to make sure he was providing the correct information.”
Licensed, BBB Rating: A
In Business Since 1986
Serving Pico Rivera Area
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The Agency

The Agency

(48)
  • Service
  • Company
  • Call
“The best place to go to get income tax done Alfred is the best he has the best customer service and he get things done fast always offers if you want something to drink he a good guy”
Free Initial Consultation
10+ Years Experience
1315 W Covina Pkwy, West Covina, CA
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Empress Investment Group

Empress Investment Group

(50)
  • Decisions
  • Goals
  • Responsive
“My husband and I have been using Empress Investment Group for over ten years and have been extremely pleased with the knowledge, service and the kindness of Meagan Phelps.”
In Business Since 2009
321 N Larchmont Blvd Suite 800, Los Angeles, CA
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OC Financial Services

OC Financial Services

(15)
Industries, Services For Quickbooks, Real Estate and Mortgage Loans Services
“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.”
Free Initial Consultation
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
2330 W Valencia Dr, Fullerton, CA
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Kyky - Tax Firm & Corporate Services

Kyky - Tax Firm & Corporate Services

(48)
Accounting & Tax Services, Finance & Business Funding, Business & Corporate Filings
“And not only am I satisfied with the 2022 tax refund, but Ky Ky also helped me re-declare my 2021 tax return because the old declaration company made a mistake, so I didn't get a full refund without my knowledge.”
Free Initial Consultation
In Business Since 2021
12666 Hoover St, Garden Grove, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(41)
Financial Planning, Bookkeeping, Business Tax Returns
“I used Montue Woodard & Associates last year and I am going back this year because I was impressed with the professionalism and friendliness of the staff and my tax guy, Donnell.”
Accepts All Major Credit Cards
In Business Since 2007
784 Redondo Ave, Long Beach, CA
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SK Enterprises

SK Enterprises

(38)
New Business Setup Information, Forms, Business Services
“Umair and his team have been very professional, very courteous to work with, and have been reliable in preparing the tax return statement and filing them.”
Accepts Check
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1997
Serving Pico Rivera Area
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Life Design Financial & Insurance Services

Life Design Financial & Insurance Services

(23)
  • Questions
  • Happy
  • Solid
“I used to have my portfolio scattered with different financial planners and was concerned that if I passed, my wife, Julie would not know where to begin.”
Licensed, BBB Rating: A+
In Business Since 2001
500 N State College Blvd Suite #1100, Orange, CA
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Figueroa & Co

Figueroa & Co

(18)
Payroll Services, Incorporation Services, Business and Financial Consulting
“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 2015
338 S Rosemead Blvd #4953, Pasadena, CA
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Tax Professionals, CPA

Tax Professionals, CPA

(16)
Quickbooks Services, Wealth Management, Tax Resolution
“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.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1999
Serving Pico Rivera Area
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HRL TAX Solutions

HRL TAX Solutions

(24)
Innocent Spouse Relief, Cryptocurrency Accounting Services, Quickbooks Training
“Before we went to Henry we tried to get help with Optima Tax Relief claiming to help us with our tax matter, they ripped us off and caused so much stress and anxiety.”
Transparent Fees & Pricing
Remote Consultations Available
Offers Financing Options
In Business Since 2014
100 Barranca St Suite 409, West Covina, CA
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Elite Accountants Group

Elite Accountants Group

(29)
Business Valuations, Business Taxes Preparation, Small Business Accounting
“Tax extension deadline was approaching and I had called several Tax offices without much success, but when I called Elite Accountants Group, Ahmad answered and an appointmen was made.”
Transparent Fees & Pricing
In Business Since 2012
956 N Grand Ave, Covina, CA
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Gati Group

Gati Group

Industries, Business Services, Tax Services
“Gati Business Consultants Inc. is licensed in CA and specializes in Bookkeeping. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
Free Initial Consultation
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
2501 E Chapman Ave #280, Fullerton, CA
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TIR Public Adjusters

TIR Public Adjusters

(22)
Personal Property Damage, Mold Damage Insurance Claims, Roof Damage Insurance Claims
“There is no way I would have been able to do this as I work a full time job and dealing with the insurance company is a full time job in its own right.”
Licensed
Emergency Services
Free Initial Consultation
In Business Since 2015
401 N Kenwood St #304, Glendale, CA
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Edwin Does Taxes

Edwin Does Taxes

(36)
  • Knowledge
  • Happy
  • Informative
“Edwin does taxes , company and all of the people works there are great and helpful I started with my taxes filing and other matters to take care by Edwin does taxes 2019, 2020 and will continue use Edwin does taxes for any tax matter.”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
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Accounting & Tax Solutions

Accounting & Tax Solutions

(21)
Tax Liens, Back Taxes, Tax Problems
“Working with the tax professional Veronica Baray was a delight she was very patient and understanding I had so many questions about different forms other then my W2 I had 1099-misc and the previous year I had 1099-R but she was very polite and answer...”
Licensed
Accepts All Major Credit Cards, Check
In Business Since 2001
Serving Pico Rivera Area
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Scott Hukriede, CPA

Scott Hukriede, CPA

(3)
Business Services, Tax Services, Industries
“Thank you for all your knowledge, professionalism and accuracy to details.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2017
333 City Blvd W 17th Floor, Orange, CA
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Retirement Planning and Investment Management Services in Pico Rivera, CA Cost Estimates

Minimum cost
$1079
Maximum cost
$9166
National Average
$3235
Avg Per Hour Rates
$324
$2157
$5931
Average price range is based on 296 cost profiles
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Average Cost $3235
Minimum cost $1079
Maximum cost $9166
Avg Per Hour Rates $324

Average range $2157 to $5931 is based on 296 cost profiles.

Why these companies made our list

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