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

(1)
“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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Tandy Consulting

Tandy Consulting

(11)
Gusto Payroll, Industries, Guides
“We were searching for an accounting firm in the Fullerton, CA area to engage for bookkeeping, tax, corporate record keeping and consulting services for a Non-Profit Organization.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2017
Serving Pico Rivera Area
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Crisell & Associates - Certified Public Accountants

Crisell & Associates - Certified Public Accountants

(4)
“Crisell & Associates has provided my business with A+ accounting and tax services for over six years now.”
Licensed, BBB Rating: A+
In Business Since 1995
Serving Pico Rivera Area
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Atlantic Tax Services

Atlantic Tax Services

(50)
  • Office
  • Check
  • Team
“Christiana the receptionist was very helpful very nice great service as well as Andy they did a great job I wanna appreciate there help this is the place to do your taxes”
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

The Hayes Law Firm

(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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ACA Group

ACA Group

(49)
  • Resort
  • Review
  • Questions
“We originally purchased a timeshare with Diamond Resorts and went back a few years ago and we were told our contract was expiring and needed to renew it.”
Licensed, BBB Accredited
Free Initial Consultation
In Business Since 2019
450 N Brand Blvd, Glendale, CA
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Liberty Debt Relief

Liberty Debt Relief

(50)
Debt Consolidation, Private Student Loans
“Every one that I have work with great since day 1 I was very skeptical about using them but it turned out to be the best decision, I wouldn't have it no other way thank you Liberty debt relief.”
Free Initial Consultation
In Business Since 2015
333 City Blvd W 17th FL, Orange, CA
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Paul Carney CPA

Paul Carney CPA

(49)
  • Knowledge
  • Estate
  • Questions
“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 1998
148 E Foothill Blvd # 100, Arcadia, CA
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Tax Payers Services

Tax Payers Services

(3)
“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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The Agency

The Agency

(49)
  • Receptionist
  • Credit Score
  • Matter
“As a mortgage lender it is very hard to find a reliable and trustworthy credit repair company…However, The Agency, LLC is the anomaly…consistent, reliable and trustworthy.”
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)
  • Planning
  • Phone
  • Financial
“I called his office this morning and he had time to talk to me so I explained the issue I was having with an amended tax return that, along with the IRS, was giving me fits.”
Licensed, BBB Rating: A
In Business Since 1984
Serving Pico Rivera Area
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Empress Investment Group

Empress Investment Group

(49)
  • Attention
  • Decisions
  • Income
“I have received guidance on developing an overall investment strategy based upon my risk tolerance, asset allocation, structuring withdrawals from my retirement accounts.”
In Business Since 2009
321 N Larchmont Blvd Suite 800, Los Angeles, CA
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Robert Hall & Associates

Robert Hall & Associates

(47)
Tax Planning & Tax Consulting, IRS Audit & Tax Problems, Elder Care
“If I had only worked with her exclusively at Robert Hall, this review would be 5 stars, but unfortunately, I had to work with another tax adviser (who shall remain nameless) who was the complete opposite of Mariana, so for that unfortunate experience...”
In Business Since 2000
300 W Glenoaks Blvd #200, Glendale, CA
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OC Financial Services

OC Financial Services

(13)
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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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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Tu Legado En 123 By Total Solutions

Tu Legado En 123 By Total Solutions

(50)
  • Patience
  • Encanto
  • Information
“Excellent fast service, I recommend it 5 stars, a lot of knowledge of the assessor, very good price, speed, I already recommended friends of my family to do this procedure.”
In Business Since 2023
Serving Pico Rivera Area
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Benson Liao Insurance & Financial Center - Benson Liao

Benson Liao Insurance & Financial Center - Benson Liao

(50)
Advanced Planning Resources, Products
“They gave me a detailed introduction to the pros and cons of each insurance based on my situation and found the medical insurance that is most suitable for me.”
Licensed
In Business Since 2002
17506 Colima Rd #200, Rowland Heights, CA
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SK Enterprises

SK Enterprises

(37)
New Business Setup Information, Forms, Business Services
“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.”
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
  • Needs
“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 1999
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 2017
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

(22)
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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Smartcpa - Anaheim

Smartcpa - Anaheim

(26)
New Business Entity Formation, Non Profit Organization, Accounting For Attorneys
“They have some eagle-eyed member of staffs like Fatima and Susana who will help your business cut down losses from fraudulent and unauthorized transactions.”
ATTORNEYS Certified
Free Initial Consultation
Family Business
In Business Since 2007
518 S Brookhurst St Ste 4, Anaheim, 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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