Best Financial Advisors in Pico Rivera, CA

The highest-rated Financial Planning & Wealth Management firms out of 263 vetted & reviewed in the Pico Rivera area.

Golden Memorial

Golden Memorial

(13)
People Are Talking, Blog, Policyholders
“In addition, I just had a customer called me this morning and wanting to buy Final Expense Whole Life Insurance for their family because one of their family members just recently passed away and they had a great experience with our company.”
In Business Since 2015
Serving Pico Rivera Area
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Paradigm Bookkeeping & Tax Services

Paradigm Bookkeeping & Tax Services

(3)
“Would recommend this business for taxs, fingerprintz, and notary...”
Licensed, BBB Rating: A+
In Business Since 1980
4615 Rosemead Blvd, Pico Rivera, CA
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Accurate Taxes

Accurate Taxes

(8)
“When it comes to getting your taxes done right Cynthia is the best, she will break everything down for you so you understand whatever you want to know for your taxes.”
CTEC Certified
In Business Since 2021
Serving Pico Rivera Area
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Kaye Capital Management

Kaye Capital Management

(2)
“Knowledgeable, professional, and extremely organized.”
In Business Since 2000
Serving Pico Rivera Area
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Safe Landing Financial

Safe Landing Financial

(3)
“He reiterated to me that he is a fee-only fiduciary so he works in the best interest of his clients and doesn't get paid any more or less based on what I choose to do with my plan.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2018
Serving Pico Rivera Area
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Voya Financial Advisors

Voya Financial Advisors

(4)
“Aside for the excellent returns, Wayne really took the time with us to understand our objectives and risk tolerance, then made truly great recommendations that fit well with our goals.”
In Business Since 1999
Serving Pico Rivera Area
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Edward Jones

Edward Jones

(1)
Investment Managers, Stocks & Bonds
“In a relatively short period of time, Tho has helped me organize my financial future and put strategies in place to make the most of my money.”
In Business Since 1926
Serving Pico Rivera Area
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Palm Consulting Services

Palm Consulting Services

(1)
“They are always available and provide excellent Quick Books and financial reporting.”
In Business Since 2010
Serving Pico Rivera Area
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The Galeb Group

The Galeb Group

(8)
  • Investment
  • Confident
  • Retirement
“Is an outstanding advisor and as a young professional I feel confident and optimistic with him managing both my retirement and personal investment portfolios.”
In Business Since 2014
21515 Hawthorne Blvd 2nd floor, Torrance, CA
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Mash Accounting & Consulting

Mash Accounting & Consulting

(7)
Commercial Services, Accountants
“After working with another CPA for a few years I was referred to MASH.”
Average Price Tag
In Business Since 2013
500 N Central Ave #600, Glendale, CA
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Satori Wealth Management

Satori Wealth Management

(3)
“I actually look forward to our check-ins as they not only provide me with an opportunity to more deeply understand my evolving financial situation, but also to reflect on changes in my life and how my short and long-term life goals are also evolving.”
Accepts All Major Credit Cards
Remote Consultations Available
In Business Since 2006
12100 Wilshire Blvd 8th floor, Los Angeles, CA
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Beneficent Financial

Beneficent Financial

(6)
“Cathy has helped me to build a comprehensive financial plan and, through the process, has provided me with a strong sense of comfort and piece of mind.”
Accepts All Major Credit Cards
In Business Since 2012
3858 E Colorado Blvd #200, Pasadena, CA
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Vosberg Wealth Management

Vosberg Wealth Management

(1)
Medicare, Tax Planning, Retirement Planning
“Brian Vosberg is a great financial advisor, keeping you informed on the world of wealth and how you assets are doing.”
In Business Since 2018
224 W Foothill Blvd, Glendora, CA
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Nexgen Wealth Management

Nexgen Wealth Management

(1)
“I feel comfortable working with Nexgen and would recommend them to anyone looking for financial advice.”
In Business Since 2015
1930 S Brea Canyon Rd #120, Diamond Bar, CA
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Prosperity Wealth Planning

Prosperity Wealth Planning

(1)
“She is very responsive and makes a point of touching base with her clients through out the year.”
In Business Since 2019
3780 Kilroy Airport Way Suite 200, Long Beach, CA
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Domari Wealth Management

Domari Wealth Management

(1)
“I encourage you and your friends to give Brian the opportunity to show you his strategies that take your investments to another level.”
Licensed
In Business Since 2012
4450 Lakeside Dr Suite 350, Burbank, CA
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Retirement Planning and Investment Management Services Estimated Cost in Pico Rivera, CA 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 204 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Fair range $2080 to $5720 is based on 204 cost profiles.

Why these companies made our list

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