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Marion Douglas Financial and Insurance Services
Medicare, Employer Retirement Planning, Employee Benefits
“Great company!”
Best Financial Advisors in Placentia, CA
The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Placentia area.
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R.a.i. Wealth Management
“Angel took the time to walk me through the process and answered all my questions about our financial plan and any concerns making it clear and easy to understand and allow me make confident choices.”
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FI TAX Planning
“Serving Southern California and our clients around the country. FI (Financial Insight) Tax Planning is here for you, your family, and your business! We understand that taxes affect all aspects of your finances, which is why we employ a comprehensive ...”
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Ken Palmer CPA
“Then, I respond to your needs. Based on professional training and experience, options are presented. Goals are defined and plans of action are identified. Upon request, a clear written plan of action you can refer to time and again is provided. An in...”
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SVL Holding Corporation
“SVL Investment Management is a global research-oriented investment advisory firm providing capital management services to individual accounts, profit sharing plans, pension funds, foundations, endowment funds, and trusts.”
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Tax Law Advocates - Tax Relief Company
Lien/Levy Removal, IRS Tax Relief Services, IRS Audit Attorneys
“Jamie Roman was super helpful, she was able to file my taxes expeditiously and I am always confident that Tax Law Advocates files my taxes accurately every time.”
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Modern Wealth Law
- To Establish
- Intent
- Wills
“John was very thorow explaining all the steps along the process, and asked us all the necessary questions for us to think in our needs for today and the future.”
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Clearbooks CPA
- Season
- Tax Strategy
- Savings
“Based on our conversation, he advised alternative methods and provided some information on other tax incentives that may be more suited to our scenario.”
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Sense Financial Services
- Website
- Trust
- IRA
“I love the diversity of investing in what I want, versus the being limited to the options I've encountered in many corporate retirement plans I've had previously.”
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Liberty Debt Relief
Private Student Loans, Debt Consolidation
“I'm giving Librty Debt Relief a 4 star based on my experience with them until this point because I started the program January 2023 and I received a summons for court one one of the accounts that they were handling on my behalf.”
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Ameriestate Legal Plan
Capital Gains Avoidance, Estate Planning, 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.”
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Cindy Chin Realty Int'l
- Market
- Trust
- Negotiator
“When it came time to make an offer, Cindy proved her experience and expertise by making a competitive and strong offer that immediately got accepted and benefited us.”
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Stan Diliberto, Cpa, CFP
- Planning
- Phone
- Investments
“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.”
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The Agency
- Receptionist
- Matter
- Service
“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.”
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Remedy Payment Solutions
- Software
- Merchant
- Credit Card
“Absolutely a life time customer they have helped us multiple times to save time and money we are thankful for these guys services and I recommend them to all movers”
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Udirect IRA Services
- Fees
- 401k
- Funds
“In addition, Derexa was creative in finding alternative solutions to address issues that arose during the transaction and was able to successfully complete the process.”
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Peachtree Debt Relief
- Program
- Stress
- Debt Consolidation
“I'd have to say that Peachtree Debt Relief has really helped me to get out of, AND away from, DEBT I've been going through what a lot of people are going through, especially since the wonderful PANDEMIC......”
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OC Financial Services
Industries, Notary Services, Tax 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.”
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Bharmal & Associates
- Understand
- Information
- Responsive
“After a very complicated tax year Shoaib and his team, I worked specifically with Kate, were incredibly helpful and diligent in making sure that everything was taken care of.”
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Little Saigon Living Trust
- Knowledge
- Need
- Fee
“After contacting several law firms in Southern California and did not get much responses, I just called Little Saigon Living Trust via my search on Google.”
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Kyky - Tax Firm & Corporate Services
Finance & Business Funding, Business Consulting, 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!”
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SK Enterprises
New Business Setup Information, Tax Services, Services For Individuals
“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.”
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Life Design Financial & Insurance Services
- Success
- Book
- Questions
“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.”
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HRL TAX Solutions
Business Formation Services, Innocent Spouse Relief, IRS Wage Garnishment
“Just a couple month ago, IRS not only levied my bank account, but also Sent my employer a wage garnishment letter demanding payments through my biweekly pay check.”
Retirement Planning and Investment Management Services in Placentia, CA Cost Estimates
Minimum cost
$1031
Maximum cost
$8758
National Average
$3091
Avg Per Hour Rates
$310
$2061
$5667
Typical price range is based on
522 cost profiles
Why these companies made our list
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