Best Financial Advisors in Placentia, CA
15 firms listed · 4 in Placentia · 1 open 24/7 · 5 open weekends · 13 rated 4.5+
Data verified October 18, 2026
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.”
Ken Palmer CPA
SVL Holding Corporation
Clearbooks CPA
“Based on our conversation, he advised alternative methods and provided some information on other tax incentives that may be more suited to our scenario.”
Sense Financial Services
“After my consultation with Dmitriy i had full confidence in their services.”
The 15 firms listed for Placentia, 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: Placentia, CA
Of the 15 firms we list here, 4 are in Placentia itself and 11 come from towns including Irvine (3, 15 mi), Anaheim (1, 3 mi) and Orange (1, 6 mi). 13 of the firms on this page have a rating, from 4.5 to 5.0 across 628 reviews; 5 have 50 or more reviews. 1 is open around the clock; 5 are open on Saturdays and 1 on Sundays. 2 show a license on their websites; 1 lists staff certifications (CPA) and 3 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 1 offers urgent consultations; 8 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 10 publish a contact page; 12 list a public email and 4 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 firms listed for Placentia take financial planning bookings online?
4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Udirect IRA Services
“This is first time i am dealing with IRA Trust, after lot research I found Udirectira , I am really happy working with Mark.”
Life Design Financial & Insurance Services
“He was able to communicate his intentions to do what is best for my wife and my financial future.”
Rescue One Financial
“Anyone who is having trouble paying off debt, like me, should definitely consider using his services!”
Financial Advisors Network
“His strategies are for sensible, steady gain, supported by his adept utilization of real estate in one form or another to diversify your portfolio along with the standard types of investments, by the expertise of Rohan Nakrani in the use of the Bloomberg Terminal, and by the superior tax knowledge of Alexander Krivosheev.”
Smartcpa - Chino Hills
“If you are looking for a team that truly understands financial management, I recommend this team.”
金管家會計師及財務規劃
“I consulted many accountants but couldn't solve them, but Wendy solved them very efficiently!”
Ayoub, Sidhum & Co.
“I've also called a few times before coming in to make sure I have everything I need (5+ times) which I'm sure is probably time consuming during the tax season but when someone answers they are always willing to help with an upbeat reaction.”
XOA Tax, CPA & Accounting Firm
“Great experience, I love the fact they hold your taxes to go back to if needed”
Anthony Sykes and Company
“With the changes of tax codes, Covid, and updating his business, he has not fallen behind on his customer service, his honest and integrity.”
Why these companies made our list
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