Best Financial Advisors in Pomona, CA

The highest-rated Financial Planning & Wealth Management companies out of 185 vetted & reviewed in the Pomona area.

Tandy Consulting

Tandy Consulting

(10)
Payroll Benefits, Payroll Services, Quickbooks Services
“Advises you on how to manage your books with a high level of ethics and understanding of the rules, provides suggestions, and is a wealth if knowledge!”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2017
Accepts All Major Credit Cards
215 N Pomona Ave Suite 6, Fullerton, CA 92832
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LPL Financial

LPL Financial

Videos, Tax Library, Flipbooks
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2011
190 Santa Fe St, Pomona, CA
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Melendez Company & Associates

Melendez Company & Associates

(4)
“He delivered the return very quickly, and we wrapped up with a consultative session to answer final questions, and a few tips on how to better prep for our taxes next year.”
Transparent Fees & Pricing
In Business Since 1980
Accepts All Major Credit Cards
Serving Pomona Area
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James F. Hundshamer, Certified Public Accountant

James F. Hundshamer, Certified Public Accountant

(3)
Tax Services, Services For Individuals, Business Services
“Best in southern California I highly recommend”
Family Business
Offers Financing Options
Accepts Check
In Business Since 1991
223 S Glendora Ave #101, Glendora, CA
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OC Financial Services

OC Financial Services

(6)
Industries, Services For Quickbooks, Notary Services
“Very helpful abnd friendly workers”
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2001
Licensed, BBB Rating: A+
2330 W Valencia Dr, Fullerton, CA
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Sense Financial Services

Sense Financial Services

(30)
  • Job
  • Research
  • IRA
“Dmitriy Fomichenko was participating at Marshall Reddick Real Estate webinar and was sharing a straightforward guide how to do just that with a retirement account.”
In Business Since 2011
Transparent Fees & Pricing
155 N Riverview Dr #100, Anaheim, CA
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Ayoub & Associates CPA Firm

Ayoub & Associates CPA Firm

(19)
Business Service, Individual Service
“After a not-so-great experience with a previous accounting service, Joseph and his team helped us get on track and get our business in a better financial state in a very short period of time.”
Accepts Cash
In Business Since 2014
Licensed, BBB Rating: A+
4218 Green River Rd, Corona, CA
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Five Star Bookkeeping and Taxes

Five Star Bookkeeping and Taxes

(7)
Tax Planning, Business Tax Returns, Payroll Services
“More than just the 5 stars that state their name.”
In Business Since 2012
Licensed, BBB Rating: A
5446 Riverside Dr, Chino, CA
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RPA Wealth Management

RPA Wealth Management

(10)
  • Retirement
  • Team
  • Investments
“A fantastic team of financial advisors, extremely knowledgeable and always current with what is happening in the economic world to better advise their clients.”
In Business Since 2017
CFP Certified
8885 Haven Ave #170, Rancho Cucamonga, CA
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Falcon Wealth Planning

Falcon Wealth Planning

(30)
  • Family
  • Feel
  • Meeting
“From our first call with Earl and our meetings with Kevin, Falcon wealth enlightened us to the necessary steps to help our current and future financial situation.”
In Business Since 2014
CFP Certified
3400 Inland Empire Blvd #100, Ontario, CA
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Fathy & Associates

Fathy & Associates

(1)
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
Transparent Fees & Pricing
In Business Since 2004
Licensed, BBB Rating: A+
Free Initial Consultation
100 N Citrus St #325, West Covina, CA
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Calvary Tax Service

Calvary Tax Service

(4)
“) Following Jim's passing the staff at Calvary have continued providing the highly professional tax preparation services I've come to expect while maintaining a warn, and friendly environment!”
Accepts All Major Credit Cards
In Business Since 2010
Licensed, BBB Rating: A+
Coupons & Offers
1135 E Rte 66 #108, Glendora, CA
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The Agency

The Agency

(23)
  • Informative
  • Call
  • Family
“Everyone here is certified and do the best they can to help you in different aspects whether it's filing for taxes, repair of your credit, loans, etc.”
10+ Years Experience
Free Initial Consultation
1315 W Covina Pkwy, West Covina, CA
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Ayoub, Sidhum & Co.

Ayoub, Sidhum & Co.

(2)
“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.”
Accepts Cash
In Business Since 2011
Licensed, BBB Rating: A+
Free Initial Consultation
4218 Green River Rd, Corona, CA
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Accounting & Tax Solutions

Accounting & Tax Solutions

(18)
IRS Wage Levy, Tax Liens, Back Taxes
“Prior to coming here I went to 2 other tax preparers to see if they could help me , and they were willing to fix my taxes for no less then 400 dollars .”
Accepts All Major Credit Cards, Check
In Business Since 2003
Licensed
Serving Pomona Area
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A&B Garcia Tax Services

A&B Garcia Tax Services

(5)
“The Garcia's are awesome”
In Business Since 1997
BRE# 01939005
325 N 2nd Ave, Upland, CA
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Hedtke Law Group

Hedtke Law Group

(29)
  • Patient
  • Bankruptcy
  • Questions
“Neil Hedtke is a great attorney that gave me the full rundown of my case and kept things easy to understand throughout the filing and gave me a fresh start.”
In Business Since 2012
Free Initial Consultation
336 ½ S Glendora Ave, West Covina, CA
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Elite Accountants Group_loc2

Elite Accountants Group_loc2

(20)
Financial Planning, Business Valuations, Business Taxes
“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.”
In Business Since 2012
Transparent Fees & Pricing
Serving Pomona Area
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Fox & Stephens, Cpas

Fox & Stephens, Cpas

(4)
Tax Services, Services For Individuals, Business Services
“The level of service and response time I receive when working with Fox & Stephens is unmatched by other firms I've experienced over my 20 years in the industry.”
Offers Financing Options
In Business Since 1992
Transparent Fees & Pricing
Free Initial Consultation
9302 Pittsburgh Ave #200, Rancho Cucamonga, CA
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Galeano Professional Office

Galeano Professional Office

(1)
Professional Service, Accounting / Bookkeeping, Tax Preparation
“More than 20 years of continuous great experiences doing both individual and our company's taxes with them.”
Family Business
In Business Since 1978
Licensed, BBB Rating: A+
12150 Ramona Ave #11, Chino, CA
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Gati Business Consultants

Gati Business Consultants

Industries, Tax Services, Services For Individuals
“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
Transparent Fees & Pricing
In Business Since 2015
Licensed, BBB Rating: A+
2501 E Chapman Ave, Fullerton, CA
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Accountability

Accountability

(1)
Tax Services, College Financial Planning, For Small Businesses
“Lin was incredibly helpful and knowledgeable.”
Accepts All Major Credit Cards
In Business Since 1997
Licensed
4413 Riverside Dr j, Chino, CA
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Grand Capital Management

Grand Capital Management

(10)
The Only Way to Business Growth, The Better Way to Financial Planning, The New Way to Invest- Fearless Investing
“There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.”
In Business Since 2019
440 E Rte 66, Glendora, CA
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Ambassador Wealth Management

Ambassador Wealth Management

(4)
And Cfp Tools, Orange County Financial Advisor, Market Analysis
“They're knowledgeable and guided me through rolling over my IRA, really making the whole process easy for me.”
Accepts Check
In Business Since 2019
Licensed
5101 E La Palma Ave #100b, Anaheim, CA
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Retirement Planning and Investment Management Services in Pomona, CA Cost Estimates

Minimum cost
$1203
Maximum cost
$10223
National Average
$3609
Avg Per Hour Rates
$361
$2406
$6615
Typical price range is based on 479 cost profiles
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Average Cost $3609
Minimum cost $1203
Maximum cost $10223
Avg Per Hour Rates $361

Typical range $2406 to $6615 is based on 479 cost profiles.

Why these companies made our list

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