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Tandy Consulting
- Documents
“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!”
Best Financial Advisors near Pomona, CA
We have one firm in Pomona on file, and it is on this list, along with 23 from towns including West Covina (3, 9 mi), Fullerton (3, 15 mi) and Chino (2, 8 mi).
8 open weekends · 20 rated 4.5+ · 5 show a license
Data verified October 18, 2026
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Taxx Pros
“The team at taxx pros is the best they handle all my business needs”
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Sense Financial Services
- Website
- IRA
- 401k
“I discovered Sence Financial Services in an online forum and found their process to be extremely efficient, and their office extremely helpful, compared to other providers I'd looked into.”
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The Agency
- Receptionist
- Service
- Company
“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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Falcon Wealth Planning
- Advice
- Tax
- Teacher
“I was provided 2 free complementary sessions in which I learned more about finance, student loan options, and tax saving strategies than I had learned my whole life.”
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Alma's Accounting & Tax Services
“Alma is amazing her and staff are very friendly and professional I have gone to her for years I highly recommend Almas Tax Service to everyone she does above and beyond Thank you for all you do”
The 24 firms listed for Pomona, 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: Pomona, CA
23 of the 24 firms on this page have a rating, from 3.9 to 5.0 across 910 reviews; 5 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (92%) and quality (79%). The topics that come up most in reviews of the firms on this page are "knowledge" and "results". 8 are open on Saturdays. The services the firms on this page list most often on their websites are non-profit organizations (3), payroll services (3), tax planning (3), tax services (3) and business valuations (2). 5 show a license on their websites; 3 list staff certifications (CFP) and 9 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 7 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. 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 Pomona take financial planning bookings online?
5 of the 24 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.
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Smartcpa - Chino Hills
- Team
- Books
- Numbers
“Be sure to contact Smart CPA and ask for either of them if you have an incredible idea and need pitch.”
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Fathy & Associates
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
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Dennis J Tisdale, CPA
“Answered my questions ON TAX DAY, rather complicated and he helped me get to the bottom of my concerns.”
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金管家會計師及財務規劃
- Video
- Enthusiasm
- Problem
“Whether you are a novice with zero knowledge of finance and taxation or have done accounting work before, I believe that after participating in Wendy's basic and intermediate accounting practical training courses, we will all You can become a qualifi...”
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Carl Grande- Grand Capital Management
- Future
- Regards
- Goals
“This has changed everything because now financial management has transformed from a stressor and a chore to something that we wake up excited about every morning!”
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A&B Garcia Tax Services
“The Garcia's are awesome”
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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.”
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Evermont Wealth
- Questions
- Company
- Health
“A fantastic team of financial advisors, extremely knowledgeable and always current with what is happening in the economic world to better advise their clients.”
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Sears Wealth Management & Insurance Solutions
- Life
- Peace
- Team
“I had been a client of Sears Wealth Management & Insurance Solutions for about a year when I was faced with the need for an unplanned early retirement.”
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Eclectic Associates
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Kalter Financial Group
- Book
“Our books are in good order because of them, and we have presented them to banking institutions and investors to aquire lines of credit and business acquisition inquiries.”
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Protax Financial Services
“Highly recommended, Connie did an excellent job with our returns, they are very professional.”
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Ambassador Wealth Management
“They're knowledgeable and guided me through rolling over my IRA, really making the whole process easy for me.”
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J Kellogg & Co
“Save serious $$$ on taxes.”
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Farther Advisors - Financial Planner Orange County
- Check in
- Acquisition
- Strategic Planning
“We haven't finished our financial plan yet, but I will definitely update and I'm expecting nothing but good results based on what they've shown me so far.”
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Benson Liao Insurance & Financial Center - Benson Liao
- Profession
- Patient
- Health Insurance
“Every time, Barbara takes a friendly, professional and sincere attitude, caringly stands in the customer's position, and carefully plans suitable products for customers.”
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Five Star Bookkeeping and Taxes
“More than just the 5 stars that state their name.”
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Maurer, Gittings & Graf
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
Why these companies made our list
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