Best Financial Advisors in Redondo Beach, CA

The highest-rated Financial Planning & Wealth Management companies out of 103 vetted & reviewed in the Redondo Beach area.

Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Questions
  • The Future
  • Phone
“I met with Stan to see if he could help with taxes and general financial advice, he has 40 years of experience and is well connected if there are situations he's unfamiliar with.”
In Business Since 1984
Licensed, BBB Rating: A
Serving Redondo Beach Area
i
Speedy Credit Repair

Speedy Credit Repair

(36)
  • Credit Score
  • Questions
  • Debt
“In so little time I was able to get approved for a house loan and a car , I would call Chris at anytime and he would always answer any question I had , Thumbs up to This honest Legit company So easy to work with and fast efficient service”
In Business Since 2002
Emergency Services
117 Main St # 202, Huntington Beach, CA
i
Montue, Woodard & Associates

Montue, Woodard & Associates

(41)
Individuals, Financial Statements, Bookkeeping
“This company is the Very best, they are Professionals in every sense of the word, the Office staff is friendly and knowledgeable, they help You understand the entire process and are always willing to answer any questions that You may have, and Ted i...”
In Business Since 2007
Accepts All Major Credit Cards
784 Redondo Ave, Long Beach, CA
i
Tax Professionals, CPA

Tax Professionals, CPA

(16)
Individual, Insurance, Wealth Management
“I have been doing my taxes with them for two years, I will definitely get their help again, and I would recommend you do it w them to get more refund with a peace mind.”
In Business Since 1997
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Redondo Beach Area
i
Bier Law

Bier Law

(37)
  • Trust
  • Informative
  • Intentions
“While I'd rather avoid going into intimate details for obvious reasons, Seth was tasked with this issue which was then made all the more complicated by the emerging uncertainty related to the onset of COVID-19 and its considerable impact upon the leg...”
In Business Since 2020
1722 Harriman Ln A, Redondo Beach, CA
i
Ameri Tax Service

Ameri Tax Service

(29)
Services, Bookkeeping, Planning
“Magolshia was so helpful and nice to talk to she made sure and double checked everything I definitely got mine and my gf's money's worth big returns when we were worried about oweing definitely the right place to go.”
In Business Since 2006
Transparent Fees & Pricing
Accepts All Major Credit Cards
3327 E 7th St, Long Beach, CA
i
Homeconstructionloan.com / Arroyo Consulting Group

Homeconstructionloan.com / Arroyo Consulting Group

(42)
Builder Selection/Vetting, Vendor Negotiations, Project Review/Analysis
“My husband and I purchased a tear down home and after looking, but not finding a workable construction loan from the national mortgage lenders, we were referred to Homeconstructionloan through one of my husbands colleagues; he had used Ty Kirkpatrick...”
In Business Since 1999
4000 MacArthur Blvd Suite 600, Newport Beach, CA
i
Kim R. Coyle CPA & Associates Orange County CPA

Kim R. Coyle CPA & Associates Orange County CPA

(18)
Tax Preparation, Services For Individuals, Personal Financial Planning
“He outlined very clearly and concisely exactly what I needed to get to him and then gave me an exact quote for what it would cost (which is on par, if not a bit lower than other CP As I have used in the past).”
In Business Since 2003
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
4972 Warner Ave #201, Huntington Beach, CA
i
Montagna & Associates

Montagna & Associates

(1)
Services For Individuals, Services For Quickbooks, Industries
“If you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business.”
In Business Since 1989
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards
1101 Dove St #190, Newport Beach, CA
i
First Class Counsel

First Class Counsel

(29)
Benefits of a Trust, Last Will and Testament, Trust Litigation
“Talking about what happens to your assets after you're gone might not be the most enjoyable conversation but the way Mr Davis and his professional staff Ms Kamally walked us through the process was amazing.”
In Business Since 2017
4701 Von Karman Ave Ste 100, Newport Beach, CA
i
Barrera

Barrera

(35)
Payroll, Immigration, Life Insurance
“They are worth every penny because they treat their clients well and no matter how little or how much you pay, they are willing to help you with anything and they are open all year round.”
27+ Years Experience
Serving Redondo Beach Area
i
Gardena Financial

Gardena Financial

(33)
Individual Tax, Tax Preparation Fee, Tax Problem
“Unlike many other tax accountants, such as the one my ex hired, who would get the paper work from us, and send us back home after a brief conversation, then call us to pick up our tax return once done, Kiak started my tax by an interesting financial ...”
In Business Since 2005
Transparent Fees & Pricing
Accepts All Major Credit Cards
1516 W Redondo Beach Blvd, Gardena, CA
i
Secure One Financial

Secure One Financial

(30)
  • Questions
  • Payment
  • Needs
“Customer service is excellent they walk you through the whole process and constantly check up on you and make sure that everything is well on your end thank you for your great help have a good outlook on the future financial”
In Business Since 2019
5000 Birch St W Tower, Suite 3000, Newport Beach, CA
i
Lever Law – A One Law Corporation Company

Lever Law – A One Law Corporation Company

(30)
  • Financial
  • Payments
  • Schedule
“Before, finding Steven Lever I had another Bankruptcy Lawyer with respect I will not say his name and what happened was a debt collector from my loan sue me so I told him that there was a summons against me.”
In Business Since 1995
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
200 Pine Ave #620, Long Beach, CA
i
S D Cooper Co

S D Cooper Co

(1)
“I did this in 2013 and now have a very successful business that will provide for many years of great income.”
In Business Since 2004
Transparent Fees & Pricing
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
18141 Beach Blvd #300, Huntington Beach, CA
i
Integrity Wealth Management

Integrity Wealth Management

The Wealthtrac Formula, Family Wealth Planning, Insurance Planning
“Welcome to Integrity Wealth Management. Integrity is not just our name, it is the standard by which we live. Integrity Wealth Management is a comprehensive financial services firm committed to helping our clients achieve long-term financial success. ...”
In Business Since 2010
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
3991 MacArthur Blvd, Newport Beach, CA
i
Scalco Financial

Scalco Financial

(10)
Investment Planning, Income Protection and Asset Preservation, Insurance Planning
“As a self-employed small business person, he prepared my tax returns quickly when I needed to get them done in order to have the best information available when applying for SBA programs.”
In Business Since 2016
Accepts Cash, Check
Licensed, BBB Rating: A+
207 E Broadway UNIT 201, Long Beach, CA
i
Essential Trust Financial Insurance Solutions

Essential Trust Financial Insurance Solutions

(23)
  • Team
  • Needs
  • Peace
“As a business owner I feel strongly about investing back into my employees, she helped me establish an employee benefits program to retain my top talent ( trust me this matters when you own your own business & do not want to do every single thing on ...”
In Business Since 2023
4590 MacArthur Blvd 5th Floor, Newport Beach, CA
i
McLellan, John W. CPA

McLellan, John W. CPA

(1)
Services For Individuals, Quickbooks Services, Tax Services
“He is smart, efficient and very knowledgeable about all aspects of tax planning.”
In Business Since 2003
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards, Check
Serving Redondo Beach Area
i
Weaver Consulting Group

Weaver Consulting Group

(19)
  • Investments
  • Future
“My family has been receiving financial guidance and support from Andrew and Weaver Consulting for almost a year now, and we really appreciate the attention to detail, and the consistent check-ins.”
In Business Since 2016
Family Business
CRPC, CRPC, CRPC Certified
101 Main St Ste 220, Huntington Beach, CA
i
Corey Tax Services

Corey Tax Services

(14)
Individual Tax Services, Creating Business Entities, Bookkeeping & Payroll Services
“The two generations of knowledge, diligence, and professionalism give me confidence in the service received and comfort from the assurances that backs his work.”
In Business Since 2012
Family Business
Serving Redondo Beach Area
i
Shenouda & Associates

Shenouda & Associates

(8)
Services For Individuals, Quickbooks Services, Tax Services
“Shenouda & Associates LLP has performed outstanding accounting and tax preparation for all my small business and personal needs, and I would highly recommend Shenouda & Associates accounting services to anyone.”
In Business Since 1993
Free Initial Consultation
Transparent Fees & Pricing
18377 Beach Blvd Ste 222, Huntington Beach, CA
i
Genwealth 360

Genwealth 360

(11)
Industries
“Shawn Davenport and his team showed great expertise in addressing my circumstances, making sure that I was completely compliant with the IRS and also setting me on an individualized plan for financial success.”
In Business Since 2013
Transparent Fees & Pricing
3711 Long Beach Blvd #1018, Long Beach, CA
i
Balboa Tax & Accounting Services

Balboa Tax & Accounting Services

(10)
Financial Planning, Business Planning, Philanthropic Planning
“Whether you are an individual or a business owner, working with Balboa will provide you with peace of mind, knowing that your financial matters are in the hands of experts who genuinely care about your success.”
In Business Since 2020
Free Initial Consultation
4100 Newport Pl Ste 760, Newport Beach, CA
i

Retirement Planning and Investment Management Services in Redondo Beach, CA Cost Estimates

Minimum cost
$1095
Maximum cost
$9302
National Average
$3284
Avg Per Hour Rates
$329
$2189
$6019
Fair price range is based on 550 cost profiles
Click to copy
Successfully copied!
Average Cost $3284
Minimum cost $1095
Maximum cost $9302
Avg Per Hour Rates $329

Fair range $2189 to $6019 is based on 550 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top