Best Financial Advisors in Rosemead, CA

The highest-rated Financial Planning & Wealth Management companies out of 159 vetted & reviewed in the Rosemead area.

Figueroa & Co

Figueroa & Co

(18)
Quickbooks Services, Payroll Services, Cloud Accounting
“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2017
338 S Rosemead Blvd #4953, Pasadena, CA
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Treveri Capital

Treveri Capital

(1)
Twitter, Instagram, Google
“He basically walked me through the entire process.”
Licensed
In Business Since 2013
9132 Valley Blvd, Rosemead, CA
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If Simple, Business Financial Planning and Accounting

If Simple, Business Financial Planning and Accounting

In Business Since 2009
7220 Rosemead Blvd UNIT 106, San Gabriel, CA 91775
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Tandy Consulting

Tandy Consulting

(11)
Payroll Benefits, ADP Payroll, Payroll Compliance
“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!”
Transparent Fees & Pricing
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2017
Serving Rosemead Area
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Atlantic Tax Services

Atlantic Tax Services

(50)
  • Office
  • Company
  • People
“Everyone here is super nice and helpful, I personally do my taxes with Miguel and he helps me a lot understand and putting down my school information for my taxes!”
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2010
744 S Atlantic Blvd, East Los Angeles, CA
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The Hayes Law Firm

The Hayes Law Firm

(48)
Estate Plan, Power of Attorney, Medi-Cal Asset Planning
“The internship program provided me with an invaluable learning experience and I am grateful for the opportunity to have been a part of such a great organization.”
Accepts All Major Credit Cards
Remote Consultations Available
Family Business
Licensed
729 Mission St UNIT 300, South Pasadena, CA
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ACA Group

ACA Group

(49)
  • Resort
  • Contract
  • Call
“So far, they have been very helpful and very professional in the process but it is too early for me to make any definitive conclusion regarding their services.”
Free Initial Consultation
Licensed, BBB Accredited
In Business Since 2019
450 N Brand Blvd, Glendale, CA
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Paul Carney CPA

Paul Carney CPA

(49)
  • Questions
  • Tax Preparation
  • Knowledge
“Although this is not Paul's area of expertise, he went out of his way to explain some of the benefits and drawbacks of delaying receiving SS, which was appreciated.”
Transparent Fees & Pricing
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 1998
148 E Foothill Blvd # 100, Arcadia, CA
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The Agency

The Agency

(49)
  • Informative
  • Credit Repair
  • Receptionist
“I've been doin my taxes here for about 3 years now n so far i love the service n my refunds😆, fair pricing n Alfred n the lovely ladies r so friendly&kind to speak to.”
Free Initial Consultation
10+ Years Experience
1315 W Covina Pkwy, West Covina, CA
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Empress Investment Group

Empress Investment Group

(49)
  • Goals
  • Responsive
  • Attention
“My husband and I have been using Empress Investment Group for over ten years and have been extremely pleased with the knowledge, service and the kindness of Meagan Phelps.”
In Business Since 2009
321 N Larchmont Blvd Suite 800, Los Angeles, CA
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Robert Hall & Associates

Robert Hall & Associates

(47)
IRS Audit & Tax Problems, Elder Care, Tax Planning & Tax Consulting
“Stephen is my CPA but I have worked with 3-4 others over the years and they all rate a 10 on a 1-5 scale - I'm talking professional, knowledgeable, and superior in every way!!”
In Business Since 2000
300 W Glenoaks Blvd #200, Glendale, CA
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OC Financial Services

OC Financial Services

(13)
Industries, Notary Services, Business 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.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
Licensed, BBB Rating: A+
2330 W Valencia Dr, Fullerton, CA
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Tu Legado En 123 By Total Solutions

Tu Legado En 123 By Total Solutions

(50)
  • Estate
  • Patience
  • Trust
“Friendly service, very good information, I wanted to transfer the property title in the name of my children and here they advised me that it is not the most correct since the property taxes would increase and they recommended a living trust, I thank ...”
In Business Since 2023
Serving Rosemead Area
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Benson Liao Insurance & Financial Center - Benson Liao

Benson Liao Insurance & Financial Center - Benson Liao

(50)
Advanced Planning Resources, Products
“If you all need an one - stop full service for Insurance and investment , Benson Liao Insurance & Financial Center will definitely be your first choice !”
Licensed
In Business Since 2002
17506 Colima Rd #200, Rowland Heights, CA
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SK Enterprises

SK Enterprises

(37)
New Business Setup Information, Tax Services, Quickbooks Services
“They take great care of you, listen to all your needs and with their own portal for file uploads and appointment scheduling the life is so much easier and secure .”
Transparent Fees & Pricing
Offers Financing Options
Accepts Check
In Business Since 1997
Serving Rosemead Area
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HRL TAX Solutions

HRL TAX Solutions

(22)
Tax Preparation, Quickanswers, Dentists
“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.”
Remote Consultations Available
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2014
100 Barranca St Suite 409, West Covina, CA
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Elite Accountants Group

Elite Accountants Group

(28)
Financial Planning, Quickbooks Online, Business Valuations
“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.”
Transparent Fees & Pricing
In Business Since 2012
956 N Grand Ave, Covina, CA
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Edwin Does Taxes

Edwin Does Taxes

(35)
  • Knowledge
  • Informative
  • Tax Preparer
“Edwin is a great tax preparer so I decided to move forward with his service again this year, only this time I was assisted by one of his other tax preparer while he was away from his office.”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
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Accounting & Tax Solutions

Accounting & Tax Solutions

(20)
IRS Wage Levy, Tax Audit, Tax Liens
“Not sure what this wanna be tough guy with the fake name, Toe Peschi, is talking about, but Ruben and his team are extremely professional and very patient, willing to answer and explain any and all questions I have.”
Accepts All Major Credit Cards, Check
Licensed
In Business Since 2001
Serving Rosemead Area
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TIR Public Adjusters

TIR Public Adjusters

(19)
Business Interruption, Explosion Damage Insurance Claims, Business Property Damage
“Few months later he made the same insurance company, who was ignoring me, respond and pay for all the damages, packing, moving out, storage and housing.”
Emergency Services
Free Initial Consultation
Licensed
In Business Since 2015
401 N Kenwood St #304, Glendale, CA
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Pacific Accounting Group

Pacific Accounting Group

(29)
Tax Preparation, Bookkeeping
“The best part in my opinion is that he encourages that I keep my filings in order on a quarterly basis, that way when taxes are due, there is no rush to get everything in order.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Offers Financing Options
Licensed
80 S Lake Ave Suite 640, Pasadena, CA
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Golden Legacy Estate Planning

Golden Legacy Estate Planning

(24)
Probate Services, Trust Administration, Conservatorship
“Golden Legacy is making a positive impact on the community via teaching people how to gain wealth for self and the importance of leaving a financial Legacy for their family.”
Locally Owned & Operated
Licensed, BBB Accredited
In Business Since 2019
11455 Paramount Blvd Suite J, Downey, CA
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Gardena Financial

Gardena Financial

(33)
Tax Problem, Tax Preparation Fee, Business Tax
“When I have worked with other mortgage companies I never had any loan officer show the interest or take the time to make sure I was comfortable with the process as they did.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2007
1516 W Redondo Beach Blvd, Gardena, CA
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Calvary Tax Service

Calvary Tax Service

(5)
“) 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
Coupons & Offers
Licensed, BBB Rating: A+
In Business Since 2012
1135 E Rte 66 #108, Glendora, CA
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Retirement Planning and Investment Management Services in Rosemead, CA Cost Estimates

Minimum cost
$1044
Maximum cost
$8868
National Average
$3130
Avg Per Hour Rates
$313
$2087
$5739
Typical price range is based on 331 cost profiles
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Average Cost $3130
Minimum cost $1044
Maximum cost $8868
Avg Per Hour Rates $313

Typical range $2087 to $5739 is based on 331 cost profiles.

Why these companies made our list

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