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Figueroa & Co
- Call
“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.”
Best Financial Advisors near Rosemead, CA
We have one firm in Rosemead on file, and it is on this list, along with 23 from towns including West Covina (3, 10 mi), Los Angeles (3, 19 mi) and Pasadena (2, 7 mi).
10 open weekends · 20 rated 4.5+ · 2 show a license
Data verified October 16, 2026
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Treveri Capital
“He basically walked me through the entire process.”
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If Simple, Business Financial Planning and Accounting
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Atlantic Tax Services
- File
- Audit
- Check
“Been coming here for 3 years now and everyone is always so helpful and efficient.”
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The Agency
- Receptionist
- Matter
- Service
“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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Empress Investment Group
- Attention
- Knowledge
- Decisions
“I highly recommend Empress to anyone who is looking for solid advice about finances, as well as professionals who value communication with their clients.”
The 24 firms listed for Rosemead, 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: Rosemead, CA
23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 1,107 reviews; 4 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 (93%), responsiveness (80%) and quality (78%). The topics that come up most in reviews of the firms on this page are "knowledge" and "efficient". 10 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are quickbooks services (4), payroll services (3), small business accounting (3), tax services (3) and all accounting services (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 8 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 7 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 18 list a public email and 9 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 Rosemead take financial planning bookings online?
9 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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Edwin Does Taxes
- Doubt
- Knowledge
- 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.”
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Gardena Financial
- Decisions
- Knowledge
- Questions
“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.”
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Herbert Financial Group - Empowering Business Owners
- Life Insurance
- Grants
- Investments
“If you are looking to save a lot of cash on some easy tax strategies that you may never hear from your CPA, come to Herbert Financial, and then thank me later.”
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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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Tax Legend
- Tax Services
- Season
“I've been going to tax legend for 3 years I'm a very loyal and happy customer , Raven is absolutely the best i totally recommend her trust me you won't be disappointed !”
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金管家會計師及財務規劃
- Video
- Efficient
- Enthusiasm
“The service attitude is good and the professional tax return manager can help with many professional issues related to personal finance👍👍👍 …”
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Carl Grande- Grand Capital Management
- Future
- Retirement
- Regards
“Originally came to Carl for advice on finances and was so pleased with the professionalism and knowledge he had that I became what's now lifetime client of his.”
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Econosolutions
“👍Very knowledgeable and professional.”
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Maytor Business Solutions INC
- Educating
- Efficient
- Corporate
“Recommended best and reliable place for tax preparation, accounting, filing with the DMV, and many more services and the best thing is a friendly and very reliable treatment”
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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!”
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Lake Avenue Financial
- Kids
- Questions
- Team
“I've done business with this company and I all I can say is that the service is A++ from the moment you arrive the professionalism and the attention to detail is seen.”
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Anthony Sykes and Company
- Team
- Tax Laws
- Integrity
“I've been working with Anthony for years.”
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OCM Investments
“Also, here's a picture of the building being torn down by a crane.”
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Eclectic Associates
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Xcel Financial Services
“Excellent service”
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Protax Financial Services
“Amazing service”
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Beyond Business Network
- Accounting
- Company
- Management
“This is a great place for drivers to look for help to start your own trucking business, they can help you with your permits and keeping track of your business management.”
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
Why these companies made our list
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