Best Financial Advisors in Santa Ana, CA

The highest-rated Financial Planning & Wealth Management companies out of 175 vetted & reviewed in the Santa Ana area.

Tax Law Advocates - Tax Relief Company

Tax Law Advocates - Tax Relief Company

(48)
Lien/Levy Removal, IRS Tax Relief Services, Offer In Compromise
“I owed State taxes for years and it seems I would never pay them off, I tried Tax Law Advocates and I got my State tax debt eliminated completely, thank you Tax Law Advocates for giving me my financial life back.”
Free Initial Consultation
In Business Since 2010
Licensed, BBB Accredited
3611 S Harbor Blvd #210, Santa Ana, CA
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Peachtree Debt Relief

Peachtree Debt Relief

(48)
  • Program
  • Stress
  • Understanding
“I'd have to say that Peachtree Debt Relief has really helped me to get out of, AND away from, DEBT I've been going through what a lot of people are going through, especially since the wonderful PANDEMIC......”
In Business Since 2021
1551 N Tustin Ave Suite 555, Santa Ana, CA
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Anthony Sykes and Company

Anthony Sykes and Company

(16)
Small Business Accounting, Incorporation Services, Quickbooks Services
“Every time we refer someone to Anthony and his team they always come back and Thank you.”
Free Initial Consultation
In Business Since 1991
Accepts All Major Credit Cards
Serving Santa Ana Area
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Phillips Accountancy Corporation

Phillips Accountancy Corporation

(19)
  • Dental
  • Questions
“His wise advice and counsel enabled me to develop sound practice principles with a high personal income that eventually allowed me to retire at age 61.”
In Business Since 1994
Accepts All Major Credit Cards
1851 E 1st St #835, Santa Ana, CA
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Velin & Associates Los Angeles CPA Firm

Velin & Associates Los Angeles CPA Firm

(30)
Financial Statements, Forensic Accounting, Cash Flow & Budgeting Analysis
“As a practicing dentist with a lot of expenses and overhead, it's important for me to find someone who is good at communicating and is also efficient and attentive to detail.”
In Business Since 2009
Serving Santa Ana Area
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Rae's

Rae's

(12)
“So glad I made the switch and started going here.”
Family Business
In Business Since 2001
Accepts All Major Credit Cards
319 S Main St A, Santa Ana, CA
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Linda Le - First Financial Security

Linda Le - First Financial Security

(7)
  • Questions
“Linda have a the best agency I ever work with , she take time to explain all the questions I have … look out for my future… what ever I need … really appreciate Linda hard work.”
Free Initial Consultation
In Business Since 2022
Transparent Fees & Pricing
2900 S Harbor Blvd Suite 225, Santa Ana, CA
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J L Le Compte & Associates

J L Le Compte & Associates

(1)
“The environment here is very good”
Free Initial Consultation
Offers Financing Options
In Business Since 2016
Transparent Fees & Pricing
5241 E Santa Ana Canyon Rd #125, Anaheim, CA
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Tax Preparation Etc by Cam

Tax Preparation Etc by Cam

(12)
“Team Cam are responsive and thorough.”
In Business Since 2009
Accepts Cash only
136 E Santa Clara St #2, Arcadia, CA
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Jelena S. Black, Cpa, CVA

Jelena S. Black, Cpa, CVA

(2)
Services For Quickbooks, Business Services, Tax Services
“We were convinced that we were going to owe money this year, but Jelena helped us to find deductions that we didn't know about and we ended up getting a nice refund.”
Free Initial Consultation
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
Serving Santa Ana Area
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Kevins7

Kevins7

(5)
“Excellent services!!!”
In Business Since 2021
Remote Consultations Available
9440 S Santa Monica Blvd SUITE 301, Beverly Hills, CA
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Roman Realtors & Financial Services,inc

Roman Realtors & Financial Services,inc

(1)
“Thanks to that we have bought our dream house and are very happy and grateful.”
In Business Since 2003
Transparent Fees & Pricing
2320 N Grand Ave, Santa Ana, CA
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Amy Nitao & FFS Associates

Amy Nitao & FFS Associates

(14)
  • Meeting
  • Life Insurance
  • Patient
“I met Amy 3 years ago, at the beginning of Covid-19 pandemic, when we were doing charity work to help the elderly, the first responders' families, doctors, nurses, etc.”
In Business Since 1997
2900 S Harbor Blvd Suite 225, Santa Ana, CA
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Smartvestor Pro LPL Financial

Smartvestor Pro LPL Financial

In Business Since 2021
Remote Consultations Available
Serving Santa Ana Area
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Golden State Wealth Management

Golden State Wealth Management

(3)
“With everyone I've met, the provide a wealth of knowledge and an expert in the financial world; they will steer you to successful accounts and lifelong partnerships.”
In Business Since 2018
201 Sandpointe Ave #460, Santa Ana, CA
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Walter Weiss Law Office

Walter Weiss Law Office

(3)
“Just the best honest and straightforward atty for litigation and general matters.”
In Business Since 2010
10350 Santa Monica Blvd Suite 295, Los Angeles, CA
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Debt America

Debt America

(2)
“Their consultant listened to my situation and was quickly able to tell me realistically how this works.”
In Business Since 2006
3100 S Harbor Blvd Suite 250, Santa Ana, CA
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Blossom and Blush Beauty

Blossom and Blush Beauty

(1)
“Love the shape and natural strokes that look like hair.”
In Business Since 2023
100 E MacArthur Blvd, Santa Ana, CA
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Maxson & Associates Accountancy Corporation

Maxson & Associates Accountancy Corporation

“The mission of Maxson & Associates is to provide accounting, tax, and financial consulting services that are focused on enabling our clients to achieve their individually defined goals of wealth building and wealth retention. We render these services...”
In Business Since 2012
Accepts All Major Credit Cards
2677 N Main St #930, Santa Ana, CA
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World Financial Group

World Financial Group

(10)
  • Learned
“My family is in a much better position because of the time they took to educate us and then walked us step by step thru becoming a client of multiple products.”
In Business Since 2000
Licensed
12215-N Telegraph Rd # 211, Santa Fe Springs, CA
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MM & Company

MM & Company

“MM & Company strives to actually be “part of our client's team” instead of just a vendor that provides a service. The company's culture reflects that. With over 60 years of combined experience, they provide strategic expertise and mentorship that hel...”
In Business Since 2016
LLP Certified
1 MacArthur Pl Suite 500, Santa Ana, CA
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Financial Strategies - Wealth Management Group

Financial Strategies - Wealth Management Group

Services, Fee-Based Structure
Transparent Fees & Pricing
In Business Since 2014
Licensed
6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA
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Barnett & Company

Barnett & Company

(5)
Trusts and Estates, Individual Financial Planning, Tax Planning
“I've been working with a firm that was acquired by BCI and I'm happy to say that the quality and professionalism I had come to expect with my longtime CPA has stayed excellent!”
In Business Since 2004
Free Initial Consultation
Serving Santa Ana Area
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Nations Credit Solutions

Nations Credit Solutions

(11)
  • Scam
  • Spam
  • Call
“The customer service team was helpful and answered all my queries promptly.”
In Business Since 2022
Free Initial Consultation
2850 Red Hill Ave #110, Santa Ana, CA
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Retirement Planning and Investment Management Services in Santa Ana, CA Cost Estimates

Minimum cost
$1235
Maximum cost
$10491
National Average
$3703
Avg Per Hour Rates
$371
$2469
$6789
Typical price range is based on 334 cost profiles
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Average Cost $3703
Minimum cost $1235
Maximum cost $10491
Avg Per Hour Rates $371

Typical range $2469 to $6789 is based on 334 cost profiles.

Why these companies made our list

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