Best Financial Advisors in Santa Clarita, CA
The highest-rated Financial Planning & Wealth Management companies out of 112 vetted & reviewed in the Santa Clarita area.
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Quickbooks Services, Payroll Services, Incorporation Services
“Knows his stuff backwards and forwards and is so understanding and patient with my complicated tax needs - I use his services for both multi-state corporate taxes and personal taxes.”
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Velin & Associates Los Angeles CPA Firm
Forensic Accounting, Financial Statements, Cash Flow & Budgeting Analysis
“My situation become even more complicated when the IRS began to tax gains made on cryptocurrencies and when I had to sign an agreement with a startup that involved shares I was to own.”
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Robert Ricco
Quickbooks Services, Business Services, Tax Services
“I explained my situation, my stress about changing CP As, my tendency to get worked up about finances especially regarding my S-Corp, my need for timely communication to queries, etc”
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Divorce Analytics
- Compassionate
- Report
- Needs
“Victoria shared a ton of useful information about how much your financial situation affects not just your divorce process but also life before and after your divorce is finalized.”
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Tax Preparation Etc by Cam
“Best accounting services and financial/business advice in 30 years bar none!”
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Kevins7
“Excellent financial planning!”
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Michael L. Green Tax & Financial
Year Round, Enrolled Agent, Bookkeeping
“Michael always does a great job, I've been coming here for years.”
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The Entrust Group
“Also have a great portal to enroll and customer service reps pick up the phone quickly.”
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HK Wealth Management
- Funds
- Education
- Market
“Just today 3/16/20 when the stock market took a big dive, I'm up 11% on my investments with Cory's strategy while many folks are down 20 to 33% off their tradition investments.”
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Kamjoo & Associates
“Kamjoo CPA is a Los Angeles, CA CPA firm working with business owners and individuals. We have years of real world experience providing accounting services for all kinds of small businesses including bookkeeping, tax planning and new business advisor...”
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Silicon Valley Bank
“My little sister is there”
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Vance Wealth
“Questions about your financial future, reach out to Niall.”
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Contrarian Advisors
“When I learned that Contrarian Advisors correctly predicted and their investment clients profited from the 2008 financial crisis, I wanted to learn more.”
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Provident Financial Management
Annual Physicals and Vaccinations, Health Screenings, Non-Emergency Injuries
“Professional staff”
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Wilshire Advisors
“Beautiful building”
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Stella Oak Financial and Insurance Services
“Awesome thanks 😊 …”
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Goodfriend & Jacobs
“Amazing people and a great business”
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Capital Intelligence Associates
“Capital Intelligence Associates is a full-service independent wealth management firm with a clear understanding of the financial world and its constantly changing landscape. Rely on us to be your financial resource, to look after you and provide guid...”
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Castillo Accountancy Corporation
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
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Trinity Small Business Solutions
The Team at Trinity Sbs is at Your Service, We Offer Comprehensive, Without Exception
“Whether you are a small business owner, a manager at a mid-sized corporation, or a self-employed freelancer, the team at Trinity Small Business Solutions is at your service. We offer comprehensive, cost effective bookkeeping and IT services available...”
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World Accounting Group
Accounting Tuneup, IRS Payment Plan, Financial Planning
“We are a full-service accounting firm located in California. We offer a broad range of services for business owners, executives, and independent professionals in a variety of industries. We view every client relationship like a partnership, and truly...”
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Superior Financial Systems
“Superior Financial Systems is a merchant services provider with decades of combined experience helping businesses nationwide. We provide various services including but not limited to contactless and EMV chip card processing, mobile solutions, eCommer...”
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Causeway Capital Management
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Cuong Le CPA
“Great , professional and ethical service.”
Retirement Planning and Investment Management Services in Santa Clarita, CA Cost Estimates
Why these companies made our list
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