Best Financial Advisors in Santa Fe Springs, CA

The highest-rated Financial Planning & Wealth Management companies out of 129 vetted & reviewed in the Santa Fe Springs area.

Tax Law Advocates - Tax Relief Company

Tax Law Advocates - Tax Relief Company

(48)
IRS Hardship Program, IRS Debt Forgiveness, Tax Preparation
“Tax Law Advocates has definitely been the lighthouse in the storm for me with dealing with the IRS, a couple years of upwards of tens of thousands of dollars in back taxes and I'm only 25 And have no idea how to deal with them.”
In Business Since 2010
Licensed, BBB Accredited
Free Initial Consultation
3611 S Harbor Blvd #210, Santa Ana, CA
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Peachtree Debt Relief

Peachtree Debt Relief

(48)
  • Informative
  • Questions
  • Shoulders
“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)
Incorporation Services, Quickbooks Services, Small Business Accounting
“I would definitely recommend his expertise to anyone who has back tax issues or any other tax related troubles.”
In Business Since 1994
Accepts All Major Credit Cards
Free Initial Consultation
12631 Imperial Hwy. F-136, Santa Fe Springs, CA 90670
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WES CPA

WES CPA

(12)
Wealth Management, Small Business Accounting, 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.”
In Business Since 2017
Free Initial Consultation
2500 Broadway Ste F-125, Santa Monica, CA
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Phillips Accountancy Corporation

Phillips Accountancy Corporation

(19)
  • Dental
  • Questions
“Started my dental business career by purchasing an older dentist practice with 1000sqft practice and bob started that journey with me , it was an expensive practice ( priced higher than today's prices ) had been through all bumps and Rocky roads t...”
In Business Since 1993
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 Forecasts & Projections, Audits, Reviews and Compilations, Bookkeeping/Write-up
“Have been seeing Dmitriy for two years now - he always makes quick work of my somewhat complex tax situation and helps me to get filed and refunded without any fuss.”
In Business Since 2009
Serving Santa Fe Springs Area
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Rae's

Rae's

(12)
“Nice, and professional service I would recommend this place”
In Business Since 2004
Accepts All Major Credit Cards
Family Business
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.”
In Business Since 2022
Transparent Fees & Pricing
Free Initial Consultation
2900 S Harbor Blvd Suite 225, Santa Ana, CA
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Divorce Analytics

Divorce Analytics

(14)
  • Mind
  • Financial
  • Information
“She patiently reviewed it with me, ensuring I understood every detail, providing valuable advice on things I should be mindful of , and addressing all my questions and concerns.”
In Business Since 2008
2219 Main St Unit #446, Santa Monica, CA
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Robert Ricco

Robert Ricco

(6)
Tax Services, Business Services, Quickbooks Services
“Whether you are running a business or seeking to have your personal tax returns completed, Rob's extensive knowledge will ensure that you structure your business or personal taxes in such a way to obtain the utmost savings.”
In Business Since 2016
Transparent Fees & Pricing
312 Arizona Ave, Santa Monica, CA
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J L Le Compte & Associates

J L Le Compte & Associates

(1)
“The environment here is very good”
In Business Since 2017
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
5241 E Santa Ana Canyon Rd #125, Anaheim, CA
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Tax Preparation Etc by Cam

Tax Preparation Etc by Cam

(12)
“I have gone to Cam for 4 years now and he always does a great job!”
In Business Since 2010
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)
Business Services, Tax Services, Services For Quickbooks
“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.”
In Business Since 2013
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Serving Santa Fe Springs Area
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Kevins7

Kevins7

(5)
“Kevin is great!”
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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The Entrust Group

The Entrust Group

(1)
“Also have a great portal to enroll and customer service reps pick up the phone quickly.”
In Business Since 2005
Transparent Fees & Pricing
520 Broadway, Santa Monica, CA
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Kamjoo & Associates

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...”
In Business Since 2007
Free Initial Consultation
11040 Santa Monica Blvd #490, Los Angeles, CA
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HK Wealth Management

HK Wealth Management

(10)
  • Company
  • Portfolio
  • Market
“They offer several portfolios that can be somewhat obtuse, but Cory has spent a considerable amount of time with me explaining the modus operandi of HK Wealth Management, and it rings true with what I see going on in the world.”
In Business Since 2009
Remote Consultations Available
11901 Santa Monica Blvd, Los Angeles, CA
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Silicon Valley Bank

Silicon Valley Bank

(3)
“These are private offices—it's NOT a bank branch for making deposits, withdrawals, etc.”
30++ Years Experience
1437 7th St #300, Santa Monica, CA
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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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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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Provident Financial Management

Provident Financial Management

(2)
Care For Acute Illnesses and Minor, Non-Emergency Injuries, Health Screenings
“Providence Financial Management”
In Business Since 1953
Accepts Debit, All Major Credit Cards, Check
3130 Wilshire Blvd #600, Santa Monica, CA
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Contrarian Advisors

Contrarian Advisors

(2)
“With so many conflicting opinions about investing, I appreciate how Craig is able to identify what the most likely long-term outcome is and explain that to me in terms I can understand.”
In Business Since 2013
Serving Santa Fe Springs Area
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Wilshire Advisors

Wilshire Advisors

(1)
“Beautiful building”
In Business Since 1994
1299 Ocean Ave #600, Santa Monica, CA
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Retirement Planning and Investment Management Services in Santa Fe Springs, CA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 349 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 349 cost profiles.

Why these companies made our list

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