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.

Peachtree Debt Relief

Peachtree Debt Relief

(48)
  • Informative
  • Questions
  • Program
“Daniel Pichardo as my representative and he was very informative did not hesitate to make sure I understood everything and took his time to even explain it to someone with me so I could have an extra opinion.”
In Business Since 2021
1551 N Tustin Ave Suite 555, Santa Ana, CA
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Tax Law Advocates

Tax Law Advocates

(19)
IRS Audit Attorneys, IRS Debt Forgiveness, IRS Tax Relief Services
“My situation was dicey, super-dicey, but the team at Tax Law Advocates worked with the IRS on my behalf until they got an approved payment plan in place to resolve my old debt, and worked with me to structure my business finances and payroll reportin...”
In Business Since 2010
Licensed, BBB Accredited
Free Initial Consultation
3611 S Harbor Blvd #150, Santa Ana, CA
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Empress Investment Group

Empress Investment Group

(30)
Long-Term Care and Life Insurance, 401k Rollovers and Ira Transfers/Conversions, Retirement Planning
“Meagan and her team are a group of professionals that have guided my personal finances and wealth management strategies with solid advice and insightful guidance regardless of market conditions.”
In Business Since 2013
3205 Ocean Park Blvd, Santa Monica, CA
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Anthony Sykes and Company

Anthony Sykes and Company

(14)
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 1991
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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World Accounting Group

World Accounting Group

Bookkeeping Answers, Forensic Accounting, Non-Filed Tax Returns
“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...”
Free Initial Consultation
In Business Since 2007
Transparent Fees & Pricing
Offers Financing Options
10436 Santa Monica Blvd #3030, Los Angeles, 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 1992
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

(29)
Financial Forecasts & Projections, Audits, Reviews and Compilations, Bookkeeping/Write-up
“When I came to Dmitriy for a paid consultation I moved from a different state had issues with prior tax returns and needed planning for the companies that I was a partner in and the new company that I was setting up.”
In Business Since 2009
Serving Santa Fe Springs Area
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Nations Credit Solutions

Nations Credit Solutions

(13)
  • Debt
“Ive worked with other companies in the past, which always made me more confused talking to them.”
In Business Since 2022
Free Initial Consultation
2850 Red Hill Ave #110, Santa Ana, CA
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Rae's

Rae's

(12)
“Nice, and professional service I would recommend this place”
In Business Since 2001
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)
“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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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 2014
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
5241 E Santa Ana Canyon Rd #125, Anaheim, 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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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 2011
Accepts Cash only
136 E Santa Clara St #2, Arcadia, CA
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Divorce Analytics

Divorce Analytics

(9)
  • Financial
“She also has strong interpersonal skills and high emotional intelligence and those are partly the reason she has had such great success when dealing with high conflict situations.”
In Business Since 2008
2219 Main St Unit #446, Santa Monica, CA
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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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Accept Credit Cards and Merchant Accounts - Ndms

Accept Credit Cards and Merchant Accounts - Ndms

Multi-Currency, PCI Compliance, Auto Updater (Exp. Cards)
“Outsource your payments to National. We'll be your single point of contact providing unparalleled customer service. Simple integration, PCI solutions with APIs / SDKs for any sized business.”
In Business Since 2004
Remote Consultations Available
12335 Santa Monica Blvd, Los Angeles, CA
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One Wealth Management

One Wealth Management

(3)
Individual Retirement Planning, Traditional Investments, Alternative Investments
“One Wealth Management has an awesome team; we are coordinating a combined NAIFA-California event for Life Insurance Awareness Month 2018 and with expert staff such as Vivian Kim, and Brandon Au the planning has been smooth.”
In Business Since 2006
233 Wilshire Blvd # 550, Santa Monica, 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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Cuong Le CPA

Cuong Le CPA

(1)
“Great , professional and ethical service.”
In Business Since 1996
Accepts All Major Credit Cards
Transparent Fees & Pricing
2020 Pico Blvd Ste C, Santa Monica, 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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Smartvestor Pro LPL Financial

Smartvestor Pro LPL Financial

In Business Since 2021
Remote Consultations Available
Serving Santa Fe Springs Area
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Syndicated Capital

Syndicated Capital

Netxinvestor, Brokercheck
“Syndicated Capital, Inc. is a registered Broker/Dealer, Member FINRA & SIPC, and not a bank. Investment advisory services are provided by Syndicated Capital, Inc., a registered investment advisor. Where appropriate, Syndicated Capital, Inc. has enter...”
In Business Since 1992
1299 Ocean Ave, 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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