South Gate, CA

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South Gate, CA
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Best Financial Advisors in South Gate, CA

The highest-rated Financial Planning & Wealth Management companies out of 131 vetted & reviewed in the South Gate area.

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The Hayes Law Firm - Estate Planning & Probate Attorneys

The Hayes Law Firm - Estate Planning & Probate Attorneys

(48)
Power of Attorney, Estate Planning Documents, Probate Attorney
“Hayes was extremely helpful and informative, especially since I was calling from NY and trying to get some guidance for my mother in laws situation in Santa Monica.”
Family Business
Remote Consultations Available
Accepts All Major Credit Cards
Licensed
729 Mission St UNIT 300, South Pasadena, CA
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Maytor Business Solutions INC

Maytor Business Solutions INC

(25)
  • Efficient
  • Corporate
  • Life Insurance
“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”
In Business Since 2023
8432 State St, South Gate, CA
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Quint Tax Services, Corp

Quint Tax Services, Corp

(10)
Bussines, Individuals
“I will go back the next year”
Free Initial Consultation
In Business Since 2012
5845 Imperial Hwy. suite b, South Gate, CA
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Legaspi Tax

Legaspi Tax

(7)
Payroll, Company Registration, Financial Planning
“Always willing to answer any questions I have.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2015
11430 South St, Cerritos, CA
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Michelle B.H. Lee

Michelle B.H. Lee

“We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Services for Individuals”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2017
Serving South Gate Area
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Triton Tax Group

Triton Tax Group

(3)
“Melissa has been helping me with my taxes for a few years now and I have referred several of my colleagues to her because she's got great customer service skills and can explain things plainly for a tax dummy like me.”
In Business Since 2015
13263 South St, Cerritos, CA
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Dan the Reverse Mortgage Man

Dan the Reverse Mortgage Man

(7)
  • Home
“I hired Dan to sell my home and buy a new home and he was a really on top of getting things done and making sure that things went smoothly with the loan officer and escrow officer and he took care of issues that came up you can tell that he was exper...”
Free Initial Consultation
In Business Since 2023
13217 South St, Cerritos, CA
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Pih Investments

Pih Investments

Business Planning, Financial Planning, Custom Portfolio Management
“Pih Investments is an independent financial planning and wealth management consulting firm based in Los Angeles, California that provides unbiased, customized solutions to individuals, families, small businesses, and retirement plans.”
In Business Since 2013
526 Mission St 1st fl, South Pasadena, CA
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Monograph Wealth Advisors

Monograph Wealth Advisors

Remote Consultations Available
In Business Since 2013
Serving South Gate Area
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Newbury Capital Management

Newbury Capital Management

“Bonds are an integral part of an investment portfolio and allocation strategy. Because bonds typically provide a predictable income stream and predetermined maturity, many investors buy bonds to preserve capital, increase capital, or to receive inter...”
In Business Since 2009
812 Fremont Ave UNIT 101, South Pasadena, CA
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Amir & Associates CPA

Amir & Associates CPA

(9)
Controllership Services, Business Entity Selection, Business Consulting
“He worked with me throughout the entire process and walked me through Quickbooks Online a few times and assisted me with all the accounting issues for my business and filed my corporate tax returns before the deadline.”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
3858 W Carson St Suite 200, Torrance, CA
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Truax & Ocampo Professional Tax Advisors

Truax & Ocampo Professional Tax Advisors

(11)
Industries, Tax Services, Business Services
“My husband and I have been filing taxes together for 25 years and have never experienced anything like this and they are in Californian and we live in Tampa, FL!”
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2022
1125 E Broadway #164, Glendale, CA
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Gerber & Co

Gerber & Co

(46)
Doctors and Medical Practices, Tax Filings For Foreign Entities, International Estate Planning
“Our preparer, Tawny, has been doing our taxes for 20-25 years now and never fails to impress us with her devotion to getting the job done graciously and accurately.”
Family Business
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2012
1880 Century Park E Second Floor, Los Angeles, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Audit
  • Check
  • Office
“It would take me 2-3 days and I was always paranoid that I was doing something wrong.”
Free Initial Consultation
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2010
744 S Atlantic Blvd, East Los Angeles, CA
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Stone & Sallus

Stone & Sallus

(46)
Wills, Trusts & Estate Planning, Unfair Business Practices, Employment
“Their commitment to achieving the best possible outcome for me was evident in all of our interactions, and I will always be thankful we made the choice to have them represent us.”
Accepts Cash, Check
Licensed, BBB Rating: A
In Business Since 2019
Serving South Gate Area
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Paul Carney CPA

Paul Carney CPA

(49)
  • Needs
  • Deadline
  • Knowledge
“When asked to correct a lengthy problem with a looming deadline, Paul and crew quickly rose to the occasion and thankfully averted a greater problem or healthy fines.”
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2000
148 E Foothill Blvd # 100, Arcadia, CA
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The Plan Writers

The Plan Writers

(48)
  • Investors
  • Expertise
  • Understand
“They have an outstanding, well thought out process, that produces a direct result and level of accuracy I have never experienced with any business planning firm previously.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2022
10250 Constellation Blvd #2300, Los Angeles, CA
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Tax Payers Services

Tax Payers Services

(4)
“Positive Professionalism”
Free Initial Consultation
Coupons & Offers
Offers Financing Options
Transparent Fees & Pricing
901 S La Brea Ave #4, Los Angeles, CA
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Jeung Agency

Jeung Agency

(49)
Business Services, Wealth Management, Retirement Planning
“The features that I loved was that he put me in a product that guarantees my principal from any loses and still participate with the upside of stock market without any caps.”
In Business Since 2019
5670 Wilshire Blvd, Los Angeles, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Phone
  • The Future
  • Tax Preparation
“He was more than helpful and professional, at one point telling me he wanted to check another source to make sure he was providing the correct information.”
Licensed, BBB Rating: A
In Business Since 1986
Serving South Gate Area
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The Agency

The Agency

(48)
  • Matter
  • Service
  • Company
“I'll start off by stating that Alfred and his team of professionals are hands down the best Tax preparer's I have ever had the pleasure of doing business with.”
Free Initial Consultation
10+ Years Experience
1315 W Covina Pkwy, West Covina, CA
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Empress Investment Group

Empress Investment Group

(50)
  • Knowledge
  • Decisions
  • Goals
“We've been using Empress for over 11 years, hoping we could build upon what we had so when retirement came we would comfortable and not have to worry about our financial situation.”
In Business Since 2009
321 N Larchmont Blvd Suite 800, Los Angeles, CA
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OC Financial Services

OC Financial Services

(15)
Industries, Services For Quickbooks, Business Services
“I found OC Financial Services online and made an appointment with Irene to review my tax return, estimated payments, and ask a few other questions in regards to my small business.”
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
2330 W Valencia Dr, Fullerton, CA
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Little Saigon Living Trust

Little Saigon Living Trust

(50)
  • Need
  • Fee
  • Email
“After contacting several law firms in Southern California and did not get much responses, I just called Little Saigon Living Trust via my search on Google.”
In Business Since 2017
9191 Bolsa Ave #203, Westminster, CA
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Retirement Planning and Investment Management Services in South Gate, CA Cost Estimates

Minimum cost
$1153
Maximum cost
$9794
National Average
$3457
Avg Per Hour Rates
$346
$2305
$6337
Typical price range is based on 540 cost profiles
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Average Cost $3457
Minimum cost $1153
Maximum cost $9794
Avg Per Hour Rates $346

Typical range $2305 to $6337 is based on 540 cost profiles.

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Wealth Management Advisors near South Gate

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