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Maytor Business Solutions INC
“It was a very simple procedure and they were very friendly while also being affordable.”
Best Financial Advisors near South Gate, CA
We have one firm in South Gate on file, and it is on this list, along with 14 from towns including Long Beach (2, 10 mi), South Pasadena (2, 12 mi) and Los Angeles (2, 17 mi).
7 open weekends · 11 rated 4.5+
Data verified October 17, 2026
Legaspi Tax
“He is always able to adjust his schedule to mine as well as answer all my questions in a VERY professional AND caring way.”
Pih Investments
Monograph Wealth Advisors
Newbury Capital Management
Atlantic Tax Services
“Very good service, we have been coming here for 14 years, always very good service.”
The 15 firms listed for South Gate, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: South Gate, CA
12 of the 15 firms on this page have a rating, from 4.4 to 5.0 across 817 reviews; 4 have 50 or more reviews and 11 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (81%) and quality (71%). The topics that come up most in reviews of the firms on this page are "knowledge" and "efficient". 7 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), bookkeeping (2), individuals (2), insurance (2) and tax services (2). 2 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for South Gate take financial planning bookings online?
7 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Jeung Agency
“Stephen Jeung was very personable, and knowledgeable with 25+ years experience in his field.”
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Empress Investment Group
“Megan is a Godsend, I do not know what I would do without her, she has directed me successfully in maintaining my assets.”
Montue, Woodard & Associates
“The quality service that I continue to receive is always 100 percent.”
Tax Professionals, CPA
“They know how to do taxes right.”
Edwin Does Taxes
“It takes a long time to find a tax professional that you can trust with your business and personal finances.”
Kay Properties and Investments
“KPI provided great training and support so I could evaluate DST properties for my 1031 exchange.”
Gardena Financial
“The people working here are top notch when it comes to doing your taxes, and in the process of doing your taxes they will educate you in mistakes many tax places do and things to avoid.”
1st Quality Tax Service
“Great customer service- with attention to detail.”
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Tax Legend
“Tax legend is the best place to go for taxes Raven is amazing”
Why these companies made our list
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