South Whittier, CA

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South Whittier, CA
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Best Financial Advisors in South Whittier, CA

The highest-rated Financial Planning & Wealth Management companies out of 133 vetted & reviewed in the South Whittier area.

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The Hayes Law Firm - Estate Planning & Probate Attorneys

The Hayes Law Firm - Estate Planning & Probate Attorneys

(48)
Probate Attorney, Probate Administration, Medi-Cal Asset Planning
“Through their organised system of communication, The Hayes Law Firm was able to complete our family trust; leaving us with a sense of confidence that we enjoy with a smile each time the subject arises!”
Remote Consultations Available
Licensed
Accepts All Major Credit Cards
In Business Since 2016
729 Mission St UNIT 300, South Pasadena, CA
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Dennis J Tisdale, CPA

Dennis J Tisdale, CPA

(1)
Quickbooks Services, Payroll Services, Tax Services
“Answered my questions ON TAX DAY, rather complicated and he helped me get to the bottom of my concerns.”
Licensed, BBB Rating: A+
Remote Consultations Available
In Business Since 1986
Serving South Whittier Area
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Maytor Business Solutions INC

Maytor Business Solutions INC

(25)
  • Information
  • Seminars
  • Efficient
“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
“First time going there and I will come back to do my taxes yearly with them for now on.”
Free Initial Consultation
In Business Since 2012
5845 Imperial Hwy. suite b, South Gate, CA
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Legaspi Tax

Legaspi Tax

(7)
Financial Planning, Bookkeeping, Insurance
“Thank you ml tax for providing me with the highest refund possible.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2018
11430 South St, Cerritos, CA
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Cerda Muñoz Advisors

Cerda Muñoz Advisors

(12)
  • Matter
  • Questions
  • Financial Advisor
“Last year I went from a W2 employee to 1099, it was a uncertain move at first, but Gilbert help understand the differences in taxes and more importantly how to save on taxes.”
In Business Since 2013
7720 Painter Ave Suite A, Whittier, CA
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Accurate Taxes

Accurate Taxes

(11)
  • Communication
“And like the fact that she will work with you on setting up an appointment I'm a customer for life.”
CTEC Certified
In Business Since 2024
13601 Whittier Blvd # 503, Whittier, CA
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RG Taxes

RG Taxes

(1)
“Impressively, these were the first tax returns in our 18-year history that were prepared and submitted without extensions, despite our books always being closed in the first week of the new year.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2016
7355 Greenleaf Ave, Whittier, 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”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2018
Serving South Whittier Area
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Solutions 4 U

Solutions 4 U

(11)
  • Information
“Maria is absolutely great and very knowledgeable about what I needed as far as documents for my career and the guy at the front desk, I think his name was Daniel, entered all my information and processed it fast.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2007
15155 Leffingwell Rd #102, Whittier, CA
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Golden Memorial

Golden Memorial

(13)
  • Leadership
  • Income
  • System
“In addition, I just had a customer called me this morning and wanting to buy Final Expense Whole Life Insurance for their family because one of their family members just recently passed away and they had a great experience with our company.”
In Business Since 2015
13215 Penn St #620, Whittier, CA
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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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J & S Real Estate Investments

J & S Real Estate Investments

(1)
“J&S Real Estate Investment LLC, is by far a trust worthy company to work with, the team goes above and beyond for you and will definitely help you if your home is in a hard rock situation.”
In Business Since 2021
481 E Whittier Blvd Ste 481A, La Habra, CA
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Luevano Financial Solutions

Luevano Financial Solutions

(1)
“Great and friendly service.”
5908 Whittier Blvd, Los Angeles, CA
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Pih Investments

Pih Investments

Financial Planning, Business 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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Christian Masariego - Financial Advisor

Christian Masariego - Financial Advisor

9075 Whittier Blvd, Pico Rivera, CA
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Prime Capital Investments

Prime Capital Investments

“To get the highest asset quality available along with best possible yields, we go in with our experts and streamline operations. Our firm has a team with expertise in construction, banking, brokering, and financial structuring.”
In Business Since 2018
13215 Penn St #315, Whittier, CA
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Lusan Money Matters

Lusan Money Matters

In Business Since 2019
13225 Philadelphia St E6, Whittier, CA
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Monograph Wealth Advisors

Monograph Wealth Advisors

Remote Consultations Available
In Business Since 2013
Serving South Whittier 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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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Company
  • Team
  • Audit
“Very good fast service we were in and out in about 10 minutes”
Free Initial Consultation
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2011
744 S Atlantic Blvd, East Los Angeles, CA
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Liberty Debt Relief

Liberty Debt Relief

(49)
Debt Consolidation, Private Student Loans
“I have signed up for text notifications on my settlements and accounts and I have been able to respond quickly when settlements have been offered under my plan.”
Free Initial Consultation
In Business Since 2015
333 City Blvd W 17th FL, Orange, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Tax Preparation
  • Questions
  • Investments
“Best experience with Stan Diliberto he was very patient and took time to walk me through my whole process I would highly recommend him to anyone who is in a tax situation”
Licensed, BBB Rating: A
In Business Since 1987
Serving South Whittier Area
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Retirement Planning and Investment Management Services in South Whittier, CA Cost Estimates

Minimum cost
$1072
Maximum cost
$9111
National Average
$3216
Avg Per Hour Rates
$322
$2144
$5896
Average price range is based on 443 cost profiles
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Average Cost $3216
Minimum cost $1072
Maximum cost $9111
Avg Per Hour Rates $322

Average range $2144 to $5896 is based on 443 cost profiles.

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Wealth Management Advisors near South Whittier

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