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Maytor Business Solutions INC
“It first time coming here with Mayra and it was an amazing experience!”
Best Financial Advisors near South Whittier, CA
There are no firms listed in South Whittier itself yet; the 15 below are the closest options, from towns including Whittier (3, 2 mi), Long Beach (2, 12 mi) and Santa Fe Springs (1, 2 mi).
4 open weekends · 12 rated 4.5+ · 3 show a license
Data verified October 21, 2026
Legaspi Tax
“Always willing to answer any questions I have.”
Cerda Muñoz Advisors
“I have such trust for Cerda Munoz Advisors, Inc have introduced family, friends, colleagues and anyone who is in needs of a stout reliable financial advisor that will help you grow for the future.”
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Solutions 4 U
“I called Maria in the search for some last minute help with my business taxes, and while she could not help with my specific situation she graciously provided me with some immediate advice on how to proceed on my own.”
Christian Masariego - Financial Advisor
Lusan Money Matters
The 15 firms listed for South Whittier, 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 Whittier, CA
14 of the 15 firms on this page have a rating, from 4.2 to 5.0 across 838 reviews; 6 have 50 or more reviews and 12 are rated 4.5 or higher. 4 are open on Saturdays. The services the firms on this page list most often on their websites are quickbooks services (3), bookkeeping (2), financial planning (2), individuals (2) and insurance (2). 3 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 3 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 10 publish a contact page; 10 list a public email and 5 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 Whittier take financial planning bookings online?
5 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.
Stan Diliberto, Cpa, CFP
“He has handled my complex returns as an International Airline pilot and now in my retirement.”
The Agency
“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.”
Edwin Does Taxes
“I can tell you that I have never received the expertise and customer service as I have received with Edwin.”
Montue, Woodard & Associates
“I have using Montue Woodward Associates for 5+ years and have always been pleased with their exceptional service.”
Benson Liao Insurance & Financial Center - Benson Liao
“Staff was professional and very thorough as we looked into various types of insurance coverages.”
Life Design Financial & Insurance Services
“It can be daunting contacting a Financial Adviser to discuss your private financial situation (money), but Scott made us feel very comfortable from the beginning.”
Tax Professionals, CPA
“Tushar Shaw is very prompt to respond, professional, and worth every penny for his services.”
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Tandy Consulting
“Corrections and changes are made quickly so everything is in perfect order moving forward through the new tax season.”
Anthony Sykes and Company
“If you are having tax problems and feel overwhelmed or afraid to deal with the IRS on your own, I would definitely recommend Anthony Sykes and his team”
Why these companies made our list
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