Best Financial Advisors in South Whittier, CA

The highest-rated Financial Planning & Wealth Management firms out of 227 vetted & reviewed in the South Whittier area.

Anthony Sykes and Company

Anthony Sykes and Company

(8)
Quickbooks Services, Small Business Accounting, Incorporation Services
“Sykes,he cares for his clients and will go the extra mile to help resolve tax issues.”
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 1992
Serving South Whittier Area
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Asset Allies Tax

Asset Allies Tax

(1)
Tax Planning, Start Ups, Mergers & Acquisitions
“This team can take a mess, straigthen things out, and make a workable plan.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2018
Serving South Whittier Area
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KO & LEE CPA

KO & LEE CPA

(10)
“From helping me understand the different taxes to reminding me when they are due as well as helping set up payroll and business licenses, I feel so lucky to have found them!”
In Business Since 2019
Serving South Whittier Area
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La Mirada Financial

La Mirada Financial

(4)
  • Retirement
“Bob Waln has sat with us and explained the best options for our financial situation and retirement.”
Serving South Whittier Area
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Calvary Tax Service

Calvary Tax Service

(4)
“) Following Jim's passing the staff at Calvary have continued providing the highly professional tax preparation services I've come to expect while maintaining a warn, and friendly environment!”
Coupons & Offers
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2011
1135 E Rte 66 #108, Glendora, CA
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Rockwell Capital Group - Accounting & Bookkeeping

Rockwell Capital Group - Accounting & Bookkeeping

(14)
  • Tax Return
  • Team
“I have already recommended him to another business owner and would not hesitate referring him to anyone needing bookkeeping services here in the Los Angeles area.”
In Business Since 2010
100 W Broadway #750, Glendale, CA
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EFC Wealth Management Firm

EFC Wealth Management Firm

(5)
“Impressed beyond words with Cory and his wonderful staff at EFC--they are canny about investments, up to the changing events on the investment scene and caring about their investors.”
In Business Since 2009
5777 W Century Blvd #985, Los Angeles, CA
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Advanced Planning Solutions

Advanced Planning Solutions

(1)
“Went to see John to get help with retirement planning.”
In Business Since 2013
225 Ave I #201, Redondo Beach, CA
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Prosperity Wealth Planning

Prosperity Wealth Planning

(1)
“She is very responsive and makes a point of touching base with her clients through out the year.”
In Business Since 2019
3780 Kilroy Airport Way Suite 200, Long Beach, CA
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Marc C. Phelps CPA

Marc C. Phelps CPA

(1)
Business Consulting, Accounting Services, Tax Resolution Services
“I have recommended Marc to my family, friends and co-workers and will continue to do so.”
In Business Since 2005
Serving South Whittier Area
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Stark Wealth Management

Stark Wealth Management

(1)
“Great Tax Agency, been coming here for years and I'm always happy.”
Licensed
Accepts Cash
In Business Since 2019
Serving South Whittier Area
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Tax Payers Services

Tax Payers Services

(2)
“Down to earth..”
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2004
901 S La Brea Ave #4, Los Angeles, CA
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The Hayes Law Firm

The Hayes Law Firm

(30)
Probate Attorney, Probate Administration, Medi-Cal Asset Planning
“At a time right now in the pandemic there is so much uncertainty, this is as good a time as any to take a look at those options and have a plan in place for your present and future.”
Emergency Services
Licensed
Accepts All Major Credit Cards
In Business Since 2016
729 Mission St #300, South Pasadena, CA
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Gerber & Co

Gerber & Co

(17)
U.S. Residency, Tax Filings For Foreign Entities, California Tax Issues
“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
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2011
1880 Century Park East Second Floor, Los Angeles, CA
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Figueroa & Co

Figueroa & Co

(16)
Financial Services, Business and Financial Consulting, Cloud Accounting
“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”
Free Initial Consultation
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2016
338 S Rosemead Blvd #4953, Pasadena, CA
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Stone & Sallus

Stone & Sallus

(29)
Breach of Contract, Business Torts, Wills, Trusts & Estate Planning
“He achieved fast and surprisingly trouble free results regarding my tenant situation which I had not been able to achieve myself after trying for over a year.”
Licensed, BBB Rating: A
Accepts Cash, Check
In Business Since 2018
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
Typical 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

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

Why these companies made our list

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