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.

The Hayes Law Firm

The Hayes Law Firm

(48)
Probate Attorney, Probate Administration, Medi-Cal Asset Planning
“It was unfortunately too late as another member of the family retained an attorney and it seemed it would be handled fairly so I decided not to contest.”
Remote Consultations Available
Licensed
Accepts All Major Credit Cards
In Business Since 2017
729 Mission St UNIT 300, South Pasadena, CA
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Guidant Planning

Guidant Planning

Services, Holistic Planning
“A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either ...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2005
1499 Huntington Dr #303, South Pasadena, 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 2015
11430 South St, Cerritos, CA
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Cerda Muñoz Advisors

Cerda Muñoz Advisors

(12)
  • Questions
  • Taxes
“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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Dennis J Tisdale, CPA

Dennis J Tisdale, CPA

Quickbooks Services, Payroll Services, Tax Services
“Dennis J Tisdale, CPA builds strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation. Dennis J Ti...”
Licensed, BBB Rating: A+
Remote Consultations Available
In Business Since 1983
Serving South Whittier Area
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Accurate Taxes

Accurate Taxes

(8)
“Accurate taxes is the most professional tax service I have ever had prepare my taxes.”
CTEC Certified
13601 Whittier Blvd Ste 503, 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 2015
Serving South Whittier Area
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Solutions 4 U

Solutions 4 U

(10)
“I appreciate very much the time she took with me and feel that should you contact her you will receive top notch service from a professional that cares!”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2007
15155 Leffingwell Rd #102, 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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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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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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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

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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RG Taxes

RG Taxes

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2016
8520 Michigan Ave #4201, Whittier, 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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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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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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Monograph Wealth Advisors

Monograph Wealth Advisors

In Business Since 2013
Serving South Whittier Area
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Melendez Company & Associates

Melendez Company & Associates

(4)
“He delivered the return very quickly, and we wrapped up with a consultative session to answer final questions, and a few tips on how to better prep for our taxes next year.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1980
Serving South Whittier Area
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Atlantic Tax Services

Atlantic Tax Services

(50)
  • People
  • Team
  • Company
“Best tax services in LA, I came in today to do my taxes as a walkin and as always the best treatment was given to us, the clients, I appreciate ATS, and Andy.”
Free Initial Consultation
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2010
744 S Atlantic Blvd, East Los Angeles, CA
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Liberty Debt Relief

Liberty Debt Relief

(50)
Debt Consolidation, Private Student Loans
“Every one that I have work with great since day 1 I was very skeptical about using them but it turned out to be the best decision, I wouldn't have it no other way thank you Liberty debt relief.”
Free Initial Consultation
In Business Since 2015
333 City Blvd W 17th FL, Orange, CA
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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.

Why these companies made our list

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