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Dennis J Tisdale, CPA
“Answered my questions ON TAX DAY, rather complicated and he helped me get to the bottom of my concerns.”
Best Financial Advisors near South Whittier, CA
There are no firms listed in South Whittier itself yet; the 24 below are the closest options, from towns including Whittier (5, 2 mi), West Covina (2, 11 mi) and Long Beach (2, 12 mi).
10 open weekends · 17 rated 4.5+ · 2 show a license
Data verified October 16, 2026
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Maytor Business Solutions INC
- 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”
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Legaspi Tax
- Questions
- Tax Preparer
“Thank you ml tax for providing me with the highest refund possible.”
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Cerda Muñoz Advisors
- 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.”
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Solutions 4 U
- 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.”
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Golden Memorial
- 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.”
The 24 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
20 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 1,092 reviews; 5 have 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (90%) and value (86%). The topics that come up most in reviews of the firms on this page are "knowledge" and "efficient". 10 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), quickbooks services (3), bookkeeping (2), individuals (2) and insurance (2). 2 show a license on their websites and 8 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 4 offer a free initial consultation. We have a website on file for 22 of the firms on this page; 18 publish a contact page; 16 list a public email and 6 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?
6 of the 24 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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Pih Investments
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Christian Masariego - Financial Advisor
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Lusan Money Matters
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Monograph Wealth Advisors
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Newbury Capital Management
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Atlantic Tax Services
- Company
- Team
- Audit
“Very good fast service we were in and out in about 10 minutes”
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Stan Diliberto, Cpa, CFP
- 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”
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The Agency
- Questions
- Credit
- Matter
“I love how they are on top of their game they will keep you posted about every single thing about your credit they will tell you how to help build your credit and they are always sending you the progress.”
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Little Saigon Living Trust
- Price
- Patient
- Need
“Greg, at living trust Little Saigon, went far and beyond the call of duty… We were in an emergency situation of needing to get a living trust done before the death of a family member”
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Montue, Woodard & Associates
- Team
- Office
“I've been using MWA for about 7 years now and have always felt confident and fully covered by Ted's ability to constantly get me the best return possible and give me the advice I need to invest in my future.”
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Life Design Financial & Insurance Services
- Knowledge
- Needs
- Book
“He listens and understands on what I would like out of my future investments, but also provides great advice and consideration from his point of view and expertise.”
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Figueroa & Co
- Call
“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.”
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Tax Professionals, CPA
“I have been doing my taxes with them for two years, I will definitely get their help again, and I would recommend you do it w them to get more refund with a peace mind.”
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Edwin Does Taxes
- Questions
- Informative
- Tax Preparer
“Edwin does taxes , company and all of the people works there are great and helpful I started with my taxes filing and other matters to take care by Edwin does taxes 2019, 2020 and will continue use Edwin does taxes for any tax matter.”
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Financial Advisors Network
- Management
- Tax
“His strategies are for sensible, steady gain, supported by his adept utilization of real estate in one form or another to diversify your portfolio along with the standard types of investments, by the expertise of Rohan Nakrani in the use of the Bloom...”
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Fathy & Associates
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
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金管家會計師及財務規劃
- Service
- Team
- Efficient
“The service attitude is good and the professional tax return manager can help with many professional issues related to personal finance👍👍👍 …”
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Carl Grande- Grand Capital Management
- Compensation
- Conflicts
- Retirement
“There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.”
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
Why these companies made our list
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