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Kay Properties and Investments

(45)

Exchange
Questions
Knowledge

“Dwight and Chay were most helpful when they patiently guided us through the properties selection stage, advising for and against some choices based on our circumstances.”

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Account On Us

(3)

Accounting, Consulting, Taxes

“He and his staff have been fantastic when it comes to accounting, tax filing, and tax/financial planning.”

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Amir & Associates CPA

(9)

Certified Quickbooks Proadvisor, Accounting Services, Bookkeeping/Write-up

“We have been doing business with Amir since 2011, Amir has been always professional giving a good advices, always available to answer questions and helping out, the price is reasonable I'll recommend him to everyone, Amir is always close to his busin...”

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Lieb Cody and Co., Cpas

(4)

Fees, Services For Individuals, Industries

“I file my company, personal and my kids taxes with them and I am super happy with the results.”

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Richard Allen Tax

(15)

“They were kind enough to squeeze me in about month before the tax deadline and were kind, quick, and efficient explaining everything that needed to be and following up quickly via email with a few extra questions and items.”

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Investment Fraud Protection Bureau

(2)

Post Investment, Pre Investment

“I was happy to find out that the companies I am dealing with are good companies...”

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Harik Thompson Cpas and Advisors

(5)

Accounting Services, Entertainment Industry, Tax Strategies

“Future clients will experience integrity and commitment that highlight your expertise the moment they walk through your door greeted by Lu who is part of the core of Harik Thompson CP As and Advisors.”

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Dorsey Wealth Management

(9)

Peace
Confidence
Retirement

“Since our first meeting in 2016, I have set up my estate planning, taken early retirement at age 58, started my own business (which showed a profit in 2021), cut expenses, and am living life with a great attitude because I have comfort and knowledge ...”

Featured

My Top 5 Restaurants in Torrance and Redondo Beach You may think that food and finances don’t go hand in hand, but I disagree. As a self-professed foodie and financial planner, I can attest to the fact that when your finances are in order, you have more freedom to enjoy life—and that includes the best restaurants in town. While the South Bay area has a variety of dining options, I’d like to share with you my top five restaurants in Torrance and Redondo Beach. Continue reading...

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The Galeb Group

(8)

Retirement
Confident

“Is an outstanding advisor and as a young professional I feel confident and optimistic with him managing both my retirement and personal investment portfolios.”

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Doffin Investments

(3)

Investment Planning, Estate Planning, Retirement Planning

“Doffin Investments does more than Wealth Management and all that's listed on their web site.”

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Law Offices of Jason Murai - Los Angeles Office

(2)

“He answers our emails by return call as he can get very busy and is immensely helpful regarding any questions that continue to arise.”

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Hartwell Financial Services

(2)

“I've worked with Connor over the years and can genuinely say, he is one of the brightest advisors I've come across in the financial services industry.”

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South Bay Financial Partners

(4)

Team
Future
Goals

“Tara and team helped my husband and I really understand our finances, how to communicate with each other about money and goal set for our family's future.”

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Putman Financial Group

Business Services, Investment Management, Financial Planning

“Through innovation, process and collaboration, Putman Financial Group, takes a unique approach to your total financial life needs and goals that surpass most conventional CPA's and financial service providers.”

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Advanced Portfolio Strategies

(2)

“As APS kept growing, I got to know other associates, all of which are competent, friendly, professional, knowledgeable and committed.”

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MEA Wealth Advisors

(1)

Investment Management, Wealth Management, Retirement Planning

“My wife inherited some accounts and MEA Wealth Advisors were extremely helpful in dealing with the other advisor to get them into her name and under MEA's financial advisement.”

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Albitz/Miloe & Associates

(1)

“We could not be happier with them; we sleep better at night knowing the Albitz/Miloe team is always there for us.”

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Difference Financial - Los Angeles Financial & Insurance Services

“Difference Financial provides financial and insurance services for people from all walks of life. We are a unique organization that believes in empowering people through financial fundamentals, thus creating monetary value for them and making a diffe...”

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FIT Advisors

“We know first-hand that Physicians and Business Owners have some of the most demanding work schedules out there, and that your unique financial scenarios have a lot of moving parts to manage. Let FIT Advisors pull the pieces together for you with our...”

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Greekbill

““Working with greekbill to get our chapter reinstated as a tax-exempt organization was a great experience. They listed all the information I needed, sent samples of forms, and were very fast and responsive. I would definitely recommend using them to ...”

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PDM

(2)

Sales Tax Services, Accounting Services, Business Consulting

“PDM is a great CPA firm, the firm prepares corporate, personal, estate tax documents and the tax department is fantastically run by extremely passionate partners!”

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Cummins & Regenhardt

“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...”

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Tucker George M CPA

Succession Planning, New Business Formation, Cash Flow Management

“Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a previo...”

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Lifepoint Wealth Management

(1)

Assistance to Parents/Children, Estate Plans, Investments

“Without a doubt, these are the most caring and trustworthy professionals in the financial services industry.”

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Average Cost	$3599
Minimum cost	$1200
Maximum cost	$10196
Avg Per Hour Rates	$360

Best Financial Advisors in Torrance, CA

The highest-rated Financial Planning & Wealth Management companies out of 157 vetted & reviewed in the Torrance area.

Kay Properties and Investments

Account On Us

Amir & Associates CPA

Lieb Cody and Co., Cpas

Richard Allen Tax

Investment Fraud Protection Bureau

Harik Thompson Cpas and Advisors

Dorsey Wealth Management

The Galeb Group

Doffin Investments

Law Offices of Jason Murai - Los Angeles Office

Hartwell Financial Services

South Bay Financial Partners

Putman Financial Group

Advanced Portfolio Strategies

MEA Wealth Advisors

Albitz/Miloe & Associates

Difference Financial - Los Angeles Financial & Insurance Services

FIT Advisors

Greekbill

PDM

Cummins & Regenhardt

Tucker George M CPA

Lifepoint Wealth Management

Retirement Planning and Investment Management Services in Torrance, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Torrance

Popular in Torrance