Torrance, CA

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Torrance, CA
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Best Financial Advisors in Torrance, CA

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

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Kay Properties and Investments

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.”
In Business Since 2010
2958 Columbia St, Torrance, CA
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Account On Us

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.”
In Business Since 2012
Accepts Debit, Check, Cash, All Major Credit Cards, Financing available
Licensed, BBB Rating: A+
2215 W 190th St, Torrance, CA
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Amir & Associates CPA

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...”
In Business Since 2012
Transparent Fees & Pricing
Free Initial Consultation
Accepts All Major Credit Cards
3858 W Carson St Suite 200, Torrance, CA
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Lieb Cody and Co., Cpas

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.”
In Business Since 2014
Transparent Fees & Pricing
Free Initial Consultation
Accepts All Major Credit Cards
25550 Hawthorne Blvd STE 100, Torrance, CA
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Richard Allen Tax

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.”
In Business Since 2000
Transparent Fees & Pricing
3671 Newton St, Torrance, CA
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Investment Fraud Protection Bureau

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...”
In Business Since 2022
Free Initial Consultation
Coupons & Offers
23860 Hawthorne Blvd #100, Torrance, CA
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Harik Thompson Cpas and Advisors

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.”
In Business Since 2021
Free Initial Consultation
25500 Hawthorne Blvd #2120, Torrance, CA
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Dorsey Wealth Management

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 ...”
In Business Since 2011
21250 Hawthorne Blvd Suite 500, Torrance, CA
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The Galeb Group

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.”
In Business Since 2014
21515 Hawthorne Blvd 2nd floor, Torrance, CA
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Doffin Investments

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.”
In Business Since 2010
21250 Hawthorne Blvd Suite 500, Torrance, CA
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Law Offices of Jason Murai - Los Angeles Office

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.”
In Business Since 2010
Free Initial Consultation
21250 Hawthorne Blvd Suite 500, Torrance, CA
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Hartwell Financial Services

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.”
In Business Since 2012
Free Initial Consultation
2790 Skypark Dr STE 200, Torrance, CA
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South Bay Financial Partners

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.”
In Business Since 2014
21515 Hawthorne Blvd Suite 200, Torrance, CA
Featured

Day 28: Find a financial literacy book to read.nn✔️ Step 1: Choose one financial literacy book to continue your Journey. Some of our favorites include -nn📚 The Next Millionaire Next Door by Thomas J. Stanley and Sarah Stanley Fallawn📚 Let's Talk About Hard Things by Anna Salen📚 The Healthy Love & Money Way by Ed Coambsn📚 The Psychology of Money by Morgan Houseln📚 You Are a Badass by Jen Sinceron📚 Broke Millennial by Erin Lowryn📚 The $1k Investor by Debbie Sassenn📚 Atomic Habits by James ClearnnComment below - which book are you choosing?

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Putman Financial Group

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.”
In Business Since 2011
3528 Torrance Blvd, Torrance, CA
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Advanced Portfolio Strategies

Advanced Portfolio Strategies

(2)
“As APS kept growing, I got to know other associates, all of which are competent, friendly, professional, knowledgeable and committed.”
In Business Since 2016
3625 Del Amo Blvd Ste 190, Torrance, CA
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MEA Wealth Advisors

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.”
In Business Since 2002
438 Amapola Ave Suite 210, Torrance, CA
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Albitz/Miloe & Associates

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.”
In Business Since 2013
Accepts Cash
Licensed
23133 Hawthorne Blvd #305, Torrance, CA
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Difference Financial - Los Angeles Financial & Insurance Services

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...”
In Business Since 2017
357 Van Ness Way, Torrance, CA
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FIT Advisors

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...”
In Business Since 2013
3655 Torrance Blvd UNIT 322, Torrance, CA
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Greekbill

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 ...”
In Business Since 2000
23224 Crenshaw Blvd, Torrance, CA
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PDM

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!”
In Business Since 2011
Accepts All Major Credit Cards
PDM, PDM Certified
3460 Torrance Blvd, Torrance, CA
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Cummins & Regenhardt

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...”
In Business Since 1977
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
23440 Hawthorne Blvd UNIT 140, Torrance, CA
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Tucker George M CPA

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...”
In Business Since 2000
Offers Financing Options
Transparent Fees & Pricing
3820 Del Amo Blvd UNIT 222, Torrance, CA
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Lifepoint Wealth Management

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.”
Accepts All Major Credit Cards
21250 Hawthorne Blvd Suite 500, Torrance, CA
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Retirement Planning and Investment Management Services in Torrance, CA Cost Estimates

Minimum cost
$1200
Maximum cost
$10196
National Average
$3599
Avg Per Hour Rates
$360
$2399
$6597
Fair price range is based on 294 cost profiles
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Average Cost $3599
Minimum cost $1200
Maximum cost $10196
Avg Per Hour Rates $360

Fair range $2399 to $6597 is based on 294 cost profiles.

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Wealth Management Advisors near Torrance

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