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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)

“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)

Quickbooks

“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)

Company

“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)

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

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The 24 firms listed for Torrance, 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: Torrance, CA

All 24 firms we list here are in Torrance itself. We have 57 firms in Torrance on file; this page shows the highest-rated 24. 20 of the firms on this page have a rating, from 4.2 to 5.0 across 154 reviews; 1 has 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (96%) and quality (57%). 4 are open on Saturdays. The services the firms on this page list most often on their websites are business services (2), estate planning (2), financial planning (2) and payroll (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. 20 have ten or more years of experience, the longest 53 years. 4 offer payment plans; 7 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 20 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Torrance offer a free first meeting?

7 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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Harik Thompson Cpas and Advisors

(5)

“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)

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

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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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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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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

“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)

“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)

“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

“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)

“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

Kay Properties and Investments

Account On Us

Amir & Associates CPA

Lieb Cody and Co., Cpas

Richard Allen Tax

Investment Fraud Protection Bureau

Area overview: Torrance, CA

Harik Thompson Cpas and Advisors

Dorsey Wealth Management

The Galeb Group

Doffin Investments

Hartwell Financial Services

Law Offices of Jason Murai - Los Angeles Office

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

Financial Advisors near Torrance

Popular in Torrance