The Agency
“If you need to create a LLC for your business this is a great company they will guide you from the day you start till the end.”
Best Financial Advisors in West Covina, CA
15 firms listed · 8 in West Covina · 5 open weekends · 10 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Protax Financial Services
“Frank has been doing our taxes for many, many years and he is so knowledgeable, helpful and available when we have questions or need things thought out the year!”
Agate Financial
“Suzanne is super professional on all aspects- insurances, loans, real estates, living trust, especially financial management!!”
Melendez Company & Associates
“Very professional,, smart and knows how to help his clients minimize their tax exposure.”
Zen Tax and Financial Advisors
“My taxes were pretty complicated this year and I was nervous about filing, but she was extremely knowledgeable and explained everything to me clearly.”
Theresa Pacheco, CPA
The 15 firms listed for West Covina, 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: West Covina, CA
Of the 15 firms we list here, 8 are in West Covina itself and 7 come from towns including Covina (1, 3 mi), Rowland Heights (1, 6 mi) and Diamond Bar (1, 7 mi). 12 of the firms on this page have a rating, from 4.4 to 5.0 across 1,035 reviews; 4 have 50 or more reviews and 10 are rated 4.5 or higher. 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are payroll services (2), quickbooks services (2) and wealth management (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 8 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 14 of the firms on this page; 12 publish a contact page; 9 list a public email and 4 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.
Why are financial advisers outside West Covina listed here?
8 of the 15 firms are located in West Covina. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Refreshed Services
Enrique Villalobos & Associates
Wealthy Dollar
Evermont Wealth
“When we first started working with RPA Wealth Management, Brent has worked hard to understand what our financial goals are and what we felt comfortable with in regards to investment and risk.”
Herbert Financial Group
“Overall, Tania's dedication and proficiency make her an invaluable asset to any business.”
Benson Liao Insurance & Financial Center - Benson Liao
“With their services, I am confident that the policies I purchase are the most suitable for my situation.”
Figueroa & Co
“I panicked when I first got several IRS letters for not filling, luckily I called this place and all my worries were gone.”
Book onlineBook
Tandy Consulting
“When my father's business files needed updating, Travis stepped in and completed all in a matter of hours”
金管家會計師及財務規劃
“When I came here to open a company, everything went smoothly, the work efficiency was very high, and the people were very nice.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
