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24 firms listed · 10 in West Covina · 9 open weekends · 16 rated 4.5+ · 4 show a license
Data verified October 18, 2026
The 24 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.
Of the 24 firms we list here, 10 are in West Covina itself and 14 come from towns including Pasadena (2, 15 mi), Covina (1, 3 mi) and Diamond Bar (1, 7 mi). 19 of the firms on this page have a rating, from 4.0 to 5.0 across 1,053 reviews; 4 have 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (79%) and value (79%). 9 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are payroll services (3), quickbooks services (3), tax services (3), wealth management (3) and non-profit organizations (2). 4 show a license on their websites and 5 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 8 offer a free initial consultation and 1 is family- or locally-owned. 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.
8 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.
