Best Financial Advisors in West Covina, CA

The highest-rated Financial Planning & Wealth Management companies out of 198 vetted & reviewed in the West Covina area.

Trnxn Company

Trnxn Company

(4)
“Trnxn handles all of our POS and credit card processing for our 5 restaurants and we are very happy with the pricing and service they provide.”
In Business Since 2021
Emergency Services
Transparent Fees & Pricing
2901 West Coast Hwy Suite 200, Newport Beach, CA
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Fathy & Associates

Fathy & Associates

(1)
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
In Business Since 2004
Licensed, BBB Rating: A+
Free Initial Consultation
Transparent Fees & Pricing
100 N Citrus St #325, West Covina, CA
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The Agency

The Agency

(23)
  • Taxes
  • Polite
  • Call
“Alfred has been working with me for the passed 8 years putting me on track with finances and Tax preparation… Today I have a credit score of 775 and every year does a wonderful job on my Taxes helping me get that much closer to owning my own home .”
10+ Years Experience
Free Initial Consultation
1315 W Covina Pkwy, West Covina, CA
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Velin & Associates Los Angeles CPA Firm

Velin & Associates Los Angeles CPA Firm

(28)
Bookkeeping / Write-up, Forensic Accounting, Financial Statments
“When I came to Dmitriy for a paid consultation I moved from a different state had issues with prior tax returns and needed planning for the companies that I was a partner in and the new company that I was setting up.”
In Business Since 2009
Serving West Covina Area
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Accounting & Tax Solutions

Accounting & Tax Solutions

(18)
Tax Services, Offer in Compromise, Tax Liens
“When I called Accounting & Tax Solutions in 2009 My Company was being audited by every agency known, my problems were created by my prior accountant who had given me bad advice for a long time, who had cost me more in late fees and penalties for late...”
In Business Since 2003
Licensed
Accepts All Major Credit Cards, Check
Serving West Covina Area
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Hedtke Law Group

Hedtke Law Group

(29)
  • Bankruptcy
  • Questions
  • Patient
“Was referred to mr hedtke law group by a friend and by far the best decision I made if anyone is looking to do a bankruptcy look no more here is the lawyer you want to represent you it was fast easy and painful he was very generous honest and his sta...”
In Business Since 2012
Free Initial Consultation
336 ½ S Glendora Ave, West Covina, CA
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Elite Accountants Group_loc2

Elite Accountants Group_loc2

(20)
Payroll Services, Quickbooks Setup, Business Valuations
“Tax extension deadline was approaching and I had called several Tax offices without much success, but when I called Elite Accountants Group, Ahmad answered and an appointmen was made.”
In Business Since 2012
Transparent Fees & Pricing
Serving West Covina Area
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Protax Financial Services

Protax Financial Services

(13)
“When I tell them to go to Pro Tax Frank and Connie they realize the service they have been receiving in the past just don't measure up.”
In Business Since 2007
1520 W Cameron Ave # 252, West Covina, CA
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Roy McGarrell & CO., CPA

Roy McGarrell & CO., CPA

(2)
Audit, Tax Planning, Payroll Services
“His knowledge, professionalism and commitment along with his staff is hard to match.”
In Business Since 1925
Se Habla Español
1700 W Cameron Ave #106, West Covina, CA
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Spearhead Credit Solutions

Spearhead Credit Solutions

(3)
Credit Consultation, Credit Repair Recommendations, In-Depth Credit Analysis
“I did not realize there were so many regulations and factors when it comes to credit or when dealing with credit bureaus, creditors and lenders.”
In Business Since 2018
Transparent Fees & Pricing
Free Initial Consultation
2901 West Coast Hwy suite 200, Newport Beach, CA
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Melendez Company & Associates

Melendez Company & Associates

(4)
“He delivered the return very quickly, and we wrapped up with a consultative session to answer final questions, and a few tips on how to better prep for our taxes next year.”
In Business Since 1980
Accepts All Major Credit Cards
Transparent Fees & Pricing
Serving West Covina Area
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John Collins Financial

John Collins Financial

(5)
“I will like to state here that if anyone of y'all out there needs financial advice which I strongly believe you do need, because it's not a class/lesson taught in schools as it should, if at all they do.”
In Business Since 2017
2934 E Garvey Ave S St 103, West Covina, CA
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Midwin, Vogel & Nathanson

Midwin, Vogel & Nathanson

(2)
“Unlike our previous accounting experiences, Brian has the abilities of a CFO, consultative tax strategist, audit fixer, and accounting expertise to help navigate financial challenges and opportunities.”
In Business Since 1999
Accepts All Major Credit Cards
2801 West Coast Hwy # 390, Newport Beach, CA
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Sterling Capital One

Sterling Capital One

(2)
“Needed a plumber asap called out A-1 plumbing, Shawn was here in no time, he assessed the leak, repaired the leak and was fantastic.”
In Business Since 2004
2901 West Coast Hwy, Newport Beach, CA
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Reverse4retirement

Reverse4retirement

“It can be scarymaking a major decision concerning your biggest investment, the place that means the most to you. Deciding whether a reverse mortgage is right for you takes much thought and consideration. I hope that the material on my website helps y...”
In Business Since 2014
NMLS #1167259
100 Barranca Ave Suite 700, West Covina, CA
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Montgomery Niemeyer & Co.

Montgomery Niemeyer & Co.

(1)
“Very happy that your expertise is getting me through my dad's trust taxes.”
In Business Since 1980
CPA Certified
Accepts All Major Credit Cards
Serving West Covina Area
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Qualified Financial

Qualified Financial

Kevin Brunner, Alan Cox, Model Q™ Checklist Challenge
In Business Since 2017
1100 West Town and Country Rd, Orange, CA
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Theresa Pacheco, CPA

Theresa Pacheco, CPA

“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 we'...”
In Business Since 2013
Transparent Fees & Pricing
1557 E Amar Rd Suite J, West Covina, CA
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DSI Wealth Management

DSI Wealth Management

Retirement Planning, Wealth Management, Financial Coaching
“Vicky joined the DSI team in January of 2018 after an 8-year career as a licensed real estate agent with Coldwell Banker. With years of experience in marketing and client relations, she decided to shift her focus toward the financial industry and has...”
In Business Since 2010
Licensed
1000 Lakes Dr # 420, West Covina, CA
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Sidoxia Capital Management

Sidoxia Capital Management

“Be it his dynamic talks, TV interviews, or extensive writings, Wade Slome CFA, CFP ®, President/Founder of Sidoxia Capital Management, and author of How I Managed $20,000,000,000.00 by the Age of 32 and 1001 Truths about Investing, shares his experti...”
In Business Since 2007
2901 West Coast Hwy Suite 200, Newport Beach, CA
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Refreshed Services

Refreshed Services

17058 E, Alwood St, West Covina, CA
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Capital Choice Financial and Insurance Services

Capital Choice Financial and Insurance Services

“Created with Sketch. Early years Established & Growing Retirement Responsibilities are high. Protect your family and income, while managing your debt and expenses. Your kids are grown up and on their own, and your house is paid off. Focus on managing...”
In Business Since 1997
Serving West Covina Area
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Enrique Villalobos & Associates

Enrique Villalobos & Associates

“I spend the time reading, listening to conference calls and attending industry meetings in order to offer perspective that most people don't have the time or interest to stay current on. I limit my focus to keeping track of a few investments that are...”
In Business Since 2000
3218 E Holt Ave Suite 100, West Covina, CA
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The Hayes Law Firm

The Hayes Law Firm

(30)
Asset Protection, Power of Attorney, Estate Planning Documents
“Having a one-on-one mentorship with Bryan Fiorito for four months was a truly valuable experience, as I learned so much about SEO optimization, google analytics, email campaigns, webinar promotions, and estate planning from such a knowledgeable indiv...”
In Business Since 2017
Family Business
Remote Consultations Available
Licensed
729 Mission St #300, South Pasadena, CA
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Retirement Planning and Investment Management Services in West Covina, CA Cost Estimates

Minimum cost
$1170
Maximum cost
$9938
National Average
$3508
Avg Per Hour Rates
$351
$2339
$6431
Fair price range is based on 259 cost profiles
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Average Cost $3508
Minimum cost $1170
Maximum cost $9938
Avg Per Hour Rates $351

Fair range $2339 to $6431 is based on 259 cost profiles.

Why these companies made our list

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