Stan Diliberto, Cpa, CFP
“He was very helpful, professional and took the time to answer my questions and explain things very well.”
Best Financial Advisors near Westminster, CA
We have one firm in Westminster on file, but only the highest-rated make our list, and it did not make it; the 15 here come from towns including Irvine (4, 14 mi), Costa Mesa (2, 8 mi) and Long Beach (2, 10 mi).
3 open weekends · 13 rated 4.5+ · 3 show a license
Data verified November 3, 2026
BML Wealth Management
“He has a wonderful ability to explain complex financial matters clearly, listen to our concerns, and provide thoughtful guidance that gives us confidence in our retirement planning.”
Montue, Woodard & Associates
“I have been going here for well over a decade and have always been received so warmly.”
Bharmal & Associates
“I recommend this place and I don't know if you can request people to help you with your taxes but I definitely would recommend requesting Manan.”
John Stokes Financial
“Excellent communications and support providing understanding of processes and mindset along with easy access and monitoring of assets.”
JCB Financial Services
“He took the time to review my books and numbers, explained everything clearly, and answered all of my questions and concerns while making sure everything was accurate”
The 15 firms listed for Westminster, 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: Westminster, CA
The 15 firms on this page are rated from 4.2 to 5.0 across 776 reviews; 5 have 50 or more reviews and 13 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), tax planning (3), bookkeeping (2), business services (2) and business valuations (2). 3 show a license on their websites and 4 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers payment plans and 4 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 13 list a public email and 8 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.
Do firms listed for Westminster take financial planning bookings online?
8 of the 15 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.
Life Design Financial & Insurance Services
“He has been easy to work with and thoughtful of our needs.”
Rescue One Financial
“Kevin Dang was very experienced and knowledgeable in this field of debt relief.”
Tax Professionals, CPA
“They have been able to answer all of our tax questions thoroughly and with great patience, and kept us up to date during the tax filing process.”
Book onlineBook
Tandy Consulting
“When my father's business files needed updating, Travis stepped in and completed all in a matter of hours”
Financial Advisors Network
“At our recent review he answered all questions, anticipated several, and wasn't frustrated when he needed to show me how to negotiate items on the computer.”
John Samaan, CPA and Company Orange County CPA
“The owner of our company has used him for both business (Body Crystal Inc) and personal taxes for many years.”
Xoa Tax Certified Public Accountants
“Hoang and his team helped answer all our questions and streamlined this part so I could focus on running the business.”
Selah Portfolios & Planning
“She's trustworthy, responsive, and truly thoughtful in how she approaches both our short- and long-term financial planning.”
Crossroads Planning
“Due to some health issues, I needed to file for a couple of extensions last year, and Garrett filed them quickly and accurately.”
Why these companies made our list
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