Best Financial Advisors near Westminster, CA

We have 2 firms in Westminster on file, and both are on this list, along with 22 from towns including Irvine (10, 14 mi), Long Beach (2, 10 mi) and Garden Grove (1, 3 mi).

2 open 24/7 · 11 open weekends · 22 rated 4.5+ · 3 show a license

Data verified October 15, 2026

Little Saigon Living Trust

Little Saigon Living Trust

(50)
  • Need
  • Understand
  • Patient
“My mother wanted a make a trust for her belongings when she passes and Greg totally helped guide her through the whole thing, she had many many questions which Greg helped her with till she was fully satisfied and exhausted her doubt.”
In Business Since 2017
9191 Bolsa Ave #203, Westminster, CA
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Daniel Bách Phan - Financial Services & Insurance Agent

Daniel Bách Phan - Financial Services & Insurance Agent

(1)
“He is responsive and quick to respond to emails and calls, even in the middle of a busy tax season.”
Licensed
In Business Since 2018
9741 Bolsa Ave ste 217, Westminster, CA
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Masler & Associates

Masler & Associates

(49)
  • Strategies
  • Season
  • Responsive
“Applying for a PPP loan isn't an easy process and Sharon was extremely responsive, more than timely in a crunch situation, and handled the whole process from beginning to end.”
BBB Rating: A+
In Business Since 2011
Family Business
Accepts All Major Credit Cards
16485 Laguna Canyon Rd #230, Irvine, CA
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Tax Law Advocates - Tax Relief Company

Tax Law Advocates - Tax Relief Company

(48)
  • Emails
  • Back Taxes
  • Team
“We started by sending a mess of paperwork that was mostly junk to Jamie and she sorted out everything that had been done(mostly wrong) and went to work getting us on the right track.”
BBB Accredited
In Business Since 2010
Free Initial Consultation
3611 S Harbor Blvd #210, Santa Ana, CA
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Modern Wealth Law

Modern Wealth Law

(49)
  • Intent
  • Craft
  • Questions
“We had him craft several Membership Agreements, Wills, Trusts, and Advanced Health Care Directives and he did so quickly, with clear instructions, and good communication.”
BBB Accredited
In Business Since 2016
Accepts Check, Cash, All Major Credit Cards
2600 Michelson Dr Suite 950, Irvine, CA
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Clearbooks CPA

Clearbooks CPA

(50)
  • Tax Strategy
  • Sales Tax
  • Questions
“Finally a CPA who not only has the expertise, but truly cares about his clients and will go above and beyond to make sure they are saving as much as possible.”
Emergency Services
In Business Since 2022
Free Initial Consultation
Transparent Fees & Pricing
Serving Westminster Area
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The 24 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 24 firms on this page are rated from 4.4 to 5.0 across 1,300 reviews; 11 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (76%) and quality (74%). The topics that come up most in reviews of the firms on this page are "knowledge", "efficient" and "patient". 2 are open around the clock; 11 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), retirement planning (3), tax planning (3), bookkeeping (2) and financial planning (2). 3 show a license on their websites and 6 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 2 offer urgent consultations; 1 offers payment plans; 6 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.

Why are financial advisers outside Westminster listed here?

2 of the 24 firms are located in Westminster. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Sense Financial Services

Sense Financial Services

(50)
  • Trust
  • Research
  • Self-Directed Ira
“Dmitriy and Minna were always quick to answer my questions, were quick in setting up the account, and were helpful in recommending financial institutions to handle the account.”
Transparent Fees & Pricing
In Business Since 2011
Free Initial Consultation
155 N Riverview Dr #100, Anaheim, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Questions
  • Financial
  • The Future
“I called his office this morning and he had time to talk to me so I explained the issue I was having with an amended tax return that, along with the IRS, was giving me fits.”
BBB Rating: A
In Business Since 1984
Serving Westminster Area
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Udirect IRA Services

Udirect IRA Services

(46)
  • 401k
  • Custodian
  • Account
“They answer the phone every time I call and when I need documents to process changes to my accounts I receive the emails with easy instructions within 2-5 mins.”
Transparent Fees & Pricing
In Business Since 2009
8 Corporate Park #300, Irvine, CA
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Business Plans USA | Business Plan Writing Services

Business Plans USA | Business Plan Writing Services

(38)
  • Financial Modelling
  • Project
  • Feasibility
“Personalized, paid attention to detail, communicates very well through out the entire process, answered all questions and even gave me some pointers moving forward.”
Emergency Services
15+ Years Experience
200 Spectrum Center Dr STE 300, Irvine, CA
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Bharmal & Associates

Bharmal & Associates

(47)
  • Information
  • Review
  • Questions
“My husband and I were worried about filing our taxes this year because it's the most we've ever made and it was the first year I was filing a Schedule C for my sole proprietorship.”
In Business Since 2001
2082 Business Center Dr #190, Irvine, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(41)
  • Team
  • Office
“Even though I live in the center of orange county, I still am willing to make the trip to Long Beach because of their excellent years of service they have given me.”
Accepts All Major Credit Cards
In Business Since 2007
784 Redondo Ave, Long Beach, CA
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Life Design Financial & Insurance Services

Life Design Financial & Insurance Services

(23)
  • Book
  • Advice
  • Needs
“However, after sitting down with him and feeling comfortable with him as a person as well as his expertise in his field, I decided to make a switch to his company and am happy that I did.”
Licensed
In Business Since 1998
500 N State College Blvd Suite #1100, Orange, CA
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Tax Professionals, CPA

Tax Professionals, CPA

(16)
“I have been doing my taxes with them for two years, I will definitely get their help again, and I would recommend you do it w them to get more refund with a peace mind.”
BBB Rating: A+
In Business Since 1996
Accepts All Major Credit Cards
Serving Westminster Area
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Rescue One Financial

Rescue One Financial

(46)
  • Debt Relief
  • Debt Consolidation
  • Company
“I am very happy to be working with Rescue 1 Financial as they have worked some magic for me and were able to consolidate a lot of debt into 1 low payment with a lower rate.”
Free Initial Consultation
In Business Since 2010
16842 Von Karman Ave Ste 300A, Irvine, CA
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Kim R. Coyle CPA & Associates Orange County CPA

Kim R. Coyle CPA & Associates Orange County CPA

(22)
  • Call
“As an accountant I know he does audits and helps with tax problems, if I something were to happen to my finances and taxes I know the first person I'd call to get some help would be Kim.”
Accepts All Major Credit Cards
In Business Since 2004
Free Initial Consultation
Offers Financing Options
4972 Warner Ave #201, Huntington Beach, CA
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Morrison Mediation

Morrison Mediation

(42)
  • Zoom
  • Agreement
  • Questions
“In my case my ex refused to discuss anything forcing us into a long drawn out divorce which costs both sides a lot of money in legal fees for no reason.”
In Business Since 2013
16440 Bake Pkwy #100, Irvine, CA
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Edwin Does Taxes

Edwin Does Taxes

(36)
  • Informative
  • Team
  • Happy
“Edwin does taxes , company and all of the people works there are great and helpful I started with my taxes filing and other matters to take care by Edwin does taxes 2019, 2020 and will continue use Edwin does taxes for any tax matter.”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
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SLD Financial

SLD Financial

(50)
  • License
  • Educate
  • Leadership
“As a client, SLD's team of knowledgeable, competent and caring financial professionals expertly guided me in finding solutions tailored to my specific needs and goals.”
100 Spectrum Center Dr 9th floor, Irvine, CA
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Financial Advisors Network

Financial Advisors Network

(2)
  • Management
  • Tax
“His strategies are for sensible, steady gain, supported by his adept utilization of real estate in one form or another to diversify your portfolio along with the standard types of investments, by the expertise of Rohan Nakrani in the use of the Bloom...”
BBB Rating: A+
In Business Since 1991
Transparent Fees & Pricing
Accepts All Major Credit Cards
1432 Edinger Ave #200, Tustin, CA
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Dennis J Tisdale, CPA

Dennis J Tisdale, CPA

(1)
“Answered my questions ON TAX DAY, rather complicated and he helped me get to the bottom of my concerns.”
BBB Rating: A+
In Business Since 1982
Remote Consultations Available
Serving Westminster Area
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Kanani Advisory Group

Kanani Advisory Group

(23)
  • Goals
  • Risk
  • Retirement
“Based on our very positive experience with him and his team, we have no hesitation in recommending that prospective clients should arrange a meeting to discuss retirement planning or wealth management with him.”
Licensed
In Business Since 2012
16510 Bake Pkwy #100, Irvine, CA
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XOA Tax, CPA & Accounting Firm

XOA Tax, CPA & Accounting Firm

(18)
  • Knowledge
  • Questions
“Uyen not only did an excellent job on my taxes, but she also maintained her word and returned my call within 24 hours of getting all the paperwork (taxes).”
Free Initial Consultation
In Business Since 2020
Serving Westminster Area
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Maytor Business Solutions INC

Maytor Business Solutions INC

(25)
  • Efficient
  • Finances
  • Seminars
“Recommended best and reliable place for tax preparation, accounting, filing with the DMV, and many more services and the best thing is a friendly and very reliable treatment”
In Business Since 2023
8432 State St, South Gate, CA
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HomeWealth Management AdvisorsCaliforniaWestminster, CA

Retirement Planning and Investment Management Services in Westminster, CA Cost Estimates

Minimum cost
$1148
Maximum cost
$9758
National Average
$3444
Avg Per Hour Rates
$345
$2296
$6314
Average price range is based on 272 cost profiles
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Average Cost $3444
Minimum cost $1148
Maximum cost $9758
Avg Per Hour Rates $345

Average range $2296 to $6314 is based on 272 cost profiles.

Why these companies made our list

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