Best Financial Advisors in Whittier, CA

The highest-rated Financial Planning & Wealth Management companies out of 193 vetted & reviewed in the Whittier area.

Dennis J Tisdale, CPA

Dennis J Tisdale, CPA

(1)
Tax Services, Personal Financial Planning, Payroll Services
“Answered my questions ON TAX DAY, rather complicated and he helped me get to the bottom of my concerns.”
Remote Consultations Available
Licensed, BBB Rating: A+
In Business Since 1986
10615 Parise Dr, Whittier, CA 90604
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Cerda Muñoz Advisors

Cerda Muñoz Advisors

(12)
  • Financial Advisor
  • Questions
  • Taxes
“Last year I went from a W2 employee to 1099, it was a uncertain move at first, but Gilbert help understand the differences in taxes and more importantly how to save on taxes.”
In Business Since 2013
7720 Painter Ave Suite A, Whittier, CA
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Accurate Taxes

Accurate Taxes

(11)
  • Communication
“My family and I have been utilizing her services for years, and we're always very satisfied with the quality work she produces.”
CTEC Certified
In Business Since 2024
13601 Whittier Blvd # 503, Whittier, CA
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RG Taxes

RG Taxes

(1)
“Impressively, these were the first tax returns in our 18-year history that were prepared and submitted without extensions, despite our books always being closed in the first week of the new year.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2016
7355 Greenleaf Ave, Whittier, CA
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Solutions 4 U

Solutions 4 U

(11)
  • Information
“I appreciate very much the time she took with me and feel that should you contact her you will receive top notch service from a professional that cares!”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2007
15155 Leffingwell Rd #102, Whittier, CA
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Golden Memorial

Golden Memorial

(13)
  • Income
  • Leadership
  • System
“I challenge anyone considering Final Expense to use the site to get educated, and then get in touch with Golden Memorial and see for yourself how good both the system and product are.”
In Business Since 2015
13215 Penn St #620, Whittier, CA
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J & S Real Estate Investments

J & S Real Estate Investments

(1)
“J&S Real Estate Investment LLC, is by far a trust worthy company to work with, the team goes above and beyond for you and will definitely help you if your home is in a hard rock situation.”
In Business Since 2021
481 E Whittier Blvd Ste 481A, La Habra, CA
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Luevano Financial Solutions

Luevano Financial Solutions

(1)
“Great and friendly service.”
5908 Whittier Blvd, Los Angeles, CA
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Prime Capital Investments

Prime Capital Investments

“To get the highest asset quality available along with best possible yields, we go in with our experts and streamline operations. Our firm has a team with expertise in construction, banking, brokering, and financial structuring.”
In Business Since 2018
13215 Penn St #315, Whittier, CA
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Christian Masariego - Financial Advisor

Christian Masariego - Financial Advisor

9075 Whittier Blvd, Pico Rivera, CA
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Lusan Money Matters

Lusan Money Matters

In Business Since 2019
13225 Philadelphia St E6, Whittier, CA
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O&S Cpas and Business Advisors

O&S Cpas and Business Advisors

(3)
TAX Services, Individual Taxation, Estate AND Trust
“The team at O&S has not only helped us set up our entire quick books account but took the time and patience to help me understand how to use the system so that I could do it on my own.”
In Business Since 1994
5000 E Spring St Suite 200, Long Beach, CA
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Wealtharch Investment Services

Wealtharch Investment Services

(5)
Emergency Fund Planning, Financial Planning, Investment Planning
“TRUST is the most important factor and we both trust Earl to do the right thing and also continuously improve his skills such that we can get better and better value from his services.”
In Business Since 2013
1122 E Green St Suite 206, Pasadena, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • Refund
  • File
  • Team
“10/10 service, everyone is nice and welcoming.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2013
Free Initial Consultation
744 S Atlantic Blvd, East Los Angeles, CA
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The Hayes Law Firm - Estate Planning & Probate Attorneys

The Hayes Law Firm - Estate Planning & Probate Attorneys

(48)
Medi-Cal Asset Planning, Estate Plan, Probate Administration
“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...”
Accepts All Major Credit Cards
Licensed
In Business Since 2018
Family Business
729 Mission St UNIT 300, South Pasadena, CA
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Paul Carney CPA

Paul Carney CPA

(49)
  • Questions
  • Corporate
  • Estate
“Paul has been both our family and Business CPA going on 25+years and couldn't recommend anyone better, He has served our needs with a quality of service that is unparalleled.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2001
Free Initial Consultation
148 E Foothill Blvd # 100, Arcadia, CA
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Liberty Debt Relief

Liberty Debt Relief

(49)
Debt Consolidation, Private Student Loans
“I also like that when one the creditors sued me I didn't have to do anything but notify LDR and they appeared on my behalf which made it one less thing I had to stress and worry about.”
Free Initial Consultation
In Business Since 2015
333 City Blvd W 17th FL, Orange, CA
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The Agency

The Agency

(48)
  • Team
  • Receptionist
  • Credit
“Great people at the agency, they helped me with my credit when I really needed it, definitely will go back if I ever need them again and if you need help with you taxes or credit hit Alfred up tell them Remo sent you!!”
Free Initial Consultation
10+ Years Experience
1315 W Covina Pkwy, West Covina, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Investments
  • Planning
  • Questions
“We transferred our investment and retirement accounts in 2002 and since then, my wife and I have been receiving monthly distributions that have actually increased over time.”
Licensed, BBB Rating: A
In Business Since 1987
Serving Whittier Area
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Peachtree Debt Relief

Peachtree Debt Relief

(48)
  • Patient
  • Program
  • Company
“They were very professional the process is very easy and simple to understand and you cannot go wrong and it feel like a weight has been lifted off my shoulder thank you Peachtree”
In Business Since 2021
1551 N Tustin Ave Suite 555, Santa Ana, CA
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OC Financial Services

OC Financial Services

(15)
Notary Services, Real Estate and Mortgage Loans Services, Tax Services
“I found OC Financial Services online and made an appointment with Irene to review my tax return, estimated payments, and ask a few other questions in regards to my small business.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2004
Free Initial Consultation
2330 W Valencia Dr, Fullerton, CA
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Kyky - Tax Firm & Corporate Services

Kyky - Tax Firm & Corporate Services

(48)
Finance & Business Funding, Accounting & Tax Services, Business Consulting
“I sincerely appreciate all her great efforts and dedication to help out I would highly recommend Ky Ky Solutions to anyone if they want to find the best TAX preparer!”
Free Initial Consultation
In Business Since 2021
12666 Hoover St, Garden Grove, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(41)
Tax Planning, Business Valuations, Business Tax Returns
“Im a first time client and the service here was great very professional even the receptionist at the front desk was nice, I got a great tax refund and it was filed fast, I will come here every year and tell a friend.”
Accepts All Major Credit Cards
In Business Since 2008
784 Redondo Ave, Long Beach, CA
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SK Enterprises

SK Enterprises

(38)
Tax Services, Business Services, Services For Individuals
“I know getting taxes done could be hectic and requires a lot of knowledge of the tax laws but with Enterprise you would simply send over your documents and they take care of that for you.”
Transparent Fees & Pricing
Accepts Check
In Business Since 1998
Offers Financing Options
Serving Whittier Area
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Retirement Planning and Investment Management Services in Whittier, CA Cost Estimates

Minimum cost
$1139
Maximum cost
$9681
National Average
$3417
Avg Per Hour Rates
$342
$2278
$6264
Typical price range is based on 268 cost profiles
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Average Cost $3417
Minimum cost $1139
Maximum cost $9681
Avg Per Hour Rates $342

Typical range $2278 to $6264 is based on 268 cost profiles.

Why these companies made our list

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