Best Financial Advisors in Whittier, CA

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

Tisdale Dennis J CPA

Tisdale Dennis J CPA

Tax Services, Personal Financial Planning, Payroll Services
“Dennis J Tisdale, CPA builds strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation. Dennis J Ti...”
Remote Consultations Available
Licensed, BBB Rating: A+
In Business Since 1985
10615 Parise Dr, Whittier, CA 90604
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Accurate Taxes

Accurate Taxes

(8)
“Her response time was fast and the communication during the process made us feel confident.”
CTEC Certified
13601 Whittier Blvd Ste 503, Whittier, CA
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Golden Memorial

Golden Memorial

(13)
  • Leadership
  • System
  • Business
“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

(2)
“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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Solutions 4 U

Solutions 4 U

(8)
“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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RG Taxes

RG Taxes

“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 fri...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2016
Free Initial Consultation
8520 Michigan Ave #4201, Whittier, CA
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Lusan Money Matters

Lusan Money Matters

“I started my professional career as a design engineer after graduating from college with an engineering degree. While I was working as an engineer, I became interested in financial planning after someone tried to sell me products under the idea of “b...”
Se Habla Español
Free Initial Consultation
In Business Since 2019
13225 Philadelphia St E6, Whittier, 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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Christian Masariego - Financial Advisor

Christian Masariego - Financial Advisor

9075 Whittier Blvd, Pico Rivera, 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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ERK Financial Consultants

ERK Financial Consultants

(10)
Accounting & Bookkeeping, Tax Services, Services For Individuals
“Any questions we've had about our business, real estate investments, including REI Ts, DS Ts or the TI Cs we've phased out, or anything related to our retirement portfolios, he's on top of it.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2008
Offers Financing Options
535 N Brand Blvd Suite 450, Glendale, 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.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1980
Serving Whittier Area
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The Hayes Law Firm

The Hayes Law Firm

(30)
Medi-Cal Asset Planning, Estate Plan, Probate Administration
“Bill presented an incredible amount of useful information in that one hour workshop and gave attendees the option of scheduling a phone consultation to ask any questions about my specific situation.”
Accepts All Major Credit Cards
Licensed
In Business Since 2017
Family Business
729 Mission St #300, South Pasadena, CA
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Atlantic Tax Services

Atlantic Tax Services

(18)
  • Questions
  • Tax Return
  • Team
“Last year my brother recommended ATLANTIC TAX SERVICE to me everything was done over the phone just sent email with all necessary docs it was a little pricy but because customer service was good the process was fast and easy i guess that made it less...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2010
Free Initial Consultation
744 S Atlantic Blvd, East Los Angeles, CA
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Figueroa & Co

Figueroa & Co

(16)
Cloud Accounting, Quickbooks Services, Business and Financial Consulting
“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2017
Free Initial Consultation
338 S Rosemead Blvd #4953, Pasadena, CA
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James F. Hundshamer, Certified Public Accountant

James F. Hundshamer, Certified Public Accountant

(3)
Tax Services, Business Services, Services For Individuals
“Best in southern California I highly recommend”
Accepts Check
Licensed, BBB Rating: A+
In Business Since 1991
Family Business
223 S Glendora Ave #101, Glendora, CA
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Paul Carney CPA

Paul Carney CPA

(30)
  • Estate
  • Accounting
  • Team
“Paul and his team are great very Professional, we have been using there service since last 16 years for our corporate and personal return and we have been extremely happy .”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2000
Free Initial Consultation
148 E Foothill Blvd # 100, Arcadia, CA
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OC Financial Services

OC Financial Services

(6)
Notary Services, Real Estate and Mortgage Loans Services, Tax Services
“Thank you OC Financial Services for all your help with my taxes over the last few years.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2001
Free Initial Consultation
2330 W Valencia Dr, Fullerton, CA
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Smartcpa - Anaheim

Smartcpa - Anaheim

(26)
Tax Audit Representation, Strategic Planning, Tax Planning
“They have some eagle-eyed member of staffs like Fatima and Susana who will help your business cut down losses from fraudulent and unauthorized transactions.”
Free Initial Consultation
ATTORNEYS Certified
In Business Since 2007
Family Business
518 S Brookhurst St Ste 4, Anaheim, CA
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Tax Professionals

Tax Professionals

(14)
Business, Tax Resolution, Individual
“I am doing my taxes with them for two years, definitely I will get their help again and I would recommend you do it to get more refund, and have a safer mind.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1999
Serving Whittier Area
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Gonzalez Cpa, A Professional Corporation

Gonzalez Cpa, A Professional Corporation

(14)
  • Team
“I had originally come to John after being audited, since we had hired a company promising large returns and they were federally audited (and all their clients).”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2007
17782 17th St #111, Tustin, CA
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Ameri Tax Service

Ameri Tax Service

(29)
IRS Representation/Back Taxes, Tax Debt, Tax Preparation
“She takes care of business right away and also gives u feedback with sincerity, so anyone looking for a great tax preparer should definitely contact her...”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2006
3327 E 7th St, Long Beach, CA
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Pacific Accounting Group

Pacific Accounting Group

(30)
Tax Preparation, Bookkeeping
“The best part in my opinion is that he encourages that I keep my filings in order on a quarterly basis, that way when taxes are due, there is no rush to get everything in order.”
Accepts All Major Credit Cards
Licensed
In Business Since 2017
Offers Financing Options
80 S Lake Ave Suite 640, Pasadena, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(30)
Tax Planning, Business Valuations, Business Tax Returns
“Fabulous, I have been with Montue Woodard for more years than I can count even when I moved to Florida for 6 years I sent all my stuff and they did it for me via fax.”
Accepts All Major Credit Cards
In Business Since 2007
784 Redondo Ave, Long Beach, CA
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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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