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Dennis J Tisdale, CPA
“Answered my questions ON TAX DAY, rather complicated and he helped me get to the bottom of my concerns.”
Best Financial Advisors in Whittier, CA
24 firms listed · 5 in Whittier · 9 open weekends · 20 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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Cerda Muñoz Advisors
- 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.”
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Solutions 4 U
- 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!”
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Golden Memorial
- 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.”
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Christian Masariego - Financial Advisor
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Lusan Money Matters
The 24 firms listed for Whittier, 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: Whittier, CA
Of the 24 firms we list here, 5 are in Whittier itself and 19 come from towns including Long Beach (3, 14 mi), West Covina (2, 9 mi) and Pasadena (2, 15 mi). 23 of the firms on this page have a rating, from 4.0 to 5.0 across 1,089 reviews; 4 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), quality (80%) and responsiveness (80%). The topics that come up most in reviews of the firms on this page are "knowledge" and "efficient". 9 are open on Saturdays. The services the firms on this page list most often on their websites are quickbooks services (5), payroll services (3), small business accounting (3), wealth management (3) and all accounting services (2). 2 show a license on their websites and 9 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 1996. 7 offer a free initial consultation. 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 Whittier take financial planning bookings online?
7 of the 24 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.
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Atlantic Tax Services
- Refund
- File
- Team
“10/10 service, everyone is nice and welcoming.”
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The Agency
- 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!!”
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Stan Diliberto, Cpa, CFP
- 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.”
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Montue, Woodard & Associates
- Team
- Office
“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.”
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Life Design Financial & Insurance Services
- Future
- Success
- Needs
“I was very impressed with his knowledge and the time he spent with me to ensure that I have the best plan to meet my personal financial needs as I plan for my retirement.”
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Figueroa & Co
- Call
“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.”
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Tax Professionals, CPA
“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.”
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Edwin Does Taxes
- Tax Preparer
- Doubt
- Informative
“Edwin is a great tax preparer so I decided to move forward with his service again this year, only this time I was assisted by one of his other tax preparer while he was away from his office.”
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Fathy & Associates
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
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金管家會計師及財務規劃
- Patience
- Video
- Team
“The service attitude is good and the professional tax return manager can help with many professional issues related to personal finance👍👍👍 …”
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XOA Tax, CPA & Accounting Firm
- Knowledge
- Questions
“We also went back and forth through email to make sure I not only understood everything on my taxes, but to learn how to do things in the future as well.”
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Carl Grande- Grand Capital Management
- Agreement
- Future
- Conflicts
“The company I work for uses a large nationwide corporation to handle similar types of financial help for employees, their demonstrations and teachings fall way short of what Carl has taught me.”
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Maytor Business Solutions INC
- Communities
- Educating
- 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”
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Anthony Sykes and Company
- Team
- Tax Laws
- Integrity
“His timelines in getting the taxes filed, and responsiveness to emails show his level of commitment to customer service.”
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Lake Avenue Financial
- Kids
- Questions
- Team
“I've worked with Alex and his team for 20 years, and am always impressed by their consummate professionalism, astute advice, ability to explain and teach me about financial matters, and most importantly, their trustworthiness.”
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Scalco Financial
- Questions
- Tax Returns
“That carried over to the first meeting during which Marco Scalco, the owner, quickly assessed my documentation and prepared the majority of my tax return.”
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Tandy Consulting
- Documents
“Advises you on how to manage your books with a high level of ethics and understanding of the rules, provides suggestions, and is a wealth if knowledge!”
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OCM Investments
“Also, here's a picture of the building being torn down by a crane.”
Why these companies made our list
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