View Profile
Ark Wealth Advisors
“I have know Chris for over 10 years, very honest, always watches out for his clients.”
Best Financial Advisors in Yorba Linda, CA
24 firms listed · 4 in Yorba Linda · 1 open 24/7 · 7 open weekends · 19 rated 4.5+
Data verified October 18, 2026
View Profile
The CPA Tower
“The accounting landscape is changing rapidly and one word—complexity—defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, firms are rethinking their strategies for practice management, client services a...”
View Profile
Ellis Advisory Group
“Established in 1984, Ellis Advisory Group serves individual investors and their families with their financial planning, retirement, investment, tax and insurance needs. We are an independent financial planning firm and provide unbiased advice, and cu...”
View Profile
Contemporary Retirement Strategies
“While traditional economic models assume that people make rational decisions, most humans don't think like robots. This article summarizes some common biases that can influence financial decisions.”
View Profile
Weber Wealth Advisors
“We manage our firm as a team. There are four of us, and we revenue share vs. having four completely separate individuals operating independently. This means when one of us is on vacation or not available the other Advisors regard your account as one ...”
View Profile
Tax Law Advocates - Tax Relief Company
- Emails
- Debt
- 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.”
The 24 firms listed for Yorba Linda, 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: Yorba Linda, CA
Of the 24 firms we list here, 4 are in Yorba Linda itself and 20 come from towns including Irvine (5, 15 mi), Orange (2, 7 mi) and Tustin (2, 11 mi). 20 of the firms on this page have a rating, from 4.4 to 5.0 across 2,854 reviews; 15 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (88%) and responsiveness (88%). 1 is open around the clock; 7 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are business valuations (2), estate planning (2), quickbooks setup (2), small business accounting (2) and tax preparation (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 38 years. 1 offers urgent consultations; 2 offer payment plans and 8 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 Yorba Linda take financial planning bookings online?
6 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.
View Profile
Modern Wealth Law
- Intent
- To Establish
- 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.”
View Profile
Sense Financial Services
- Trust
- Website
- 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.”
View Profile
Clearbooks CPA
- Tax Strategy
- Season
- 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.”
View Profile
Liberty Debt Relief
- Stress
- Credit Score
- Payments
“I'm giving Librty Debt Relief a 4 star based on my experience with them until this point because I started the program January 2023 and I received a summons for court one one of the accounts that they were handling on my behalf.”
View Profile
Ameriestate Legal Plan
- Call
- Parents
- Questions
“The whole process was longer than we expected, but in the end, the time it took to complete was not long and it made sense once we finished, plus we had to gather personal information and have heart to heart conversations to complete the process.”
View Profile
The Agency
- Matter
- Receptionist
- Credit
“I'll start off by stating that Alfred and his team of professionals are hands down the best Tax preparer's I have ever had the pleasure of doing business with.”
View Profile
Udirect IRA Services
- 401k
- Fees
- 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.”
View Profile
Remedy Payment Solutions
- Merchant
- Software
- Team
“Absolutely a life time customer they have helped us multiple times to save time and money we are thankful for these guys services and I recommend them to all movers”
View Profile
Peachtree Debt Relief
- Stress
- 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”
View Profile
OC Financial Services
- Accountant
“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.”
View Profile
Bharmal & Associates
- Information
- Understand
- 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.”
View Profile
Kyky - Tax Firm & Corporate Services
- Communication
- Income
- Questions
“And not only am I satisfied with the 2022 tax refund, but Ky Ky also helped me re-declare my 2021 tax return because the old declaration company made a mistake, so I didn't get a full refund without my knowledge.”
View Profile
Little Saigon Living Trust
- Need
- Knowledge
- 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.”
View Profile
Life Design Financial & Insurance Services
- Book
- Success
- 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.”
View Profile
Rescue One Financial
- Debt Relief
- Information
- 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.”
View Profile
HRL TAX Solutions
- Questions
- Business Tax
- Price
“Before we went to Henry we tried to get help with Optima Tax Relief claiming to help us with our tax matter, they ripped us off and caused so much stress and anxiety.”
View Profile
Falcon Wealth Planning
- Assessment
- Advice
- Information
“The professionalism, frequency in meetings/communication, and the commitment in helping me in my specific goals is what keeps me feeling confident for my future.”
View Profile
Elite Accountants Group
- Patient
“Tax extension deadline was approaching and I had called several Tax offices without much success, but when I called Elite Accountants Group, Ahmad answered and an appointmen was made.”
Retirement Planning and Investment Management Services in Yorba Linda, CA Cost Estimates
Minimum cost
$1099
Maximum cost
$9334
National Average
$3295
Avg Per Hour Rates
$330
$2197
$6040
Average price range is based on 298 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
