Financial Advising near Cerritos, CA

30 locations found near Cerritos

“Don't listen to all the 1 star reviews. They help you payment and everything. If you need time to pay they have options. Ask for Martha she'll get you the help you need”

1.8 Poor131 Reviews

“Cynthia and her staff at Accurate Taxes, LLC provided a highly professional and knowledgeable service. Throughout my interactions with them, they were consistently courteous and helpful, addressing all of my questions and easing any concerns I had. Their expertise and dedication made the entire process smooth and enjoyable. Their commitment to client satisfaction and their professionalism set them apart. If you are dissatisfied with your current tax advisor or preparer, or if you are searching for a team that understands your needs, I strongly recommend reaching out to Accurate Taxes, LLC. They are effective and client-focused.”

5 Superb85 Reviews

“This is a great place to get your taxes done. Honest, expert service and they stand behind their work.The owner, Trish, has helped me out well beyond just doing both my corporate and personal taxes. She’s given me some really great investment and business advice that has paid off tremendously.I can not recommend them highly enough!!”

4.9 Superb94 Reviews

“Called with a tax issue from another preparer and Stan was more than generous with his time and patience. Very knowledgeable and gave clear advice. I look forward to signing on as a client and getting things squared away.”

4.9 Superb89 Reviews

“RCD Capital LLC, specifically Mr. Steven Lee, is not just a broker out there to make money for them, but truly amazing how he does not waste time to help others like me, in the past 3 months he did get me approved for a DSCR Cash-Out Refinance Loans because due to Covid-19, I got 2 properties endangered to be foreclosed with foreclosure sale dates, it was breathtaking, but prayerfully, GOD moved miraculously and RCD Capital's strategies worked. I will recommend RCD Capital with 5 stars on the smooth, shortened process to a Cash Out Refinance.

1) RCD Capital has helped me SAVE from FORECLOSURE our 2nd Home

2) RCD Capital has helped me SAVE from FORECLOSURE our rental

I cannot thank RCD Capital enough for their efforts to help me even though these are not million dollar deals.

However, I will pray for you business to help more people like me.

See the rental scheduled to be foreclosed on August 26, 2024 I was able to wire $70K yesterday to reinstate it - and I am current now!

May God bless you RCD Capital LLC!”

4.9 Superb58 Reviews

“Irene was incredibly helpful and knowledgeable. The entire staff is incredible. It was a smooth experience and I’ll definitely be returning every year!”

4.7 Superb70 Reviews

“I cannot recommend Marco Scalco highly enough. His support during one of the most challenging periods of my life—the passing of my mother and dealing with the subsequent inheritance—was invaluable. Beyond his impressive expertise, he demonstrated incredible empathy and patience, which made a world of difference.
Marco's communication is outstanding; he is always quick to respond and explains complex financial matters in a clear and approachable way. This has been a huge relief, especially during an emotional time. I feel completely confident and informed with Marco handling my ongoing financial and tax needs.”

5 Superb31 Reviews

“Excellent Tax and Accounting, Inc. is a company with great capacity to help its clients and provide the best service that helps our families. I have been doing my taxes for 17 years and have always received the best refund. Thank you Excellent Tax and Accounting, Inc. for being part of my family.”

4.6 Superb59 Reviews

“I worked with Luz to get my Pre-Approval Letter for the Dream For All application. Luz and her team provided fast responses! I previously was trying to go through a lender in my area but they wre not responsive and the deadline for the program is coming up. I then messaged Luz because of her consistent communication through the newsletters to apply for the program.

I submitted my loan application and required documents and her team was able to provide me the pre-approval letter the same day! I was then able to use that and apply for the Dream For All application before the deadline. I'm happy with Luz and her team's prompt service and attention to families.”

5 Superb25 Reviews

“I have been going to Williams Tax & Financial for many years. Each year when it’s tax time, I phone the office to make an appointment where they are friendly and professional, and any time I have had to leave a message they have been quick to respond. First, having had Steve prepare my taxes and then transitioning over to Jobel; I’ve always felt confident that they are honest, extremely knowledgeable and thorough in completing my taxes. They take their time to explain the process and encourage any questions I might have regarding my current taxes and while making suggestions on the following years returns. My taxes have always been completed in a timely manner, which I truly appreciate. I have been exceptionally satisfied with the service at Williams Tax & Financial and plan on using them for years to come.”

4.9 Superb28 Reviews

“She did a great job, you so much deserve an accolades on this MRS TAISHA CARSON. I can't explain myself right now what I received on my wallet was so great and surprising, an amazing huge amount was sent to me by trading with an expert like MRS TAISHA CARSON. Always do your best, what you plant now you harvest later, I made $9,900 with just little amount of $1000, thanks to MRS TAISHA CARSON. for making that come through. Please all you have to do is to contact her and be a part of this online investment, Her info....”

5 Superb19 Reviews

“Would give 7 stars out of 5 if I could!!!
Drove by and noticed the sign and dropped in. Had answers to my questions by the office staff immediately. Left my information, and they followed up with me the following day to make sure I was going to bring in the rest of my paperwork.

I was impressed with the diligence and communication.

I'm no spring chicken ?. But this has to be the least painful tax experience in my adult life. I will definitely recommend it to local friends and family.

Not only was my work expeditious, but also very affordable. Let's just say. About half the price of the franchise tax agencies.

Thank you Team! Much appreciated”

4.9 Superb21 Reviews

“If you haven't been here, give them a try. We have been coming with this service for over 25 years, and have been very happy with the service that they provide. Today, we drove from the Fresno area...yea, fought with the friggin traffic and finally made it. So, we got our taxes, and now we are relieved. Another year for Tio Samuel....until next year. Give them a try. You won't be disappointed.”

4.5 Superb32 Reviews

“Great service! It was my first time filing my taxes and didn’t really know what to expect and one of the accountants (Gabby) guided me along the way and made it super easy! 10/10 service and I would 100% recommend this place.”

4.7 Superb21 Reviews

“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”

4.6 Superb24 Reviews

“BFK has prepared my taxes for years. This a family operated tax business that prides themselves on serving the community. Karen and Cynthia provide a high level of expertise in taxes as well as other areas in the financial industry.”

5 Superb11 Reviews

“Michael Shafer is a skilled and attentive financial advisor. His expertise and dedication are evident in every interaction. He will take the time to understand your financial goals and craft a personalized plan that addresses your needs.

Michael’s strategic insights and clear communication will make complex financial concepts easy to grasp. His professional integrity and proactive approach will give you confidence.

The support from Michael and his team are exceptional, with prompt responses and regular updates that keep clients informed. Michael Shafer is a great choice for anyone seeking knowledgeable, reliable, trustworthy, and effective financial guidance.”

5 Superb10 Reviews

“The Downed branch is always so friendly And willing to help with anything I need. From Joe to the tellers Maria, Kimberly, and Elisa and Danny; I would recommend any one to come here.”

4.6 Superb14 Reviews

“I did not think I could retire at my age, but Travis and Paul Ivanoff have helped me plan a pathway to retirement which included Long Term care.
Retiring without Long Term care insurance is placing a burden on your children.
They have built a team that is responsive and comprehensive. They plan events that resemble a family get together. And are actually a learning environment for retirees.”

4.4 Superb19 Reviews

“I have been a client of Tushar Shah since 2008. I trust him completely to take care of my taxes. He is very knowledgeable, professional and extremely helpful. He helped me a few years ago with an offer of compromise after my divorce. It was a long but smooth and less stressful for me, as he took care of it all for me. I’m extremely context with his services and highly recommend him. His new location is easy to get to and very nice! Thank you tax profesionales!”

4.2 Good26 Reviews

“We really appreciate Mr. Mckenzies help on dealing with my grandparents requests. They are elders already and needed the support of experts for their finances. The process went very smooth. would like to give them a 5 star!”

4.6 Superb10 Reviews

“Halbert Hargrove is an excellent partner helping me reach my financial goals. My mind is at ease knowing the investment team with which I work is making all the correct decisions regarding the management of my portfolio. In addition, I appreciate how well they communicate what they are doing with my funds via phone, email and my personal login on their secure portal. And if I have ANY questions, they provide quick, clear, accurate answers professionally, politely and with the utmost of respect. I so highly value my relationship with them, I've been happy to recommend their services to family, friends and colleagues.”

4.2 Good18 Reviews

“Amazing service! Michael Ray is the best! My husband and I are so glad we were referred to him since last year. He is extremely knowledgeable and helpful. We highly recommend him.”

4.6 Superb9 Reviews

“Outstanding staff with prompt services for our small business accounting, payroll, and taxes. I truly will miss everyone in the office. The services were excellent. I recommend to others.”

4.1 Good17 Reviews

“I have the pleasure of working with Mike over at Breitman Capital, and MY experience has been remarkable considering its only been a month. I'm looking forward to a long satisfying relationship with them.”

3.9 Good32 Reviews

“If you’re looking for an investment advisor that’s easily accessible, communicative and feels like family, then this is the place for you! It also helps that Trevor and his team are well versed in investment strategies that are tailored according to each individual’s unique plans and risk tolerance. I am nearing retirement and I would not trust any other firm to guide my plans.”

5 Superb4 Reviews

“I want to let Apoyo Financiero know that Alejandro goes ABOVE AND BEYOND on his customer service skills. Alejandro makes you feel like family. Thank you so much for your OUTSTANDING SERVICE Alejandro.”

3.7 Good32 Reviews

“My wife and I went for a free consultation several years ago and met with financial planner Anna Li Castro. Anna Li Castro provided that piece of mind they we were on the correct path with respect to our retirement goals. I would not hesitate recommending Anna to both family and friends for all your financial needs.”

5 Superb3 Reviews

“Absolutely highly recommend Emma. She is thorough. She explains everything very well and works with you to accomplish your goals while also ensuring you are set in the event of an emergency. I appreciate and value her guidance so much.”

5 Superb3 Reviews

“Looking for someone to file your taxes? Look no further. I have been filling my taxes with Urrutia & co for the last couple years. Filling with them means transparency and a maximum refund. They go above and beyond to ensure you get the best refund possible. Lázaro and Sonia are very knowledgeable and they are able to answer any questions you may have. They are kind, welcoming and extremely professional. I recommend them to my family and friends.”

3.8 Good17 Reviews