Financial Advising near West Hollywood, CA

29 locations found near West Hollywood

“I have been using this particular branch for last few years. The staff is amazing, especially Jack Marabyan. He welcomes me with open arms and smile. I feel welcome and feels like family. I recommend CNB to all my friends and family because of the way I am treated.”

3 Average12 Reviews

“I’ve been trusting Edward for many years and my firm loves him as well with his transparency in helping my credit and my cousin as well. My score is where it needs to be and my debt is gone ! But I paid a hefty price and saved 19500 dollars.”

5 Superb137 Reviews

“RVW has been an invaluable partner in my financial journey for many years. Their commitment to exceptional customer service is truly remarkable. I consistently receive personalized attention and feel valued as a client.

RVW also provides insightful investment analysis and educational materials in the form of emails, webinars, and in person presentations. This helps me to make informed decisions about my financial future and navigate market volatility with greater confidence.

I highly recommend RVW to anyone seeking a trusted and knowledgeable wealth management firm.”

5 Superb55 Reviews

“BFS (Balyan Financial Services) is the best accountant I’ve found for influencers and content creators — seriously. As a creator, my income comes from brand deals, 1099s, affiliate stuff, and random payouts, and I needed someone who actually understands how creator businesses work (not just a generic “small business” approach).

Rose helped me get my bookkeeping organized, cleaned up my QuickBooks Online, and made tax prep + tax planning way less stressful. She also broke down creator-specific deductions the right way (travel shoots, mileage, gear, software/subscriptions) and made sure everything is compliant and properly documented — not sketchy, not guessy.

If you’re an influencer, content creator, or UGC creator searching for a tax accountant or bookkeeper who gets the creator world and keeps you on track, I highly recommend BFS.”

5 Superb75 Reviews

“I had a great experience working with Alec Tuckman. He offered clear, practical advice on how to better manage my finances and gave me helpful strategies that actually made sense for my situation. You can tell he really knows his stuff and takes the time to explain things in a way that’s easy to understand. I appreciated his professionalism and would definitely recommend him to anyone looking for a solid financial advisor.”

5 Superb75 Reviews

“I was honestly a nervous wreck when I started this process, but Sanaz and her team (Chris and Andrea) took very good care of me and my case from start to finish. They were extremely patient, answering every single question I threw at them. Every step of the process was met with honesty and empathy. I highly recommend this firm to anyone considering filing for bankruptcy!”

4.9 Superb65 Reviews

“Sam and his team are consistent and timely in their return preparation. I can trust that my business and personal returns will be prepared seamlessly. When I have questions, they are always addressed promptly and thoroughly.”

5 Superb32 Reviews

“My wife and I have been clients of Robert Hal and Associates for 27 years. Daniel Passon has been performing both LLC and Personal Tax Returns for both me and my wife over many years. He is an expert Tax Accountant and always willing to explain any questions my wife and I have. Our taxes get completed on-time accurately and efficiently. We can always reach out to Daniel for any follow-up questions and he provides answers (in a non-technical language we can understand). The staff at Robert Hall and Associates including Nina Brown is also very professional and friendly. High quality service and customer support!”

4.4 Superb354 Reviews

“I truly had a zero-stress experience filing my taxes with this company!! Very easy process, clear communication and awesome tips on how I can better organize my business expenses. Would highly recommend!”

5 Superb23 Reviews

“Raven has helped me the past couple of years and has been very professional. Her knowledge as well as her coworkers on taxes have left me with knowing more than previously. Thank you”

4.8 Superb48 Reviews

“I've been working with Jerry for 16 years. I moved to LA, began working in Production as a PA at 24 and now I'm 40 years old. He's advised me in opening up a business and now does my personal and business yearly taxes. Gerry is so wonderful. I've learned a lot and never met anyone who's so tentative as he is. I highly recommend anyone who's a freelancer to Gerry. He does my partners regular taxes and if you move away he can do your taxes via zoom. I can't say enough good things about Gerry, I've always considered him like a Dad who gives me good advice. The staff is very kind and friendly. The space is always clean, nice restroom and good vibe. Lots of parking out front and side as well. There are local shops to eat and drink. Keep up the good work friends. I look forward to doing my taxes every year and spend some time with you.”

5 Superb22 Reviews

“*Invaluable Accounting Partner for Over 7 Years* It's high time I shared our incredible journey with Wiesenberg & Company, who've been so much more than just accountants to our small entertainment business for the past seven years. From day one, Elisha and his amazing team have felt like part of our own team. They've been our go-to for everything finance-related – whether it's getting our books in order, demystifying QuickBooks, planning, or tackling the dreaded tax season.

Elisha and his team embody professionalism and proficiency. Their approach is not just about numbers; it's about education, empowerment, and partnership. They have consistently demonstrated a deep understanding of our industry's nuances, ensuring our financial strategies are both robust and innovative.

I remember in the past feeling overwhelmed by accounting & tax time, but Elisha's team never failed to guide us with patience and understanding. They're always there, ready to lend a hand or an ear, and it's because of them that I now face tax time with ease and confidence – a statement I never thought I'd make!

I wholeheartedly recommend Wiesenberg & Company to anyone in need of top-notch accounting services. They're not just about the numbers; they're about nurturing relationships, providing peace of mind, and being by your side every step of the way. They've truly been our financial saviors, and we can't thank them enough!”

5 Superb17 Reviews

“I went to Rod as I was unhappy with whom I was using, and I could not be happier!! They really know what they are doing and are wonderful!! Can't refer enough friends and family!! Everyone in the office is GREAT!!”

5 Superb77 Reviews

“These guys are outstanding! I feel remiss in having never left a review for this awesome team. Keith and Shane have represented me for years and they took on a really thorny problem with a six figure tax bill that was wrongly assessed in my opinion, but I'd let it linger for years and it was a real mess. They picked up the ball and handled it and saved me over $80,000 in excesses, fines, penalties and the rest. I cannot express how grateful I am for their professional, courteous and timely service. If you need an accountant you'd be foolish not to give these guys a call.”

5 Superb19 Reviews

“SR Financial Services has been a game-changer for my finances! Their team is professional, knowledgeable, and always willing to go the extra mile to make sure I understand my options. They helped me with tax planning, bookkeeping, and long-term financial strategies — and I couldn’t be more confident in my future.

What I appreciate most is their personalized approach: they take the time to understand my business and personal goals, and then create solutions that actually work for me. Communication is always clear and timely, and I never feel left in the dark.

If you’re looking for a firm that combines expertise with genuine care, SR Financial Services is the right choice. Highly recommended!”

5 Superb14 Reviews

“Tony is a godsend, pure and simple. He is an expert in his field, but he's also very busy, so make the most of your time with him. He helped me successfully resolve an ongoing dispute with the FTB, which seemed an impossible mission until he stepped in to help. He's a bona-fide professional, and I felt confident with him on my side, even against such a lawless, unethical entity like FTB. If I could give more than five stars, I wouldn't hesitate for a second. Many thanks!”

5 Superb13 Reviews

“Xochilt Corrales has been my tax pro since 2018. She's the GOAT! Always makes it easy to work with and explains my taxes in a way I can understand. The flexibility to work with me remotely, quick turnaround time and responsiveness are priceless. She earned my respect, trust and loyalty since day one and I'll always follow her wherever she goes. Xochilt, thanks for being OG and keeping it real. See you next year!”

4.6 Superb98 Reviews

“When we first talked to Michelle I was convinced that her method, or really anyone's advice, simply wouldn't work for us. We had a unique situation that was unsolvable. Boy was I wrong. Michelle is kind, thoughtful and very knowledgable. She didn't make us feel minimized or ashamed of our mistakes, only reassured us that we would somehow get out of it. We had been victims of ID theft, had IRS issues, credit card debt and personal loan payments adding up. On top of a shaky employment situation, it didn't look good and we were afraid of losing our home. She turned it around in 3 sessions and had us learning about options that took away all our stress and got us out of the hole within 1 month. Not a cookie cutter solution but one designed to maximize value and minimize future expenses for our situation. She gave us tools, introduced us to the right people and we were on our way. Recently we had a check in session and she assured us that we were still on track and we feel able to match that confidence. We are very grateful to Michelle, the mindset change is a huge thing for our family, our relationship and our future. Thank you Michelle!”

5 Superb49 Reviews

“I appreciate Elizabeth at IMAX Credit Repair for her invaluable assistance. She addressed all my credit repair queries, provided honest advice, and guided me in the right direction. Her expertise and guidance have been immensely beneficial to my credit journey.”

5 Superb21 Reviews

“If you have not invested with MRS MELISSA CRYPTO , then you should not give up on trading yet because you have not invested with the best forex and trading expert. This is my third time trading with the wrong person on a wrong platform until I found out about MRS MELISSA CRYPTO . she did a marvelous job with my $1000 and I earned $7850 in 7days. his's an expert to trust ?? legit and fast payout of profit. his's trading for me on the 5th time. You have proven to me MRS MELISSA CRYPTO that trading pays and i will forever be grateful. God bless you ma.”

5 Superb20 Reviews

“I've been working with Jen for about a year now and know I'm in good hands. She's guided me through a few different situations so far. I really appreciate that she gives advice in a warm and supportive way; it's clear that she truly cares about her clients.”

5 Superb25 Reviews

“Me and my wife had unintentionally neglected our taxes for years due to marital strife. Once we realized we hadn't taken care of them we sought expert advice. EZX Co was recommended to us through a co-worker who had previously used them. Needless to say, you see the "5 Stars!!!!!" The gentleman told us what to gather, talked us through the process over the phone, precisely and correctly calculated our refund and took the weight of the world off of our shoulders. We are sending our 2017 tax paperwork to them today and expect nothing less than the outstanding results they've already shown us. Its refreshing to deal with companies who still believe in honesty and customer service.”

4.5 Superb15 Reviews

“Carina was amazing from the moment she called me. She was straightforward, honest, and open throughout the entire process. I brought her the necessary documentation, and she handled everything quickly and efficiently. I truly appreciated her professionalism and transparency. I would definitely recommend getting a loan here!”

4.2 Good39 Reviews

“Been coming with Emilio Ortiz for about 10 years already
Always professional
And very friendly !
They are very educated on their craft and up to date with everything!”

4.6 Superb40 Reviews

“I’ve been a client for over 15 years and have seen this company grow a lot during that time. When I first started, I used to go into the office and work directly with Samuel. He was always very kind and took the time to explain everything clearly. He and his team helped me set up my S Corp and made the process easy to understand.

In recent years, I’ve been working mostly with Nicole, who is very detailed, knowledgeable, and always quick to respond. Joshua handles my payroll — and is super organized — and Jina and Luan are always responsive by email whenever I need help with anything.

I really like their online system for uploading tax documents. It’s simple, well-organized, and saves a lot of time. Even though the company has grown and probably has many more clients now, they still provide personal attention and quick responses, which I really appreciate.

Jose at the front desk is always friendly and helpful whenever I call. I’m not sure if Samuel is still working or has retired, but he built a wonderful team that continues to deliver excellent service. After all these years, I still feel confident knowing my business accounting is in great hands.”

4.4 Superb31 Reviews

“This review is for Ben Rosbach. I became a client about seven months ago, and I’ve been consistently impressed and completely satisfied with his services. Not only has my portfolio performed exceptionally well, but Ben has also been incredibly communicative, responsive, and attentive to both me and my goals. When he first evaluated my financial situation, he tailored my portfolio to align with my risk tolerance as well as my short- and long-term objectives, and he also offered thoughtful guidance on managing all of my assets — not just the ones under his direct management. That showed me he truly cares about the full picture of my financial health, not just the areas tied to fees.

As an officer in the military, I have unique financial needs, challenges, and benefits, and Ben has been outstanding in helping me navigate all of them. I’m genuinely grateful to have found him. I’ve already recommended him to several of my peers in the military, many of whom have since become his clients — something I wouldn’t have done if I had even the slightest reservation about his abilities.

Overall, working with Ben has been one of the best financial decisions I’ve made, and I couldn’t recommend him more highly.”

3.8 Good178 Reviews

“Always a good experience. Kuya Ernest always ask and help. Very thorough and quick here. I recommend this place eapecially Kuya Ernest, very nice and helpful.
Thank you.”

5 Superb14 Reviews

“Acap has been managing my accounts for over 10 years. As stewards of my accounts, I trust that Ara and his team always have my best interests in mind, especially during uncertain times. Having experienced the crash of 2009 I learned the importance and benefits of staying invested over the long haul. I remain confident in their actions as I now approach my retirement years.”

4.5 Superb35 Reviews

“Robert is a nice guy and gets the job done quick! My dad has been getting his taxes done with him for the past 30 years and I'm 21 now and I go with Robert!!”

5 Superb11 Reviews

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