Top Three Rated

Best Financial services in LOS ANGELES

4 trusted local Financial Services in Los Angeles, California

ACap Advisors & Accountants: Wealth Management, Financial Planning and Accounting Services

16133 Ventura Boulevard, Suite 600,Los Angeles, CA
Pincode: 91604
4.8 (26 reviews) Since 2009
Specialties
Individual Services & Tax Planning & Preparation
About Business

ACap Advisors & Accountants is a boutique fee-only wealth management and full-service accounting firm based in Los Angeles, CA. We provide comprehensive, unbiased financial advice. Whether your goal i...

ACap Advisors & Accountants is a boutique fee-only wealth management and full-service accounting firm based in Los Angeles, CA. We provide comprehensive, unbiased financial advice. Whether your goal is to pay off education loans, save for the purchase of a home, establish or manage your investment accounts, minimize taxes, or ensure your existing portfolio is balanced and in line with your goals, ACap will work to maximize your profits and eliminate anxiety through personalized, fee-only financial planning and accounting services.

Working Hours
Open Mon- Fri: 9am - 5pm Sat &Sun: Closed
Customer Review
Ara and his team were amazing from start to finish. As an entrepreneur you have to have someone you trust with tax prep and planning. We planned and got amazing results with the business this year. Thanks! Highly recommend!
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Pathway Financial Services, LLC

13101 West Washington Boulevard, Suite 241,Los Angeles, CA
Pincode: 90066
5.0 (19 reviews) Since 2014
Specialties
Consultation or Coaching Personalized Financial Plan (one-time engagement) & Planning Services with optional investment management (ongoing engagement)
About Business

At Pathway Financial Services, we understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a...

At Pathway Financial Services, we understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives. Whether you're saving for a new home or retirement or seeking estate planning advice, we provide personalized service offering experience and expertise to deliver desired results as a companion guide on your pathway to financial freedom. We'll help you make better financial decisions.

Working Hours
Open Mon-Fri: 11am - 7pm Sat : 11am - 6pm Sun: Closed
Customer Review
Jen was wonderful to work with! My husband and I did a personalized financial plan with her -- she took the time to understand our goals, thoroughly explain concepts, and explain and write up all her recommendations and reasoning in a way that was very clear and easy to take action on. She was also available for any additional questions we had, which was incredibly helpful. We can't recommend her enough!
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David Rae, Certified Financial Planner, Tax Planning Financial Advisor

529 North Kilkea Dr,Los Angeles, CA
Pincode: 90048
5.0 (21 reviews) Since 2017
Specialties
Financial and Retirement Planning Invest Management 401(k) Information Request Tax Planning & Insurance
About Business

Fiduciary Financial Planner. Helping people with investing, smart money choices, tax planning, retirement planning and estate planning. Financial Expert David Rae is your go to resource for all of you...

Fiduciary Financial Planner. Helping people with investing, smart money choices, tax planning, retirement planning and estate planning. Financial Expert David Rae is your go to resource for all of your personal finance needs. With over 20 years experience

Working Hours
Open By Appointment
Customer Review
I have known David for many years and really enjoy working with him. He is very knowledgeable, responsive and accessible. Investing can be a confusing and sometimes scary business but David is always reassuring. I highly recommend him.
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Adriana's Insurance Services

3087 W Pico Blvd #3, Los Angeles, CA
Pincode: 90006
4.4 (387 reviews) Since 1993
Specialties
Life Insurance Home Insurance Motorcycle insurance Business Insurance Commercial Insurance Trucking & Auto Insurance
About Business

With 30 years of experience, Adriana’s Insurance currently counts with more than 60 offices in Southern California. Bringing to our client’s insurance services for their auto, home, commercial vehicle...

With 30 years of experience, Adriana’s Insurance currently counts with more than 60 offices in Southern California. Bringing to our client’s insurance services for their auto, home, commercial vehicle, business and we even count with traveling insurance to México! Over 45 companies are trusting us, obtaining and guarantying the best prices.

Working Hours
Open Mon - Wed: 9:00 AM - 7:00 PM Thu & Fri: 10:00 AM - 7:00 PM Sat: 9:00 AM - 5:00 PM Sun: Closed
Customer Review
Miguel Z was the one who assisted me and he was super appreciative and so nice to me. He was one of the best insurance person I ever talked to. He helped me and was very honest and so sweet about my situation.
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