The 10 Best Financial Planners near me in Los Angeles, California
2. RVW Wealth, LLC
- 31 Reviews
Some of the most higly rated Financial Planners in Los Angeles are:
- Efros Financial - Income Tax and Financial Planning Experts (5/5)
- RVW Wealth, LLC (5/5)
- Gerber & Co Inc CPAs (5/5)
- Oren Hen EA, Inc. (5/5)
- Pathway Financial Services, LLC (5/5)
- Ellen B Holden Personal Financial Planning (5/5)
- Northwestern Mutual: Andrew J Manier, CFP®, AEP®, ChFC®, CAP® (5/5)
- AA Capital Management (5/5)
- Brittney Castro, Inc. (5/5)
- First Western (5/5)
- Lone Oak Fund (5/5)
- Kinetic Financial (5/5)
- AdvicePeriod (5/5)
- Hardy Capital Investments (5/5)
- Magidov CPA Firm (5/5)
- Lido Advisors (5/5)
- Satori Wealth Management, Inc. (5/5)
- MetLife (5/5)
- Toomari Business Consultant (5/5)
- HCR Wealth Advisors (5/5)
Here is a review from an user.
Alex Efros is an extremely professional and invaluable tax expert. He is quite helpful, explaining everything in a clear and easily understandable manner. Alex has an incredible attention to detail. He precisely describes and lays out all options for all possible situations that may arise, outlining the potential benefits and issues that are involved. Nevertheless, one of the most stand out advantages of being a client of Alex is the personal attention he gives you. Alex is always available either by email or phone, and responds promptly and very effectively to address any concerns that came up. Needless to say, Alex is highly regarded and greatly recommended as an exceptional tax expert by myself and considerably many others for very good reason. You are in great hands with Alex Efros.
As their outsourced computer consultant since the formation of the firm in , I've see first hand how they operate their business, interact with clients, and invest in their employees. They always make sure their network is up-to-date and keep up with the latest security measures. They have a great high-energy team with fantastic leadership.
I have been working for Gerber & Co Inc CPAs for the past 6 years. The firm has the most professional and ethical work environment I have ever been a part of.
Pre-Covid, I found myself in an unexpected financial situation that complicated my taxes immensely. Concerned about my upcoming tax burden, I reached out to several tax professionals and not only was Oren incredibly helpful in guiding me (tax season was still far off) he was the ONLY one who could provide clarity & solid answers about my specific situation. Thanks to his advice that day, I went on to acquire all the necessary paperwork to properly support my filing (a several month process) When tax season did finally roll around and with COVID raging, I had spare time so I called around to some tax preparers closer to where I was now living. To my surprise - I found myself knowing more about the tax code for my situation than them (thanks to Oren) and most could not provide me with a price quote or even an estimate! I looked Oren back up and gave him a call, I refreshed him of my situation, explained my further complications including unemployment benefits and we were up and running. Also, I was provided clear, up front pricing and it was honored. In the end, because of Oren's advice and expertise my tax burden was reduced greatly and all my worries were erased. He helped me when I needed it, at a time when it wasn't benefiting him to do so. I strongly recommend his services.
Jen has been very helpful with answering some questions regarding my personal finances. With her help I have been able to pay more back on my student loans, finally put money into my k, and have a healthy savings. I highly recommend her services!
Wonderful meeting Andrew Manier and his incredible team. They made it so easy to get the large amount of income protection I needed and rolled over an old k from my law firm.
I struggled with personal finance out of college. I really wanted to buckle down and get a person who understood my needs. After one meeting with these guys, I felt at home. I was able to get control over my personal financial needs, and begin a plan to accumulate wealth over the long term. I was even able to figure out how to successfully retire by my standards on a set date. I am amazed as the help I received with this group.
FWW changed how I view and manage my finances. It was so fun to work with Brittney. Financial planning sounds so serious but Brittney brings a lot of energy and fresh thinking to the topic. I feel like I'm on track to meet my financial goals, both long and short term. I % recommend Brittney and will continue to seek her guidance for years to come. She is the best!
Great lender...always reliable and very honest people
Extremely talented team of financial experts. Highly recommend if you are a high net worth individual looking for financial planning and advice.
Advice period is Very helpful. I will be using them again for future financial investment needs. Their advisors is very assertive and understood my situation and helped me understand my options then came back to me with a tailored plan and way forward. I am very happy with the personal service and advice I have received. Would definitely recommend Advice Period.
Ruslan is a top-notch CPA. He has a wealth of knowledge that allowed him to quickly address our accounting concerns. Great office team as well!
I've had my money with Lido for a little over a year. Great people, great portfolio performance.
Danny's knowledge about financial planning, investment management, and tax planning are one-of-a-kind. He has a simplified process that wasn't overwhelming and allowed me to feel comfortable the entire time. Definitely recommend speaking with Danny about your financial goals!
Mr. Toomari and his staff help me with my personal taxes. Thanks
Exceptional professionals. Their consultants are very kind and approach the details and documentation with care.