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Best Financial Advisors in Baldwin Park

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Baldwin Park, CABaldwin Park, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Baldwin Park, CABaldwin Park, CA

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

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440 East Huntington Drive, Suite 318, Arcadia, CA 91006
Arcadia, CA 91006
  • Certified Financial Planner (CFP)
  • Financial Planning

Stewardship Financial provides distinctive fiduciary advice in Baldwin Park and the surrounding communities. It believes in the liberating power of investing for the future to achieve financial freedom. It seeks to help others obtain a work-optional lifestyle with the kind of retirement and legacy they desire. Its founder, David Medina, holds an MBA and leverages his knowledge to benefit wealth management clients, ERISA plan sponsors, and participants. He wrote the book, “The Right Plan, The Right Process: Optimizing Your Retirement Plan Benefits and Planning Strategies."

440 East Huntington Drive, Suite 318, Arcadia, CA 91006
Arcadia, CA 91006

Website(888) 478-3934

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

1050 West Lakes Drive Suite 225, West Covina, CA 91790
West Covina, CA 91790
  • Finance Planning

Thrive Tax & Advisory is a CPA firm that assists clients in Baldwin Park with tax, accounting, and business consultation services. It caters to individuals, professionals, and privately owned businesses. The company helps create tax and investment strategies. It also has various resolution services, such as voluntary disclosures, deferred payment agreements, penalty abatement requests, and release of liens and levies. Thrive Tax & Advisory has been in the industry for over 20 years. It is a member of the AICPA.

1050 West Lakes Drive Suite 225, West Covina, CA 91790
West Covina, CA 91790

Website(626) 534-3454

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

185 W. Chestnut Ave., Monrovia, CA 91016
Monrovia, CA 91016

TransGlobal provides wealth management services in Baldwin Park. It caters to the needs of families by helping them manage and grow their investments. Its advisors help with education, tax, insurance, and estate planning. They also deliver personalized asset allocation strategies according to the investment goals and risk tolerance of their clients. TransGlobal has been in business for over 30 years, planning and supervising the finances of Asian families. It has branches in California, New Jersey, New York, Massachusetts, and Hawaii.

185 W. Chestnut Ave., Monrovia, CA 91016
Monrovia, CA 91016

Website(626) 447-7888

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

224 W. Foothill Blvd., Glendora, CA 91741
Glendora, CA 91741
  • Retirement Planning

Established in 2003, Vosberg Wealth Management is available to clients in Baldwin Park and the surrounding communities. The agency handles service areas such as wealth management and retirement planning. The company is experienced in working with professionals, including teachers, business owners, utility workers, and government employees. It also offers assistance with life insurance, tax-efficient strategies, asset protection strategies, and IRA legacy planning. Brian Vosberg, the firm's founder, is a Retirement Income Certified Professional and a Chartered Financial Consultant.

224 W. Foothill Blvd., Glendora, CA 91741
Glendora, CA 91741

Website(626) 358-5458

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

19 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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