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Best Financial Advisors in Lancaster

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1058 West Avenue M-14, Palmdale, CA 93551
Palmdale, CA 93551
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

Burkey, Cox, Evans & Bradford is an accounting firm that has been serving Lancaster and surrounding communities since 1956. It offers a wide range of financial advisory services to individuals, including retirement planning, elder care, estate planning, and wealth management. Business advisory services are also available, such as strategic growth planning, assistance with debt and financing, and review and evaluation of internal controls. One of the firm's CPAs, Laura Bradford, has over 30 years of experience in management consulting and taxation.

1058 West Avenue M-14, Palmdale, CA 93551
Palmdale, CA 93551

Website(661) 267-2005

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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:

4.2 / 5 ( Best)

Total Reviews:

27 (Best)

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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