Best Financial Advisors in West Covina

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Roy McGarrell & Co., CPA logo
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Roy McGarrell & Co., CPA

1700 West Cameron Ave Suite 106, West Covina, CA 91790
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  • Tax Planning
  • Tax Preparation
  • Financial Planning

Business Description

Roy McGarrell & Co., CPA, offers financial planning solutions to clients in West Covina. For over 20 years, the firm has been helping people plan for their retirement or children's college education. Its financial planning service includes tax and estate planning. Financial statement preparation for small business clients is also available. The members of the firm participate in continuing education courses offered by local chapters of the national accounting and tax associations to remain current on tax and accounting laws.

Reputation:

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.
3.9
Google
4.2 / 5 (5)
Yelp
3.5 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Roy McGarrell & Co., CPA

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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