Below is a list of the top and leading Financial Services in Los Angeles. To help you find the best Financial Services located near you in Los Angeles, we put together our own list based on this rating points list.
Los Angeles’ Best Financial Services:
The top rated Financial Services in Los Angeles are:
- Pathway Financial Services, LLC – understands that each individual faces unique challenges in their financial lives
- Capital Financial Services – helps you keep the financial details of your company met so it is easier to stay organized
- Keyser Financial Services – provide consulting services for individuals looking to make significant changes to their current financial situation
- Barouti Financial Services – is committed to helping each of their clients build the financial portfolio of their dreams
- Westlake Financial Services – gives you an approach to monitor your credit score free
Pathway Financial Services, LLC
Pathway Financial Services, LLC understands that each individual faces unique challenges in their financial lives. They take the time to understand your needs and concerns and specialize in crafting a plan tailored to meet your financial goals and objectives. Whether you’re saving for a new home or retirement or seeking estate planning advice, they provide personalized service offering experience and expertise to deliver desired results as a companion guide on your pathway to financial freedom.
They will help you make better financial decisions. Whether your goals involve building wealth through investing, funding a child’s education, securing a comfortable retirement, or protecting your estate, they can help you develop a road map specific to your goals. Travel safely, use a compass to help you guide the new terrain, and allow Pathway Financial Services, LLC to guide you.
Products/Services:
Consultation/Coaching, Personalized Financial Plan, Investment Management & Planning Services
LOCATION:
Address: 13101 Washington Blvd #241, Los Angeles, CA 90066
Phone: (310) 432-6067
Website: www.pathwayfinancialservices.com
REVIEWS:
“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 401k, and have a healthy savings. I highly recommend her services!” – Nicole P.
Capital Financial Services
Capital Financial Services helps you keep the financial details of your company met so it is easier to stay organized. As a business owner, you have particular financial needs and concerns. Let them provide the guidance you need to be successful. Your primary goal for your business is true, measurable success. Look to them to evaluate the value of their services by your personal and professional successes.
To help you along the way, rely on their consulting services to give you a closer look at your finances. See their consultants are your personal sounding board, helping you to identify possible problems in your business and develop practical and effective solutions to aid your goals of profitability and growth.
Products/Services:
Consultation, Incorporation, Tax Preparation, Payroll, Annuities, Life Insurance
LOCATION:
Address: 8616 S La Tijera Blvd # 502, Los Angeles, CA 90045
Phone: (310) 348-8271
Website: www.cfsincca.com
REVIEWS:
“Great services! I get my taxes done here and I am very impressed with the level of knowledge and quality.” – Haili F.
Keyser Financial Services
Keyser Financial Services particularize in providing unbeatable accounting, tax, and payroll services to highly motivated and goal-oriented individuals and small size businesses. Their ability to provide and perform such thorough service is due to the versatility and flexibility integrated within its design. A few of the most popular industries they serve are property management, real estate, retail, automotive, and non-profit organizations.
Additionally, they are supremely confident in their familiarity with cash basis accounting, construction, and fund accounting for both governments and Non-profit organizations. They believe if you continue doing what you’ve always done, you will always have what you’ve always got. As such; they provide consulting services for individuals looking to make significant changes to their current financial situation.
Products/Services:
Financial Statements, Personal & Business Consulting, Budgeting & Forecasting, Tax Preparation, Bookkeeping, Payroll
LOCATION:
Address: 6080 Center Dr 6th floor, Los Angeles, CA 90045
Phone: (213) 293-9309
Website: www.keyseraccounting.com
REVIEWS:
“Korey and his team are seriously the best! They are very thourough in their work and are efficient as well. I always enjoy meeting with them and leave with less stress and peace of mind that everything is taken care of. If you are looking for a trustworthy CPA, give them a call… you will not be disappointed.” – Melanie M.
Barouti Financial Services
Barouti Financial Services is committed to helping each of their clients build the financial portfolio of their dreams. Their specialties range from investment planning and tax planning to retirement planning and business planning. Each client receives a fully customized plan tailored in particular to their needs.
It’s important to have an experienced team in your corner to guide you through all of life’s changes. Whether you are setting yourself up for financially safe golden years or you are on the verge of opening a new business, Barouti Financial’s agents are here to help.
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Products/Services:
Investment Planning, Tax Planning, Retirement Planning, Business Planning, Risk Management
LOCATION:
Address: 11661 San Vicente Blvd, Los Angeles, CA 90049
Phone: (424) 465-9000
Website: www.baroutifinancial.com
REVIEWS:
“We went in for the yearly review of our finances yesterday. Tony provides a comprehensive evaluation of where we are now and what we need to do to get closer to our goals. He is honest and direct. He provides excellent advice on all aspects of finance planning for the future, not just where to invest short term to make a quick dollar. When you leave the office, you know that your family’s future is safe. Highly recommended.” – Ignacio R.
Westlake Financial Services
Westlake Financial Services gives you an approach to monitor your credit score free. Avoid spending useless time at the dealership and complete your car buying process from the comfort of your home. Get pre-selected for your next auto loan before you step inside the dealership. Westlake allows you to browse vehicles you are approved on and personalize your financing terms and payment options without impacting your credit score.
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Products/Services:
Indirect Auto Finance, Pay-Off Request, Other Finance Solutions, Additional Services, Free Credit Score, Additional Financing Options
LOCATION:
Address: 4751 Wilshire Blvd #100, Los Angeles, CA 90010
Phone: (888) 893-7937
Website: www.westlakefinancial.com
REVIEWS:
“I had some issues so I called Westlake and I dealt with the most wonderful rep, Stacey Williams. She was attentive and helped me greatly to solve my problem. She even went above and beyond and did as much as she could. I wish all reps were just like her, she deserved all the praise and made my experience one of the best. If you guys are seeking help and actually want someone who cares and is willing to go the length ask for Stacey! 10/10 great service!” – Kevin D.
Shera Elliott graduated from the New Mexico State University with a major in biology and a minor in Biological Basis of Behavior & Health Care Management. Shera grew up in Los Angeles, but moved to Las Cruces for college. Shera has written for several major publications including the Albuquerque Journal and NPR. Shera is a community reporter and also covers stories important important to all Americans.