Top Financial Services Firms in California
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves CaliforniaServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Meletis & Munsch, LLP is an Accounting company. The San Diego, California-based company was founded in 2017. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
PAUL ANDERSON, CPA, PLLC is an Accounting company. They were established in 2018 and offer Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Established in 2017, San Diego CPA is a small San Diego, California-based Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santee, CA
Services provided
Based in Santee, California, Bookkeeping And Beyond is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Accounting company STEES, WALKER & COMPANY LLP was established in 2014. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Fleetridge Financial, Inc., an Accounting company, was established in 2014. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
LAMB & MEYER APC is an Accounting company. Launched in 1991, the company offers Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Founded in 2007, Oladapo A. Olagbemi, CPA is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Gaines & Welsh Financial Services, Inc. Is an Accounting company. The team is in San Diego, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Class Advisors, Inc. Is a San Diego, California-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Steven Alpinieri, CPA is a small San Diego, California-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Boulder Creek, CA
Services provided
Accounting company AP Accounting & Consulting is headquartered in Boulder Creek, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Citrus Heights, CA
Services provided
Launched in 2016, Anne McCaleb, CPA is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Elk Grove, CA
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Mcgovern Planesi & Walters LLP is an Accounting company. They offer Accounting and Business Consulting and were established in 2004.
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UndisclosedUndisclosed2 - 9Elk Grove, CA
Services provided
Sydney H. Highley CPA, an Accounting company, was launched in 1988. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pico Rivera, CA
Services provided
MONTERROSO ENTERPRISE, INC., a small Accounting company, is headquartered in Pico Rivera, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
Gary S. Riccio, CPA, a small Accounting company, is headquartered in Sacramento, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Lindstrom and Winsborrow Accountancy Corp, a small Accounting and Business Consulting company, is based in Stockton, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
Located in Sacramento, California, Carlos E Soler, CPA is an Accounting company. They focus on Accounting and were founded in 1988.
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UndisclosedUndisclosed2 - 9Poway, CA
Services provided
Lavelle & Associates is an Accounting company. They were established in 2014, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Weworski & Associates is a San Diego, California-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
SD Accounting Services, Inc. Is an Accounting company. They were established in 2015 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Small Accounting company OnTrack Financial, is located in San Diego, California. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49La Mesa, CA
Services provided
Accounting Solutions, Inc., an Accounting company, is in La Mesa, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Escondido, CA
Services provided
Dirk A. Reschly, CPA is a small Accounting company based in Escondido, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Russell Ingledew CPA, Inc. Is an Accounting company. Their team is located in San Diego, California. The company offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Escondido, CA
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Accounting company Compass Tax & Financial Consulting, LLC is headquartered in Escondido, California. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Launched in 2011, StrataTax is an Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Optima Office is an Accounting company. They are headquartered in San Diego, California and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Located in San Diego, California, Brannen Shirley LLP is a small Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Del Mar, CA
Services provided
In Del Mar, California, Lowell Foster, CPA is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
Services provided
Accounting company AB Account and Income Tax Services focuses on Accounting. They are headquartered in Hawthorne, California.
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UndisclosedUndisclosed50 - 249Escondido, CA
Services provided
Accounting company UniqueHR is based in Corpus Christi, Texas and Escondido, California. The team specializes in Accounting and Recruiting.
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UndisclosedUndisclosed50 - 249Union City, CA
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Carson Consulting Corp is a midsize Union City, California-based Accounting company. The team provides Accounting and Staffing.
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UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Encore Partners LLP is an Accounting company. The San Diego, California-based firm was established in 2011. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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Miguel Quimbayo Tax Services, an Accounting company, is located in Hawthorne, California. They offer Accounting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
Services provided
Guardian Tax & Realty is an Accounting company. They specialize in Accounting and were established in 1984.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Linda Catalina, CPA is an Accounting company. The company is based in San Diego, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Cain Advisory Group, an Accounting company, is headquartered in San Diego, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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Quick Tax Services is a Hawthorne, California-based Accounting company. They focus on Accounting and were founded in 2009.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Beachwood Financial Solutions is an Accounting company launched in 2011. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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Small Accounting company GQ Professional Services, is headquartered in Hawthorne, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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PAYSYS is an Accounting company. Their team is based in Hawthorne, California. The company provides Accounting.
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UndisclosedUndisclosed2 - 9Westminster, CA
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GLM Bookkeeping Tax Service Inc, a small Accounting company, is in Westminster, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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England Financial Corporation is an Accounting company. Their small team is in Pleasanton, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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Small Accounting company Saunders Accountancy Corporation, is in Pleasanton, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
Franklin Management Systems is an Accounting company. Founded in 2003, the firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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Small Accounting company Despain Tax Sevices, is located in Pleasanton, California. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Pleasanton, CA
Services provided
My Tax Filer is an Accounting company. Their midsize team is based in Pleasanton, California and focuses on Accounting. The agency was established in 2008.
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UndisclosedUndisclosed2 - 9La Mesa, CA
Services provided
MAXWELL TAX SERVICES is an Accounting company. They focus on Accounting and Business Consulting and are located in La Mesa, California.
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List of the Top 15 California Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.8/40.017.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
30.9/40.016.2/20 Reviews7.2/10 Clients & Experience7.5/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Ability to deliver
27.4/40.017.6/20 Reviews1.5/10 Clients & Experience8.3/10 Market PresenceService focus
100% Insurance Services & Brokers -
$50,000+$50 - $99 / hr2 - 9San Francisco, CA
Ability to deliver
27.3/40.016.4/20 Reviews5/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
26.7/40.016.2/20 Reviews4.4/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
26.6/40.016.2/20 Reviews4.2/10 Clients & Experience6.2/10 Market PresenceService focus
80% Accounting20% Financial Advising & Planning -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
26.2/40.017.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% Other -
$5,000+$150 - $199 / hr2 - 9Irvine, CA
Ability to deliver
26/40.016.2/20 Reviews5.2/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$150 - $199 / hr2 - 9San Francisco, CA
Ability to deliver
25.8/40.016.2/20 Reviews1/10 Clients & Experience8.6/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$150 - $199 / hr50 - 249San Diego, CA
Ability to deliver
24.6/40.016/20 Reviews2.1/10 Clients & Experience6.5/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
24.6/40.016.2/20 Reviews2.8/10 Clients & Experience5.5/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
23.9/40.015.6/20 Reviews3.4/10 Clients & Experience4.9/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Ability to deliver
23.7/40.016.2/20 Reviews2/10 Clients & Experience5.5/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr10 - 49Roseville, CA
Ability to deliver
23.7/40.016.2/20 Reviews1.3/10 Clients & Experience6.1/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+< $25 / hr2 - 9Los Angeles, CA
Ability to deliver
23.6/40.016.2/20 Reviews1.5/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Ability to deliver
23.5/40.016.2/20 Reviews1.3/10 Clients & Experience5.9/10 Market PresenceService focus
60% Accounting40% Other -
$5,000+$150 - $199 / hr50 - 249Irvine, CA
Ability to deliver
23.3/40.018.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
23.1/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
$1,000+$100 - $149 / hr10 - 49Culver City, CA
Ability to deliver
23/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr2 - 9Glendale, CA
Ability to deliver
22.6/40.016.2/20 Reviews1.4/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Ability to deliver
22.4/40.016.2/20 Reviews1.3/10 Clients & Experience4.9/10 Market PresenceService focus
80% Accounting20% Other -
$5,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
22.1/40.016.2/20 Reviews1/10 Clients & Experience4.9/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Palm Springs, CA
Ability to deliver
22.1/40.016.2/20 Reviews0.7/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
$1,000+< $25 / hr50 - 249Rolling Hills Estates, CA
Ability to deliver
21.9/40.016.4/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$200 - $300 / hr2 - 9San Luis Obispo, CA
Ability to deliver
21.9/40.016.2/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249San Francisco, CA
Ability to deliver
21.7/40.016.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
40% Accounting60% Other -
Undisclosed< $25 / hr50 - 249Tracy, CA
Ability to deliver
21.1/40.016.2/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting
