Top Financial Services Firms in California
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Featured
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$50,000+$200 - $300 / hr10 - 49Serves CaliforniaServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Serves CaliforniaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Steven Wendroff, CPA is an Accounting company. Their small team is located in San Diego, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Accounting company Kernochan & Associates, Inc. Offers Accounting and Business Consulting. They were launched in 2005.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
Based in Agoura Hills, California, Wolf & Associates, APAC is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosedFreelancerAgoura Hills, CA
Services provided
Accounting company Jack B. Murad, CPA, MBT Financial Services was established in 1990. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Westlake Village, CA
Services provided
Foster, Griffith & Allen, Inc. Is a small Accounting company. They provide Accounting and Business Consulting and were established in 2004.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Premier Accounting & Tax Services, Inc is an Accounting company. The Los Angeles, California-based team focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Schwartz & Schwartz is an Accounting company. They provide Accounting and were founded in 2014.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Fintegrity Group, P.C. Is an Accounting company. The Westlake Village, California-based company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santee, CA
Services provided
Kagan & Associates, CPA is a small Santee, California-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
Accounting company Beck, Whitehead & Co CPA's, An Accountancy Corporation is located in Agoura Hills, California. They specialize in Accounting and were established in 2002.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Founded in 2009, Allan Guttentag, CPA is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Guerrero, Jimenez, Diaz & Co. LLP is a small San Diego, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Accounting company FRIDMAN & ASSOCIATES provides Accounting. They were established in 2018.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Amy Eklove, CPA / MSA is an Accounting company established in 2010. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Barmache & Alford, LLP is a small Accounting company established in 2009. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Hinricher & Cousino, LLP, an Accounting company, is in Thousand Oaks, California. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Thousand Oaks, CA
Services provided
Sparks & Company, Inc. Is an Accounting company. They specialize in Accounting and were founded in 2016. The company is headquartered in Thousand Oaks, California.
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UndisclosedUndisclosed2 - 9Alameda, CA
Services provided
Laurel J. Sullivan, CPA, Inc. Is an Accounting company. Their small team is in Alameda, California and specializes in Accounting. The firm was established in 2012.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
TL Squared is an Accounting company established in 2018. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albany, CA
Services provided
Apex Tax and Accounting Services, a small Accounting company, is located in Albany, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Albany, CA
Services provided
KOPMAN, INC. Is an Accounting company. Based in Albany, California, the company offers Accounting.
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UndisclosedUndisclosed2 - 9Albany, CA
Services provided
Accounting company Monty Lee, EA is in Albany, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9El Cerrito, CA
Services provided
Meseret Y. Zeleke, CPA is a small Accounting company. They focus on Accounting and were founded in 2005.
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UndisclosedUndisclosed2 - 9Berkeley, CA
Services provided
Richard J. Arnason, CPA is an Accounting company. They were founded in 2000, and their services include Accounting.
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UndisclosedUndisclosed2 - 9El Sobrante, CA
Services provided
Founded in 2004, Summerville & Associates, a small Accounting company, is located in El Sobrante, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Emeryville, CA
Services provided
Michael Steele, CPA is an Accounting company. In Emeryville, California, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9La Mesa, CA
Services provided
Forthright, a small Accounting and Business Consulting company, is based in La Mesa, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Chen & Widner, CPA LLP is a small Accounting and Business Consulting company in San Diego, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49City of Industry, CA
Services provided
ZD CONSULTING GROUP is an Accounting company founded in 2015. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49City of Industry, CA
Services provided
Accounting company Sue Yen Leo, CPA, An Accountancy Corporation is located in City of Industry, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Gabriel, CA
Services provided
HJ Tax & Accounting is a small San Gabriel, California-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Global First Accounting Group is a small Accounting company. They focus on Accounting and were founded in 2018.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
Vace & Company, CPA is an Accounting company. Their small team is based in Beverly Hills, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Established in 2014, Pierre Accounting is a small Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Launched in 2005, Weissman Accounting is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Alhambra, CA
Services provided
New Eastern Accountancy Service, an Accounting company, was founded in 2018. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
MacVaugh&Co. Commercial Real Estate is a small Pasadena, California-based Commercial Brokerage Services company. Their services include Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9San Gabriel, CA
Services provided
1040 Tax Firm, a small Accounting company, is headquartered in San Gabriel, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Fremont, CA
Services provided
Accounting company AAA American CPA, INC specializes in Accounting. They are based in Fremont, California.
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UndisclosedUndisclosed2 - 9Citrus Heights, CA
Services provided
Whisler Bookkeeping & Tax Services is an Accounting company. Their small team is in Citrus Heights, California and offers Accounting. The agency was founded in 2004.
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UndisclosedUndisclosed2 - 9San Gabriel, CA
Services provided
In San Gabriel, California, Express Accounting and Tax Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
J. CLARITY CPA, INC. Is an Accounting company. The team is headquartered in Pasadena, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Aliso Viejo, CA
Services provided
AXIS Accounting Solutions, LLC, an Accounting company, is based in Aliso Viejo, California. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Aliso Viejo, CA
Services provided
Clarity Group Financial - CPA's an Accounting Firm, a small Accounting company, is in Aliso Viejo, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Aliso Viejo, CA
Services provided
Small Accounting company NumbersFigured, is headquartered in Aliso Viejo, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Laguna Beach, CA
Services provided
Daniel Dubois CPA & Company Inc is an Accounting company. Their team is headquartered in Laguna Beach, California. The firm offers Accounting.
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UndisclosedUndisclosed10 - 49Aliso Viejo, CA
Services provided
The Garret Group, LLC is a small Accounting company established in 2007. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Small Accounting company SM Law Associates, PC, is located in San Jose, California. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Torrance, CA
Services provided
Accounting and Business Consulting company Amir & Associates CPA, Inc. Was established in 2008. Based in Torrance, California, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Clemente, CA
Services provided
Morey CPA & Associates, Inc., a small Accounting company, is located in San Clemente, California. The team specializes in Accounting.
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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
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% 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 -
$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 -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% 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 -
$5,000+$150 - $199 / hr2 - 9San Francisco, CA
Ability to deliver
26/40.016.2/20 Reviews1/10 Clients & Experience8.7/10 Market PresenceService focus
50% Accounting50% 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 -
$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 -
$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Ability to deliver
24.1/40.016.2/20 Reviews2/10 Clients & Experience5.9/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr2 - 9Los Angeles, CA
Ability to deliver
24/40.016.2/20 Reviews1.5/10 Clients & Experience6.4/10 Market PresenceService focus
50% Accounting50% 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+$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 -
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 -
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 -
$1,000+< $25 / hr50 - 249Rolling Hills Estates, CA
Ability to deliver
22.1/40.016.6/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
10% Accounting90% 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 -
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 -
$1,000+< $25 / hr10 - 49Truckee, CA
Ability to deliver
20.6/40.016.6/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$50 - $99 / hr50 - 249San Francisco, CA
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
30% Accounting20% Financial Advising & Planning50% Other
