Top Financial Services Firms in Orange County
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Featured
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$50,000+$200 - $300 / hr10 - 49Serves Orange County, CAServices provided
See all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$25,000+Undisclosed250 - 999Serves Orange County, CAServices 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 - 9Los Angeles, CA
Services provided
DTLA CPA is an Accounting company. The Los Angeles, California-based agency was established in 2017. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
Cory Franklin & Associates, Inc. Is an Accounting company. They were launched in 2009 and provide Accounting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
LNG and Associates, Inc. Is an Accounting company. The Agoura Hills, California-based firm was established in 2006. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
Gary Philip Klezek, Certified Public Accountant is an Accounting company established in 1997. The firm provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
Accounting company Maguire & Hart - Tax Preparation and Bookkeeping Services is based in Agoura Hills, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
Accounting company Ralph S. Livingston, CPA An Accountancy Corporation offers Accounting and Business Consulting. They are based in Agoura Hills, California.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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David R. Flamer, An Accountancy Corporation is an Accounting company. Launched in 1984, the team focuses on Accounting. The agency is headquartered in Agoura Hills, California.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
See all 1 projectsTax Hardship Center, LLC offers a range of accounting services including tax preparation, bookkeeping, and financial reporting. The overall feedback from reviews emphasizes their effective handling of tax-related tasks, providing good value for cost, and significantly reducing the client's administrative burden. Clients appreciate their efficiency and professionalism, although some have noted minor improvements could be made in communication.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
The SRA Group, Inc., a small Accounting company, is headquartered in Agoura Hills, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
Launched in 1981, AGOURA - LAS VIRGENES TAX SERVICE is a small Accounting company headquartered in Agoura Hills, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Paul B. Shane, CPA is an Accounting company. Their small team is located in Westlake Village, California and specializes in Accounting. The company was launched in 2008.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
Howard D. Fox CPA is an Accounting company. They are located in Agoura Hills, California and have small team. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
Carr Tax, Inc. Is an Accounting company. In Agoura Hills, California, the firm offers Accounting.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Barry Gilbert, CPA, EA Certified Public Accountant, Enrolled Agent is an Accounting and Business Consulting company founded in 2006. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
Wallace & Wallace Accountancy Corporation is an Agoura Hills, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
BCA Solutions CPA’s, Inc. Is an Accounting company based in Agoura Hills, California. They specialize in Accounting and Business Consulting and were established in 2001.
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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 - 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 - 9Westlake Village, CA
Services provided
Founded in 2009, Allan Guttentag, CPA is an 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
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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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
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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 - 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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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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UndisclosedUndisclosed2 - 9Brea, CA
Services provided
Bates Coughtry Reiss LLP is a small Accounting company. Founded in 1967, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Aliso Viejo, CA
Services provided
PAULA SIMEONE, CPA, INC. Is an Accounting company. The Aliso Viejo, California-based firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Rancho Santa Margarita, CA
Services provided
Accounting company ANKIT CONSULTING SERVICES INC. Is headquartered in Rancho Santa Margarita, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mission Viejo, CA
Services provided
Headquartered in Mission Viejo, California, JAMES HOWARD, AN ACCOUNTANCY CORPORATION is an Accounting company. Established in 1975, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
Services provided
SCHNEYER FINANCIAL SERVICES, an Accounting company, was launched in 1986. The team focuses on Accounting and is headquartered in Laguna Hills, California.
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UndisclosedUndisclosed10 - 49Lake Forest, CA
Services provided
Baroldi Gundersen is a small Accounting company. They provide Accounting and Business Consulting and were launched in 2001.
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List of the Top 13 Orange County Financial Services Companies
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$1,000+Undisclosed10 - 49Irvine, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+Undisclosed1,000 - 9,999Irvine, CA
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
Undisclosed< $25 / hr1,000 - 9,999Santa Ana, CA
Ability to deliver
26.9/40.015.2/20 Reviews2.2/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% 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 -
$1,000+$150 - $199 / hr50 - 249Irvine, 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 -
$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 - 49Whittier, 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$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Irvine, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
$5,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
26/40.016.2/20 Reviews5.2/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr250 - 999Newport Beach, CA
Ability to deliver
9.8/40.03.2/20 Reviews0/10 Clients & Experience6.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed250 - 999Irvine, CA
Ability to deliver
8.8/40.00/20 Reviews0/10 Clients & Experience8.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Manhattan Beach, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
8.2/40.00/20 Reviews2.1/10 Clients & Experience6.1/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
8.1/40.00/20 Reviews1/10 Clients & Experience7.1/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Newport Beach, CA
Ability to deliver
7.7/40.00/20 Reviews2.1/10 Clients & Experience5.6/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
7.7/40.00/20 Reviews0/10 Clients & Experience7.7/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr10 - 49Irvine, CA
Ability to deliver
7.4/40.00/20 Reviews1.4/10 Clients & Experience6/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr250 - 999Irvine, CA
Ability to deliver
7.2/40.00/20 Reviews0/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr50 - 249Newport Beach, CA
Ability to deliver
6.2/40.00/20 Reviews0/10 Clients & Experience6.2/10 Market PresenceService focus
95% Accounting2% Financial Advising & Planning3% Other -
$1,000+$100 - $149 / hr1,000 - 9,999Irvine, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Santa Ana, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr250 - 999Newport Beach, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting
