Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Category: Financial Planning Consultants

          Showing: 741 results for Financial Planning Consultants
          near Cerritos, CA

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          FRA Financial Group

          Investment Advisory Services, Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (855) 976-1359

          6 Centerpoint Dr #700,
          La Palma, CA 90623

          Banner Bank

          Bank, Financial Services, Loans ...

          BBB Rating: C
          Service Area

          Serving the following areas:

          • 83301
          • 83501
          • 83544
          • 83687
          • 83702
          • 83704
          • 83709
          • 83835
          • 83843
          • 83861
          • 83864
          • 97005
          • 97007
          • 97062
          • 97124
          • 97204
          • 97401
          • 97420
          • 97423
          • 97424
          not BBB accredited
          (562) 213-1100

          4146 Woodruff Ave,
          Lakewood, CA 90713-3141

          The Tax Man

          Bookkeeping Services, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          not BBB accredited
          (562) 282-8183

          5030 Katella Ave #228,
          Los Alamitos, CA 90720

          Financial Alliance & Insurance Services, Inc.

          Financial Planning Consultants, No License Required Financial Consultants

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (562) 362-6333

          5000 E Spring St #385,
          Long Beach, CA 90815-5212

          Get a Quote

          Di Liberto, Stan CPA

          Financial Planning Consultants, Financing

          BBB Rating: A
          not BBB accredited
          (562) 493-4495

          12535 Seal Beach Blvd, Suite 220,
          Seal Beach, CA 90740-2746

          Bankers Life Securities

          Retirement Planning Services, Financial Planning Consultants, Investment Management

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (844) 553-9083

          5000 E Spring St STE 620,
          Long Beach, CA 90815-5221

          Everen Securities Inc

          Financial Planning Consultants, Financing

          BBB Rating: NR
          not BBB accredited
          (562) 493-3511

          3020 Old Ranch Pkwy,
          Seal Beach, CA 90740-2765

          Clay Northam Wealth Management

          Financial Planning Consultants, Investment Management

          BBB Rating: A+
          not BBB accredited
          (562) 799-5547

          3020 Old Ranch Pkwy #300,
          Seal Beach, CA 90740

          Cherie Jones and Associates

          Financial Planning Consultants, Tax Return Preparation, Notary Public ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (866) 888-0432

          12842 Valley View St Ste 104,
          Garden Grove, CA 92845-2537

          Request Consultation

          First Legacy Trust

          Financial Planning Consultants, Financing

          BBB Rating: NR
          not BBB accredited

          13908 Seal Beach Blvd.,
          Seal Beach, CA 90740

          Eclectic Associates

          Financial Planning Consultants, Financing

          BBB Rating: A
          not BBB accredited
          (714) 738-0220

          1021 West Bastanchury Rd. Suite 120,
          Fullerton, CA 92833-2248

          Management Support Properties

          Financial Planning Consultants, Financing

          BBB Rating: NR
          not BBB accredited
          (602) 494-1100

          434 S Euclid St,
          Anaheim, CA 92802-1247

          Gold Line Insurance And Financial Services

          Financial Planning Consultants, Life Insurance, Insurance Agency

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (213) 446-3903

          201 N Harbor Blvd,
          Fullerton, CA 92832

          Get a Quote

          Life Design Financial

          Financial Planning Consultants, Insurance Companies, Insurance Services Office ...

          BBB Rating: A+
          not BBB accredited
          (714) 738-7811

          1370 N Brea Blvd #230,
          Fullerton, CA 92835

          The Tax Man

          Bookkeeping Services, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          not BBB accredited
          (562) 282-8183

          236 Miramar Ave,
          Long Beach, CA 90803-6126

          Related Categories

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.