Financial Planners in Downey, CA — 7 Firms (2026)
7 financial planners in Downey, California meet our listing bar — a website plus a public review record. They average 3.36★ across 7 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Arbor Wealth Strategies at 5.0★ across 53 Google reviews.
✦Add your firm →
For accounting professionals
Own an accounting firm? Add it to this directory.
Get found by clients searching for accountants in your city. Listing is free.
AW
Arbor Wealth Strategies✓ Verified
Financial PlanningDowney, CA
Financial Planning in Downey, California offering financial planning, and advisory. Rated 5.0★ across 53 Google reviews.
RC
Financial PlanningDowney, CA
Financial Planning in Downey, California offering financial planning. Rated 4.8★ across 5 Google reviews.
FP
Financial Partners Credit Union✓ Verified
Financial PlanningDowney, CA
Financial Planning in Downey, California offering financial planning. Rated 3.8★ across 156 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningDowney, CA
Financial Planning in Downey, California offering financial planning, and advisory. Rated 2.9★ across 67 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningDowney, CA
Financial Planning in Downey, California offering advisory. Rated 2.7★ across 35 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningDowney, CA
Financial Planning in Downey, California offering financial planning, and advisory. Rated 2.3★ across 80 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningDowney, CA
Financial Planning in Downey, California offering financial planning, and advisory. Rated 2.0★ across 84 Google reviews.
Top financial planners in Downey
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Arbor Wealth Strategies✓ | Financial Planning | ★ 5.0 | 53 |
| 2 | Ramos Consulting and Wealth Management Inc.✓ | Financial Planning | ★ 4.8 | 5 |
| 3 | Financial Partners Credit Union✓ | Financial Planning | ★ 3.8 | 156 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 2.9 | 67 |
| 5 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.7 | 35 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.