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.
Showing 7 of 7 · sorted by Google rating
1.
Arbor Wealth Strategies
★★★★★★★★★★5.0(53 Google reviews)✓ Verified on Google
Financial Planning · 11027 Downey Ave, Downey, CA 90241
Services: advisory
2.
Ramos Consulting and Wealth Management Inc.
★★★★★★★★★★4.8(5 Google reviews)✓ Verified on Google
Financial Planning · 8141 2nd St UNIT 330, Downey, CA 90241
3.
Financial Partners Credit Union
★★★★★★★★★★3.8(156 Google reviews)✓ Verified on Google
Financial Planning · 7800 Imperial Hwy., Downey, CA 90242
4.
Bank of America Financial Center
★★★★★★★★★★2.9(67 Google reviews)✓ Verified on Google
Financial Planning · 7878 Imperial Hwy., Downey, CA 90242
Services: advisory
5.
BMO Bank N.A Branches
★★★★★★★★★★2.7(35 Google reviews)✓ Verified on Google
Financial Planning · 10230 Paramount Blvd, Downey, CA 90241
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.3(80 Google reviews)✓ Verified on Google
Financial Planning · 11021 La Reina Ave, Downey, CA 90241
Services: advisory
7.
Bank of America Financial Center
★★★★★★★★★★2.0(84 Google reviews)✓ Verified on Google
Financial Planning · 9330 Firestone Blvd, Downey, CA 90241
Services: advisory
Top financial planners in Downey
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Arbor Wealth Strategies | Financial Planning | 5.0 / 5 | 53 |
| 2 | Ramos Consulting and Wealth Management Inc. | Financial Planning | 4.8 / 5 | 5 |
| 3 | Financial Partners Credit Union | Financial Planning | 3.8 / 5 | 156 |
| 4 | Bank of America Financial Center | Financial Planning | 2.9 / 5 | 67 |
| 5 | BMO Bank N.A Branches | Financial Planning | 2.7 / 5 | 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.