Financial Planners in Monterey Park, CA — 5 Firms (2026)
5 financial planners in Monterey Park, California meet our listing bar — a website plus a public review record. They average 3.04★ across 5 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Transamerica Financial Advisors at 5.0★ across 34 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Transamerica Financial Advisors
★★★★★★★★★★5.0(34 Google reviews)✓ Verified on Google
Financial Planning · 1100 Corporate Center Dr #220, Monterey Park, CA 91754
2.
BMO Bank N.A Branches
★★★★★★★★★★2.9(9 Google reviews)✓ Verified on Google
Financial Planning · 331 N Atlantic Blvd, Monterey Park, CA 91754
Services: advisory
3.
Bank of America Financial Center
★★★★★★★★★★2.6(50 Google reviews)✓ Verified on Google
Financial Planning · 1969 S Atlantic Blvd, Monterey Park, CA 91754
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★2.5(63 Google reviews)✓ Verified on Google
Financial Planning · 300 N Atlantic Blvd, Monterey Park, CA 91754
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.2(126 Google reviews)✓ Verified on Google
Financial Planning · 110 W Garvey Ave, Monterey Park, CA 91754
Services: advisory
Top financial planners in Monterey Park
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Transamerica Financial Advisors | Financial Planning | 5.0 / 5 | 34 |
| 2 | BMO Bank N.A Branches | Financial Planning | 2.9 / 5 | 9 |
| 3 | Bank of America Financial Center | Financial Planning | 2.6 / 5 | 50 |
| 4 | Bank of America Financial Center | Financial Planning | 2.5 / 5 | 63 |
| 5 | Bank of America Financial Center | Financial Planning | 2.2 / 5 | 126 |
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.