Laurels

Best Financial Advisors in Oceanside
2022

Anchor Bay Capital, Inc.

Anchor Bay Capital, Inc.

  • Tax Planning
  • Certified Financial Planner (CFP)

Anchor Bay Capital serves clients in Carlsbad, Oceanside, and nearby areas. The company offers financial planning and investment management services such as business and family succession planning, strategy and asset allocation, and retirement planning. Retirees are guided by the company by working as fiduciaries to monitor retirement plans and create the necessary adjustments dictated by the current market. Scott Spiering, founder and chief investment strategist of Anchor Bay Capital, has been in the financial services industry since 1987.

5780 Fleet Street
Carlsbad, CA 92008

Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Carlsbad Wealth Advisory Group, Inc.

Carlsbad Wealth Advisory Group, Inc.

  • Tax Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Estate Planning

Carlsbad Wealth Advisory Group, Inc., caters to clients in the Oceanside metro and the surrounding areas. This firm provides advice and assistance with clients' charitable giving, executive benefits, and estate, retirement, and tax planning. It also offers investment management services, such as asset allocation and diversification. Carlsbad Wealth Advisory Group was established in 2008. David L. George, the CEO, holds a bachelor's degree in Finance. He is a Certified Financial Planner with more than 18 years of experience in the industry.

5927 Balfour Court
Carlsbad, CA 92008

Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 1% annually for 1st 500,000

Coronado Investment Advisors, LLC

Coronado Investment Advisors, LLC

  • Certified Financial Planner (CFP)

Coronado Investment Advisors, LLC, is a firm that has been serving Oceanside and surrounding communities since 2016. It assists individuals with investment decision-making by providing customized portfolio management solutions through active asset allocation and individual security selection. Its team utilizes a conservative to a highly aggressive approach to investment and trading strategies. One of the firm's partners, L. Michael Ladd, has been dealing with currency markets, fixed income, and world's equity for over 20 years.

5200 El Camino Real
Carlsbad, CA 92010

Website

Frank Financial Advisors

Frank Financial Advisors

  • Estate Planning

Frank Financial Advisors is an independent firm that serves Oceanside residents. Its four-step financial planning process involves developing financial plans that consider clients' financial, professional, and personal ecologies. The professionals from this firm also create strategic plans, implement strategic tactics, and monitor changing conditions. Their other services include portfolio management, insurance protection, and employee retirement plan development. Frank Financial Advisors has been serving clients across the country since 2003. It is led by Todd E. Frank, a CPA and PFS with nearly 30 years of experience.

2710 Loker Avenue West
Carlsbad, CA 92010

Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Guide My Finances

Guide My Finances

  • Retirement Planning

Serving Oceanside and its surrounding communities, Guide My Finances has been helping clients in make financial decisions, for their particular needs, since 2003. The company provides financial planning services on a flat-rate basis and specializes in working with clients with rental real estate and stock compensation as well as business owners and those approaching retirement. Guide My Finances founder Jackie Mazur is a Certified Financial Planner and a Certified Divorce Financial Analyst.

6120 Paseo Del Norte
Carlsbad, CA 92011

Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

North County Financial Associates

North County Financial Associates

  • Retirement Planning
  • Certified Financial Planner (CFP)

North County Financial offers financial guidance to clients in the Oceanside area. Its advisor, Jeff, is a Certified Financial Planning Professional who has been in the industry for over 30 years. He specializes in investment and retirement planning, reviewing clients' retirement accounts to determine the plans that will help them reach their financial goals. Jeff also offers life and health insurance, business owner's policies, and professional liability insurance. Furthermore, he served in various advisory boards for hospitals across San Diego County.

2101 South El Camino Real
Oceanside, CA 92054

Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Stone Steps

Stone Steps

  • Certified Financial Planner (CFP)

Stone Steps Financial is a financial planning firm that helps individuals and families in the Oceanside area with the complexities of financial navigation. The firm offers financial life management that entails investment management assistance. Its founder, Scott R. Frank, was named as one of the Investment News 40 Under 40 and has contributed to numerous articles on personal finance for the Los Angeles Times, CNBC, The Washington Post, and USA Today. He gives back to the community by co-hosting a weekly podcast, Real Personal Finance.

533 2nd Street
Encinitas, CA 92024

Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Wellspring Divorce Advisors

Wellspring Divorce Advisors

  • Insurance Products

Serving Oceanside, Wellspring Divorce Advisors assists individuals and couples who are undergoing a divorce sort through complicated financial matters. To help clients and their lawyers make informed decisions, it creates net worth statements, analyze cash flow and pension benefits, report on asset division distributions, and make income and tax projections. In addition, it offers divorce options such as mediation, collaborative divorce, and litigation. With a focus on long-term consequences, its legal advisors also handle post-divorce financial planning.

703 Palomar Airport Road
Carlsbad, CA 92011

Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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