Best Financial Advisors in Anaheim

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Anaheim, CA

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Price: Free consultation

Affinity Financial logo
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License Verified:

License: 6755370

Investment Adviser Public Disclosure Database, SEC

Affinity Financial

Orange, CA 92705
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  • Estate Planning

Business Description

Affinity Financial caters to clients in Anaheim and neighboring areas. Its financial advisory services involve creating a tax plan to maximize credits and reduce deductions. It also handles cash flow planning, which helps clients track their expenses and utilize possible resources. It offers debt management solutions to individuals who want to borrow loans and credits, as well as customers who are purchasing new a home. Affinity Financial is a member of the Financial Planning Association.

License Verified:

License: 6755370

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Yelp
5.0 / 5 (1)
Avalon Financial Advisors logo
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Avalon Financial Advisors

23282 Mill Creek Drive, Laguna Hills, CA 92653
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Avalon Financial Advisors is a financial planning and advisory firm that assists individuals and families in Anaheim. The firm provides guidance with investment portfolio design, implementation, and management. Its services also include financial planning, retirement planning and strategy, tax planning, and insurance needs review and assistance. Its principal and founder, Andrew McVay, has been in the industry for more than 20 years. He is a Certified Financial Planner and a member of the National Association of Personal Financial Advisors.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Barth Financial Advisors, LLC logo
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License Verified:

License: 137324

Investment Adviser Public Disclosure Database, SEC

Barth Financial Advisors, LLC

333 City Boulevard West, Suite 2050, Orange, CA 92868
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Barth Financial Advisors, LLC, serves Anaheim and the neighboring communities. The local firm helps individuals attain financial independence through its portfolio of services. It offers personal financial and risk management, and investment, business, retirement, estate, and tax planning. Its associates stay updated with current technology, research, information, and market and tax trends to more efficiently guide clients in meeting their goals. Barth Financial Advisors is composed of a Certified Financial Planner Practitioner, Accredited Estate Planner, Certified Tax Specialist, Certified Public Accountant, and Chartered Financial Consultant.

License Verified:

License: 137324

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Benchmark Wealth Management logo
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Benchmark Wealth Management

2300 East Katella Avenue, Anaheim, CA 92806
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  • Certified Financial Planner (CFP)

Business Description

Established in 2004, Benchmark Wealth Management is an independent firm that caters to clients in Anaheim. Its planning process includes discovery, planning, strategy-making, and monitoring. Its life planning process and financial guidance are client-centric and customized according to clients' priorities and specific life circumstances. The firm is a member of the Financial Services Institute. Its founder, David Schaper, is a Chartered Retirement Planning Counselor and an Accredited Wealth Management Advisor. He has been in the financial services industry since 1999.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Centaurus Financial Inc. logo
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Centaurus Financial Inc.

2300 East Katella Avenue, Anaheim, CA 92806
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  • Estate Planning

Business Description

Established in 1992, Centaurus Financial Inc. is an advisory firm that serves clients in Anaheim. Its wealth management and advisory services include financial planning and consulting. It also offers alternative investments, annuities, mutual funds, and retirement and insurance plans. The company has over 90 financial advisors, having served more than 18,000 clients, and has administered over $10 billion in assets. Moreover, Centaurus Financial is a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.

Reputation:

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.
4.1
Facebook
4.0 / 5 (9)
Google
3.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Detail
––
Crane & Associates logo
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Crane & Associates

801 East Chapman Avenue, Fullerton, CA 92831
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  • Certified Financial Planner (CFP)

Business Description

Crane & Associates provides financial planning and investment advisory services to clients in Anaheim. Its investment and wealth management services include risk management, research, analysis, asset allocation, and portfolio management. It also provides retirement planning and consulting solutions, such as Social Security strategies, cash flow analysis, and tax planning. The firm is led by senior advisor Dr. Donald Crane, who has more than 40 years of experience in the finance industry. He is a Certified Financial Planner.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
DW Financial, Inc. logo
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License Verified:

License: 136882

Investment Adviser Public Disclosure Database, SEC

DW Financial, Inc.

1230 N. Jefferson St. Suite K, Anaheim, CA 92807
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  • Certified Financial Planner (CFP)

Business Description

DW Financial, Inc., is an investment advisory company that has been serving clients in and around Anaheim since 2001. Its services include financial planning and wealth management, tax planning and return preparation, insurance planning and evaluation, and estate planning assistance and guidance. Kevin Davidson and Dale Woodward serve as the firm's co-owners and co-founders. Davidson has been in the financial services industry since 1983 and has been a CPA since 1986. Woodward is a registered investment advisor and has been a CFP since 1988.

License Verified:

License: 136882

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Eclectic Associates logo
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Eclectic Associates

1021 West Bastanchury Road, Fullerton, CA 92833
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  • Estate Planning
  • Retirement Planning

Business Description

Eclectic Associates is an investment management and financial advisory firm that serves Anaheim and the surrounding communities. Since its foundation in 1984, it has been helping individuals and families achieve their financial goals through customized plans. Its services include retirement planning, investment management, cash flow analysis, and tax strategies. The company's professionals also help with Social Security optimization, debt management, estate planning, and charitable giving strategies. Eclectic Associates CEO David Little is a member of the National Association of Personal Financial Advisors (NAPFA).

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Griffin Financial, LLC logo
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Griffin Financial, LLC

135 South Chaparral Court, Anaheim Hills, CA 92808
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Griffin Financial is a full-service and independent financial and estate planning firm that services clients in Anaheim and neighboring areas. For the past two decades, the firm's team of financial advisors and estate planners has provided a wide array of financial services to young professionals, retirees, and growing families. Services include retirement, investment, estate, and personal financial planning. It also assists with divorce and widow financial planning. Griffin Financial is affiliated with the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.

Reputation:

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.
5.0
Facebook
5.0 / 5 (3)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hawekotte Financial Group logo
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Hawekotte Financial Group

2248 North State College Boulevard, Fullerton, CA 92831
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Hawekotte Financial Group provides wealth management solutions to the residents of Anaheim and its neighboring areas. The family-owned firm aids clients in managing their finances and creating a plan tailored to their needs and personal goals. Its team educates individuals on taxation, accumulation, estate planning, business planning, retirement planning, and risk management. In addition, the financial advisors implement, monitor, and make adjustments to the plan for the long term. Hawekotte Financial Group has been serving the metro since 1993.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
InvestLinc Wealth Services logo
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License Verified:

License: 304929

Investment Adviser Public Disclosure Database, SEC

InvestLinc Wealth Services

300 S. Harbor Blvd., Suite 1000, Anaheim, CA 92805
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

Business Description

InvestLinc Wealth Services is a local wealth management firm catering to individuals and families in and around Anaheim. Its services include financial and retirement planning and money management. The company's process involves clients' portfolio review and organization, implementation, and regular monitoring. InvestLinc Wealth Services also offers insurance products. Its team has more than 100 years of combined experience in the industry. Its CEO, Rick R. Emmett, is a certified professional fiduciary and an Accredited Investment Fiduciary.

License Verified:

License: 304929

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (6)
Yelp
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Keep It Simple Financial Planning logo
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Keep It Simple Financial Planning

333 The City Drive South, Orange, CA 92868
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  • Certified Financial Planner (CFP)

Business Description

Keep It Simple Financial Planning is a firm that has been serving Anaheim and surrounding communities since 2015. It assists individuals and businesses in a wide range of areas including college savings, employee benefits optimization, retirement planning, investment analysis, and cash flow and debt management. Full-service financial planning services are also available wherein clients work one-on-one with an advisor. The firm's founder, Jason J. Hamilton, is a Certified Financial Planner who served in management roles at Fortune 500 companies.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Mosley Insurance & Financial Services logo
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License Verified:

License: 7409251

Investment Adviser Public Disclosure Database, SEC

Mosley Insurance & Financial Services

2401 E Katella Ave., Suite 270, Anaheim, CA 92806
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  • Retirement Planning

Business Description

Established in 1995, Mosley Insurance & Financial Services is an advisory firm that serves clients in and around Anaheim. It helps people ease into the life of their dreams by envisioning custom financial plans, analyzing where clients are and where they want to be, strategizing for retirement, and evaluating other financial options to help reach specific goals. Services include wealth management, asset protection, long-term care plans, estate planning, and tax planning. It also helps clients provide for their advocacies through charitable giving plans.

License Verified:

License: 7409251

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Newcastle Financial Advisors logo
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Newcastle Financial Advisors

2266 North State College Boulevard, Fullerton, CA 92831
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  • Certified Financial Planner (CFP)

Business Description

Newcastle Financial Advisors offers services to individuals and businesses in Anaheim. It covers different areas of financial planning, including asset preservation, investment management, tax planning, and coordination of estate planning. Clients can select from various products and services, such as 401(k) retirement plans, annuities, mutual funds, and 529 qualified tuition plans. The firm develops long-term strategies for the client's financial goals and monitors the progress of every investment. Newcastle Financial Advisors also offers special needs planning for family members with disabilities or special needs.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
RAI Wealth Management logo
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RAI Wealth Management

1501 East Orangethorpe Avenue, Fullerton, CA 92831
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

RAI Wealth Management is a registered investment advisory firm that provides a range of financial solutions to residents of Anaheim and nearby areas. The firm guides clients regarding investments and wealth accumulation, assisting them through wealth retention counseling. Company president James P. Ripley is a Certified Financial Planner and an Accredited Asset Management Specialist. He has been in the industry for more than 34 years. He focuses on helping clients reach their financial goals based on their time frame and risk tolerance.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Retirement Distribution and Wealth Management Strategies, Inc. logo
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Retirement Distribution and Wealth Management Strategies, Inc.

2501 East Chapman Avenue, Fullerton, CA 92831
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

Retirement Distribution and Wealth Management Strategies, Inc., is a financial consulting firm in Brea that serves nearby communities, including Anaheim. It provides financial advice regarding taxes, insurance, pensions, and retirement. Joseph Peralta, the company's principal, specializes in retirement plan distributions and wealth management for individuals and families. He uses tax-efficient strategies, balance, and diversification in investment profiles to help grow and secure his clients' wealth. Joseph is a designated CFP and enrolled agent, which allows him to practice before the IRS.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Romero Wealth Management, Inc. logo
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Romero Wealth Management, Inc.

2520 North Santiago Boulevard, Orange, CA 92867
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  • Certified Financial Planner (CFP)

Business Description

Romero Wealth Management, Inc., is an Orange-based firm that extends its services in the Anaheim area. It caters to individuals and families who need assistance with retirement and financial planning. The company also deals with family wealth planning that includes consultation and analysis of clients' estate planning goals and concerns. In addition, it offers asset management and 401k plan consulting services. Owner Daniel S. Romero is a Certified Financial Planner who has been in the financial services industry since 1996.

Reputation:

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.
4.2
Facebook
4.0 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Secura logo
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Secura

333 City Boulevard West, Orange, CA 92868
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  • Estate Planning
  • Retirement Planning

Business Description

Secura is a company that helps clients in Anaheim achieve their financial goals. Its financial advisors offer tailored financial plans to small and large businesses, using different techniques such as interviews, research, and progression analysis. In addition, it offers investment counseling, cash flow management, portfolio management, retirement planning, and tax planning. The company also offers various investment and insurance products such as long-term care and mutual funds. It runs its business through Crown Capital Securities and works with various industries such as chiropractic and gaming.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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TABR Capital Management LLC logo
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License Verified:

License: 129959

Investment Adviser Public Disclosure Database, SEC

TABR Capital Management LLC

500 N State College Blvd Suite 1320, Orange, CA 92868
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  • Certified Financial Planner (CFP)

Business Description

TABR Capital Management LLC serves clients throughout Anaheim and the neighboring cities. It provides financial advisory services for pre-retirees, retirees, women in transition, and clients who accumulated sudden wealth. It employs a technical analysis-based risk management approach in its financial services and operates in a fiduciary capacity. Certified Financial Planner Steve Medland and Chartered Market Technician Bob Kargenian, company principals, have been featured numerous times in various publications, such as Barron's and Bloomberg Businessweek. The firm is a member of the Financial Planning Association.

License Verified:

License: 129959

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Tellone Financial logo
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Tellone Financial

6200 East Canyon Rim Road, Anaheim, CA 92807
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Tax Planning

Business Description

Tellone Financial is a wealth management company based in Anaheim. Its financial planning services allow its staff to provide clients with personalized advice tailored towards achieving financial stability. It can also manage a client's assets using its active management approach. This approach takes into account market movements and the client's personal financial goals. Dean Tellone, the company's president, has been working in the financial services industry for over 40 years. He holds the Certified Financial Planner designation.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Blackmont Group logo
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The Blackmont Group

Parking lot 1440 North Harbor Boulevard, Fullerton, CA 92835
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

The Blackmont Group is a financial advisory firm serving Anaheim individuals and families. It offers customized financial solutions such as tax planning, retirement planning, estate planning, investment management, risk management, and self-directed advisory strategies. Its staff assists clients in understanding ​market complexities and identifies appropriate investment strategies that would build their financial portfolio and address their financial concerns. The Blackmont Group has been featured in Entrepreneur, Forbes, MSN Money, The Simple Dollar, USA Today, and Yahoo Finance for its expertise.

Reputation:

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.
5.0
Google
4.0 / 5 (3)
Walker Wealth logo
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Walker Wealth

623 North Harbor Boulevard, Fullerton, CA 92832
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  • Certified Financial Planner (CFP)

Business Description

Walker Wealth is an independent company in Fullerton that serves nearby communities, including Anaheim. It primarily offers three main services: financial planning, wealth management, and retirement planning. The firm's Certified Financial Planners help clients achieve their financial goals through its services, creating customized investment plans after assessing their risk profiles. Walker Wealth president W. Craig Walker founded the company in 1997. He has 34 years of senior management experience in several Wall Street brokerage firms.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Weber Wealth Advisors logo
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Weber Wealth Advisors

22800 Savi Ranch Parkway, Yorba Linda, CA 92887
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  • Retirement Planning

Business Description

Weber Wealth Advisors is a financial services firm that has been serving the Anaheim community for almost 40 years. It provides a wide range of tailored solutions for individuals, including retirement income strategies, college funding, asset allocation, assessment of risk tolerance, and life and long-term care insurance. Its team conducts weekly reviews of client challenges for solving. The business also offers products such as money market funds, stocks, and bonds. Its founder, Mark Weber, has been working as a financial advisor for more than 30 years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Wise Steward Corporation logo
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Wise Steward Corporation

4883 East La Palma Avenue, Anaheim, CA 92807
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  • Certified Financial Planner (CFP)

Business Description

Wise Steward Corporation provides customized financial solutions to individuals, families, trusts, nonprofits, and business owners in Anaheim. The advisory firm assists clients in developing their financial plans, addressing issues concerning banking and lending and institutional wealth management. Clients also receive guidance in exploring their insurance options, such as health, life, and long-term care coverages, and help choose suitable retirement plans, including defined benefit types. The staff at Wise Steward Corporation carries 20 years of industry experience on average.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS