Laurels

Best Financial Advisors in Anaheim
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Anaheim Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 95 64 19

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Fairmont Capital Inc

Fairmont Capital is a private equity firm located in Anaheim that invests in its portfolio companies. When the firm invests in a company, they create a partnership with the management team and offer advice to help the company grow. They are committed to providing investment criteria which is specific to the type of investment being made. For start-ups, the company must have large market potential and unique products or services. The profit margins must be sustainable, and there must be multiple options for investment returns. Acquisition investments are evaluated on a case-by-case basis.

Anaheim, CA 92807

Website

Golden Hill Investment Advisors

Golden Hill Investment Advisors is an independent financial advisory firm which offers free consultations and serves the community of Fullerton. The firm focuses on long-term financial planning solutions for key milestones like college tuition planning, retirement planning, or business financing. During the discovery process, the firm gets a sense of the client's current assets and goals. They then create and implement a financial plan to reach those goals by using investment strategies.

Fullerton, CA 92835

Website

Stone Financial Services Inc.

Stone Financial Services is a Fullerton-based firm that was first established in June of 2000. The firm focuses on financial planning strategies that cover all aspects of a client's life. Some of the main services include retirement planning, investment planning, estate planning, insurance analysis, tax planning, and money management. The company's managing partner Christopher Cornelius has more than 15 years of financial industry experience. Meanwhile, the company founder and CEO, Stoney Lee, has experience with insurance consulting and financial planning for institutions, businesses, families, and individuals.

Fullerton, CA 92831

Website

The Blackmont Group

The Blackmont Group is a financial advisory firm with California offices in Fullerton, Mission Viejo, and Carlsbad. There's also an office in Houston, Texas. The firm offers multiple financial planning services, and each client receives a customized plan that addresses their unique goals. Typical services include college tuition planning for children, estate planning, retirement planning, risk management options, tax planning, investment management, impact investing, and self-directed advisory strategies. The firm aims to help clients become financially independent and understand how to maximize their qualified retirement plans. Meanwhile, their impact investing services help clients invest in companies aligned with their values.

Fullerton, CA 92835

Website

Turning Point Financial Advisors

Turning Point Financial Advisors is a Fullerton-based financial advisory firm that serves individuals and businesses. For individuals, the firm develops customized plans that address tax management, investment management, retirement strategies, asset preservation, and insurance and annuity products. The advisors also coordinate with the client's existing tax and legal professionals to help with estate and tax planning. Businesses can receive critical consultation services regarding their current assets, financial plans, and employee benefits packages. The firm can analyze an existing plan or create a benefits package from the ground up. With retirement plans, businesses are given a range of investment options.

Fullerton, CA 92835

Website

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