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Laurels

Best Financial Advisors in Bellflower
2022

We scored 21 Financial Advisors in Bellflower, CA and Picked the Top 4

Here are the Picks:

California Financial Partners, Inc.

Derive Wealth

Haydel Biel & Associates

IWM Partners

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Bellflower 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 21 14 4

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

California Financial Partners, Inc.

  • Finance Planning

California Financial Partners Inc. is an advisory firm believing in a team approach. It employs a financial advisory group consisting of professionals from various disciplines to help people achieve their financial goals. Prospective clients in Bellflower can expect a four-step financial planning process, which encompasses learning about their goals, analyzing their financial pictures, creating and implementing financial plans, and reviewing portfolios. Harvey H. Jacobson, the firm's CEO, holds the Chartered Life Underwriter and Chartered Financial Consultant designations.

Click to Call

700 N. Brand Blvd. Suite 640
Glendale, CA 91203

Website

(818) 550-9955 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)

Derive Wealth

  • Financial Planning
  • Certified Financial Planner (CFP)

Derive Wealth is an advisory firm that designs personal financial plans for clients in Bellflower so they can live life on their terms. The company strives to provide realistic personal advice designed around personal goals and analysis regarding tax, cash flow, and risk management. Established by Ryan Miyamoto around 2004, the firm also assists small business owners in creating corporate structures, planning for retirement, and designing business strategies. Miyamoto holds an MBA and is a Certified Financial Planner.

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225 S. Lake Ave. Ste. 300
Pasadena, CA 91101

Website

(626) 800-3864 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:

2 (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+

Haydel Biel & Associates

  • Finance Planning

Haydel Biel & Associates is a financial management firm that caters to clients within Bellflower. It delivers proactive planning and coordination for tax-sensitive financial situations, researches alternative investment opportunities, and provides oversight regarding special assets. With over 50 years of combined experience, its advisors help clients in risk management, insurance review, investment consulting, estate planning, and financial analysis. Its community-based professionals also volunteer for charities such as the Academy of Special Dreams Foundation and the Homeless Station.

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100 E. Corson Street Suite 310
Pasadena, CA 91103

Website

(626) 529-8347 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:

23 (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+

IWM Partners

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

IWM Partners is a full-service financial consulting firm that serves clients in Bellflower and nearby areas. It helps clients reach their financial goals through asset allocation, investment management, and cash flow management. Its financial advisors have more than 100 years of combined industry experience. They simplify their clients' complex financial needs by analyzing their current circumstances, risk tolerance, and long-term goals. Michael Hernandez and Shawn Hochuli established the firm in 2004. The firm has over $350 million of assets under management through LPL Financial.

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3 Park Plaza Suite 1490
Irvine, CA 92614

Website

(714) 962-8000 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)

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+

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