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Best Financial Advisors in Bellflower

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

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

Website(818) 550-9955

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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)

225 S. Lake Ave. Ste. 300, Pasadena, CA 91101
Pasadena, CA 91101
  • Certified Financial Planner (CFP)
  • Financial Planning

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.

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

Website(626) 800-3864

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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)

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+

100 E. Corson Street Suite 310, Pasadena, CA 91103
Pasadena, CA 91103
  • 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.

100 E. Corson Street Suite 310, Pasadena, CA 91103
Pasadena, CA 91103

Website(626) 529-8347

Show Number

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)

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+

3 Park Plaza Suite 1490, Irvine, CA 92614
Irvine, CA 92614
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

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.

3 Park Plaza Suite 1490, Irvine, CA 92614
Irvine, CA 92614

Website(714) 962-8000

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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)

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+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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).

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