Expertise.com

2024

Last updated:

Best Financial Advisors in Bellflower

Our Recommended Top 6

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

23Reviewed

16Curated

6Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Bellflower, CA
Free Consultation

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Bellflower, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Bellflower? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Financial Planning

3 Park Plaza Suite 1490, Irvine, CA 92614

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

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

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

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Finance Planning

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

Expertise.com Rating

Review Sources

Yelp
5.0 (18)

Why choose this provider?

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.

  • Finance Planning

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What value does hiring a certified financial advisor give to investors in Bellflower and California?

    Investors in Bellflower and California who hire certified financial advisors receive professional fund selections matched with the monitoring of required minimum distributions and the quarterly review of each product's performance. Professionals also educate clients on the finer points of growing and making money across variable economic and market conditions over a long period of time.

  • Why should investors in Bellflower look for a fiduciary financial advisor?

    Investors in Bellflower should look for a fiduciary financial advisor because these professionals are not bound to any single provider of investment products. They have a duty of trust to put the client's needs above all else, unlike others who are working for major corporations and who will only recommend options from those companies.

  • What factors should investors in Bellflower consider when making their retirement strategies?

    Investors in Bellflower should consider their life expectancy when planning for retirement. One may live longer than expected and require long-term care, driving costs up. The economy could also change for the better or worse over time, causing the fund to go up or down in value and requiring measures to be put in place to compensate for wild shifts.

  • Why does it make financial sense to obtain data breach insurance for small businesses in Bellflower?

    Small businesses in Bellflower should get data breach insurance because cybersecurity attacks are costly. The exposure of employee and customer data to the public disrupts the flow of electronic commerce and slows profits. Since data breaches are very common and practically inevitable given enough time, it is advisable to be prepared.

  • Why is it better to invest sooner rather than later in Bellflower and beyond?

    It is better to invest sooner rather than later in Bellflower and beyond because waiting will reduce the expected profits over time. Just about any investment trends upward when given sufficient time and patience, and the sooner one begins, the more time there is for investments to grow.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.