Expertise.com

Best Financial Advisors in Buena Park

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2023
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Expertise.com Concierge Service logo
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Free booking service!

Expertise.com Concierge Service

Buena Park, CA

Business Description

Need help contacting a Financial Advisor in Buena Park? 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.

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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Price: Free booking service!

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Buena Park, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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
Yelp
4.0 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Asset Planning, Inc. logo
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Asset Planning, Inc.

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10833 Valley View Street, Suite 470, Cypress, CA 90630
  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

Asset Planning, Inc., serves clients in Buena Park offering them wealth management and financial planning services. With its goal of helping individuals and families achieve their personal objectives, the firm guides them in developing plans based on their current financial situation. Some of the firm's advisors have earned the Certified Financial Planner designations. Among them is Erin Nelsen, who is also a member of NAPFA. She was also featured in the LA Times sharing her expertise on financial matters.

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
Bracey Tax & Financial Services logo
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Bracey Tax & Financial Services

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15651 Imperial Highway Suite 202B, La Mirada, CA 90638
  • Financial Planning

Business Description

Bracey Tax & Financial Services is a firm that serves clients in Buena Park. It provides personalized wealth management solutions to individuals, families, and business owners. The firm's financial professionals have 40 years of combined experience assisting clients with planning and implementing strategies designed to improve and secure their assets and finances. Its financial advisor, Sean Bracey, can prepare retirement, investment, insurance, and tax plans parallel to each client's unique needs, goals, and budgets. Bracey is the president of the La Mirada Club.

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Carlos Bruner

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1100 Corporate Center Dr #220, Monterey Park, CA 91754
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Carlos Bruner is a financial professional who works for Transamerica Financial Advisors and serves the residents in Buena Park. He assists small business owners and individuals in developing plans to preserve their wealth and achieve their goals, such as saving up for college or preparing for retirement. He advises them on strategies to maximize their retirement income and offers insurance products that provide financial protection for themselves and their loved ones. Bruner is bilingual in English and Spanish.

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 (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
Cindy Havenhill Wealth & Risk Management logo
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Cindy Havenhill Wealth & Risk Management

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14241 E, Firestone Blvd Suite 400, La Mirada, CA 90638
  • Certified Financial Planner (CFP)

Business Description

Cindy Havenhill Wealth & Risk Management offers comprehensive financial consultancy services in Buena Park. The firm’s financial planning process involves understanding clients' goals, reviewing their financial status, and recommending solutions. It also assists with plan implementation, monitoring, and modification and provides continuous guidance and global market updates. Founder Cindy Havenhill is a Certified Financial Planner and has a master’s degree in business administration. She previously worked as a financial analyst for the Walt Disney Company before opening her own firm under LPL Financial in 1995.

Fernandez Financial Advisory, LLC logo
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Fernandez Financial Advisory, LLC

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5212 Katella Ave, Suite 205, Los Alamitos, CA 90720
  • Certified Financial Planner (CFP)

Business Description

Fernandez Financial Advisory, LLC, is a company that serves individuals and families in Buena Park and the surrounding areas. It offers a wide range of financial planning services, including investment advice, estate planning, insurance analysis, portfolio management, and cash management planning. It also provides assistance with Social Security and related-retirement savings plans. Delia Fernandez, the founder of Fernandez Financial Advisory, is a personal financial planner and investment advisor with more than 20 years of experience.

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 (11)

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 Planning Advisors, Inc. logo
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Retirement Planning Advisors, Inc.

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16700 Valley View Ave. Suite 160, La Mirada, CA 90638
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Retirement Planning Advisors, Inc. is a firm that serves the residents of Buena Park. It guides clients in developing plans that help them prepare for retirement, advising them on income sources and tax strategies. It assists with Social Security analyses, Medicare, and long-term care. It helps clients in qualifying for the LTC Medi-Cal program to reduce nursing home care bills. Its financial planner Karl Kim is a Medi-Cal specialist who has handled more than 1,000 applications through his office.

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
Sparrow Wealth Management logo
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Sparrow Wealth Management

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565 Pier Ave #595, Hermosa Beach, CA 90254
  • Financial Planning

Business Description

Sparrow Wealth Management is a firm serving Buena Park. It offers personalized services in financial planning and investment management using low-cost mutual funds through Dimensional Fund Advisors. It assesses their clients’ financial situation to establish their needs and assists them in constructing plans to achieve their goals, including developing an investment policy statement to determine asset allocation. It holds regular reports and reviews to monitor financial performance. The firm is a member of the National Association of Personal Financial Advisors.

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 (14)
The Blackmont Group logo
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The Blackmont Group

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1440 N Harbor Blvd #900, Fullerton, CA 92835
  • Estate Planning
  • Retirement Planning

Business Description

Financial advisors at The Blackmont Group provide their services to clients in Buena Park and the surrounding areas. They analyze and clarify the customers' goals and tailors investment plans to their specific needs. Their services include impact investing, risk management, retirement planning, tax planning, and estate planning. The Blackmont Group has been featured in Entrepreneur, Forbes, The Huffington Post, The Simple Dollar, and USA Today. It is also partners with the Financial Planning Association and Kingdom Advisors.

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 (2)