Best Financial Advisors in Chino Hills

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Ambassador Wealth Management logo

Ambassador Wealth Management

5101 East La Palma Avenue Suite 100B, Anaheim Hills, Ca 92807
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  • Finance Planning
  • Financial Planning

Ambassador Wealth Management provides holistic financial planning to clients in Chino Hills. Its team of financial advisors helps clients set investment performance objectives and implement strategies to help manage investments and downside risk. It also handles cash flow analysis and risk management to protect its clients' loss of income, liability, and property. In addition to financial planning and wealth management, Ambassador Wealth also offers online resources for tax, retirement, investment, and estate planning. Wealth manager Peter J. O'Brien served the AllianceBernstein Investment Management as a regional manager.

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Kalter Financial Group logo

Kalter Financial Group

15302 Central Ave, Chino, CA 91710
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  • Tax Planning

Kalter Financial Group has been serving clients in and around Chino Hills since 1985. It offers personal financial planning services, assisting clients in achieving their financial goals regarding college savings, retirement funds, and general wealth. The company also provides tax services and handles local, multi-state, and federal tax returns. In addition, it conducts year-round tax planning, problem resolution, and tax authority representation. Eric Kalter, company founder, holds 35 years of tax and accounting experience. His experience also includes litigation support and health care accounting.

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Lagos Wealth Advisors logo

Lagos Wealth Advisors

1320 Valley Vista Drive Suite 202, Diamond Bar, CA 91765
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  • Certified Financial Planner (CFP)

Lagos Wealth Advisors has been offering fiscal counsel to clients in Chino Hills. It assists customers in accumulating and growing their wealth by investing in the appropriate areas. The firm also aids with building retirement funds. In addition, the company provides strategies for reducing tax liabilities within the permissible boundaries set in statutes. The establishment extends its help to regular people, business owners, and families. It has been employing a team of accountants and financial advisors since 1995 to formulate plans for its patrons.

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Pysnik Financial logo

Pysnik Financial

22632 Golden Springs Dr Suite 315, Diamond Bar, CA 91765
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  • Certified Financial Planner (CFP)

Pysnik Financial caters to individuals and businesses in Chino Hills. It assists clients in managing their finances by providing advice and a broad range of insurance plans and banking products. The firm works with clients to understand their financial situations and goals and help them create and manage their investment portfolios. It also offers tax and accounting services to address other financial planning concerns. Pysnik Financial has been providing financial services for more than 30 years.

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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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