Expertise.com

Best Financial Advisors in Fullerton

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Fullerton, 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

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Fullerton, CA

Business Description

Need help contacting a Financial Advisor in Fullerton? 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
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Bright Advisers logo
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Bright Advisers

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135 South State College Boulevard, Brea, CA 92821
  • Private Wealth Advisor

Business Description

Bright Advisers is an independent family- and partner-owned firm providing financial consultancy services in Fullerton. It serves individuals and select businesses through investment management, financial planning and consulting, risk management, and retirement planning. The firm also serves families with estate planning, budgeting, and college funding and insurance guidance. Founded in 2010, Bright Advisers has served more than 1,800 clients to date. Its team consists of professionals with various financial backgrounds and designations, including CFP, CPA, and CFA.

Crane & Associates logo
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Crane & Associates

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801 East Chapman Avenue, Fullerton, CA 92831
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Crane & Associates is a financial planning and investment advisory firm that has been serving clients in Fullerton for over 40 years. Its investment and wealth management services include risk management, research, analysis, asset allocation, and portfolio management. It also provides retirement planning and consulting solutions, such as Social Security strategies, cash flow analysis, and tax planning. The firm is led by senior advisor Dr. Donald Crane, who is a Certified Financial Planner. He has more than 40 years of experience in the finance industry.

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
Eclectic Associates logo

Eclectic Associates

1021 West Bastanchury Road, Fullerton, CA 92833
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Eclectic Associates provides investment management and financial planning options to Fullerton and the surrounding areas. It offers various financial services, including debt management, charitable giving, tax strategies, company retirement plans, cash flow analysis, and social security optimization. It also helps clients manage their estate, finances, and investments by developing plans that are suitable to their short- and long-term goals. Eclectic Associates was founded in 1984 by Bill Camp, who worked in the agriculture and real estate industries.

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
Hawekotte Financial Group logo

Hawekotte Financial Group

2248 North State College Boulevard, Fullerton, CA 92831
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Hawekotte Financial Group is a family-owned and family-operated wealth management and financial planning firm based in Fullerton. This boutique firm has been serving families, individuals, and business owners since its establishment in 1993. Included in its line of services are retirement planning, asset allocation, risk management, and taxation. Other areas of expertise the firm offers include business planning and estate planning. Founding partner John Hawekotte Jr. currently serves as the Registered Player Financial Advisor of the NFL Players Association.

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
NCH Tax & Wealth Advisors logo
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NCH Tax & Wealth Advisors

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1661 East Chapman Avenue, Fullerton, CA 92831
  • Certified Financial Planner (CFP)

Business Description

NCH Tax & Wealth Advisors is a full-service CPA firm that offers financial advisory, wealth management, and tax accounting services to independent professionals, executives, and business owners in Fullerton. The company has more than 30 years of experience in handling estates and trusts and implementing financial planning and investment strategies. It also resolves IRS problems, conducts accounting procedures, and handles real estate and business sales. Its founder, Nick Hodges is a CPA and a CFP that has been featured in the Orange Country Register.

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.
4.5
Yelp
4.5 / 5 (23)
Google
3.7 / 5 (3)

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
Pure Financial Advisors logo
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Pure Financial Advisors

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3040 Saturn Street, Brea, CA 92821
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Pure Financial Advisors provides a wide array of financial planning services to clients in Fullerton. It performs retirement planning, cash flow analysis, tax planning, estate planning, and risk management and consulting. Furthermore, it conducts investment planning by assisting its customers in investment portfolio asset allocation, global portfolio diversification, and portfolio rebalancing. Company founder Michael Fenison has been in the field for more than three decades. Pure Financial Advisors also has multiple offices located in Irvine, San Diego, Brea, and Woodland Hills.

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)

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
RAI Wealth Management logo
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RAI Wealth Management

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1501 East Orangethorpe Avenue, Fullerton, CA 92831
  • Certified Financial Planner (CFP)

Business Description

RAI Wealth Management is an investment advisory firm that offers financial planning and investment management services for individuals in Fullerton and its neighboring areas. The company provides wealth accumulation and retention advice, as well as asset management services. As a fiduciary firm, it focuses on the clients' needs, goals, timeframe, and risk tolerance. RAI Wealth Management's president, James P. Ripley, has been in the financial services industry for more than 30 years.

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 Distribution and Wealth Management Strategies, Inc. logo
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Retirement Distribution and Wealth Management Strategies, Inc.

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2501 East Chapman Avenue, Fullerton, CA 92831
  • Retirement Planning

Business Description

Retirement Distribution and Wealth Management Strategies, Inc. is a financial advisory firm that serves clients in Fullerton and the surrounding areas. The company offers financial planning advice regarding retirement, investments, insurance, estate planning, pensions, and debt management. It also provides taxes and wealth management services. The firm's founder, Joseph Peralta, is a Certified Financial Planner with extensive industry experience. Mr. Peralta was listed in the Marquis Who's Who in America in 1998 and Marquis Who's Who in Finance and Industry in 1996.

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
Steven Lee logo
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Steven Lee

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3 Pointe Drive, Brea, CA 92821
  • Certified Financial Planner (CFP)

Business Description

Steven Lee is an independent financial advisor providing services to clients in Fullerton and nearby areas. He caters to individuals needing corporate retirement plan consulting, financial planning, portfolio management, and fixed-income services. He also offers estate, trust, and charitable giving to guide clients in securing their financial legacy. Lee is a partner at the Penn Lee company and has served as a vice president at M.L. Stern & Co. for more than 15 years.

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 (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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
The Blackmont Group logo

The Blackmont Group

Parking lot 1440 North Harbor Boulevard, Fullerton, CA 92835
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

The Blackmont Group is a financial planning firm that serves clients in and around the Fullerton community. It offers a wide array of services, including estate planning, retirement planning, risk management, tax planning, and college planning. Its team assists clients in impact investing, investment management, and self-directed advisory strategies. The firm has been featured in various publications, including CBS News, Forbes, The Huffington Post, and USA Today. Steve Neustaedter, one of the firm's financial planners, brings more than two decades of industry 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
Google
5.0 / 5 (2)
Walker Wealth logo

Walker Wealth

623 North Harbor Boulevard, Fullerton, CA 92832
  • Retirement Planning

Business Description

Based in Fullerton, Walker Wealth is an independent financial planning and wealth management firm that has been catering to individuals, families, and business owners since 1997. Its multi-step process allows the firm to implement a personalized and dynamic wealth management strategy for clients. Its comprehensive financial and investment plan evolves to fit the clients' changing needs through time. The firm also covers retirement plans. Craig Walker, the firm's president, has over 30 years of experience in financial services. He also holds CFP and CPFA designations.

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