Expertise.com

Best Financial Advisors in Garden Grove

Laurels
2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Garden Grove, 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
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Price: Free Consultation

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

Expertise.com Concierge Service

Garden Grove, CA

Business Description

Need help contacting a Financial Advisor in Garden Grove? 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!

Avalon Financial Advisors logo

Avalon Financial Advisors

23282 Mill Creek Drive, Laguna Hills, CA 92653
  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Business Description

Avalon Financial Advisors is a wealth planning and advisory firm that caters to clients in Garden Grove. Its services include financial planning, retirement planning and strategy, insurance needs review and assistance, and tax planning. The firm also provides help with investment portfolio design, implementation, and management. Its principal and founder, Andrew McVay, is a Certified Financial Planner and a member of the National Association of Personal Financial Advisors. He has been in the industry for more than 20 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.
4.0
Responsiveness
Friendliness
Helpfulness
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Detail
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Barth Financial Advisors, LLC logo
Visit WebsiteWebsite

Barth Financial Advisors, LLC

Visit WebsiteWebsite
333 City Boulevard West, Orange, CA 92868
  • Certified Financial Planner (CFP)

Business Description

Barth Financial Advisors, LLC, caters to clients in Garden Grove and the surrounding communities. It offers a wide array of services, including budgeting strategies, expenses analysis, investment planning and management, and risk management. In addition, the firm provides IRA, Keogh, pension, and profit-sharing programs recommendations. It also handles business succession plan design and estate distribution. Barth Financial Advisors is staffed by professionals who hold various designations, like Certified Asset Protection Planner and Certified Financial Planner.

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
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Crossroads logo
Visit WebsiteWebsite

Crossroads

Visit WebsiteWebsite
765 The City Drive South, Orange, CA 92868
  • Certified Financial Planner (CFP)
  • Tax Preparation

Business Description

Crossroads is a financial advisory law firm that serves clients in Garden Grove and the surrounding areas. It offers assistance in financial planning, wealth management, and tax preparation. Its financial planning strategist advises on different areas, such as opening ROTH IRAs, investing in a health savings account, and taking advantage of life insurance offerings. The firm also aids in acquiring retirement plans, including SIMPLE IRAs and traditional IRA. Garrett Jones, a partner of the firm, is a Certified Financial Planner and an Enrolled Agent.

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 (103)
Google
5.0 / 5 (8)

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
Keep It Simple Financial Planning logo
Visit WebsiteWebsite

Keep It Simple Financial Planning

Visit WebsiteWebsite
333 City Boulevard West, Orange, CA 92868
  • Retirement Planning

Business Description

Established in 2015, Keep It Simple Financial Planning serves the residents of Garden Grove and the neighboring communities. The firm offers financial planning services, which involve financial goal setting, cash flow analysis, risk management planning, financial management, and estate planning. In addition, its team of professionals handles strategies for tax reduction, investment, and retirement. Keep It Simple Financial Planning’s founder, Jason J. Hamilton, is a Certified Financial Planner and a Chartered Retirement Planning Counselor.

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 (6)
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
SageMint Wealth logo
Visit WebsiteWebsite

SageMint Wealth

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1 City Boulevard West, Orange, CA 92868
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

SageMint Wealth is a wealth management firm serving affluent individuals, families, and entrepreneurs in Garden Grove. It helps clients in achieving financial security through retirement planning, wealth management, investment management, and estate and tax planning. The firm also recommends financial strategies that can result in social and environmental change. Financial planner Anh Tran and some industry leaders at JanHobbs Financial Group established the firm in 2016. Its financial advisors have been affiliated with independent broker/dealer LPL Financial for 30 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
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
Secura Financial Planning & Wealth Management logo
Visit WebsiteWebsite

Secura Financial Planning & Wealth Management

Visit WebsiteWebsite
333 City Boulevard West, Orange, CA 92868
  • Certified Financial Planner (CFP)

Business Description

Secura Financial Planning & Wealth Management is a full-service establishment serving the Garden Grove area. It provides investment counseling, retirement planning, estate planning, cash flow management, and insurance recommendations. The firm was founded by Harry M. Barth, who has over 40 years of experience helping high-wealth families, business owners, and executives. He is also the senior managing partner of a law firm. He holds several designations such as Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter.

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
XOA Tax logo

XOA Tax

10015 Garden Grove Blvd, Garden Grove, CA 92844
  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Business Description

XOA Tax is a full-service financial planning company that serves clients in Garden Grove and the surrounding localities. The firm assists individuals in achieving financial freedom with its wide range of financial management services, including personal financial planning, retirement and estate planning, and wealth management. The team also offers business solutions in accounting, bookkeeping, payroll, tax preparation, succession planning, and litigation support. The company serves clients across the U.S. It has been featured on several TV shows like CBS News, Fox News, and NBC.

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 (22)
Yelp
5.0 / 5 (19)
Facebook
5.0 / 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
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