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Best Financial Advisors in Garden Grove

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Avalon Financial Advisors logo

Avalon Financial Advisors

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

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.

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Barth Financial Advisors, LLC logo

Barth Financial Advisors, LLC

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

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.

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Crossroads logo

Crossroads

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

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.

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Keep It Simple Financial Planning logo

Keep It Simple Financial Planning

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

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.

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SageMint Wealth logo

SageMint Wealth

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

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.

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Secura Financial Planning & Wealth Management logo

Secura Financial Planning & Wealth Management

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

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.

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XOA Tax logo

XOA Tax

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

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.

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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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