Expertise.com

2024

Last updated:

Best Financial Advisors in Garden Grove

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Garden Grove Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

49Reviewed

33Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Garden Grove, CA
Free Consultation

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Why choose this provider?

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.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Garden Grove, CA

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Why choose this provider?

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.

765 The City Drive South, Orange, CA 92868

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Review Sources

Yelp
5.0 (103)
Google
5.0 (8)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Tax Preparation

333 City Boulevard West, Orange, CA 92868

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1 City Boulevard West, Orange, CA 92868

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Review Sources

Facebook
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

23282 Mill Creek Drive, Laguna Hills, CA 92653

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Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

333 City Boulevard West, Orange, CA 92868

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

10015 Garden Grove Blvd, Garden Grove, CA 92844

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Review Sources

Google
5.0 (22)
Yelp
5.0 (19)
Facebook
5.0 (4)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Tax Preparation

333 City Boulevard West, Orange, CA 92868

Expertise.com Rating

Review Sources

Yelp
5.0 (6)
Google
5.0 (2)

Why choose this provider?

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.

  • Retirement Planning

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much is the renewal fee of financial advisory firms in Garden Grove?

    According to the California Code of Regulations, financial advisory firms in Garden Grove have a renewal fee of $125 due in December of each year. Payments are only via E-Bill, ACH or wire transfers, and overnight checks and must be submitted to the Financial Industry Regulatory Authority website. This fee is required to maintain certifications and keep active registration and notice filing statuses. Financial advisory firms renewing their applications may also submit post-dated ADV Amendments, BR withdrawals, and Forms U5.

  • How do financial advisors get paid in Garden Grove?

    Financial advisors in Garden Grove can get paid through a percentage of advisory costs for managed accounts or financial planning, while some obtain from brokerage commissions. They can also charge a flat fee of $100 to $500 per month and $1,500 to $5,000 for a one-time financial plan. An average financial advisor's salary is between $69,000 and $97,000, depending on their qualifications, additional skills, designations and certifications, and educational background.

  • Who needs to hire a Chartered Financial Planner in Garden Grove?

    Individuals who need assistance in addressing their retirement life, organizing their finances, and catering to their investment goals should hire a Chartered Financial Planner in Garden Grove. CFPs are fiduciary, which means they act in the best interest of their clients as they are subject to the ethical standards of the CFP Board. They can also help with debt management and estate planning. They have a flat fee of $4,000 and charge between $1,800 and $2,500 for financial planning.

  • How can financial advisors in Garden Grove help military personnel with their financial challenges?

    In Garden Grove, financial advisors can help military personnel collect their Permanent Change of Station reimbursements, like temporary lodging bills, dislocation allowance, expenses from purchasing household items, and advance basic pay. They assist them in obtaining debt consolidation loans, relief, and assistance associated with the Space Force, Army, Navy, and Coast Guard. Financial advisors in Garden Grove can also help military spouses continue their education by applying for Army Spouse Education Assistance Program Scholarship.

  • When is the best time to hire a wealth planner in Garden Grove?

    Individuals in Garden Grove who receive equity compensation or a financial windfall should consider hiring wealth planners to manage life insurance proceeds and inheritance and educate them on the value of employee stocks. They can also guide people planning for retirement in collecting Social Security Benefits, considering tax implications, and planning an income budget. In addition, wealth planners help families of children with disabilities obtain government benefits and craft special needs trust.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.