Laurels

Best Financial Advisors in Huntington Beach
2021

Why These Financial Advisors?

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

Reviewed Curated Top Picks 50 32 6

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Calton & Associates, Inc.

  • Estate Planning
  • Insurance Products
  • Retirement Planning
  • Tax Preparation

Calton & Associates, Inc., is a financial advisory agency that caters to individuals and businesses in Huntington Beach. Its management team brings more than 100 years of combined experience in the financial services industry. It offers a wide array of services, such as estate conservation, investment and tax management, and retirement strategies. The firm also provides annuity and insurance products. Paul Lieu, a financial advisor, started working with Calton & Associates in 2014. His employment history includes working in banks as a financial consultant.

15061 Springdale Street
Huntington Beach, CA 92649

Website

Elite Advisory Group

  • Certified Financial Planner (CFP)

Based in Huntington Beach, Elite Advisory Group is a financial firm serving the greater Orange County area. The firm offers various services, including investment advice, third-party asset management, retirement income strategies, and estate preservation. It also assists clients in Medicare planning, Social Security planning, college funding, IRA planning, and long-term care planning. The team at Elite Advisory Group has more than six decades of combined industry experience and comprises financial planners, investment advisors, and life and health insurance specialists.

2130 Main Street
Huntington Beach, CA 92648

Website

Gregory Advisors Inc.

  • Estate Planning
  • Retirement Planning
  • Private Wealth Advisor
  • Tax Planning

Gregory Advisors, Inc., is a wealth management firm that serves Huntington Beach and the neighboring communities. It serves a diverse client base, from individuals, couples, and families to women, widows, and widowers. It helps clients in assessing their financial situations before and after their retirement and provides financial advice to help lower their income taxes. Kate Gregory, owner and president of the firm, joined the business in 2000 and took over the company in 2017.

7755 Center Avenue
Huntington Beach, CA 92647

Website

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