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Best Financial Advisors in Lakewood

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1999 Avenue of the Stars, Suite 3200, Los Angeles, CA 90067
Los Angeles, CA 90067
  • Certified Financial Planner (CFP)

Bel Air Investment Advisors is a firm serving the Lakewood community. It utilizes the independent wealth management model to assist individuals, families, and foundations with their financial planning needs. Its team of professionals handles pre-liquidity planning, tax planning and coordination, trust and estate planning strategy. The firm's chairman, Todd Morgan, has been cited by various publications such as The Associated Press, The Wall Street Journal, and Bloomberg Business Week. He has served in charitable organizations like the Coalition to Free Soviet Jews and Los Angeles Jewish Federation.

1999 Avenue of the Stars, Suite 3200, Los Angeles, CA 90067
Los Angeles, CA 90067

Website(310) 229-1500

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

5900 Wilshire Blvd Suite #400, Los Angeles, CA 90036
Los Angeles, CA 90036
  • Business Formation

Churchill Management Group is an investment management and financial planning firm serving Lakewood. The company works with clients to develop financial plans that fit their needs. As part of its wealth management services, it offers tactical, fully invested, and fixed-income investments. In addition, the firm provides trust and estate planning review, risk analysis, retirement planning, and 401(k) planning. Fred A. Fern founded the company in 1963. He is a Chartered Investment Counselor designated by the Investment Counsel Association of America.

5900 Wilshire Blvd Suite #400, Los Angeles, CA 90036
Los Angeles, CA 90036

Website(877) 937-7110

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

1101 Dove Street, #100, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Tax Planning
  • Insurance Products
  • Investment Advisor

Hicok Financial Solutions serves clients in the Lakewood area. Its advisors create a personalized roadmap to financial freedom that considers clients' assets. They offer tailored investment portfolio management, a thorough retirement blueprint, a deep-dive legacy strategy, transparent insurance options, and customized debt analysis. David Hicok, the firm's founder, is a Chartered Financial Consultant and has over 20 years of financial experience. He is a member of the Financial Planning Association and is the chapter president and chairman of the Board of San Gabriel Valley.

1101 Dove Street, #100, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(626) 657-0260

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2030 Main Street, Suite 1300, Irvine, CA 92614
Irvine, CA 92614
  • Certified Financial Planner (CFP)

John Stokes Financial provides Lakewood residents with wealth management services. Its financial professionals work with clients to develop and maintain financial plans tailored towards short-term and long-term goals. They also handle investment portfolio management, utilizing stress-tested investment strategies based on the client's information like their cash flow needs and risk tolerance. Retirement and estate planning services are also available. CEO and founder John Stokes has over 15 years of industry experience and is an active member of the Financial Services Institute.

2030 Main Street, Suite 1300, Irvine, CA 92614
Irvine, CA 92614

Website(949) 477-1245

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A+

Detail: A+

841 Apollo Street, Suite 320, El Segundo, CA 90245
El Segundo, CA 90245
Instagram
  • Certified Financial Planner (CFP)
  • Financial Planning

Urban Wealth Management is a woman-led and operated company that offers financial advice to those living in Lakewood. Its founder, René Nourse, spent 25 years as part of a corporate financial advisor before establishing her own practice. She leads a team of four women, composed of public accountants and financial planners. They help clients establish key financial goals for their portfolio, such as retirement funding and family support savings. The company helps them find deductible expenses and social benefits to help their income.

841 Apollo Street, Suite 320, El Segundo, CA 90245
El Segundo, CA 90245

InstagramWebsite(424) 277-2260

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

32 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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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