Laurels

Best Financial Advisors in Long Beach
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Long 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 117 74 11

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.

Advisor Resource Group

Advisor Resource Group is a financial advisory firm with offices in Los Alamitos, Orange, Norco, and Beverly Hills. Its strategy for medical professionals includes disability income, life, long-term care, and health insurance options. For businesses, the company offers entity determination and key man insurance services. In addition, the firm helps businesses develop employee benefits packages to increase employee retention. Personal wealth management services include charitable gifting, tax mitigation, asset protection, and legacy planning. There are also strategies available to help families protect their wealth across generations. These include charitable foundation strategies and multigenerational tax planning.

Los Alamitos, CA 90720

Website

Auspex Capital

Auspex Capital is a financial advisory and investment banking firm located in La Palma. It offers a buy-side mergers and acquisitions advisory service to help professionals plan and grow their businesses, as well as a sell-side mergers and acquisitions advisory service to help businesses find a buyer that maximizes value. The firm also has debt structuring and placement services that are geared toward restaurant companies and capital formation, structuring, and placement services. Restructuring and recapitalization are available to help preserve a company's value for shareholders, while valuation gives business owners access to a value estimate for their company.

La Palma, CA 90623

Website

CS TOMASI Wealth Management

CS TOMASI Wealth Management is a Registered Investment Advisor with services for business owners, women, individuals, and families in the Long Beach area. The firm creates customized investment portfolios using advisory accounts, brokerage accounts, stocks and bonds, mutual funds, limited partnerships, variable annuities, alternative investments, and college savings plans. Its financial plans include long-term financial planning, estate planning, and retirement planning. Additionally, CS TOMASI Wealth Management helps with retirement plans by managing IRA accounts, employee benefit plans, and small business 401(k)s. It also offers health, disability, variable universal life, long term care, and whole life insurance options.

Long Beach, CA 90804

Website

Daikovich Financial Services

Daikovich Financial Services is an independent financial advisory firm located in Buena Park that was founded by Vera Daikovich, who has more than a decade of experience in the financial services industry. The firm offers clients investment options from a range of stocks, bonds, IRAs, brokerage accounts, government securities, treasury notes and bills, and variable annuities. Its investment planning services include retirement planning, tax efficiency planning, money purchasing plans, profit sharing plans, 401(k) planning, and 403(b) planning. Additionally, its clients have access to long term care, life, and disability income insurance options.

Buena Park, CA 90620

Website

Integrity Wealth Management & Insurance Services

Integrity Wealth Management & Insurance Services is a financial advisory firm located in Cypress. The firm offers financial planning, asset protection planning, retirement planning, investment planning, and income planning services. Each of its financial plans aims to answer clients' questions about short and long-term financial planning. Its investment management services involve the design, analysis, implementation, and monitoring of investment plans. Company founder Miles Babcock has been a licensed insurance agent since 1992 and has been fully independent since 1997. He has spent more than two decades in the financial industry.

Cypress, CA 90630

Website

LPL Financial

LPL Financial is a team of financial professionals in Long Beach that offers wealth and investment management services, as well as customized retirement strategies. Its other services include gifting strategies for tax mitigation, risk management assessments, asset allocation, estate conservation, and college tuition funding. The firm's clients can choose from different insurance and annuity products. After plans are put into place, the firm conducts periodic reviews to make sure the client's goals are still on track. LPL Financial is run by Certified Financial Planners Jerry Sheby and Kirk Sheby, who have over four decades of combined experience.

Long Beach, CA 90815

Website

Meinert Wealth Management LLC

Meinert Wealth Management LLC is a financial planning firm with offices in Cerritos and Corona Hills. Its financial planning process includes retirement planning, tax considerations, education funding planning, social security planning, debt considerations, business succession considerations, consulting for high-net-worth clients, and initial estate considerations. The firm's investment strategy services include research, portfolio analysis, asset allocation, ongoing investment monitoring, and insurance options. It also offers total wealth management strategies that include advanced business planning, analysis of company stock options, quarterly performance reporting, charitable foundation planning, trust services, and other wealth management tools.

Cerritos, CA 90703

Website

One Place Financial

One Place Financial offers tax services, financial planning, and insurance needs to clients throughout the Bellflower area. The firm has multiple insurance practice areas, including health, automobile, life, home, renters, and business insurance. Additionally, the team's Certified Professional Accountants help individuals and families plan their taxes and prepare their tax returns. The firm's financial planning services focus on retirement plans for individuals, along with the development of retirement plans for business owners. The firm also processes automobile registrations and offers private mailbox rentals, shipping, business consulting, and notary public services.

Bellflower, CA 90706

Website

WealthSpring

WealthSpring is a financial advisory firm that serves clients across the nation. Its offices are located in Long Beach, San Luis Obispo, Irvine, Chino, Riverside, and Santa Rosa. The firm's services include retirement goal planning, advice on how to maximize workplace retirement plan benefits, Medicare and social security planning, education funding strategies for college or private K through 12 schools, large purchase saving, cash reserve planning, and tax planning strategies for individuals. It also provides investment portfolio management and insurance recommendations. Additionally, WealthSpring has a business consulting division that helps design and implement employer retirement plans for corporations.

Long Beach, CA 90802

Website

Wrong city? Here are some nearby places: