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.

Read more about our selection process

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

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

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

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