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 122 79 16

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

  • Estate Planning
  • Tax Preparation
  • Tax Planning

Auspex Capital provides financial advisory and investment banking services to restaurant industry entrepreneurs in Long Beach. With over 100 years of transaction experience and industry knowledge, its team provides services, including Buy-Side M & A advisory, debt structuring and placement, and financial and strategic advisory services. Furthermore, Auspex Capital has a track record of success in crafting solutions for franchisees. It also collaborated with national brands such as Wendy's, Taco Bell, KFC, and Burger King.

6 Centerpointe Drive
La Palma, CA 90623

Website

Capital Investment Advisers

  • Retirement Planning

Capital Investment Advisers is a financial services and investment management firm that caters to clients in Long Beach. It works closely with clients in creating a financial plan to protect their wealth. It utilizes various systems to help clients handle their finances, such as a fiduciary monitoring system, ERISA help desk, fiduciary vault, retirement plan health check, and industry reports. Moreover, it has tools that can help clients compare different retirement plans, such as expense analyzer and fee comparison and analysis evaluation.

3780 Kilroy Airport Way
Long Beach, CA 90806

Website

CLG Wealth Management

  • Certified Financial Planner (CFP)
  • Tax Planning

CLG Wealth Management is a full-service firm that serves Long Beach residents and businesses. Its scope of work includes financial, insurance, and tax planning. The firm's staff can also provide clients with financial advice and help them develop investment programs. In addition, it can help clients plan for retirement by making strategies that consider their investment portfolio and overall retirement plan. The firm's regional director, John Cartwright, has over 50 years of experience in the financial advisory industry.

4821 2nd Street
Long Beach, CA 90803

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

Halbert Hargrove

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Halbert Hargrove is a financial advisory firm serving Long Beach clients. The firm integrates the client’s interests and needs in establishing their financial picture. It builds the client’s investment portfolio by utilizing its propriety practices and expert resources. The firm also assists in managing concentrated stocks. Retirement and estate planning services are likewise available. CNBC ranked Halbert Hargrove as one of the top-rated financial advisory firms of 2020. The Los Angeles Business Journal also described the firm as one of the best workplaces in 2021.

111 West Ocean Boulevard
Long Beach, CA 90802

Website

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