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Best Financial Advisors in Long Beach

2023

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SmartAdvisor by SmartAsset

Website
Long Beach, CA
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

848-BookPro
Long Beach, CA

Why choose this provider?

Need help contacting a Financial Advisor in Long Beach? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
444 W Ocean Blvd Ste 1102, Long Beach, CA 90802

Why choose this provider?

Prince Financial & Insurance Services operates throughout the Long Beach, California, metro area, providing all lines of insurance from personal auto and home policies to commercial packages to life and group health plans. Its agents act as educators, advocates, and negotiators, managing small and large policies for individual vehicles and large commercial fleets. This company regularly works with over 40 insurers, providing a large variety of rates for customized policies it assists clients with creating. Prince Financial & Insurance Services also handles homeowners insurance and business insurance for properties and assets.

Reputation:

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.
5.0
Yelp
5.0 / 5 (12)

Website
6700 E. Pacific Coast Highway, Suite 286, Long Beach, CA 90803
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

First Financial Equity Corporation provides services to clients in Long Beach and the surrounding areas. It uses a goal-based managed platform to help individuals manage their wealth, prevent emotion-driven investing, and achieve financial security. The company has offices in Arizona, Wyoming, Texas, Colorado, Ohio, and Kansas. Its president, Jeff Graves, has been working in the financial industry for over three decades. Before working at the company, he served as managing director of private wealth management at Morgan Stanley.

License Verified:

License: 16507

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4821 2nd Street, Long Beach, CA 90803
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6460 Pacific Coast Highway, Long Beach, CA 90803
  • Retirement Planning

Why choose this provider?

TSG Wealth Management is a financial advisory firm that caters to clients in Long Beach and the surrounding areas. It offers a wide array of services, including estate planning strategy, investment advice, lending, and wealth management. In addition, the firm provides income protection as well as life and liability insurance solutions. Business advisory services, such as defined-benefit plans and recapitalization are also available. The members at TSG Wealth Management bring more than 300 years of combined experience in investment planning.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
111 West Ocean Boulevard, Long Beach, CA 90802
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
444 West Ocean Boulevard Suite 910, Long Beach, CA 90802
  • Certified Financial Planner (CFP)

Why choose this provider?

Life Dreams Wealth Consulting Group caters to customers in Long Beach and the surrounding communities. It serves a diverse clientele, including accumulators, business owners and entrepreneurs, matriarchs, and providers. It helps clients build wealth, preserve their assets, and protect their loved ones through financial planning. It provides investment and wealth management coaching and retirement planning. Lawrence Wimsatt, the owner, has nearly 20 years of experience in the industry. He holds the Certified Financial Planner designation.

License Verified:

License: 2603825

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Website
5305 East 2nd Street, Suite 201, Long Beach, CA 90803
  • Private Wealth Advisor

Why choose this provider?

Lederer & Associates Investment Counsel offers financial advising solutions to clients in the Long Beach metro. It provides fixed-income, managing equity, and balanced portfolio management services for individuals, estates, corporations, and charitable organizations. It also serves clients needing pension and profit-sharing plans, such as IRAs and self-directed 401(k)s. Its team also creates equity strategies using qualitative and quantitative analysis to evaluate clients' investment securities. The company has over three decades of experience in the financial industry.

License Verified:

License: 110376

Investment Adviser Public Disclosure Database, SEC

Website
444 West Ocean Boulevard, Suite 1618, Long Beach, CA 90802
  • Estate Planning
  • Insurance Products

Why choose this provider?

Kensington Investment Counsel is an independent advisory firm that provides customized services for individuals in Long Beach. The firm, led by managing partner Jeff Wimbish, offers investment solutions, including portfolio management, holdings monitoring, and investment strategy creation. Its investment specialists assist in large-cap core portfolio investing, assess client risk tolerance, and manage investment opportunities. Wimbish has been managing the firm since 2000. He is a member of the Estate Planning and Trust Council of Long Beach.

License Verified:

License: 108012

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
100 West Broadway, Long Beach, CA 90802
  • Retirement Planning
  • Insurance Products

Why choose this provider?

LA Wealth Management is a financial advisory firm that has been catering to clients in Long Beach and other communities since 2017. It specializes in providing college, insurance, long-term care and legacy, retirement, and small business retirement planning services. Its college services include qualified tuition programs, UGMA/UTMA, and ESA. Laurie Allen, the founder of the firm, is a Certified Financial Planner who has been working in the financial industry since 2008. The firm also supports 'Together We Rise' which helps improve foster children's lives.

Reputation:

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.
5.0
Yelp
5.0 / 5 (5)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
301 East Ocean Boulevard, Long Beach, CA 90802
  • Certified Financial Planner (CFP)

Why choose this provider?

Goldman Lancaster, Inc., is a financial advisory company that helps residents of Long Beach and the surrounding communities reach their financial goals. The group of financial advisors offers retirement wealth management and other comprehensive services to individuals and business owners. Aside from retirement planning, the consultancy also handles client portfolio management, risk management, financial and estate planning, and business continuity planning. Goldman Lancaster's two principals have been partners for almost 30 years and have a combined financial planning experience of 60 years.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5000 East Spring Street, Long Beach, CA 90815
  • Estate Planning

Why choose this provider?

LPL Financial is a team of financial advisors in the Long Beach metro. This firm helps clients with allocating their assets, managing their investments, and planning for their education. Its advisors also guide on retirement planning and estate conservation. The professionals of this team have a combined experience of 40 years. Jerry Sheby, an LPL Financial advisor, is a Certified Financial Planner™. He is also a member of the Financial Planning Association Los Angeles Chapter.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
6 Centerpointe Drive, La Palma, CA 90623
  • Estate Planning
  • Tax Preparation
  • Tax Planning

Why choose this provider?

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.

Website
3444 East Anaheim Street, Long Beach, CA 90804
  • Certified Financial Planner (CFP)

Why choose this provider?

Headquartered in Long Beach, Crux Wealth Advisors is an independent firm providing financial planning and investment management services. Its advisors work with clients to create and implement financial plans that are aligned with their goals. They also assist in asset preservation and reallocation, longevity planning, proper account titling and beneficiaries, multigenerational wealth transfer, and charitable giving. Crux Wealth Advisors gives back to the community by supporting organizations such as Habitat for Humanity, Big Brothers Big Sisters of America, and the American Cancer Society.

Reputation:

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.
4.4
Yelp
4.2 / 5 (54)
Facebook
4.8 / 5 (32)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5000 Airport Plaza Drive, Long Beach, CA 90815
  • Certified Financial Planner (CFP)

Why choose this provider?

WealthSpring is a team of Certified Financial Planners with offices in Long Beach, Irvine, and San Luis Obispo. The advisory firm offers a broad range of services, from retirement planning and risk management strategy development to financial goal setting. In addition, it assists business owners in streamlining investment selection processes, meeting fiduciary obligations, and using retirement plans as retention tools. WealthSpring's managing principal, Theodore Athans, co-established the company in 2016 and leads its financial planning team. His career in the industry began in 1994.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4622 Katella Avenue, Los Alamitos, CA 90720
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Advisor Resource Group is a team of financial advisors in Long Beach. This business has clients from different fields such as dentists, doctors, money managers, CPAs, and attorneys. The team also helps out in matters of insurance, investments, and estate planning. Christopher Caira, one of the financial advisors in this office, has over a decade of experience helping clients with tax management strategies and retirement planning. He has been a Million Dollar Round Table member since 2005. He is a certified fund specialist.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
445 Ultimo Ave, Long Beach, CA 90814
  • Certified Financial Planner (CFP)

Why choose this provider?

JC Financial Planning & Investments LLC is an independent advisory firm located in Long Beach. It caters to individuals and small businesses, providing financial planning and investment management solutions. Its agents develop financial strategies by examining the client's current situation, establishing monetary objectives, and monitoring their progress. They equip them with industry knowledge to make informed decisions and stay on track to meet their goals. The firm's managing member, Juerg Ciceri, is a Certified Financial Planner and a member of the FPA.

License Verified:

License: 142703

Investment Adviser Public Disclosure Database, SEC

Website
10810 Paramount Boulevard, Downey, CA 90241
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Cerda Munoz Advisors is a wealth management company that assists individuals, families, retirees, medical professionals, and business owners in Long Beach. One of the services it offers is financial planning which involves providing recommendations concerning taxes, cash flow, insurance, and retirement. In addition, the firm provides investment management assistance which covers an analysis and review of clients' objectives and risk tolerance. Company co-founder Gilbert Cerda is a CFP with over 20 years of experience who specializes in investments and taxes.

Reputation:

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.
5.0
Yelp
5.0 / 5 (20)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
301 Isthmus, Long Beach, CA 90803
  • Certified Financial Planner (CFP)

Why choose this provider?

The Financial Planning Department Incorporated serves individuals and business owners in Long Beach. It offers financial solutions, including retirement and estate planning, tax and investment management, wealth preservation, and insurance and annuity products. Its professionals work closely with individuals to identify their goals and develop a personalized financial program according to their situation. After establishing clients' financial goals, they customize strategies to suit objectives. The company also runs an office in San Diego.

License Verified:

License: 122403

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Why is financial planning important in Long Beach?

    Financial planning in Long Beach is essential for individuals, families, and businesses in personalizing a roadmap toward financial stability with their existing assets and conditions. This can help individuals, families, and companies to achieve their goals, build emergency plans, optimize tax liabilities, plan a retirement plan, manage debt, and ensure one's financial stability and future.

  • What is the advantage of getting a financial advisor in Long Beach?

    The advantages of getting a financial planner in Long Beach aids individuals and businesses towards greater financial security in their future hassle-free. Financial planners can provide individuals, families, and businesses, an efficient advice and guidance in financial management, securing returns on investments, and securing a financial plan amidst the constantly changing economy in realizing their life and economic visions.

  • What can you get from a wealth advisory in Long Beach?

    A wealth advisory in Long Beach provides comprehensive guidance for individuals, families, and businesses in their life fulfillment plans. Wealthy advisors can lend a hand in setting goals, appreciating life, building and protecting one's net worth, minimizing taxes through proactive tax planning, portfolio risk management, successful business transitions and turnovers, wealth transfers, providing charitable giving support, and retirement planning.

  • How do you choose the best financial advisor for you in Long Beach?

    When looking for a financial planner in Long Beach, you must carefully consider their credentials and offers. First, a financial planner with continuing education should be certified. It is better if they can provide an individualized approach in crafting your financial plan to secure a program that will optimize and protect your portfolio based on your current net worth, offers and secures investment opportunities for an easier retirement plan, and guidance in efficient tax management.

  • What is a financial planning in Long Beach?

    Financial planning in Long Beach pertains to the preparation of the expected and unexpected significant life events, such as finishing studies, marriage, buying a home, having investments, having a child, health insurance, retirement plans, and sudden death. This involves working closely with a financial planner to identify financial and life goals, strategizing a comprehensive plan to secure financial stability in all stages of life in a feasible way, and providing consistent guidance toward better financial management.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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