Expertise.com

Best Financial Advisors in Long Beach

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Long Beach, CALong Beach, CA

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.

Long Beach, CALong Beach, CA

Website

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: --

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

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.

4622 Katella Avenue, Los Alamitos, CA 90720
Los Alamitos, CA 90720

Website(562) 296-8461

Show Number

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+

6 Centerpointe Drive, La Palma, CA 90623
La Palma, CA 90623
  • 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
La Palma, CA 90623

Website(562) 424-5150

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

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.

10810 Paramount Boulevard, Downey, CA 90241
Downey, CA 90241

InstagramWebsite(562) 222-4525

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:

22 (Better)

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

4821 2nd Street, Long Beach, CA 90803
Long Beach, CA 90803
  • 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
Long Beach, CA 90803

Website(800) 998-3642

Show Number

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+

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

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.

3444 East Anaheim Street, Long Beach, CA 90804
Long Beach, CA 90804

Website(562) 735-3875

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:

4.9 / 5 ( Best)

Total Reviews:

7 (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: --

Long Beach, CA 90804Long Beach, CA 90804

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 90804Long Beach, CA 90804

Website(562) 494-4668

Show Number
Buena Park, CA 90620Buena Park, CA 90620

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 90620Buena Park, CA 90620

Website(714) 523-9000

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

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.

6700 E. Pacific Coast Highway, Suite 286, Long Beach, CA 90803
Long Beach, CA 90803

Website(562) 598-7575

Show Number

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+

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

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.

301 East Ocean Boulevard, Long Beach, CA 90802
Long Beach, CA 90802

Website(562) 432-0234

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:

22 (Better)

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

111 West Ocean Boulevard, Long Beach, CA 90802
Long Beach, CA 90802
  • 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
Long Beach, CA 90802

Website(800) 435-3505

Show Number

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

Cypress, CA 90630Cypress, CA 90630

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 90630Cypress, CA 90630

Website(714) 947-0105

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

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.

445 Ultimo Ave, Long Beach, CA 90814
Long Beach, CA 90814

Website(562) 743-6031

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

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.

444 West Ocean Boulevard, Suite 1618, Long Beach, CA 90802
Long Beach, CA 90802

Website(562) 983-6677

Show Number

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+

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

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.

100 West Broadway, Long Beach, CA 90802
Long Beach, CA 90802

Website(424) 450-7435

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:

10 (Better)

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+

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

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.

5305 East 2nd Street, Suite 201, Long Beach, CA 90803
Long Beach, CA 90803

Website(562) 434-5305

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

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.

444 West Ocean Boulevard Suite 910, Long Beach, CA 90802
Long Beach, CA 90802

Website(562) 309-0080

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)

1 World Trade Center, 8th Floor, Long Beach, CA 90831
Long Beach, CA 90831
  • Retirement Planning

Linda A. Walker, CFP, provides financial advice to individuals in the Long Beach community. She has been in the industry for over two decades, providing financial and tax planning and investment management solutions. She focuses on understanding clients' goals and creating a strategy to achieve them. Linda presents clients with an analysis of their accounts and provides recommendations to protect and grow their wealth. She also offers insurance products, including life, disability income, and long-term care coverage.

1 World Trade Center, 8th Floor, Long Beach, CA 90831
Long Beach, CA 90831

Website(562) 986-5859

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

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.

5000 East Spring Street, Long Beach, CA 90815
Long Beach, CA 90815

Website(562) 420-7800

Show Number

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: --

Bellflower, CA 90706Bellflower, CA 90706

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 90706Bellflower, CA 90706

Website(562) 867-5200

Show Number
444 W Ocean Blvd Ste 1102, Long Beach, CA 90802
Long Beach, CA 90802
Instagram

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.

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

InstagramWebsite(562) 473-4444

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:

12 (Better)

Score Consistency:

Consistent (Best)

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

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.

301 Isthmus, Long Beach, CA 90803
Long Beach, CA 90803

Website(619) 272-6221

Show Number

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+

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

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.

6460 Pacific Coast Highway, Long Beach, CA 90803
Long Beach, CA 90803

Website(562) 414-0900

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+

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

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.

5000 Airport Plaza Drive, Long Beach, CA 90815
Long Beach, CA 90815

Website(888) 491-4410

Show Number

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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you