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Laurels

Best Financial Advisors in Long Beach
2019

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Long Beach, CA.

Reviewed Curated Top Picks 120 77 14

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

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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 (562) 296-8461

Website

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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 (562) 424-5150

Website

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Cerda Muñoz Advisors Inc.

Cerda Muñoz Advisors Inc. is a financial planning firm with an office in Downey. The company's investment management solutions involve helping clients design and implement strategies for their 401(k), IRA, 403b, or rollover account. The firm aims to minimize taxes and expenses with their investment solutions, and each strategy utilizes the Efficient Markets Hypothesis. Financial planning services are provided by a team of Certified Financial Planners. These services include identifying goals, helping with short- and long-term budgeting, insurance planning, customized investment planning, tax mitigation planning, retirement planning, estate planning, and college tuition planning.

Downey, CA, 90241 (562) 222-4525

Website

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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 (562) 494-4668

Website

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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 (714) 523-9000

Website

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Dwight Nakata CPA CFP(R)

Dwight Nakata CPA CFP(R) is a financial advisor located in Artesia. The company offers strategies for tax management, investment management, retirement planning, income tax reduction, and estate conservation. Additionally, its clients are given a broad range of annuity and insurance products from which to choose. Dwight Nakata CPA CFP(R) focuses on serving pre-retirees, retirees, executives, and business owners. Since he has both a Certified Professional Accountant and Certified Financial Planner designation, he can help clients with both tax and investment strategies.

Artesia, CA, 90701 (714) 329-5022

Website

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Goldman Lancaster, Inc.

Goldman Lancaster, Inc. is a Registered Investment Advisor firm located in Long Beach. The company offers a range of services for individuals and business owners, including financial planning, portfolio creation and management, risk management, and estate planning. It also offers corporate benefit planning services, to help businesses retain employees and create good executive packages, and business continuity planning services to help clients plan for the eventual transfer of ownership of their business.

Long Beach, CA, 90802 (562) 432-0234

Website

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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 (714) 947-0105

Website

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James J. Thomason

James J. Thomason is a financial advisor serving the California community. He offers multiple services to help with financial planning, including retirement strategies, estate conservation, tax management, and investment management. He also sells a range of annuity and insurance products. James has been part of the financial industry for more than five decades, and he founded his financial services company in 1997. The firm's overall goal is to help institutions and individuals select and manage their investments. In addition, James is a registered representative of Securities America.

Long Beach, CA, 90804 (562) 494-0993

Website

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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 (562) 420-7800

Website

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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 (562) 474-1717

Website

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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 (562) 867-5200

Website

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Pacific Investment Advisors, Inc.

Pacific Investment Advisors, Inc. is an investment management firm serving domestic and foreign companies. The firm's office is located in Gardena and was originally founded in Los Angeles in 1989. Its advisors offer investment business investment, real estate evaluations, financial advice regarding foreign investments, and asset management services. The firm can originate, sell, and service commercial real estate properties and loans, and it offers portfolio management of properties and loans. Corporations can benefit from the firm's merger and acquisition services for international companies. The firm also offers advice on international business plans.

Gardena, CA, 90264 (818) 363-0023

Website

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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 (562) 491-4410

Website

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