Laurels

Best Financial Advisors in Long Beach
2022

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

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