Best Financial Advisors in Lynwood

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
Brittney Castro logo
Visit Website

License Verified:

License: 5167607

Investment Adviser Public Disclosure Database, SEC

Brittney Castro

8023 Beverly Blvd. Suite 1-375, Los Angeles, CA 90048
Visit Website
  • Retirement Planning
  • Tax Planning

Business Description

Brittney Castro is a financial advisor who offers her services to clients in the Lynwood area. She provides comprehensive options involving cash flow and debt management, as well as strategies involving investment, tax, and estate planning. Throughout her 15 years of service in the industry, Castro has worked with known brands such as Zoom, Gemini, AirBnB, and ETrade. She is also a CFP who has appeared on media outlets and publications like The New York Times, CNN, Entrepreneur, and CNBC.

License Verified:

License: 5167607

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
Visit Website

Brittney Castro

Legacy Financial Group logo
Visit Website

License Verified:

License: 115901

Investment Adviser Public Disclosure Database, SEC

Legacy Financial Group

990 West 190th Street Suite 520, Torrance, CA 90502
Visit Website
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Business Description

Legacy Financial Group has been offering financial advice to individuals, families, and business owners in Lynwood and the surrounding areas for two decades. Its financial planners seek to understand clients' unique situations in order to create custom financial plans and timelines that meet their needs and goals. These plans may cover clients' estates, taxes, insurance and investments, retirement, and lifestyle. The firm's clientele includes those preparing for retirement, professionals from established companies, retired teachers and professors, divorcees, and widows or widowers.

License Verified:

License: 115901

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

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
Visit Website

Legacy Financial Group

Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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