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Best Financial Advisors in Menifee

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41391 Kalmia Street Suite 330, Murrieta, CA 92562
Murrieta, CA 92562
  • Retirement Planning

Davies Financial Advisors is a firm serving Menifee and surrounding communities. It assists individuals from different levels of wealth in managing their finances by building a customized financial plan. It can include accumulation, retirement planning, taxation, risk management, and exit planning. The wealth management process involves identifying the risks, opportunities, and strengths of the client's financial situation. The firm's president, Andy Davies, is a Certified Financial Planner, an Accredited Investment Fiduciary designee, a Certified Estate and Trust Specialist, and a Certified Fund Specialist.

41391 Kalmia Street Suite 330, Murrieta, CA 92562
Murrieta, CA 92562

Website(951) 677-3960

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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+

25220 Hancock Ave 310, Murrieta, CA 92562
Murrieta, CA 92562
  • Certified Financial Planner (CFP)

Serving Menifee and the nearby areas, Intelligence Driven Advisers provides assistance in financial planning and wealth management. The company serves private clients and their institutional, philanthropic, and corporate affiliations. Its services include investment management consulting, estate planning, cash flow analysis, business and wealth succession, and risk management and asset protection. It also offers business retirement plans and 401(k) services to help companies mitigate fiduciary liability while optimizing their investment opportunities. The firm's managing director, David Brasfield, is a Chartered Retirement Plan Specialist.

25220 Hancock Ave 310, Murrieta, CA 92562
Murrieta, CA 92562

Website(951) 324-4708

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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: --

41593 Winchester Rd., Suite 200, Temecula, CA 92590
Temecula, CA 92590
  • Financial Planning

Invicta Financial Group is an independent financial services firm that offers financial planning solutions to families and businesses in Menifee. For more than 12 years, the company has been assisting clients with retirement planning, estate strategies, wealth management, and business planning. CEO Barry D. Todd holds designations as a Certified Chartered Financial Consultant and Chartered Federal Employee Benefits Consultant. Before working as a financial advisor, he served in the United States Army Range for 21 years.

41593 Winchester Rd., Suite 200, Temecula, CA 92590
Temecula, CA 92590

Website(951) 375-4579

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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:

2 (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: --

27186 Newport Road, Ste. 2, Menifee, CA 92584
Menifee, CA 92584
Instagram
  • Finance Planning

Karl Schorr Wealth Management LLC is an independent financial planning firm serving Menifee and the nearby areas. It partners with professionals like accountants and attorneys to provide clients with an array of comprehensive financial planning services, ranging from tax planning and investment management to estate planning. The firm maintains regular communication with clients to provide them with financial advice concerning their changing circumstances and financial goals. Founder Karl Schorr has over five years of industry experience and has limited working proficiency in German.

27186 Newport Road, Ste. 2, Menifee, CA 92584
Menifee, CA 92584

InstagramWebsite(951) 373-9950

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25185 Madison Ave A, Murrieta, CA 92562
Murrieta, CA 92562
  • Certified Financial Planner (CFP)

Kimberly Surber is a Certified Financial Planner who serves families in and around Menifee. She is also a Certified Divorce Financial Analyst, which qualifies her to advise clients on various financial matters of divorce and assist them with the process. In addition, she collaborates with clients' lawyers on all financial aspects of their cases, including preparing paperwork and supporting documentation. When necessary, Kimberly can also testify as an expert witness on the financial aspects of cases filed in court.

25185 Madison Ave A, Murrieta, CA 92562
Murrieta, CA 92562

Website(800) 547-1263

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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:

3 (Good)

Score Consistency:

Consistent (Best)

43980 Margarita Rd Suite 201, Temecula, CA 92592
Temecula, CA 92592
  • Wealth Management

La Pointe Wealth Advisors serves individuals and families in Menifee and surrounding areas that are seeking to build and preserve their wealth. It offers various financial advising services, such as income and investment returns, retirement and estate planning, and risk and tax management. It looks into the clients' time horizons, risk tolerance, and investment objectives in order to create a plan suitable to their needs. Founder David La Pointe hosted the radio show "Money Matters" for over 13 years.

43980 Margarita Rd Suite 201, Temecula, CA 92592
Temecula, CA 92592

Website(951) 694-3537

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:

5 (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+

25185 Madison Ave, Suite A, Murrieta, CA 92562
Murrieta, CA 92562
  • Certified Financial Planner (CFP)

Leeward Wealth Management serves individuals and families in Menifee. Its financial professionals help clients develop financial plans for milestones like college education and retirement, assisting them in utilizing available assets like 529 savings plans and Social Security benefits to meet their financial goals. The company also offers accounting and tax planning services that help clients reduce their tax obligations. Senior wealth advisor Karen Vaught holds the Accredited Asset Management Specialist designation from the College of Financial Planning.

25185 Madison Ave, Suite A, Murrieta, CA 92562
Murrieta, CA 92562

Website(305) 304-4110

Show Number
41856 Ivy St. Suite 113, Murrieta, CA 92562
Murrieta, CA 92562
  • Retirement Planning

MD Brown Financial is an advisory firm serving Menifee. For more than 35 years, it has been assisting businesses and individuals in developing plans that address their needs, such as maximizing their wealth, reducing debts, or preparing for retirement. In addition, it educates them on the products, services, and strategies that align with their financial goals. Its range of services includes cash flow analysis, investment and savings review, personalized financial strategies, retirement planning, and asset allocation reviews.

41856 Ivy St. Suite 113, Murrieta, CA 92562
Murrieta, CA 92562

Website(951) 296-3460

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:

2 (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+

41197 Golden Gate Circle #101, Murrieta, CA 92562
Murrieta, CA 92562
Instagram
  • Tax Planning
  • Finance Planning

MPK Advisors & CPAs is an accountancy firm serving Menifee. It focuses on providing traditional compliance services, including financial management, tax preparation and planning, and business consulting. Its financial management services aim to guide clients in accelerating their business growth and securing their financial future. Its advisors provide individualized strategies and advice to help them interpret and analyze the clients' financial information. The firm also serves the needs of associations, federations, churches, and non-profit organizations, helping them make wise financial decisions.

41197 Golden Gate Circle #101, Murrieta, CA 92562
Murrieta, CA 92562

InstagramWebsite(951) 763-7970

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)

22525 Pin Tail Drive, Canyon Lake, CA 92587
Canyon Lake, CA 92587
  • Retirement Planning

Nautilus Tax and Wealth Solutions is a firm serving Menifee and the surrounding communities. It assists individuals and businesses with their financial needs by providing a wide range of tax and accounting needs, including business consulting, retirement planning, and IRS representation. Its CPA, Lawrence L. Lathrop, helps develop and finalize financial statements that impact management decision-making and represents businesses to interested parties. He also conducts financial analyses for continued business growth and prosperity.

22525 Pin Tail Drive, Canyon Lake, CA 92587
Canyon Lake, CA 92587

Website(951) 244-7674

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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:

4.6 / 5 ( Best)

Total Reviews:

20 (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: --

Detail: --

43180 Business Park Dr, Suite 202, Temecula, CA 92590
Temecula, CA 92590
  • Chartered Financial Analyst (CFA)

News Financial is an independent firm that has been offering financial services for individuals and institutions in Menifee for more than three decades. The firm's president and CEO, Scott A. Chon, focuses on financial strategy and wealth management. Chon and his team also have specialized programs that allow clients to have access to various investment and portfolio management, including mutual funds, alternative investment, stocks, and ETFs. Employer-sponsored plans are also available, such as 403(b), Simple IRA and Simple Roth IRA, and SEP IRA.

43180 Business Park Dr, Suite 202, Temecula, CA 92590
Temecula, CA 92590

Website(951) 609-1500

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:

4.9 / 5 ( Best)

Total Reviews:

9 (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+

29970 Technology Drive, Suite 120, Murrieta, CA 92563
Murrieta, CA 92563
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Ross & Mary Hunt, Inc., is an independent fiduciary-based financial services firm that has been serving Menifee and the surrounding areas for more than two decades. It caters to a wide range of clientele, including widowers, divorcees, medical professionals, business owners, heirs, and lottery winners. The company provides a variety of services, such as retirement planning, tax and estate planning, insurance planning, and risk management. It handles RMDs, Roth IRAs, and 401k plans. Co-founder Ross Hunt is a Certified Financial Planner.

29970 Technology Drive, Suite 120, Murrieta, CA 92563
Murrieta, CA 92563

Website(951) 696-5292

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27192 Newport Rd. Suite 4, Menifee, CA 92584
Menifee, CA 92584
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation

Royal American Financial Advisor, LLC, is a company that caters to the residents of Menifee. Its personnel educates aspiring investors on the finer points of investing their earnings. The firm offers fiduciary planning advice covering a variety of money concerns from mitigating tax liabilities to budgeting for retirement and family expenses. The establishment remains independent, which enables the coaches to give unbiased counsel to its clients. One of its coaches, John Borger, holds a CFP designation.

27192 Newport Rd. Suite 4, Menifee, CA 92584
Menifee, CA 92584

Website(951) 679-2065

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+

29826 Haun Rd Ste 206, Menifee, CA 92586
Menifee, CA 92586
  • Finance Planning

Taylor Wealth Management Group serves clients throughout Menifee and its neighboring areas. This private wealth advisory practice of Ameriprise Financial Services LLC assists clients in taking control of their finances by helping them create strategies concerning retirement, taxes, asset management, and estate planning. It also guides clients in planning for life and long-term care insurance, education costs, and charitable strategies. Ivette Taylor, firm co-principal, is a CFP® and CRPC® professional. She has been in the industry for 16 years and also offers women's financial strategies.

29826 Haun Rd Ste 206, Menifee, CA 92586
Menifee, CA 92586

Website(951) 679-2222

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:

2 (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+

30650 Rancho California Rd., Temecula, CA 92591
Temecula, CA 92591
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Team Tax offers tax preparation services to individuals and businesses in Menifee and its neighboring metros. Its advisors aim to maximize clients' savings and update them on the latest tax law changes. They offer tax planning, virtual tax preparation, and wealth management services. Its tax planning services include the financial aspect of clients' rental properties and trust and multi-state returns. As enrolled agents, the firm's professionals conduct their services by adhering to the IRS codes of conduct.

30650 Rancho California Rd., Temecula, CA 92591
Temecula, CA 92591

Website(951) 308-6444

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:

23 (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+

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).

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