Laurels

Best Financial Advisors in Murrieta
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Murrieta 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 36 26 11

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

Leeward Wealth Management

  • Estate And Trust Specialist

Leeward Wealth Management is a financial advisor that serves clients in Murrieta. It helps individuals and families achieve their financial goals by designing wealth management plans that integrate retirement, tax, and estate planning. Its financial advisors assess clients' personal situations, identify their goals, and understand their risk tolerance when crafting personalized financial plans. They assess progress in a proactive manner and make adjustments when necessary. Founder Leslie Valant has 17 years of industry experience.

25185 Madison Ave, Suite A
Murrieta, CA 92562

Website

RMH Advisors LLC

  • Certified Financial Planner (CFP)
  • Finance Planning

RMH Advisors, LLC, assists clients in Murrieta with their financial planning concerns. The company aims to help individuals and families make educated choices about investing, estate conservation, risk management, and retirement based on their lifestyle and future goals. Mary Hunt, the service manager and owner of the firm, oversaw her family's real estate business and has been active in financial services ever since. She co-founded RMH Advisors with her husband Ross, and together, they handle taxes, cash flow statements, and insurance.

29970 Technology Drive, Suite 111
Murrieta, CA 92563

Website

Ross & Mary Hunt, Inc.

  • Financial Planning

Ross & Mary Hunt, Inc., is a full-service wealth management firm that has been operating in Murrieta since 1982. It helps clients in building a financial plan during different life transitions such as divorce, retirement, and pre-retirement. Its team of professionals also works with medical professionals, business owners, heirs, inheritors, and lottery winners in managing their finances. One of them is Ross Hunt who is a Certified Financial Planner who also offers life, disability, health, and long-term care insurance.

29970 Technology Drive, Suite 120
Murrieta, CA 92563

Website