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Best Financial Advisors in Murrieta

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Murrieta, CAMurrieta, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Murrieta, CAMurrieta, CA

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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: --

25220 Hancock Ave Ste 240, Murrieta, CA 92562
Murrieta, CA 92562
  • Certified Financial Planner (CFP)

Based in Murrieta, D. Canada Financial Group serves a wide range of clients, including non-profits, families, women investors, retirees, and business owners. Since 1999, the firm has been providing various services, such as corporate retirement plan consulting, financial planning, investment solutions, portfolio management, business planning, and fixed income solutions. One of its financial advisors, Mark Sapienza, is an asset management specialist who has more than 17 years of industry experience. D. Canada Financial Group caters to clients in over 24 states in the United States.

25220 Hancock Ave Ste 240, Murrieta, CA 92562
Murrieta, CA 92562

Website(951) 652-5456

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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: --

27555 Ynez Rd, #212, Temecula, CA 92591
Temecula, CA 92591
  • Retirement Planning
  • Finance Planning

Enduring Wealth Advisors offers financial advice to the locals of Murrieta. The firm helps its clients keep their goals and dreams in focus as they go through life's financial milestones, such as saving for education and retirement. It also handles wealth accumulation, income protection, and estate preservation. It is the firm's aim to stay alongside its clients throughout their life's journey to provide constant financial services. Ralph Bender, a Certified Financial Planner, founded the firm in 2009. He has been an independent financial consultant since 1993.

27555 Ynez Rd, #212, Temecula, CA 92591
Temecula, CA 92591

Website(951) 693-9900

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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+

41601 Laurel Valley Cir, Temecula, CA 92591
Temecula, CA 92591
  • Certified Financial Planner (CFP)

GC Asset Management is a consulting firm that offers financial security solutions in the Murrieta metro and the surrounding communities. It caters to real estate investors, business owners, and high-income earners and provides them with tax reduction and business profit services. The company also accommodates individuals who need comprehensive wealth management solutions. It conducts meetings to determine clients' financial goals and create plans tailored to their budget. GC Asset Management's specialists are Certified Financial Planners.

41601 Laurel Valley Cir, Temecula, CA 92591
Temecula, CA 92591

Website(951) 708-8100

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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:

7 (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
  • Financial Planning

Intelligence Driven Advisers is a local firm that provides financial planning, investment advisory, and wealth management services for individuals and families based in Murrieta. Its financial advisors assist in developing a solid and understandable plan to help achieve financial goals in life. In addition, they handle investment management and 401(k), and business retirement plans. David Brasfield, the firm's managing director and wealth advisor, has been specializing in retirement and wealth planning for more than two decades.

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:

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: --

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

Established in 2008, Invicta Financial Group helps the residents of Murrieta achieve financial success. The veteran-owned firm serves families and businesses through comprehensive financial planning. It provides wealth management services, including asset allocation, annuities, and TQRP. The company's offerings also include estate and business planning. The core professionals at Invicta Financial Group include business and estate attorneys, realtors, and mortgage specialists. The firm’s CEO, Barry D. Todd, is a Chartered Financial Consultant and Chartered Federal Employee Benefits Consultant.

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:

2 (Better)

Average Review Score:

4.6 / 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: --

43980 Margarita Rd Suite 201, Temecula, CA 92592
Temecula, CA 92592
  • Tax Planning
  • Certified Financial Planner (CFP)

Serving the Murietta area, La Pointe helps individuals build and preserve their financial future. The firm guides clients in making the right financial decisions for their wealth by providing professional advice and knowledge. Its team of wealth advisors offers individual retirement and personal financial planning services. They also help clients protect their wealth through offerings like asset allocation and investment portfolio management. La Pointe invests in the community by supporting nonprofit organizations like the Thompson Tansky Foundation.

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

Website(951) 694-3537

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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:

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
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • 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
Murrieta, CA 92562

Website(800) 547-1263

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

MD Brown Financial is an advisory firm serving individuals, families, and businesses in Murrieta. It has been in the industry for over 35 years, helping clients define their financial objectives and manage their monetary assets. Owner and managing partner Michael Brown is a Certified Financial Planner. He specializes in personalized financial strategies, cash flow analysis, asset allocation reports, and retirement planning. Brown also reviews investment and savings, business agreements, and life and disability income insurance coverages.

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+

43180 Business Park Dr, Suite 202, Temecula, CA 92590
Temecula, CA 92590
  • Investment Management
  • Wealth Management

News Financial has been providing financial planning services for clients in Murrieta and nearby areas for more than two decades. It offers a Financial Advisors Program that allows clients to have access to various investments and portfolio management, such as mutual funds, stocks, and exchange-traded funds. Its financial advisors assist clients to put a wide range of investments in the FAP account, including alternative investments, REITs, and corporate and treasury bonds. President and CEO Scott Chon is a licensed independent insurance agent.

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:

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+

29970 Technology Drive, Suite 111, Murrieta, CA 92563
Murrieta, CA 92563
  • 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
Murrieta, CA 92563

Website(951) 696-5292

Show Number
29970 Technology Drive, Suite 120, Murrieta, CA 92563
Murrieta, CA 92563
  • 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
Murrieta, CA 92563

Website(951) 696-5292

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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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