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Best Financial Advisors in North Hollywood

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

North Hollywood, CA
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

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.

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.
4.0

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

North Hollywood, CA

Why choose this provider?

Need help contacting a Financial Advisor in North Hollywood? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401
  • Investment Management
  • Private Wealth Advisor
  • Investment Advisor

Why choose this provider?

Founded in 2001, Angeles is a multi-asset investment firm serving North Hollywood. Its services focus on providing tailored investment solutions to institutional investors and private wealth clients. It guides foundations and non-profit institutions regarding their pension and sovereign wealth funds. It also offers customized programs and helps clients understand near-term liquidity and tax considerations. In addition, it assists in recommending investment opportunities and constructing portfolios. It was named Greenwich Quality Leader by Greenwich Associations for four consecutive years.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
15760 Ventura Blvd, Suite 1100, Encino, CA 91436
  • Estate Planning
  • Business Formation

Why choose this provider?

Financial advisors at Baker Tilly provide tax, assurance, and other advisory services to clients in North Hollywood. It serves various industries, including energy, government contractors, healthcare and life sciences, manufacturing and distribution, and real estate. It works with clients on transactions, wealth management and succession, risk and compliance considerations, and tax deductions. Baker Tilly serves clients out of 742 offices across the globe, nine of which are located in California. It currently has $3.9 billion in combined revenue.

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
Google
5.0 / 5 (2)

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

Website
226 S Beverly Drive Suite 200, Beverly Hills, CA 90212
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Samuel Rad is a Certified Financial Planner with Affluencer Financial, serving clients in North Hollywood. He helps clients accomplish their goals through comprehensive financial planning. His firm handles retirement planning, fixed investments, Social Security maximization, tax strategies, and fixed index annuities. In addition, he offers real estate advice involving investment valuations, rental properties, loan modification, and the purchase or sale of properties. Rad conducts financial lectures at Cerritos, UCLA, and West Los Angeles College.

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.
4.8
Yelp
4.8 / 5 (46)
Google
4.6 / 5 (11)

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Website
5250 Lankershim Blvd. Suite 500, North Hollywood, CA 91601
  • Tax Preparation

Why choose this provider?

Roland Fink & Co., CPA, has been serving clients in North Hollywood since 2003. It helps individuals, small businesses, and nonprofit organizations in achieving their financial objectives through tax and accounting services. Such services include income tax management, portfolio analysis, business planning, and IRS representation. The firm also provides college, elder care, and estate planning services. Its owner, Roland Fink, has experience in handling venture capital, corporate finance, divestitures, mergers, and acquisitions before establishing his own firm.

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
Google
5.0 / 5 (7)
Facebook
5.0 / 5 (2)
Yelp
5.0 / 5 (1)

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

Website
5250 Lankershim Blvd Suite 500, North Hollywood, CA 91601
  • Private Wealth Advisor
  • Tax Planning

Why choose this provider?

Avivar Capital is a firm serving North Hollywood and surrounding communities. It advises public, private, and institutional clients in the design, development, and implementation of investment strategies, funds, and portfolios. Services include portfolio management & evaluation, fund development & syndication, and training & education. The firm's managing partner, Tina Castro, is a Chartered Financial Analyst with more than 20 years of finance and investment management experience. She currently serves on the Governance Board of the Center for Good Food Purchasing.

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
Google
5.0 / 5 (3)

Website
1880 Century Park East, Suite 200, Los Angeles, CA 90067
  • Financial Planning

Why choose this provider?

RVW Wealth has been serving clients in North Hollywood since 2006. It assists clients in reaching their financial goals through financial planning, wealth management, and investment planning. Its wealth management team is composed of CPAs, tax specialists, financial planners, and economists. They utilize evidence-based portfolio management strategies to optimize rates of return. Co-founder Selwyn Gerber has 40 years of experience in guiding the financial lives of affluent individuals. Company president Jonathan Gerber is an accredited personal financial specialist.

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
Google
5.0 / 5 (83)

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

Website
11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Perennial Financial Services, LLC is a firm serving North Hollywood and surrounding communities. It assists individuals and families in taking control of their future through financial planning. The process includes identifying the client's goals and objectives, gathering the necessary data, analyzing the collected information, developing and implementing a strategy that addresses certain needs, and monitoring the client's financial situation periodically. The firm's senior managing director, John B. Petrick, served as the president of the Palisades Chamber of Commerce.

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
Google
5.0 / 5 (1)

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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is the difference between a registered investment advisor (RIA) and a broker-dealer in North Hollywood?

    In North Hollywood, the main difference between registered investment advisors (RIAs) and broker-dealers is that RIAs act as fiduciaries, prioritizing clients' interests and following a higher standard of care, while broker-dealers operate under a suitability standard, recommending suitable investments without the same level of obligation to prioritize clients' interests. RIAs must register with the state or Securities and Exchange Commission (SEC), adhering to reporting requirements, while broker-dealers are regulated by the Financial Industry Regulatory Authority (FINRA).

  • What are common services provided by financial advisors in North Hollywood?

    Financial advisors in North Hollywood provide individualized services by assessing clients' financial situations and creating comprehensive plans. They can offer assistance with emergency funds, saving and budgeting, goal planning, retirement strategies, and tax optimization. They also help with investment options, asset allocation, and debt management and advise on insurance, estate planning, and college savings. The specific services offered depend on the advisors' expertise and clients' unique needs.

  • Can you file a complaint against a financial advisor in North Hollywood?

    If you encounter any issues or concerns with your financial advisor in North Hollywood, you have the option to file a complaint against them. To do so, you can submit a formal complaint online through the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) websites. Additionally, you can reach out to the SEC's toll-free investor assistance line at (800) 732-0330 for further guidance and support in addressing your complaint.

  • Are investment advisors required to keep records of their transactions with clients in North Hollywood?

    In North Hollywood, investment advisors are required to maintain and preserve specific records of their transactions with clients. This requirement is outlined in Section 204 of the Advisers Act and Rule 204-2. SEC-registered investment advisors must keep these records and make them available for inspection by Commission examiners. The rule also allows advisors to maintain records in microfilms, magnetic disks, tapes, and other storage devices.

  • Can you request a copy of your financial advisor's disclosure documents and agreements in North Hollywood?

    Individuals in North Hollywood have the right to request disclosure documents and agreements from their financial advisors. These documents must be made easily accessible to the public by financial firms. To access these documents, individuals can use the SEC's Investment Advisor Search tool online, searching by the firm's name or CRD number. Alternatively, they can request a copy of the Form ADV from a local SEC branch.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.