Expertise.com

Best Financial Advisors in Northridge

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Northridge, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Northridge, CA

Business Description

Need help contacting a Financial Advisor in Northridge? 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!

Ares Financial logo
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Ares Financial

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14140 Magnolia Blvd, Sherman Oaks, CA 91423
  • Retirement Planning
  • Tax Planning

Business Description

Ares Financial gives wealth management advice to individuals, business owners, young professionals, and families in Northridge and its nearby areas. The firm creates investment plans that consider clients' goals, such as maintaining certain standards of living, retiring comfortably, or leaving behind good legacies. It takes steps toward maintaining liquidity in the event of emergencies. Ares Financial Consulting is an independent enterprise, free from the restrictive ties or undue influence of security providers.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Brighton Advisory Group logo
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Brighton Advisory Group

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5704 Lindley Ave, Encino, CA 91316
  • Estate and Trust Specialist
  • Private Wealth Advisor

Business Description

Brighton Advisory Group helps preserve and protect the wealth of clients based in Northridge and the surrounding locations. Its specialists collaborate with present advisors to design a series of financial and estate planning plans. They offer a range of services, such as asset protection planning, risk management, capital gains tax elimination, and retirement planning. They also examine existing disability, long-term care, and life insurance plans. President Barry Boscoe is a member of the Advanced Association of Life Underwriters.

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)
Facebook
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
Financial Security Solutions Corp. logo
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License Verified:

License: 124085

Investment Adviser Public Disclosure Database, SEC

Financial Security Solutions Corp.

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18801 Ventura Blvd. Suite 201, Tarzana, CA 91356
  • Certified Financial Planner (CFP)

Business Description

Financial Security Solutions, Corp., guides professionals, entrepreneurs, and business owners in preparing for the future. It helps Northridge clients managing their wealth, planning for retirement and legacy building, and deal with risks and unexpected events. Its financial advisors assess goals and financial situations, develop, implement, and monitor plans, and educate clients on their options and solutions. Founder Karen Malkoff-Hatton is a CFP and holds a master's degree. She previously taught at the Business School of CSUDH.

License Verified:

License: 124085

Investment Adviser Public Disclosure Database, SEC

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Global logo
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Global

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23822 Valencia Blvd. Suite #304, Valencia, CA 91355
  • Private Wealth Advisor

Business Description

Global is a tax, accounting, and business and wealth management firm that serves clients in Northridge and the surrounding areas. It provides personalized financial planning, which includes cash flow and budgeting, asset class selection and structuring, debt optimization, and tax minimization. It also offers investment portfolio design, rebalancing, and allocation services. President David Garelick has been working in the financial service industry for more than three decades. He is a Certified Financial Planner.

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
JDM Financial Group logo
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JDM Financial Group

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16350 Ventura Blvd., Suite D550, Encino, CA 91436
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Business Description

JDM Financial Group has been serving customers throughout Northridge and its surrounding communities since 2002. Its team of professionals provides financial planning and investment guidance to families and businesses making decisions about retirement, lifestyle, and legacy. Jeffrey D. Munjack, the company's founder, has more than two decades of expertise dealing with independent individuals, multi-general families, and family-owned enterprises. He is a Certified Financial Planner and a Certified Financial Educator with a Certified Long-Term Care designation.

Matador Family Financial Services logo
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Matador Family Financial Services

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9401 Reseda Blvd., Suite 100, Northridge, CA 91324
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Matador Family Financial Services caters to clients in Northbridge and the surrounding communities. The company offers a wide range of financial planning services to individuals, families, and businesses. Its financial advisory specialists handle investment management, retirement planning, basic estate planning, and account rollovers. The team also manages term life insurance plans, college funds, mutual funds, corporate, municipal, and government bonds, stocks, and other securities. Dennis DeYoung, the firm's founder, has been working in the financial industry for over 30 years.

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
Oder Investment Management logo
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Oder Investment Management

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21300 Victory Blvd. Suite 855, Woodland Hills, CA 91367
  • Certified Financial Planner (CFP)

Business Description

Oder Investment Management caters to trusts, foundations, families, and private individuals in Northridge. The firm helps clients grow and protect their wealth through investment management and financial planning. Its services include retirement, college, tax, and legacy planning, insurance requirement analysis, and pension maximization. The independent investment advisory firm operates as a fiduciary, focused on providing financial advice to benefit clients' interests. Founder Josh Oder has more than 20 years of industry experience. He holds series 65 and 7 licenses.

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
PBC Private Wealth logo

PBC Private Wealth

21031 Ventura Blvd. Suite 420, Woodland Hills, CA 91364
  • Certified Financial Planner (CFP)

Business Description

PBC Private Wealth guides the Northridge community in preparing for the future through guidance on responsible financial management. The company assists clients with planning for retirement, risks, and disability; managing finances and investments; and reducing taxes and liabilities. Its team of financial advisors—who have more than 100 years of combined experience—assesses each client's personal situation, develops and implements corresponding solutions, and monitors the progress of its strategies. Managing partner Jeffrey Prince, CFP, has supported local organizations such as Dodger RBI Foundation and Project Angel Food.

Providence Financial & Insurance Services logo
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License Verified:

License: 141988

Investment Adviser Public Disclosure Database, SEC

Providence Financial & Insurance Services

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20335 Ventura Boulevard, Suite 125, Woodland Hills, CA 91364
  • Retirement Planning

Business Description

Providence Financial & Insurance Services is a locally owned and operated fiduciary firm that serves individuals and families from Northridge and the surrounding areas. It provides financial planning services, which include asset protection and management, estate planning, and tax preparation. It also helps clients manage investment products such as stocks and Roth IRAs. Company president Anthony A. Saccaro has been working in the financial services industry for more than two decades. He is a Chartered Financial Consultant.

License Verified:

License: 141988

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
Google
5.0 / 5 (297)
Facebook
5.0 / 5 (49)
Yelp
5.0 / 5 (8)

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
Rood Financial, LLC logo
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License Verified:

License: 290771

Investment Adviser Public Disclosure Database, SEC

Rood Financial, LLC

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21550 Oxnard Street Suite 200, Woodland Hills, CA 91367
  • Certified Financial Planner (CFP)

Business Description

Rood Financial, LLC is a firm serving Northridge and its surrounding communities. It provides a wide range of financial services including comprehensive financial planning, retirement plans, long-term care insurance, charitable giving, and college savings accounts. Its father-daughter team conducts a multi-step approach composed of meetings to review the progress of the implemented plan, update it as needed, and adjust it for changes in current needs or objectives. One of them is Harold Rood is a CPA with more than 25 years of finance industry experience.

License Verified:

License: 290771

Investment Adviser Public Disclosure Database, SEC

Signature Investment Advisors logo
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Signature Investment Advisors

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2121 Avenue of the Stars Suite 1600, Los Angeles, CA 90067
  • Estate Planning

Business Description

Signature Investment Advisors is an independent firm that serves individual investors in the Northridge community. Founded on its investment management process, the company provides full-service assistance in planning wealth, building business assets, and managing risks and liabilities. Its team of advisors creates customized plans, develops individual and diversified portfolios, and monitors progress through its discretionary model platform. Signature Investment Advisors was established in 1997 and has already managed over $17 billion worth of assets to date.

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
Google
4.0 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
SteelPeak Wealth logo
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SteelPeak Wealth

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21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Tax Planning

Business Description

SteelPeak Wealth serves individuals and families in the Northridge area. It offers financial planning services that cover assets, debts, taxes, life expenditures, and personal risk tolerance. It provides end-to-end wealth management solutions using targeted investment strategies to create portfolios that meet the clients' financial objectives. The company also assists with trust and estate planning and insurance planning. SteelPeak Wealth's founding partner and CEO, Reza Zamani, has over 20 years of industry experience and has received CFS, CAS, CPM, and AIF designations.

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