Laurels

Best Financial Advisors in Northridge
2022

Ares Financial

Ares Financial

  • Retirement Planning
  • Tax Planning

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.

14140 Magnolia Blvd
Sherman Oaks, CA 91423

Website

Website

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: --

Brighton Advisory Group

Brighton Advisory Group

  • Estate and Trust Specialist
  • Private Wealth Advisor

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.

5704 Lindley Ave
Encino, CA 91316

Website

Website

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+

Financial Security Solutions Corp.

Financial Security Solutions Corp.

  • Certified Financial Planner (CFP)

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.

18801 Ventura Blvd. Suite 201
Tarzana, CA 91356

Website

Website

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: --

Global

Global

  • Private Wealth Advisor

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.

23822 Valencia Blvd. Suite #304
Valencia, CA 91355

WebsiteInstagram

Website

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+

JDM Financial Group

JDM Financial Group

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

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.

16350 Ventura Blvd., Suite D550
Encino, CA 91436

Website

Website
Matador Family Financial Services

Matador Family Financial Services

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

9401 Reseda Blvd., Suite 100
Northridge, CA 91324

Website

Website

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+

Oder Investment Management

Oder Investment Management

  • Certified Financial Planner (CFP)

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.

21300 Victory Blvd. Suite 855
Woodland Hills, CA 91367

Website

Website
Pacific Coast Wealth Strategies

Pacific Coast Wealth Strategies

  • Certified Financial Planner (CFP)

Pacific Coast Wealth Strategies is a financial planning firm serving corporate and private clients in Northridge and its surrounding communities. It offers a wide range of services including estate planning, wealth management, insurance policy review, business succession planning, and risk management. Its team of professionals works with legal and tax advisors to identify, craft, and establish financial strategies. The firm's co-founder, Evan Press, has been a financial consultant since 2003 and has a Retirement Income Certified Professional (RICP) designation.

21700 W Oxnard St # 1100
Woodland Hills, CA 91367

Website

Website
PBC Private Wealth

PBC Private Wealth

  • Certified Financial Planner (CFP)

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.

21031 Ventura Blvd. Suite 420
Woodland Hills, CA 91364

Website

Website
Providence Financial & Insurance Services

Providence Financial & Insurance Services

  • Retirement Planning

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.

20335 Ventura Boulevard, Suite 125
Woodland Hills, CA 91364

Website

Website

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:

3 (Best)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

65 (Best)

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+

Rood Financial, LLC

Rood Financial, LLC

  • Certified Financial Planner (CFP)

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.

21550 Oxnard Street Suite 200
Woodland Hills, CA 91367

Website

Website
Signature Investment Advisors

Signature Investment Advisors

  • Estate Planning

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.

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

Website

Website

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: --

SteelPeak Wealth

SteelPeak Wealth

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Tax Planning

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.

21650 Oxnard Street, Suite 2300
Woodland Hills, CA 91367

Website

Website

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+

Western International Securities

Western International Securities

  • Retirement Planning
  • Insurance Products

Western International Securities offers diverse solutions to help clients in Northridge organize their investment ventures. Helping individuals grow their assets, the company's advisors guide them in navigating their investment options. They assist them in diversifying their portfolios by allocating assets in stocks, bonds, and alternative investments like REITs. They also offer cash management products, retirement accounts, and insurance policies. Western International Securities has been serving the community since 1995. Its senior managing director, Brad Kaiser, holds a ChFC designation.

70 S. Lake Ave. 7th Floor
Pasadena, CA, CA 91101

Website

Website

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+

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