Expertise.com

2024

Last updated:

Best Financial Advisors in Norwalk

Our Recommended Top 3

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Norwalk Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

27Reviewed

17Curated

3Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Norwalk, CA
Free Consultation

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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.

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Norwalk, CA

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Why choose this provider?

Need help contacting a Financial Advisor in Norwalk? 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.

10810 Paramount Blvd. Suite 102, Downey, CA 90241

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Review Sources

Google
4.8 (26)
Yelp
5.0 (22)

Why choose this provider?

Cerda Munoz Advisors helps individuals, families, retirees, business owners, and medical professionals in Norwalk in organizing their assets. The firm provides fiduciary advice to accomplish better cash flow management or budgeting. Its advisors also develop strategies in saving money for retirement and funding children's college education. In addition, they aid in diversifying investments using low-cost index funds. Co-founder Gilbert Cerda holds a CFP designation. He worked as a financial planner for a regional financial services company before starting Cerda Munoz Advisors.

  • Finance Planning

FAQs

  • 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 definition of financial planning in Norwalk?

    Financial planning entails making plans and preparations for the different financial aspects that accompany significant life events. These include purchasing a home, finding employment, getting married, having children, saving for retirement, paying for children's education, transferring wealth to heirs after death, and earning money after retirement. Effective planning in Norwalk also takes into account unforeseen circumstances like job loss, early death, or illnesses.

  • How do you find a good Norwalk financial advisor?

    There are various ways to be connected with a Norwalk financial advisor, such as professional referrals, personal recommendations, or online searches. Still, the most advisable approach is to arrange a face-to-face meeting, get a complimentary consultation, and inquire about their expertise and background to ensure the ideal match for your requirements. A good financial advisor will develop a close relationship with you and become like a family member, genuinely invested in all your significant life decisions and milestones.

  • What do stock quotes refer to in Norwalk?

    In Norwalk, stock quotes provide pricing details for a specific stock, encompassing the bid and ask prices, the volume of shares traded, and the most recent transaction price. These quotes capture a specific moment in time, showing the stock's value during the trading day's open market hours. These are subject to constant fluctuations and the final price at the end of the trading day when the market closes.

  • How are bonds purchased and sold in Norwalk?

    Bonds can be purchased in Norwalk through two main marketplaces. The primary market allows the direct purchase of newly issued securities from the issuer, such as the federal government, a government agency, a municipality, or a company, at a uniform price for all buyers. On the other hand, bonds can also be purchased in the secondary market, where pre-existing bonds are exchanged between dealers and investors, including institutions. In this market, security prices are subject to fluctuation, influenced by market-driven valuations.

  • Are all charitable organizations in Norwalk eligible to receive a Qualified Charitable Distribution?

    No. To qualify for QCD in Norwalk, the charity must be a 501(c)(3) organization qualified to accept tax-deductible donations. Private foundations, supporting organizations, and donor-advised funds managed by public charities on behalf of families, individuals, or organizations are examples of charities that do not meet the QCD standards.

  • 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.