Expertise.com

Best Financial Advisors in Orange

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
765 The City Dr. S. Suite 390, Orange, CA 92868
Orange, CA 92868
Instagram
  • Certified Financial Planner (CFP)

Crossroads assists clients in building a comprehensive financial strategy to prepare for the future. Serving Orange, the firm provides a broad range of financial solutions, including personalized financial planning, wealth management, and tax preparation. Clients who are looking to resolve a single financial issue may also opt for the company's project-based service. Registered Investment Advisor Tony T. Chan is also a CFP who has been in the industry for over a decade. He is a member of the National Association of Personal Financial Advisors.

765 The City Dr. S. Suite 390, Orange, CA 92868
Orange, CA 92868

InstagramWebsite(714) 890-0808

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:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

114 (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+

333 City Drive, #1700, Orange, CA 92868
Orange, CA 92868
  • Private Wealth Advisor
  • Retirement Planning

Keep It Simple Financial Planning is an advisory firm that has been serving clients in Orange since 2015. It provides financial solutions to individuals who need help in planning their future. The company offers services such as wealth management, retirement planning, and portfolio analysis. Jason J. Hamilton, its founder, is a Certified Financial Planner. He asks clients about their short- or long-term goals, informs them of the potential risks, and develops strategies with their interests in mind.

333 City Drive, #1700, Orange, CA 92868
Orange, CA 92868

Website(657) 333-2252

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:

8 (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

942 E Chapman Ave, Orange, CA 92866
Orange, CA 92866
  • Certified Financial Planner (CFP)
  • Retirement Planning

Pacific Investment Research is an independent advisory firm that serves retirees, individual investors, couples, and pre-retirees throughout Orange. For over 25 years, the business has been offering various services, such as financial planning, investment management, and second opinion investment reviews. Its team of fiduciaries collaborates with clients in creating risk-controlled portfolios and assists them in monitoring a variety of commodity and stock trends. Founder and CEO Richard Schultz is a Certified Financial Planner who has been working in the industry since 1991.

942 E Chapman Ave, Orange, CA 92866
Orange, CA 92866

Website(714) 731-0848

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:

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+

17822 17th Street, Tustin, CA 92780
Tustin, CA 92780
  • Certified Financial Planner (CFP)
  • Retirement Planning

Warren Street Wealth Advisors is a Registered Investment Advisor that serves individuals, families, and businesses in Orange. It comprises financial advisors who provide tailor-made financial plans and investment portfolios to meet clients' unique financial goals. They offer wealth-designed retirement and financial planning services that involve connecting all accounts, such as IRA, 401(k), credit cards, IRA, personal loans, and mortgages. Additionally, they serve the investment management needs of clients through processes that focus on diversified portfolios.

17822 17th Street, Tustin, CA 92780
Tustin, CA 92780

Website(714) 876-6200

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:

22 (Better)

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

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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you