Expertise.com

Best Financial Advisors in Redondo Beach

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Redondo Beach, 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
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
––

Price: Free Consultation

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

Expertise.com Concierge Service

Redondo Beach, CA

Business Description

Need help contacting a Financial Advisor in Redondo Beach? 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!

Advanced Planning Solutions Inc. logo

License Verified:

License: 1021097

Investment Adviser Public Disclosure Database, SEC

Advanced Planning Solutions Inc.

225 Avenue I, Suite 201, Redondo Beach, CA 90277
  • Certified Financial Planner (CFP)

Business Description

Advanced Planning Solutions, Inc., caters to individuals, families, and business owners in Redondo Beach and the surrounding communities. The company offers suggestions, alternatives, and new strategies in asset preservation, investment decisions, Social Security, and employer benefits. It also creates portfolios tailored to clients' needs and helps with retirement and estate planning. It also helps with long-term care, mortgage payments, and asset protection. Advanced Planning Solutions has partnerships with Pimco Inc., Ocean Park, Polen Capital, and American Funds.

License Verified:

License: 1021097

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 (6)
Bollinger Capital Management, Inc. logo
Visit WebsiteWebsite

License Verified:

License: 134458

Investment Adviser Public Disclosure Database, SEC

Bollinger Capital Management, Inc.

Visit WebsiteWebsite
1200 Aviation Blvd., Suite 201, Redondo Beach, CA 90278
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Since 1988, Bollinger Capital Management, Inc. has been helping individuals, families, and companies in Redondo Beach achieve their financial security. The fiduciary firm offers two investment programs: traditional money management and socially responsible investment management. It utilizes technical, rational, and fundamental analysis to gather information for formulating investment strategies. Bollinger Capital Management is owned and operated by John Bollinger, a chartered financial analyst and market technician. He appeared on the Financial News Network and CNBC as a chief market analyst.

License Verified:

License: 134458

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 (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
Confidence Wealth Management logo
Visit WebsiteWebsite

Confidence Wealth Management

Visit WebsiteWebsite
21250 Hawthorne Blvd Ste 500, Torrance, CA 90503
  • Certified Financial Planner (CFP)

Business Description

Confidence Wealth Management has been handling the needs of individuals, retirees, business owners, and investors in Redondo Beach and the surrounding areas since 2002. The firm specializes in various services, which include helping clients to protect their principals, preserve and grow their retirement income, decrease their investment fees and taxes, and optimize their financial plans. Confidence Wealth Management also assists clients in reducing their inheritance taxes, improving their social security benefits, and planning for health care expenses.

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
Markland Wealth Management, Inc. logo
Visit WebsiteWebsite

Markland Wealth Management, Inc.

Visit WebsiteWebsite
1230 Rosecrans Avenue Suite 610, Manhattan Beach, CA 90266
  • Estate Planning

Business Description

Markland Wealth Management, Inc., serves Redondo Beach. Its advisors focus on assisting business owners, families, physicians, and retirees in developing long-term financial plans to help them pursue their goals. They create strategies that are customized to their specific needs and regularly review plans to keep them on track. They advise clients on how to allocate assets based on their investment objectives and offer insurance plans to reduce risks. Markland Wealth Management was founded in 1986.

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)
Urban Wealth Management logo
Visit WebsiteWebsite

License Verified:

License: 285633

Investment Adviser Public Disclosure Database, SEC

Urban Wealth Management

Visit WebsiteWebsite
841 Apollo St #320, El Segundo, CA 90245
  • Certified Financial Planner (CFP)

Business Description

Urban Wealth Management is a financial service provider catering to Redondo Beach residents. The company's team consists of women professionals who understand and meet other women's unique financial planning needs for every age, stage, and situation. It uses a socially responsible investing approach, which focuses on understanding clients' goals before creating financial planning strategies. It offers a financial planning package involving cash flow and balance sheet reports, insurance reviews, and a personal financial dashboard. Urban Wealth Management comprises women advisors who hold CFP designations.

License Verified:

License: 285633

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
Facebook
5.0 / 5 (26)
Google
5.0 / 5 (6)

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
Wendell Charles logo

License Verified:

License: 5272521

Investment Adviser Public Disclosure Database, SEC

Wendell Charles

1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266
  • Certified Financial Planner (CFP)

Business Description

Wendell Charles has been assisting individuals, families, startups, and businesses in Redondo Beach in achieving financial freedom since 2011. To create long-term financial plans for its clients, the firm collaborates with estate planning attorneys, bookkeepers, and Realtors. It also creates financial strategies, such as debt reduction and pay-off strategies as well as assists in planning for retirement by providing services such as Medicare planning. Wendell Charles has been featured in CNBC, Forbes, and The Wall Street Journal.

License Verified:

License: 5272521

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
Yelp
5.0 / 5 (3)
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