Laurels

Best Financial Advisors in Santa Clarita
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Santa Clarita, CA

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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: --

David S. Reinders, Inc.

David S. Reinders, Inc.

  • Private Wealth Advisor

David S. Reinders, Inc., offers investment management and financial planning services for Santa Clarita residents. Its team develops financial plans that provide insights to help clients pursue long-term goals, and it also offers continuous financial coaching. In addition, the firm's investment management service involves the use of diverse asset classes, management styles, and alternative investments. Firm owner David Reinders has been providing financial services for Christian ministries, families, individuals, and business owners since 1992. He mentors other financial planners and participates in public speaking engagements.

27433 Tourney Road
Santa Clarita, CA 91355

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+

Global Financial Advisory Services, Inc.

Global Financial Advisory Services, Inc.

  • Certified Financial Planner (CFP)

Global is a management company founded in 1960. Its financial advisory unit was later on added in 1997 and has been serving clients from Santa Clarita and the nearby metros since then. The team offers wealth and legacy planning services for entrepreneurs, executives, athletes, artists, and their families. Its services include planning for education, protecting assets, and managing finances for life transitions. David Garelick, Certified Financial Planner and CEO of Global, is also an Accredited Investment Fiduciary.

23822 Valencia Boulevard
Valencia, CA 91355

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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:

3 (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+

Hartman Financial Planning

Hartman Financial Planning

  • Certified Financial Planner (CFP)

Hartman Financial Planning is a team of investment advisors who serve the Santa Clarita area. One of the services they offer is retirement planning which includes recommendations on different investment vehicles, analyses of real estate cash flow and retirement capital needs, and advice for clients who do not have pensions. The firm also provides financial planning assistance for small businesses. Hartman Financial Planning is led by Brad Hartman, a CFP whose industry experience covers college and retirement planning and stock market and real estate investments.

28494 Westinghouse Place
Santa Clarita, CA 91355

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+

Jolley Financial

Jolley Financial

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

Based in Valencia, Jolley Financial Group serves individuals, families, and businesses in the Santa Clarita area. It offers investment, insurance, and risk management, asset allocation, and portfolio construction. It also assists with college, retirement, and estate planning. It educates clients to enable them to make informed decisions. Its founder, Clark Jolley, has more than 30 years of experience as a financial planner. He hosts the Business Channel TV show on finance. He has made speeches about international investing, fear and greed, and successful money management.

25419 Los Altos Drive
Santa Clarita, CA 91355

Website

Website
Martin & Company

Martin & Company

  • Certified Financial Planner (CFP)

Martin & Company is a financial advisory firm that has been serving the Santa Clarita area for over 30 years. Its services include tax management, accounting, investment management, retirement strategies, estate conservation, and insurance. Terry Martin started his career in 1974. He joined a local CPA firm in 1981 and has since become the sole owner of Martin & Company. Terry has been involved in community organizations, including serving as a board member for the Chamber of Commerce and the Child & Family Center.

28494 Westinghouse Place
Santa Clarita, CA 91355

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:

2 (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: --

Vance Wealth

Vance Wealth

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

Vance Wealth is a financial advisory firm that has been guiding Santa Clarita residents through their financial journey since 2003. In developing the client's retirement financial plan, the firm employs both growth-oriented investments and income-focused assets. It also entails reallocating assets and reducing risks. Through its divorce planning service, the firm also helps simplify the client's divorce process, including asset and debt analysis. Business owners can also seek business planning services. Vance Wealth also offers financial education workshops and speaking engagements.

26491 Summit Circle
Santa Clarita, CA 91350

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+

Wealth Planning Group

Wealth Planning Group

  • Certified Financial Planner (CFP)

Wealth Planning Group handles wealth management, financial planning, insurance services, and legacy planning for clients in Santa Clarita. It helps pre-retirees and retirees, entertainment professionals, business owners, and executives with their investments, taxes, estates, and retirement plans. The firm's co-founder and one of its principals, Chris Verbeck, has been in the financial services industry for 18 years and has been a Certified Financial Planner since 2002. He is a member of the Financial Planning Association.

25152 Springfield Court
Santa Clarita, CA 91355

Website

Website

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