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Best Financial Advisors in Temecula

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27555 Ynez Rd, #212, Temecula, CA 92591
Temecula, CA 92591
  • Certified Financial Planner (CFP)

Enduring Wealth Advisors is a financial advisory company that operates in Temecula. It was established in 2009 by Ralph Bender, who has been featured by the San Diego Christian Writer’s Guild for his newsletter. He and his staff offer to review the financial records of individuals, families, and businesses. Through this, they can assess suitable investments and tax benefits to save more money. They can also estimate the amount of income and number of years needed to reach various personal goals, from retirement funding to college tuitions.

27555 Ynez Rd, #212, Temecula, CA 92591
Temecula, CA 92591

Website(951) 693-9900

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+

43980 Margarita Rd Suite 201, Temecula, CA 92592
Temecula, CA 92592
  • Certified Financial Planner (CFP)
  • Financial Planning

La Pointe Wealth Advisors serves individuals and business owners in the Temecula metro and its surrounding areas. The company offers financial solutions, including risk management, tax administration, and retirement and estate planning. Its team provides a customized website for its clients and their family members to see a real-time snapshot of their financial accounts and institutions. The clients’ accountants, lawyers, and other trusted advisors can also gain access to this platform. Corporate retirement planning is also available. The company sponsors various charities, including Thompson Tansky Foundation.

43980 Margarita Rd Suite 201, Temecula, CA 92592
Temecula, CA 92592

Website(951) 694-3537

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:

5 (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+

40395 Winchester Rd Ste A, Temecula, CA 92591
Temecula, CA 92591
  • Tax Planning
  • Retirement Planning

TeamTax is a Temecula-based financial firm that serves individuals, families, retirees, and businesses. The company offers tax preparation and planning services that cover business tax return preparation, out-of-state and multi-state returns, rental properties, sales and exchanges, foreclosures, and estate and succession planning. It also provides wealth management and retirement planning solutions. Its team comprises tax court representatives, Certified Financial Planners, IRS enrolled agents, and CPAs. TeamTax's CEO, Jeffrey S. Cole, has been working in the financial industry for more than 30 years.

40395 Winchester Rd Ste A, Temecula, CA 92591
Temecula, CA 92591

Website(951) 308-6444

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:

23 (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).

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