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Best Financial Advisors in Torrance

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2023
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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Torrance, 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

David Rae CFP logo
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David Rae CFP

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529 North Kilkea Drive, West Hollywood, CA 90048
  • Certified Financial Planner (CFP)

Business Description

David Rae CFP is a Los Angeles financial planner catering to clients from Torrance. He aids clients in tax, retirement, and financial planning and offers guidance in investment management and life insurance. He strives to make the topic of finances fun for his clients and references pop culture when needed. As an accredited investment fiduciary, David has guested on The Today Show, Nightline on ABC, and USA Today. He is the primary author for the Financial Planner LA Blog and a contributor to Forbes.com.

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.
4.6
Yelp
5.0 / 5 (7)
Google
5.0 / 5 (2)
Inception Financial Services logo
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Inception Financial Services

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17822 17th Street, Tustin, CA 92780
  • Estate Planning
  • Retirement Planning

Business Description

Inception Financial Services is a Torrance boutique financial firm dedicated to assisting people who lead complex financial lives. Its professionals aim to help clients improve their risk management and tax efficiency, as well as develop customized retirement strategies that address their specific needs. Its services include estate management, investment strategies, retirement planning, and financial planning. Tony Parish, the Chief Investment Officer, is well-versed in multi-asset portfolio quantitative modeling. He began his career as a financial writer for Investor Relations Magazine before going into portfolio management.

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
Independent Capital Management, Inc. logo
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Independent Capital Management, Inc.

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19191 South Vermont Avenue, Torrance, CA 90502
  • Estate Planning
  • Retirement Planning

Business Description

Established in 1988, Independent Capital Management, Inc., serves clients in Torrance. The firm's advisors help individuals, families, and business owners build wealth and preserve their assets by providing financial planning solutions covering retirement, education, insurance policies, estates, and business succession. The professionals at Independent Capital Management also specialize in investment advisory, real estate, and lending. Founder Drew S. Marloe has been active in the financial services industry for over 35 years.

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.
4.7
Google
4.7 / 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
Mancuso Wealth Management logo
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Mancuso Wealth Management

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3858 West Carson Street Suite 201, Torrance, CA 90503
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Mancuso Wealth Management is a financial advisory firm that caters to clients in Torrance and the surrounding communities. It offers a wide array of services, such as college, estate, money purchasing, profit sharing, and retirement planning. In addition, the firm provides assistance with brokerage accounts, common stocks, government securities, treasury bills, and variable annuities. Educational, Roth, and traditional IRAs are also handled. Andrew Mancuso, the firm's president, is an enrolled agent who holds the Certified Financial Planner designation.

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 (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
McCallister Financial Group logo
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McCallister Financial Group

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28924 South Western Avenue, Rancho Palos Verdes, CA 90275
  • Retirement Planning

Business Description

McCallister Financial Group has been helping clients in Torrance manage their finances since 1993. It develops tailored retirement plans, helping individuals assess their savings and income and prepare for their retirement lifestyles. It also offers different financial planning services for clients' estate, insurance, and taxes. Rick McCallister, the company founder, is an investment coach with more than three decades of experience in the finance industry. McCallister Financial Group is a member of the American Mensa and National Tax Sheltered Accounts Association.

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
Signature Estate & Investment Advisors, LLC logo
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Signature Estate & Investment Advisors, LLC

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1848 South Elena Avenue, Redondo Beach, CA 90277
  • Retirement Planning
  • Tax Planning
  • Business Formation

Business Description

Signature Estate & Investment Advisors, LLC, offers financial planning and investment management in Torrance. It provides recommendations in tax planning, risk management, estate planning, wealth management, and business planning. It also provides guidance on college savings, retirement, pension, and 401(k) plans. The firm's president and CEO, Brian D. Holmes, has been in the industry for more than 35 years. He made the list of 145 advisors in Barron's Hall of Fame in 2019 and was featured in Worth Magazine's "Leading Wealth & Legal Advisors" from 2010 to 2019.

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.
4.5
Google
4.5 / 5 (2)

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
––
Sparrow Wealth Management logo
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Sparrow Wealth Management

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565 Pier Avenue, Hermosa Beach, CA 90254
  • Certified Financial Planner (CFP)

Business Description

Sparrow Wealth Management is a team of financial advisors who serve clients in Torrance and the surrounding areas. It helps clients meet their personal and financial goals through various services such as the management of investments and the review of monthly accounts. It also provides quarterly performance reports, which include a summary of activities. The firm is approved by Dimensional Fund Advisors to manage investments and mutual funds. It has also been a member of the National Association of Personal Financial Advisors since 2001.

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 (14)