Best Financial Advisors in Westminster

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Westminster Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 32 24 12

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Taylor Wealth Management

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

Taylor Wealth Management is a full-service financial consulting firm that serves the Westminster metro. It helps individuals and families achieve their financial goals through customized services. The independent company offers risk management and asset protection planning solutions. Its financial advisors deal with estate, retirement, and investment management and planning. In addition, they create tax reduction strategies. Founder and CEO Allison Taylor is a wealth advisor who has been in the financial services industry for over 26 years.

15061 Springdale St.Ste 202
Huntington Beach, CA 92649