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Best Financial Advisors in Westminster

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12912 Brookhurst St, Garden Grove, CA 92840
Garden Grove, CA 92840
  • Insurance Products
  • Financial Planning

Bach Khoa Insurance Agency offers financial planning services to individuals and families in the Westminster metro. Gina Tang, the agency's founder, strives to help clients achieve debt-free lives by guiding them on reducing consumer debt, mitigating income taxes, and investing in the stock market. She also provides financial strategies such as using annuities to earn income or cash value insurance benefits. Tang has an MBA and is a CPA Team-Based Model Consultant. She is also a trainer and regularly gives workshops on retirement planning.

12912 Brookhurst St, Garden Grove, CA 92840
Garden Grove, CA 92840

Website(714) 209-5571

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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: A+

575 Anton Boulevard, Suite 500, Costa Mesa, CA 92626
Costa Mesa, CA 92626
  • Finance Planning

Check Capital Management Incorporated has been helping individual and institutional investors in Westminster protect and grow their assets since 1987. The investment management firm specializes in investment strategies, quality growth management, high-risk strategies, and two-bucket method. It has recently managed approximately $1.5 billion for over 900 clients. Check Capital Management Incorporated was founded by Steven Check, who served as president of the CFA Society of Orange County. He is currently a member of the CFA Institute.

575 Anton Boulevard, Suite 500, Costa Mesa, CA 92626
Costa Mesa, CA 92626

Website(714) 641-3579

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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:

4.4 / 5 ( Best)

Total Reviews:

7 (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+

100 Spectrum Center Drive, Suite 900, Irvine, CA 92618
Irvine, CA 92618
  • Retirement Planning

Clarity Capital Advisors is a full-service financial advisory company that serves the Westminster metro. The firm assists individuals and businesses in making sound financial decisions by providing a wide range of financial management services. These include investment management, financial planning, retirement planning, estate planning, charitable giving, and college planning. Its financial advisors craft customized solutions based on the needs of each client. The team possesses over 60 years of combined experience in financial management.

100 Spectrum Center Drive, Suite 900, Irvine, CA 92618
Irvine, CA 92618

Website(800) 345-4635

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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: A+

10055 Slater Avenue Suite #260, Fountain Valley, CA 92708
Fountain Valley, CA 92708
  • Certified Financial Planner (CFP)
  • Retirement Planning

Cobalt Unlimited provides financial planning services to individuals and businesses in Westminster. Its solutions cover investment, retirement, and estate planning, in addition to tax and risk management. Its investment planning services include determining the client's asset allocation needs and helping them understand their risk tolerance. The company's professionals also recommend clients with personalized investment vehicles to help them achieve their financial goals. One of its associates, Thane McCready, is a Certified Financial Planner who has been in the industry for over two decades.

10055 Slater Avenue Suite #260, Fountain Valley, CA 92708
Fountain Valley, CA 92708

Website(714) 893-5400

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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)

18881 Von Karman Ave., Ste 1420, Irvine, CA 92612
Irvine, CA 92612
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Wealth Management

Cooke Wealth Management, LLC provides financial coaching, retirement planning, and investment management services to clients in Westminster. Its team of advisors has more than four decades of collective industry experience. The firm guides individuals in securing their financial goals. Aside from the firm's commitment to developing plans that work best for clients' needs, the firm also assists them in using biblical principles when making financial decisions. Its advisors are registered Certified Kingdom Advisors.

18881 Von Karman Ave., Ste 1420, Irvine, CA 92612
Irvine, CA 92612

Website(949) 724-3880

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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)

2400 E. Katella Ave. Suite 410, Anaheim, CA 92806
Anaheim, CA 92806
  • Retirement Planning

Edelman Financial Engines is a financial planning and investment management firm situated in 150+ locations across the country, including Westminster. The firm offers advice on financial planning, retirement planning, and investment management. Larry Raffone, the CEO, has more than 30 years of experience in financial services. He transformed Financial Engines from a small venture-backed Silicon Valley start-up to an independent registered investment advisor that spans the country. It now has more than $200 billion in assets under management and caters to over 1.1 million clients.

2400 E. Katella Ave. Suite 410, Anaheim, CA 92806
Anaheim, CA 92806

Website(714) 464-1512

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:

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: A+

5011 Argosy Ave, Suite 7, Huntington Beach, CA 92649
Huntington Beach, CA 92649
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Established in 2003, Inspired Financial is an investment advisory firm that offers wealth management services to women and families in Westminster. The provider helps its clients manage their financial affairs through major life transitions such as death, retirement, divorce, and income fluctuations. Inspired Financial provides an array of solutions, including investment management, as well as tax, insurance, and estate planning. The company's director of tax strategies, Mark Prendergast, has been working in the industry for over 40 years.

5011 Argosy Ave, Suite 7, Huntington Beach, CA 92649
Huntington Beach, CA 92649

Website(714) 971-0663

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:

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+

7777 Center Avenue Suite 120, Huntington Beach, CA 92647
Huntington Beach, CA 92647
  • Certified Financial Planner (CFP)
  • Financial Planning

MWJ Wealth Strategies, LLC, offers financial advisory services to clients in Westminster. It provides assistance in insurance, wealth management, and financial planning strategies. The firm's retirement planning service also covers long-term insurance, estate and income planning, and company-sponsored retirement plans. It also addresses questions regarding the complexities of Social Security. Michael W. Jowdy, its president and founder, has more than 22 years of experience and is a member of the Financial Planning Association and Financial Services Institute.

7777 Center Avenue Suite 120, Huntington Beach, CA 92647
Huntington Beach, CA 92647

Website(714) 890-1400

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)

12501 Seal Beach Blvd, Suite 280, Seal Beach, CA 90740
Seal Beach, CA 90740
  • Estate Planning

Regal Wealth Group serves clients in and around the Westminster community. Serving as a fiduciary, the firm provides a comprehensive range of financial planning and consulting services, including estate planning, tax and retirement income planning, and investment asset management. The firm also assists clients with 401k/IRA rollovers. This privately owned and independent firm is an SEC Registered Investment Advisor. Gary Klein, co-founder of the firm, holds a Chartered Financial Consultant designation. Regal Wealth Group has offices located in Seal Beach and Redlands.

12501 Seal Beach Blvd, Suite 280, Seal Beach, CA 90740
Seal Beach, CA 90740

Website(562) 799-1929

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+

15061 Springdale St.Ste 202, Huntington Beach, CA 92649
Huntington Beach, CA 92649
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • 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
Huntington Beach, CA 92649

Website(714) 248-9154

Show Number
17011 Beach Blvd. #800, Huntington Beach, CA 92647
Huntington Beach, CA 92647
  • Estate Planning
  • Retirement Planning

Trilogy Financial provides personalized services to clients in the metro of Westminster. It crafts wealth management plans, strategies, and protection to help clients reach their financial goals. The firm provides planning for needs such as long-term care, retirement, estate, and college education. It designs investment portfolio structures using diverse investment vehicles for different risk appetites. Its financial advisors also guide clients on how to build their wealth and protect their loved ones through insurance products. Trilogy Financial has been serving clients for more than two decades.

17011 Beach Blvd. #800, Huntington Beach, CA 92647
Huntington Beach, CA 92647

Website(714) 843-9977

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:

3.9 / 5 ( Good)

Total Reviews:

7 (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+

10015 Garden Grove Blvd, Garden Grove, CA 92844
Garden Grove, CA 92844
  • Estate Planning
  • Retirement Planning
  • Financial Planning

XOA Tax is a company serving the Westminster metro. It employs financial advisors to assist people and corporations with financial planning. They help with wealth preservation by analyzing estate, gift, and trust tax options. Accounting, bookkeeping, succession planning, business formation, and litigation support are among the company's services. QuickBooks® and Zoho applications are used by its accountants and bookkeepers. XOA Tax is affiliated with the American Institute of Certified Public Accountants and the National Association of Enrolled Agents.

10015 Garden Grove Blvd, Garden Grove, CA 92844
Garden Grove, CA 92844

Website(714) 921-2929

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:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

90 (Best)

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: --

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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