Expertise.com

Best Financial Advisors in Whittier

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Whittier, 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
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Whittier, CA

Business Description

Need help contacting a Financial Advisor in Whittier? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Castillo Wealth Management logo
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Castillo Wealth Management

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12501 Seal Beach Blvd, Suite 120, Seal Beach, CA 90740
  • Certified Financial Planner (CFP)

Business Description

Castillo Wealth Management provides services to individuals in Whittier and the surrounding areas. It helps clients manage their income and expenses to meet their financial goals. It performs independent research and practices management programs to assist individuals in establishing their financial strategies. The company also offers financial advisory services to professionals over 50 years old who wish to plan for their retirement. Its wealth manager, Tom Castillo, has been providing financial planning solutions since 1994.

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 (2)
Google
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
First Financial Consulting logo
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First Financial Consulting

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517 South Lake Avenue, Pasadena, CA 91101
  • Certified Financial Planner (CFP)

Business Description

First Financial Consulting is a business that serves families and individuals in the Whittier area. Its financial experts offer objective financial advice and programs unique to the clients' personal goals and experience. They also provide investment management services, which include monitoring their clients' portfolio structures and making appropriate adjustments as needed. Greg Welborn, a principal at First Financial Consulting and a member of the Forbes Business Council, has more than 35 years of experience in the industry.

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
Facebook
5.0 / 5 (17)
Google
5.0 / 5 (7)

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
HCR Wealth Advisors logo
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HCR Wealth Advisors

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10866 Wilshire Blvd Suite 1600, Los Angeles, CA 90024
  • Financial Planning

Business Description

HCR Wealth Advisors is a team of finance professionals that has been serving Whittier residents since 1988. It helps clients gain an understanding of various financial aspects, such as tax ramifications, sources of income, and expenses. It also develops unique financial plans for its clients while providing sound financial advice along the way. CEO and company founder, Greg Heller, places importance on community involvement and supports various non-profit organizations, such as the Jewish Federation of Greater Los Angeles and Equality CA.

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

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
IWM Partners logo
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IWM Partners

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3 Park Plaza Suite 1490, Irvine, CA 92614
  • Retirement Planning

Business Description

Located in Irvine, IWM Partners caters to clients throughout Whittier. It provides advice to professionals and families on matters related to personal finance, including insurance and retirement. The company also guides clients in estate planning. Its team handles investment management, and it has experience managing various asset types, including mutual funds, bonds, and annuities. Michael Hernandez, one of the company's co-founders, has over two decades of industry experience. He once worked as a financial advisor for the investment bank Morgan Stanley.

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 (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
Kinetic logo
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Kinetic

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633 West 5th Street Suite 1050, Los Angeles, CA 90071
  • Finance Planning

Business Description

Serving Whittier, Kinetic is a financial advisory firm that handles estate, retirement, and tax planning, as well as risk and wealth management. The other services it offers are business consulting, corporate executive solutions, and mortgage and real estate services. Its advisors assist clients in developing plans that help them achieve their financial goals, including asset allocation, cash flow analysis, expense budgeting, and tax management. Kinetic has been featured in Forbes Magazine and various news outlets, such as NBC News.

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
Facebook
5.0 / 5 (9)

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
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Detail
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Lake Avenue Financial logo
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Lake Avenue Financial

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70 S Lake Ave Suite 820, Pasadena, CA 91101
  • Estate Planning

Business Description

Lake Avenue Financial is a Pasadena-based company that serves clients throughout Whittier. It provides financial planning services and guides individuals on matters related to insurance and retirement. The company also offers WealthCompass, a financial management technology platform that tracks data like expenses. Its other solutions include investment planning, and it has experience with various types of assets, from mutual funds to government securities. The company's founder and CEO, Alex Chalekian, has over two decades of experience in finance.

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.
4.9
Google
4.9 / 5 (27)
Facebook
5.0 / 5 (11)
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
MassMutual Greater Los Angeles logo
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MassMutual Greater Los Angeles

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1045 W. Huntington Drive, Suite 200, Arcadia, CA 91007
  • Estate Planning

Business Description

MassMutual Greater Los Angeles is a wealth management firm serving Whittier. It guides individuals, families, and businesses in securing their future through comprehensive financial planning. The plan may include wealth accumulation, individual retirement accounts, disability income insurance, succession planning, financial management, and employee benefits. The firm's general agent, Brian K. Lee, is a Certified Financial Planner and Chartered Financial Consultant who offers life and health insurance products. He is a recipient of the GAMA International Frontline Leader Award.

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 (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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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