Laurels

Best Financial Advisors in Yorba Linda
2022

Ambassador Wealth Management

Ambassador Wealth Management

  • Certified Financial Planner (CFP)

Ambassador Wealth Management aims to help individuals and families throughout Yorba Linda attain their financial goals through its broad range of financial advisory services. The firm creates and implements financial strategies that are tailored to meet clients' wealth-building objectives. Its financial advisors assist with estate planning, investment management, retirement planning, college education fund planning, and insurance plan review and analysis. Ambassador Wealth Management is affiliated with Cetera Financial Specialists, a broker-dealer that provides the former with a network of people and resources to help clients pursue their goals.

5101 East La Palma Avenue Suite 100B
Anaheim Hills, CA 92807

Website

Website

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:

4 (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+

Blunt Wealth Services

Blunt Wealth Services

  • Retirement Planning

Blunt Wealth Services is a team of financial advisors that serves corporate executives, families, retirees, and investors in Yorba Linda and neighboring areas. The team focuses on various financial services, including portfolio management, financial, longevity, and retirement planning. Its professionals also handle risk management, education planning, estate, and trusts. Danielle Blunt established Blunt Wealth Services in 2014 and has more than two decades of industry experience. She served as a financial advisor with Edward Jones Investments for 14 years before founding her own firm.

2601 Saturn St Ste 100
Brea, CA 92821

Website

Website

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)

BW & Associates Inc

BW & Associates Inc

  • Certified Financial Planner (CFP)

BW & Associates Inc. is an independent firm based in Orange. It caters to customers in the Yorba Linda metro and the surrounding communities. It helps individuals achieve their financial goals by offering consulting and planning services. Its process involves collecting data about the client's financial resources and objectives and presenting recommendations. It also provides investment and portfolio management solutions. BW & Associates brings more than 30 years of experience in the financial services industry.

3111 North Tustin Street, Suite 215
Orange, CA 92865

Website

Website

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: B+

Helpfulness: B+

Detail: B+

Diversified Investment Services

Diversified Investment Services

  • Certified Financial Planner (CFP)
  • Retirement Planning

Diversified Investment Services helps Yorba Linda business owners, families, and individuals in pursuing their financial goals. The firm performs a variety of financial solutions, including wealth management, tax planning, estate strategy development, and investing. Its professionals create customized roadmaps that are tailored according to clients' needs and guide them in each step of the process, from assessment and plan implementation. It was established in 1993 and has served clients with $1.4 billion in total account assets.

180 North Riverview Drive Suite 220
Anaheim Hills, CA 92808

Website

Website

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: --

Eclectic Associates

Eclectic Associates

  • Certified Financial Planner (CFP)
  • Retirement Planning

Since 1984, Eclectic Associates has been serving individuals in the Yorba Linda area. It provides wealth management services to help people meet short-term and long-term financial goals. The firm conducts cash flow analysis, provides tax strategies, and sets up diversified investment portfolios. Clients can also seek the firm's help with preparing for retirement with a sufficient income during their golden years. President and CEO David Little is a Certified Financial Planner and a Chartered Financial Analyst.

1021 W. Bastanchury, Suite 120
Fullerton, CA 92833

Website

Website

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+

InvestLinc Wealth Services

InvestLinc Wealth Services

  • Certified Financial Planner (CFP)

InvestLinc Wealth Services offers financial advisory services to individuals and families in Yorba Linda. It advises and executes financial strategies, such as corporate retirement plan analysis and setup, personal financial statement construction, individual and corporation money management, and trust services. In addition, it writes insurance policies for clients, covering health, disability, life, long-term care, and property and casualty. The company's team brings over 100 years of combined industry experience. The members hold various designations, including Chartered Life Underwriter, Certified Financial Planner, and California Professional Fiduciary License.

300 S. Harbor Blvd., Suite 1000
Anaheim, CA 92805

Website

Website

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:

6 (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+

Pacific Investment Research

Pacific Investment Research

  • Certified Financial Planner (CFP)
  • Retirement Planning

Pacific Investment Research is a full-service financial advisory firm that serves investors in Yorba Linda. For over two decades, it has been helping individuals and couples preserve their assets through financial planning and investment management. In addition, the firm offers estate planning and tax preparation. Its president, Richard Schultz, has been a CFP since 1995. He is a member of the National Association of Active Investment Managers and the National Association of Personal Financial Advisors.

942 E Chapman Ave
Orange, CA 92866

Website

Website

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+

Tellone Financial Services, Inc.

Tellone Financial Services, Inc.

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Tellone Financial Services, Inc., has been helping families, individuals nearing retirement, and young working professionals in Yorba Linda since 1975. Its assists clients in organizing their finances. They help set up a diversified investment portfolio that suits a client's goals and risk tolerance. The firm also assists with planning for retirement with a stable and sustainable income. In addition, it helps people with tax and accounting concerns. Founder Dean Tellone is a Certified Financial Planner and an IRS Enrolled Agent.

6200 East Canyon Rim Road Suite 201
Anaheim Hills, CA 92807

Website

Website

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+

Walker Wealth

Walker Wealth

  • Certified Financial Planner (CFP)

Walker Wealth is a financial advisory firm that serves individuals, entrepreneurs, business owners, and medical professionals in Yorba Linda and neighboring locations. It specializes in various services, including financial planning, retirement planning, and wealth management. Its multi-step process includes discovering its clients' needs and objectives, recommending a course of action, and executing personalized plans. Craig Walker founded Walker Wealth in 1997 and has more than 36 years of experience working in senior-level positions for brokerage firms in Wall Street.

623 North Harbor Boulevard
Fullerton, CA 92832

Website

Website

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+

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