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Best Financial Advisors in Downey, CA

Our Recommended Top 7

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

33Reviewed

22Curated

7Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Downey, CA
Free Consultation

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Downey, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Downey? 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.

17215 Studebaker Suite 331, Cerritos, CA 90703
WebsiteLicense: 115901

Expertise.com Rating

Why choose this provider?

Legacy Financial caters to individuals and families in Downey and nearby locations. It helps clients prepare for the future and achieve their financial goals through its retirement and investment planning solutions. The company also manages investors' estates and controls the distribution of their wealth after their death. In addition, its professionals deal with insurance and tax-related matters. Managing partner Charles Neff has been in the financial services industry for nearly 60 years. He is a Professional Plan Consultant.

  • Insurance Products
  • Retirement Planning

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

Expertise.com Rating

Review Sources

Yelp
4.3 (22)
Facebook
4.7 (18)
Google
5.0 (3)

Why choose this provider?

Kinetic has financial advisors who cater to Downey residents. It creates wealth management and retirement plans, maximizes tax efficiency, assists in preserving assets, and creates risk management strategies. It provides estate planning, real estate investment services, and business solutions. It allows clients to monitor their investments through its online portal and gives them access to financial experts through video conferencing. The firm has been featured in media outlets such as CNN Money, ABC News, and NBC News.

  • Estate and Trust Specialist

6300 Wilshire Blvd. Suite 700, Los Angeles, CA 90048

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Founded by Jeff Fishman in 1996, JSF Financial provides private wealth management, financial planning, and investment management services to clients in Downey. It offers assistance in the assessment of comprehensive risk management scenarios, protection and preservation of capital, preparation for a liquidity event, and integration of tax and investment strategies. The firm also handles the analysis of non-financial investment opportunities, tax minimization strategies, estate planning and preservation, retirement income and lifestyle planning, and pension analysis.

  • Certified Financial Planner (CFP)

429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401

Expertise.com Rating

Review Sources

Yelp
5.0 (2)
Facebook
5.0 (1)

Why choose this provider?

Angeles is a multi-asset investment firm serving clients in Downey. Since 2001, the independent and employee-owned company has been providing financial solutions to non-profit institutions and corporations. It offers assistance with portfolio management, asset allocation, corporate pension plans, and permanent wealth funds. The firm's investment officers have over 27 years of experience helping clients achieve their financial goals. They utilize industry-standard tools to monitor and manage risks, and they educate investors on which strategies or programs align with their objectives.

  • Certified Financial Planner (CFP)

1432 Edinger Ave, Suite 200, Tustin, CA 92780
WebsiteLicense: 152083

Expertise.com Rating

Review Sources

Facebook
5.0 (30)

Why choose this provider?

Financial Advisors Network, Inc. is a fiduciary firm that has been serving individuals and families in Downey for more than two decades. It provides comprehensive financial planning services through its four-legged stool strategy, which centers on personal savings and investments, real estate, company pensions, and Social Security. It also collaborates with accountants, attorneys, direct lenders, and insurance agents on behalf of its clients. The company's team holds certifications such as Certified Financial Planner, Accredited Investment Fiduciary, and Chartered Financial Analyst.

  • Estate Planning
  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Downey, CAFree Consultation
Legacy Financial
17215 Studebaker Suite 331, Cerritos, CA 90703
Kinetic
633 West 5th Street Suite 1050, Los Angeles, CA 90071
JSF Financial
6300 Wilshire Blvd. Suite 700, Los Angeles, CA 90048
Angeles
429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401
Financial Advisors Network, Inc.
1432 Edinger Ave, Suite 200, Tustin, CA 92780

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • If you are beginning a family, should you consult a financial advisor in Downey?

    Yes. It is recommended to consult a financial advisor if you are beginning a family in Downey. Marriage and having children are significant life decisions. Having a family might have an impact in terms of things like child expenses, schooling, and inheritance planning. The adviser can help you manage your finances, align your financial objectives, and make plans for your children's education.

  • Is selecting a financial advisor who is broker-dealer affiliated in Downey a wise move?

    No. It is not advisable to choose and work with a financial advisor in Downey who is linked with a broker-dealer. The reason for this is that their operations may not be in your best interest. Since they do not market their own financial products, they may promote goods outside your interests in order to earn bonuses or commissions.

  • What details should you discuss with a financial advisor in Downey during the initial consultation?

    You should be ready to discuss your current financial state, tolerance for risk, and savings and life goals. During your initial meeting in Downey, ask about the advisor's manner of communication and level of involvement in the day-to-day management of your account. You must also produce proof of your current assets, income, investments, insurance coverage, expenses, and debt.

  • How frequently should you revise your financial plan in Downey?

    At least once per year, you should examine and revise your financial strategy in Downey. Annual financial planning paints an overview of your current financial situation. You can determine whether your initial financial goals are still relevant once you have a better understanding of what is entering and what is leaving your account. If not, you can change your objectives.

  • Should you utilize your Downey stock options if you think your business will go public?

    Yes. You need to wait until your business in Downey goes public before exercising your stock options. If your business does go public, only exercise your options when the stock's market price is more than your exercise price. It is important to assess your stock holdings in order to decide when exercising would be most advantageous.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.