Best Financial Advisors in Lakewood, CA

Churchill Management Group is an investment management and financial planning firm serving Lakewood. The company works with clients to develop financial plans that fit their needs. As part of its wealth management services, it offers tactical, fully invested, and fixed-income investments. In addition, the firm provides trust and estate planning review, risk analysis, retirement planning, and 401(k) planning. Fred A. Fern founded the company in 1963. He is a Chartered Investment Counselor designated by the Investment Counsel Association of America.

Hicok Financial Solutions serves clients in the Lakewood area. Its advisors create a personalized roadmap to financial freedom that considers clients' assets. They offer tailored investment portfolio management, a thorough retirement blueprint, a deep-dive legacy strategy, transparent insurance options, and customized debt analysis. David Hicok, the firm's founder, is a Chartered Financial Consultant and has over 20 years of financial experience. He is a member of the Financial Planning Association and is the chapter president and chairman of the Board of San Gabriel Valley.

Bel Air Investment Advisors is a firm serving the Lakewood community. It utilizes the independent wealth management model to assist individuals, families, and foundations with their financial planning needs. Its team of professionals handles pre-liquidity planning, tax planning and coordination, trust and estate planning strategy. The firm's chairman, Todd Morgan, has been cited by various publications such as The Associated Press, The Wall Street Journal, and Bloomberg Business Week. He has served in charitable organizations like the Coalition to Free Soviet Jews and Los Angeles Jewish Federation.

Urban Wealth Management is a woman-led and operated company that offers financial advice to those living in Lakewood. Its founder, René Nourse, spent 25 years as part of a corporate financial advisor before establishing her own practice. She leads a team of four women, composed of public accountants and financial planners. They help clients establish key financial goals for their portfolio, such as retirement funding and family support savings. The company helps them find deductible expenses and social benefits to help their income.

John Stokes Financial provides Lakewood residents with wealth management services. Its financial professionals work with clients to develop and maintain financial plans tailored towards short-term and long-term goals. They also handle investment portfolio management, utilizing stress-tested investment strategies based on the client's information like their cash flow needs and risk tolerance. Retirement and estate planning services are also available. CEO and founder John Stokes has over 15 years of industry experience and is an active member of the Financial Services Institute.