Best Financial Advisors in Brea, CA

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List of Firms

Brea, CA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Tirso De Anda
Location 3 Pointe Dr Ste 207, Brea, CA 92821, USA
Phone (714) 674-0245
PSM Private Wealth Management LLC
SEC File# 801-71936
CRD# 155193
Location 3 Pointe Dr #111, Brea, CA 92821, USA
Phone (800) 991-0311
Merrill Lynch Wealth Management Advisor Chuck M Ives
Location 145 S State College Blvd Suite 300/350, Brea, CA 92821, USA
Phone (714) 257-4437
LPL Financial
Location 10 Pointe Dr # 150, Brea, CA 92821, USA
Phone (909) 861-4050
Morgan Stanley Financial Advisors

5 out of 5

Location Ten, Pointe Dr Suite 400, Brea, CA 92821, USA
Phone (714) 674-4100
Pure Financial Advisors, LLC
SEC File# 801-70137
CRD# 144316

5 out of 5

Location 3040 Saturn St #100, Brea, CA 92821, USA
Phone (714) 924-7447
Merrill Lynch Wealth Management

3 out of 5

Location 145 S State College Blvd Suite 300/350, Brea, CA 92821, USA
Phone (714) 257-4400
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About Brea, CA

Brea is a city located in Orange County, California. It is situated along the Santa Ana Freeway (Interstate 5) and the Orange Freeway (State Route 57). Some of Brea's landmarks include the Brea Mall, the Carbon Canyon Regional Park, and the Kraemer Middle School. The top employers in Brea are the Olsens Laboratories, SchoolsFirst Federal Credit Union, and St. Joseph Hospital-Orange County. Major highways and streets in Brea include Birch Street, Diamond Street, and Valencia Avenue. The neighborhoods in Brea include Birch Street Estates, Central Park West, College Park East, and Olinda Village.

Where Certified Financial Advisors in Brea, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, which can include loans, mortgages, and checking and savings accounts. Residents of Brea, CA can benefit from the various services offered by banks in the area. Bank customers can access their money whenever they need it, whether through an ATM or by depositing a check at the bank. Banks can also help residents finance large purchases such as cars or homes. In addition, banks offer competitive interest rates on deposits and loans, which can save Brea residents money over time.

Insurance Broker

Brea, CA residents can benefit from the services of insurance brokers. These professionals can help customers find the best rates and coverage for their needs. In addition, insurance brokers can assist with claims and provide other valuable services.

Retirement Planning

Financial advisors in Brea, CA can help residents with their retirement planning. They can provide information on what to expect during retirement and how to save for it. They can also help residents plan for other expenses they may have during retirement, such as healthcare costs.

Wealth Management

Brea, CA residents are some of the wealthiest in the United States. They have worked hard to amass their wealth and they want to protect it. That is where wealth management comes in. Wealth management is a process that helps individuals and families manage their money and assets effectively. It can help them save money, make more money, and plan for the future.

Estate Planning Lawyer

Estate planning lawyers can Brea, CA residents with a number of tasks, including creating wills and trusts, helping to manage estate taxes, and more. In addition, they can provide guidance to those who are unsure of what they should do when it comes time to plan for their estate. This guidance can be especially helpful for those who have never planned their estate before.

Mortgage Loan Officer

Mortgage loan officers in Brea, CA can help residents by providing them with the best rates and products available. They can also help residents secure a mortgage that is right for their needs. In addition, mortgage loan officers in Brea, CA can provide information on refinancing and home buying.

Tax Services

Tax accountants can provide valuable assistance to residents of Brea, CA in a number of ways. First, they can help taxpayers understand and comply with complex tax laws. Additionally, tax accountants can help Brea residents file their taxes accurately and on-time, minimizing the chances of receiving a penalty from the IRS. Finally, tax accountants can advise Brea residents on how to claim deductions and credits that they may be eligible for. By taking advantage of the services offered by tax accountants, Brea residents can rest assured that they are complying with all applicable tax laws and maximizing their tax savings.


FAQs About Personal Financial Advisors in Brea, CA