Best Financial Advisors in Laguna Hills, CA

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List of Firms

Laguna Hills, CA Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 23151 Moulton Pkwy, Laguna Hills, CA 92653, USA
Phone (949) 389-0337
Directions
SEC File# 801-78565
CRD# 169045
Location 23046 Avenida De La Carlota 6th floor, Laguna Hills, CA 92653, USA
Phone (714) 529-2300
Directions
SEC File# 801-122500
CRD# 315963
Location 23212 Mill Creek Dr, Laguna Hills, CA 92653, USA
Phone (949) 471-0000
Directions
SEC File# 801-10970
CRD# 6413
Location 25431 Cabot Rd, Laguna Hills, CA 92653, USA
Phone (949) 226-8996
Directions
SEC File# 801-57663
CRD# 6312
Location 25097 Champlain Rd, Laguna Hills, CA 92653, USA
Phone (949) 588-0399
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Mary Mar Certified Financial
Location 25411 Cabot Rd # 102, Laguna Hills, CA 92653, USA
Phone (949) 380-8289
Directions
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Align Wealth Advisors
3 out of 5
Location 24031 El Toro Rd Ste 210, Laguna Hills, CA 92653, USA
Phone (949) 715-8585
Directions
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United States Financial Services
5 out of 5
Location 23276 S Pointe Dr # 208, Laguna Hills, CA 92653, USA
Phone (949) 583-7200
Directions
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The Financial Coaching Group, Inc.
3 out of 5
Location 23046 Avenida De La Carlota #430, Laguna Hills, CA 92653, USA
Phone (949) 600-6060
Directions
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SagePoint Financia
Location 23232 Peralta Dr STE 122, Laguna Hills, CA 92653, USA
Phone (949) 336-1399
Directions
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Edward Jones - Financial Advisor: Jonathan Goodwin
SEC File# 801-3297
CRD# 250
Location 24422 Avenida De La Carlota Suite 270, Laguna Hills, CA 92653, USA
Phone (949) 837-7395
Time Monday: 7:30 AM – 4:00 PM Tuesday: 7:30 AM – 4:00 PM Wednesday: 7:30 AM – 4:00 PM Thursday: 7:30 AM – 4:00 PM Friday: 7:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Brian W Suttle
SEC File# 801-3297
CRD# 250
5 out of 5
Location 23461 S Pointe Dr Suite 360, Laguna Hills, CA 92653, USA
Phone (949) 544-1700
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
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Laguna Financial Advisors
1 out of 5
Location 23101 Moulton Pkwy #108, Laguna Hills, CA 92653, USA
Phone (949) 855-8889
Directions
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avalon financial advisor
Location 23282 Mill Creek Dr, Laguna Hills, CA 92653, USA
Phone (949) 305-5565
Directions
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Managed Asset Companies
Location 25401 Cabot Rd #206, Laguna Hills, CA 92653, USA
Phone (949) 261-2400
Directions
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Advisors On Call
1 out of 5
Location 25401 Cabot Rd Suite 214, Laguna Hills, CA 92653, USA
Phone (714) 362-7469
Directions
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Morgan Stanley Financial Advisors
3 out of 5
Location 28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, USA
Phone (949) 365-1775
Directions
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Markham Financial Services Inc
Location 23332 Mill Creek Dr # 120, Laguna Hills, CA 92653, USA
Phone (949) 595-4650
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Ameriprise Financial
Location 25411 Cabot Rd, Laguna Hills, CA 92653, USA
Phone (949) 462-9751
Directions
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Edward Jones - Financial Advisor: Austin Weems
SEC File# 801-3297
CRD# 250
Location 23046 Avenida De La Carlota Suite 150, Laguna Hills, CA 92653, USA
Phone (949) 360-0784
Directions
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Edward Jones - Financial Advisor: Connor J Antonson
SEC File# 801-3297
CRD# 250
Location 25201 Paseo De Alicia Ste 145, Laguna Hills, CA 92653, USA
Phone (949) 724-9478
Directions
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Edward Jones - Financial Advisor: Eric W Connella, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 23601 Moulton Pkwy Suite D, Laguna Hills, CA 92653, USA
Phone (949) 462-0434
Directions
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Wealth Management Advisers
Location 23441 S Pointe Dr #290, Laguna Hills, CA 92653, USA
Phone (949) 600-9900
Directions
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John Limpert Financial
Location 23272 Mill Creek Dr, Laguna Hills, CA 92653, USA
Phone (949) 600-8880
Directions
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Edward Jones - Financial Advisor: Jim Sidaris
Location 24881 Alicia Pkwy l, Laguna Hills, CA 92653, USA
Phone (949) 837-7395
Directions
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South Coast Financial Corporation
Location 25411 Cabot Rd # 102, Laguna Hills, CA 92653, USA
Phone (949) 305-0671
Directions
Financial Advisors in Laguna Hills, CA

Where Certified Financial Advisors in Laguna Hills, CA Serve

Laguna Hills, CA is a picturesque city located in Orange County, known for its stunning landscapes and vibrant culture. The city boasts several landmarks such as the Laguna Hills Mall, which has recently undergone a massive renovation, and the Saddleback Memorial Medical Center, a leading healthcare facility. The top employers in Laguna Hills include the Saddleback Valley Unified School District, Costco Wholesale, and the City of Laguna Hills. The city is well-connected to other parts of Orange County via major highways such as the 5, 405, and 73, making it easy to commute to neighboring cities. Some of the most popular streets in Laguna Hills include Alicia Parkway, Moulton Parkway, and La Paz Road. The city is home to several neighborhoods, including the prestigious Nellie Gail Ranch, which offers luxurious living in a serene environment, and the Laguna Terrace Mobile Home Park, which provides affordable housing options.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Laguna Hills, CA can be serviced by banks in a variety of ways. One of the most common ways is through traditional banking services such as checking and savings accounts, loans, and credit cards. However, what sets Laguna Hills apart is its thriving small business community. Many banks in the area offer specialized services for small business owners, including business loans, merchant services, and cash management solutions. With so many entrepreneurs and startups in Laguna Hills, it's important for banks to cater to their unique needs and help them grow and succeed.

Insurance Broker

Residents of Laguna Hills, CA can benefit greatly from the services of an insurance broker. With its proximity to the coast and high-end lifestyle, Laguna Hills is home to many affluent individuals who have unique insurance needs. An insurance broker can help residents navigate the complex world of insurance policies and find coverage that fits their specific needs and budget. For example, with the risk of wildfires in the area, an insurance broker can help homeowners find coverage that includes protection against fire damage. Additionally, with the area's high concentration of retirees, an insurance broker can assist in finding comprehensive health insurance plans that cover medical expenses and prescription drugs. Ultimately, an insurance broker can provide peace of mind to residents of Laguna Hills by ensuring that they are properly covered in the event of an unexpected event.

Retirement Planning

Residents of Laguna Hills, CA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on investment strategies that align with the unique needs and goals of individuals living in Laguna Hills. With its high cost of living and affluent population, residents of this city require a tailored approach to retirement planning that takes into account their specific financial situation and lifestyle. A retirement planner can also help residents navigate the complex world of retirement benefits, such as Social Security and Medicare, and ensure they are maximizing their benefits. By working with a retirement planner, residents of Laguna Hills can achieve peace of mind knowing their retirement is secure and they can enjoy their golden years without financial worry.

Wealth Management

Residents of Laguna Hills, CA can greatly benefit from the services of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is especially important in Laguna Hills, where many residents are retirees or nearing retirement age. A wealth manager can help these individuals plan for their future by developing a strategy to maximize their retirement savings, manage their investments, and minimize their taxes. Additionally, a wealth manager can provide guidance on estate planning and help families navigate the complex financial decisions that come with aging parents. Overall, a wealth manager can be an invaluable resource for residents of Laguna Hills looking to secure their financial future and achieve their financial goals.

Mortgage Loan Officer

Residents of Laguna Hills, CA can benefit from the services of a mortgage loan officer in many ways. One of the most common ways is by helping them secure a mortgage for their dream home. With the high cost of living in Southern California, many Laguna Hills residents struggle to come up with the funds needed to purchase a home. A mortgage loan officer can assist them in finding the right loan program that fits their financial situation and help them navigate through the complex process of obtaining a mortgage. Additionally, with the unique geography of Laguna Hills, which is nestled in the hills of Orange County, a mortgage loan officer can provide specialized knowledge of the local real estate market and help residents find the best properties that meet their needs.

Tax Services

Residents of Laguna Hills, CA can benefit greatly from the services of a tax advisor. With the high cost of living in Orange County, many residents may be looking for ways to save money on their taxes. A tax advisor can assist with tax planning and preparation, ensuring that residents are taking advantage of all available deductions and credits. Additionally, with the prevalence of small businesses in Laguna Hills, a tax advisor can provide valuable guidance on tax strategies for business owners. Laguna Hills residents can also benefit from a tax advisor's expertise in navigating California's complex tax laws, such as the state's high income tax rates and property tax laws. Overall, a tax advisor can be a valuable resource for Laguna Hills residents looking to maximize their tax savings and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Laguna Hills, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Laguna Hills is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is especially important in Laguna Hills, where property values are high and many residents have significant assets to protect. Additionally, an estate planning lawyer can help residents minimize taxes and avoid probate, which can save their loved ones time and money in the long run. With the help of an estate planning lawyer, residents of Laguna Hills can have peace of mind knowing that their assets are protected and their wishes will be carried out.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Laguna Hills, CA