Best Financial Advisors in Laguna Niguel, CA

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List of Firms

Laguna Niguel, CA Fiduciary Financial Advisors

Integrity Financial
Location 30012 Ivy Glenn Dr #180b, Laguna Niguel, CA 92677, USA
Phone (949) 503-2922
Empire Manage Investment
Location 30012 Ivy Glenn Dr, Laguna Niguel, CA 92677, USA
Phone (949) 240-2935
Dana Investments
Location 30011 Ivy Glenn Dr # 109, Laguna Niguel, CA 92677, USA
Phone (949) 481-8497
Mickim Finance Services
Location 24191 Rue De Gauguin, Laguna Niguel, CA 92677, USA
Phone (949) 275-1602
TSE Financial, Inc
SEC File# 801-57663
CRD# 6312
Location 30025 Alicia Pkwy #177, Laguna Niguel, CA 92677, USA
Phone (949) 251-0800
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones
Location 32451 Golden Lantern #305, Laguna Niguel, CA 92677, USA
Phone (949) 248-1362
Royal Alliance
5 out of 5
Location 30110 Crown Valley Pkwy # 208, Laguna Niguel, CA 92677, USA
Phone (949) 542-3316
Edward Jones - Financial Advisor: Rick Riegle
SEC File# 801-3297
CRD# 250
5 out of 5
Location 30131 Town Center Dr Suite 145, Laguna Niguel, CA 92677, USA
Phone (949) 249-8248
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Halbreich Financial Advisory Group - Ameriprise Financial Services, LLC
Location 28202 Cabot Rd Ste 425, Laguna Niguel, CA 92677, USA
Phone (949) 467-1159
Krug Financial Services
5 out of 5
Location 30472 Almira, Laguna Niguel, CA 92677, USA
Phone (949) 249-9020
Merrill Lynch Wealth Management Advisor Michael S. Sussman
Location 28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, USA
Phone (949) 456-8090
Merrill Lynch Wealth Management Advisor Nicole A Quinlan-Yerkes
Location 28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, USA
Phone (949) 456-8083
Merrill Lynch Wealth Management Advisor Sean H Balkhi
Location 28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, USA
Phone (949) 456-8095
Don A. Harrell - Morgan Stanley
Location 28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, USA
Phone (949) 809-1339
Jessica Krusey - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 28202 Cabot Rd #425, Laguna Niguel, CA 92677, USA
Phone (949) 462-9751
Andrew Ehrlich - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 28202 Cabot Rd Ste 425, Laguna Niguel, CA 92677, USA
Phone (949) 462-9751
Merrill Lynch Wealth Management
3 out of 5
Location 28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, USA
Phone (949) 456-8082
Merrill Lynch Wealth Management Advisor Anthony Vultaggio
Location 28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, USA
Phone (949) 456-8120
Morgan Stanley Financial Advisors
5 out of 5
Location 28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, USA
Phone (949) 365-1775
Heather Boone - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 28202 Cabot Rd Ste 425, Laguna Niguel, CA 92677, USA
Phone (949) 462-9751
W.L. Faith Investment Management
Location 28202 Cabot Rd #300, Laguna Niguel, CA 92677, USA
Phone (949) 529-2049
SMC Wealth Management
Location 30011 Ivy Glenn Dr Ste. 115, Laguna Niguel, CA 92677, USA
Phone (949) 306-0060
Jeffrey Halbreich - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 28202 Cabot Rd Ste 425, Laguna Niguel, CA 92677, USA
Phone (949) 467-1159
F & B Investments
Location 28651 Silverton Dr, Laguna Niguel, CA 92677, USA
Phone (949) 364-9004
Merrill Lynch Wealth Management Advisor Mitch Dunn
Location 28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, USA
Phone (949) 402-2996
Dorman Wealth Management, LLC
Location 25172 Via Catalina, Laguna Niguel, CA 92677, USA
Phone (949) 831-3899
Wolf Thomas J
Location 28202 Cabot Rd # 253, Laguna Niguel, CA 92677, USA
Phone (949) 367-9653
Centaurus Financial
Location 30012 Ivy Glenn Dr # 120, Laguna Niguel, CA 92677, USA
Phone (949) 373-9200
Morgan Stanley Financial Advisors
3 out of 5
Location 28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, USA
Phone (949) 365-1775
Aziz A Ihani - Morgan Stanley
Location 28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, USA
Phone (949) 365-5346
Randy Hammon Financial Group
Location 28202 Cabot Rd, Laguna Niguel, CA 92677, USA
Phone (949) 365-5670
My Retirement Coach, Inc.
Location 28202 Cabot Rd #300, Laguna Niguel, CA 92677, USA
Phone (949) 365-5670
Chapman Financial Services
Location 31216 Palma Dr, Laguna Niguel, CA 92677, USA
Phone (949) 499-5619
Robert L Brown - Morgan Stanley
Location 28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, USA
Phone (949) 365-5322
Schanna Financial Group
Location 11 Antibes, Laguna Niguel, CA 92677, USA
Phone (949) 715-3059
Feagler-Erikson Investment
Location 30131 Town Center Dr, Laguna Niguel, CA 92677, USA
Phone (949) 481-9877
Coastal Wealth Inc.
Location 28202 Cabot Rd Suite 260, Laguna Niguel, CA 92677, USA
Phone (949) 456-8004
APL Wealth Management Group, Inc.
Location 28202 Cabot Rd #300, Laguna Niguel, CA 92677, USA
Phone (949) 481-4141
Dylan M Wong - Morgan Stanley
Location 28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, USA
Phone (949) 234-4429
Mandichak Investment Retirement & Estate Planning
Location 30131 Town Center Dr #100, Laguna Niguel, CA 92677, USA
Phone (949) 583-1075
Mc Donnell Investment Management
Location 24872 Golden Vista, Laguna Niguel, CA 92677, USA
Phone (949) 362-3302
Actuarial
5 out of 5
Location 30285 Grande Vista Ave, Laguna Niguel, CA 92677, USA
Phone (949) 270-3762
Heritage Financial Services
SEC File# 801-64494
CRD# 127268
5 out of 5
Location 28142 Camino Capistrano suite 101, Laguna Niguel, CA 92677, USA
Phone (855) 434-7400
Merrill Lynch Wealth Management Advisor Jonathan Chang
Location 28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, USA
Phone (949) 456-8114
Gregory Maniaci - Morgan Stanley
Location 28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, USA
Phone (949) 365-5319
Larry R Schneider - Financial Advisor, Ameriprise Financial Services, LLC
Location 28202 Cabot Rd #425, Laguna Niguel, CA 92677, USA
Phone (949) 462-9751
Katie Kelley - Morgan Stanley
Location 28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, USA
Phone (949) 365-5327
Financial Advisors of America
Location 30092 Ivy Glenn Dr, Laguna Niguel, CA 92677, USA
Phone (949) 363-8080
Victor A Rios - Morgan Stanley
Location 28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, USA
Phone (949) 365-5360
Constantine Koukos - Morgan Stanley
Location 28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, USA
Phone (949) 365-5320
TCFG Wealth Management
4 out of 5
Location 28202 Cabot Rd #300, Laguna Niguel, CA 92677, USA
Phone (949) 365-5830
California Financial Advisors
Location 1 Columbus, Laguna Niguel, CA 92677, USA
Phone (949) 981-9246
JL Robuck Company
Location 28202 Cabot Rd #300, Laguna Niguel, CA 92677, USA
Phone (949) 326-3144
Merrill Lynch Wealth Management Advisor Stephanie Guyton
Location 28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, USA
Phone (949) 456-8123
Financial Advisors in Laguna Niguel, CA

Where Certified Financial Advisors in Laguna Niguel, CA Serve

Laguna Niguel is a city in southern California, located in Orange County. The city was founded in 1959 and incorporated in 1989. Laguna Niguel is known for its scenic ocean views, its hilly terrain, and its large number of horse trails. The top employers in Laguna Niguel are the County of Orange, Kaiser Permanente, and St. Joseph Hospital. The major highways and streets in Laguna Niguel are I-5, SR-73, the 405 freeway, Alicia Parkway, and Crown Valley Parkway. The neighborhoods in Laguna Niguel are Aliso Viejo, Laguna Hills, Laguna Woods, Mission Viejo, Rancho Santa Margarita, and San Juan Capistrano.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks have a variety of services that they can provide to Laguna Niguel, CA residents. These services include, but are not limited to, checking and savings accounts, loans, mortgages, and investment advice. In addition to these standard offerings, banks can also provide more specialized services such as private banking and wealth management. By choosing the right bank for your needs, you can access a wide range of products and services that can help you meet your financial goals.

Insurance Broker

Residents of Laguna Niguel, CA have a lot to worry about when it comes to their insurance needs. Fortunately, there are many qualified and experienced insurance brokers in the area who can help residents find the best policies for their needs. Brokers can compare rates from different companies, identify discounts that may be available, and help residents choose the right type of coverage for their situation. They can also assist with filing claims and helping policyholders get the most out of their coverage.

Retirement Planning

Most people in Laguna Niguel, CA want to retire at some point, but they may not know how to go about it. Financial advisors can help residents plan for retirement by showing them the best way to save money and invest for the future. Advisors can also help retirees make sure their income will last through their retirement years.

Wealth Management

Laguna Niguel, CA residents who want to make the most of their money should consider working with a wealth management firm. Wealth management firms can help you save money on taxes, invest your money wisely, and plan for the future. If you're looking for a reliable and experienced wealth management firm in Laguna Niguel, CA, contact us today.

Estate Planning Lawyer

Estate planning lawyers can help Laguna Niguel, CA residents protect their assets and plan for the future. Laguna Niguel is a city in southern California located in Orange County. The city has a population of about 62,000 people and is known for its high quality of life. When it comes to estate planning, there are a few things that are unique to the state of California. One such thing is community property law. Under community property law, all assets acquired during marriage are considered joint property. This can be a major issue if one spouse dies without an estate plan in place. Another issue that estate planners must consider when working with Californian clients is the fact that there is no inheritance tax in the state. This means that there is no limit on how much money or property can be passed on to heirs at death. These two factors make estate planning in California more complex than in other states.

Mortgage Loan Officer

Mortgage loan officers in Laguna Niguel, CA can help residents find the best mortgage products and rates available. By providing a variety of options and working with borrowers to get the best deal possible, mortgage loan officers can save homeowners money and help them stay in their homes.

Tax Services

Laguna Niguel, CA residents can benefit from the assistance of tax accountants in a number of ways. Tax accountants can help residents understand their tax obligations and file their taxes correctly and on time. They can also help taxpayers claim all the deductions and credits to which they are entitled, minimizing their tax liabilities. In addition, tax accountants can help residents plan for the future, including estate planning and retirement planning. As a result, hiring a tax accountant can be a wise decision for Laguna Niguel, CA residents.

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FAQs About Personal Financial Advisors in Laguna Niguel, CA