Best Financial Advisors in Los Alamitos, CA

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Los Alamitos, CA Fiduciary Financial Advisors

LPL Financial
SEC File# 801-10970
CRD# 6413
Location 4332 W Cerritos Ave # 105, Los Alamitos, CA 90720, USA
Phone (714) 898-4308
Fernandez Financial Advisory
Location 5212 Katella Ave # 205, Los Alamitos, CA 90720, USA
Phone (562) 594-4454
Peters Investment Management
Location 4332 W Cerritos Ave # 102, Los Alamitos, CA 90720, USA
Phone (714) 828-7240
Pinnacle Peak Financial
Location 3561 Howard Ave UNIT 101, Los Alamitos, CA 90720, USA
Phone (949) 401-4075
Primerica Financial Services
Location 4431 Corporate Center Dr STE 101, Los Alamitos, CA 90720, USA
Phone (562) 222-9212
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About Los Alamitos, CA

Los Alamitos is a city in California with a population of just over 11,000 people. The city is best known for its Naval Weapons Station, which is the largest employer in the city. Other top employers include the Los Alamitos School District and the City of Los Alamitos. Major highways in the city include Highway 22 and the 605 Freeway, while major streets include Katella Avenue and Cerritos Avenue. The neighborhoods in Los Alamitos are varied and include everything from suburban neighborhoods to gated communities.

Where Certified Financial Advisors in Los Alamitos, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of any community. They provide the financial infrastructure that allows businesses to grow and prosper. In addition, banks offer a wide variety of services that can benefit residents in Los Alamitos, CA. These services include checking and savings accounts, loans, mortgages, and investment advice.

Insurance Broker

Los Alamitos, CA residents can get help from insurance brokers when it comes to choosing the best health insurance plan. Insurance brokers are knowledgeable about health insurance plans and can help Los Alamitos, CA residents find the right plan for their needs. They can also help with other types of insurance, such as car insurance and homeowners insurance.

Retirement Planning

Los Alamitos, CA residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors have the knowledge and experience necessary to help individuals create a retirement plan that meets their specific needs. Advisors can also help Los Alamitos residents stay on track with their retirement savings goals, and make adjustments as needed.

Wealth Management

Los Alamitos, CA residents can benefit from wealth management services in a number of ways. By working with a wealth manager, individuals and families can gain a clear understanding of their financial situation and develop a plan to achieve their goals. Wealth managers can also help clients save money on taxes, invest for the future, and protect their assets. In short, wealth management can help Los Alamitos residents take control of their finances and secure their financial future.

Estate Planning Lawyer

Estate planning lawyers in Los Alamitos, CA can help residents with a variety of tasks related to estate planning. These attorneys can help residents create wills and trusts, and can also help them plan for the distribution of their assets after they die. In addition, estate planning lawyers can help residents set up powers of attorney and healthcare proxies.

Mortgage Loan Officer

Mortgage loan officers in Los Alamitos, CA can help residents get the best mortgage rates and terms for their needs. They work with a variety of lenders to find the best deal for each individual, and they have a wealth of knowledge about the different types of mortgages available. They can help you choose the right mortgage for your current situation, and they will guide you through the entire process from application to closing.

Tax Services

Tax accountants in Los Alamitos, CA can help residents with a variety of services during tax season and throughout the year. In particular, they can help residents understand their taxes and file their returns accurately and on time. They can also provide advice on how to reduce one's tax liability and ensure that all deductions are taken advantage of. Finally, tax accountants can keep track of changes in the tax code that might impact one's return and help plan for future years.


FAQs About Personal Financial Advisors in Los Alamitos, CA