Best Financial Advisors in Orange, CA

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List of Firms

Orange, CA Fiduciary Financial Advisors

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Avalon Financial Advisors
Location 500 N State College Blvd, Orange, CA 92865, USA
Phone (714) 912-4272
Directions
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Parsonex Securities, Inc
Location City Tower, 333 City Blvd W # 1700, Orange, CA 92868, USA
Phone (424) 757-4719
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Guardian Financial Partners
SEC File# 801-110423
CRD# 287652
Location 635 E Chapman Ave, Orange, CA 92866, USA
Phone (949) 771-2969
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Stone Hatcher Financial
Location 333 City Blvd W # 2050, Orange, CA 92868, USA
Phone (714) 704-6616
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KIS Fee-Only Financial Planning
5 out of 5
Location W, 1100 Town and Country Rd #1250, Orange, CA 92868, USA
Phone (657) 235-5080
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Circle Financial Planning
Location 1940 N Tustin St # 104, Orange, CA 92865, USA
Phone (714) 974-7526
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Crossroads Planning, LLC
5 out of 5
Location 765 The City Dr S Ste 390, Orange, CA 92868, USA
Phone (714) 890-0808
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Balancing Life Financial Planning
Location 900 E Katella Ave Suite B, Orange, CA 92867, USA
Phone (949) 264-8575
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Harrell & Co
Location 333 City Blvd W # 1430, Orange, CA 92868, USA
Phone (714) 939-1464
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World Financial Group Inc
5 out of 5
Location 1835 W Orangewood Ave, Orange, CA 92868, USA
Phone (714) 940-1728
Directions
Financial Advisors in Orange, CA

Where Certified Financial Advisors in Orange, CA Serve

Orange, CA is a vibrant city located in the heart of Orange County, California. This city is home to a variety of landmarks, including the historic Orange Circle, which is a popular destination for shopping, dining, and entertainment. Other notable landmarks in Orange include the Santiago Oaks Regional Park, the Orange County Zoo, and the Irvine Regional Park. When it comes to top employers, Orange has a diverse economy with many major companies calling the city home. Some of the top employers in Orange include Chapman University, St. Joseph Hospital, and Children's Hospital of Orange County. The city is easily accessible by several major highways and streets, including the 5, 22, and 57 freeways, as well as Chapman Avenue and Tustin Street. This makes it easy for residents and visitors alike to get around and explore all that Orange has to offer. Orange is also home to a variety of unique neighborhoods, each with its own distinct personality and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Orange, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional checking and savings accounts, which allow individuals to deposit and withdraw funds as needed. Additionally, many banks in Orange offer loans and credit cards to help residents finance large purchases or build credit. One specific aspect of Orange that impacts banking services is the city's strong sense of community. Many local banks prioritize building relationships with their customers and offer personalized service to help individuals meet their financial goals. This focus on community and individual attention sets Orange apart from other cities and makes banking a more personal experience for its residents.

Insurance Broker

Residents of Orange, CA would greatly benefit from the expertise of an insurance broker. With the high cost of living in Orange, obtaining the right insurance coverage can be a daunting task. An insurance broker can help residents navigate the confusing world of insurance and find the best policies to fit their needs and budget. For example, Orange is prone to wildfires, so an insurance broker can help residents find coverage that specifically protects their homes from fire damage. Additionally, with the many small businesses in Orange, an insurance broker can help business owners find the right coverage to protect their assets and employees. Overall, an insurance broker can provide peace of mind and ensure that residents of Orange have the coverage they need in case of unexpected events.

Retirement Planning

Residents of Orange, CA could benefit from the expertise of a retirement planner in a number of ways. For example, a retirement planner could help them navigate the complex world of retirement savings and investments, ensuring that they are making the most of their resources and taking advantage of all available tax breaks. Additionally, a retirement planner could help Orange residents plan for healthcare costs in retirement, which can be especially important given the high cost of medical care in California. Finally, a retirement planner could help Orange residents identify and prioritize their retirement goals, whether that means traveling the world or simply enjoying a comfortable and worry-free retirement close to home. With the help of a skilled retirement planner, residents of Orange, CA can feel confident that they are on track to achieve their retirement dreams.

Wealth Management

Residents of Orange, CA can benefit from the guidance and expertise of a wealth manager in a number of ways. One of the most common ways that a wealth manager can assist Orange residents is by helping them create a financial plan that takes into account their unique circumstances and goals. Whether it's planning for retirement, saving for a child's education, or investing in a new business venture, a wealth manager can provide valuable insights and recommendations to help individuals make informed decisions about their finances. In Orange, where the cost of living is higher than the national average, a wealth manager can also help residents navigate the local real estate market and make smart decisions about buying or selling property. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and risk management, helping Orange residents protect their assets and achieve long-term financial stability.

Mortgage Loan Officer

Residents of Orange, CA can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure loans to purchase homes or refinance existing mortgages. They can also provide guidance on the various loan types available and help residents choose the best option for their unique financial situation. One specific aspect of Orange, CA that mortgage loan officers can assist with is navigating the local housing market. With a median home price well above the national average, the Orange County market can be challenging to navigate. A mortgage loan officer can provide valuable insight into the local market and help residents find the best home loan options available. Overall, a mortgage loan officer can be an invaluable resource for residents of Orange, CA looking to purchase or refinance a home.

Tax Services

Residents of Orange, CA can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that apply to their specific circumstances. A tax advisor can assist residents in identifying deductions and credits that they may be eligible for, which can help them reduce their tax liability. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning or estate planning, that can help residents achieve their financial goals. Specifically in Orange, CA, a tax advisor can help residents understand the tax implications of the state's high cost of living and provide advice on how to manage their finances accordingly.

Estate Planning Lawyer

Residents of Orange, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by assisting with the creation of a comprehensive estate plan. This includes drafting a will, setting up trusts, and designating beneficiaries for assets. Additionally, an estate planning lawyer can provide guidance on tax planning, asset protection, and healthcare directives. For residents of Orange, CA specifically, an estate planning lawyer can also assist with navigating the state's probate process, which can be complex and time-consuming. By working with an estate planning lawyer, residents of Orange, CA can ensure their assets are protected and their wishes are carried out in the event of incapacity or death.

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FAQs About Personal Financial Advisors in Orange, CA