Best Financial Advisors in Santa Ana, CA

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Santa Ana, CA Fiduciary Financial Advisors

Lifestyle Financial Services
Location 200 Sandpointe Ave Ste 160, Santa Ana, CA 92707, USA
Phone (800) 834-2250
Barlow Linda A
5 out of 5
Location 2700 N Main St # 850, Santa Ana, CA 92705, USA
Phone (714) 953-1232
Pinnacle Group Financial Services
Location 2224 E Santa Clara Ave, Santa Ana, CA 92705, USA
Phone (714) 263-0301
Strategic Alliance Financial
Location 1940 17th St, Santa Ana, CA 92705, USA
Phone (714) 667-2639
JBG Wealth Management
Location 1450 N Tustin Ave Ste 207, Santa Ana, CA 92705, USA
Phone (714) 912-1859
Daniel Roberts, MSFS
Location 603 N Parkcenter Dr #104, Santa Ana, CA 92705, USA
Phone (714) 669-1855
R V Financial
Location 1 MacArthur Pl # 210, Santa Ana, CA 92707, USA
Phone (714) 546-9556
JBG Wealth Management
Location 1851 E 1st St, Santa Ana, CA 92705, USA
Phone (714) 619-9334
Coast Financial Solutions
Location 1615 French St STE 208, Santa Ana, CA 92701, USA
Phone (714) 254-0011
Tri-Circle Financial Strategies
Location 1633 E 4th St Suite 216, Santa Ana, CA 92701, USA
Phone (714) 560-9022
CWC Investment
Location 507 N Bush St, Santa Ana, CA 92701, USA
Phone (949) 854-7777
Aspac Investment Corporation
Location 1651 E 4th St #209, Santa Ana, CA 92701, USA
Phone (714) 835-7704
Financial Advisors in Santa Ana, CA

Where Certified Financial Advisors in Santa Ana, CA Serve

Santa Ana, California is a city located in Orange County. The city has a population of 329,749 and is the 57th most populous city in the United States. Santa Ana is home to many famous landmarks, including the Bowers Museum, the Discovery Science Center, and Disneyland Park. The top employers in Santa Ana are the County of Orange, Boeing, and St. Joseph Hospital. Major highways and streets in Santa Ana include State Route 55 and Interstate 5. The neighborhoods in Santa Ana include Civic Center, Floral Park, and Santiago Park.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Santa Ana, CA have a number of banking options available to them. Local banks, such as Bank of America and Wells Fargo, offer a wide range of services to their customers, including checking and savings accounts, loans, and credit cards. In addition, both banks have large branch networks in Santa Ana that offer convenient hours and locations. If residents are looking for a bank with a more global reach, they may want to consider Citibank or HSBC. These banks offer 24-hour customer service, international ATMs, and a wide variety of account options. Finally, if residents are looking for a smaller community bank that offers personal attention, they may want to consider Pacific Mercantile Bank or OneWest Bank.

Insurance Broker

When it comes to finding the best insurance policies for their clients, Santa Ana, CA residents can rely on the expertise of local insurance brokers. These professionals can help people find the right coverage for their needs, whether they are looking for auto, health, or homeowners insurance. In addition, brokers can also help people save money on their premiums by getting them the best rates available.

Retirement Planning

Financial advisors in Santa Ana, CA can help residents with retirement planning. Some of the services that advisors offer include creating a budget, setting up a 401k plan, and helping to invest money wisely. Advisors can also provide advice on how to withdraw money from retirement accounts without penalty, and they can help retirees stay within their budget during their golden years.

Wealth Management

Santa Ana, CA is a city that is home to many families and individuals. While it is a great place to live, it can also be difficult to manage finances and invest money wisely. That's where wealth management comes in. Wealth management can help Santa Ana residents make the most of their money by providing guidance and advice on how to save, invest, and grow their wealth.

Estate Planning Lawyer

Estate planning lawyers in Santa Ana, CA can help residents create wills and trusts that will protect their assets and ensure their loved ones are taken care of after they die. These lawyers can also help residents set up powers of attorney and healthcare directives to make sure their wishes are carried out even if they are unable to make decisions for themselves.

Mortgage Loan Officer

Mortgage loan officers in Santa Ana, CA can help residents by providing them with the best mortgage products and services available. They can also help residents by explaining the different types of mortgages available, and by helping them to understand the terms of the mortgages they are considering. In addition, mortgage loan officers can offer advice on how to improve a resident's credit rating, so that they may be able to get a better interest rate on their mortgage. Finally, mortgage loan officers can assist residents in completing the necessary paperwork to obtain a mortgage.

Tax Services

Residents of Santa Ana, CA, can benefit from the help of a tax accountant during tax season. A good tax accountant will be able to help residents file their taxes correctly and on time, ensuring that they receive the best possible return on their investment. In addition, a tax accountant can offer advice on how to save money on taxes throughout the year, making it easier for residents to manage their finances.


FAQs About Personal Financial Advisors in Santa Ana, CA