Best Financial Advisors in Santa Clarita, CA

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List of Firms

Santa Clarita, CA Fiduciary Financial Advisors

Vance Wealth
SEC File# 801-119423
CRD# 310162
5 out of 5
Location 26491 Summit Cir, Santa Clarita, CA 91350, USA
Phone (661) 775-0950
Prestige Financial Advisors
SEC File# 801-114798
CRD# 300572
5 out of 5
Location 27225 Camp Plenty Rd #5, Santa Clarita, CA 91351, USA
Phone (661) 252-4000
Time Monday: 10:00 AM – 5:30 PM Tuesday: 10:00 AM – 5:30 PM Wednesday: 10:00 AM – 5:30 PM Thursday: 10:00 AM – 5:30 PM Friday: 10:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Karen A Roberts, AAMS™
SEC File# 801-3297
CRD# 250
Location 23422 1/2 Lyons Ave, Santa Clarita, CA 91321, USA
Phone (661) 288-2120
Sean Coumans - Financial Advisor, Ameriprise Financial Services, LLC
Location 24343 Magic Mountain Pkwy, Santa Clarita, CA 91355, USA
Phone (818) 419-9086
Prosperitas Financial
SEC File# 801-122207
CRD# 315768
5 out of 5
Location 25060 Avenue Stanford Suite 100, Valencia, CA 91355, USA
Phone (661) 255-9555
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
Kealing Financial Services
Location 28494 Westinghouse Pl STE 110, Valencia, CA 91355, USA
Phone (661) 600-2055
Location 23504 Lyons Ave Suite 107, Newhall, CA 91321, USA
Phone (818) 378-3998
Barnes Winthrop Financial Services
Location Santa Clarita, CA 91355, USA
Phone (661) 294-7862
ATM Financial Services
Location 25350 Magic Mountain Pkwy #333, Santa Clarita, CA 91355, USA
Edward Jones - Financial Advisor: Chris Vasques, AAMS™
1 out of 5
Location 25152 Springfield Ct Suite 210, Valencia, CA 91355, USA
Phone (661) 253-1002
HBW Partners
Location 25129 The Old Rd, Stevenson Ranch, CA 91381, USA
Phone (661) 255-0146
Superior Financial Systems
5 out of 5
Location Santa Clarita, CA 91350, USA
Continuum Global Asset Mgt, LLC
5 out of 5
Location 20419 Cheryl Ln, Santa Clarita, CA 91350, USA
Phone (661) 312-2070
Financial Advisors in Santa Clarita, CA

Where Certified Financial Advisors in Santa Clarita, CA Serve

Santa Clarita is a city located in Los Angeles County, California. It is located about 30 miles northwest of Downtown Los Angeles and has a population of over 176,000 people. Some of the city's landmarks include Six Flags Magic Mountain, Santa Clarita University, and Castaic Lake. The top employers in Santa Clarita are Edwards Air Force Base, College of the Canyons, and Kaiser Permanente. The major highways and streets in Santa Clarita are Interstate 5, State Route 14, and Valencia Boulevard. The neighborhoods in Santa Clarita include Canyon Country, Newhall, Stevenson Ranch, and Saugus.

Nearby Locations

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Santa Clarita, CA residents have a number of banking services to choose from.Some banks offer traditional checking and savings accounts, as well as certificates of deposit (CDs) and individual retirement accounts (IRAs). Other services may include loans, mortgages, and credit cards. Banks may also offer online banking and bill pay services, as well as 24-hour customer service.

Insurance Broker

As insurance brokers in Santa Clarita, CA, we are dedicated to helping our residents find the best possible coverage for their needs. We understand that everyones situation is unique, and we work hard to find policies that fit each individual or familys budget and lifestyle. Whether you need car insurance, homeowners insurance, or health insurance, we can help.

Retirement Planning

Most people only think about their retirement planning once they reach a certain age. However, if you want to retire comfortably, you should start thinking about it sooner rather than later. This is where financial advisors can help. They can provide you with the information and resources you need to make sound decisions about your retirement planning. Santa Clarita, CA residents can benefit from working with a financial advisor who understands their unique needs and goals.

Wealth Management

Santa Clarita, CA residents have a lot to gain from wealth management. Wealth management can help Santa Clarita, CA residents grow their assets and protect their finances. It can also help them save money on taxes and make more informed investment decisions.

Estate Planning Lawyer

Estate planning lawyers in Santa Clarita, CA can help residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your loved ones are taken care of after you die. Additionally, estate planning can also help reduce taxes and make sure your estate is distributed according to your wishes. If you're interested in protecting your family and property, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Santa Clarita, CA can help residents obtain the best mortgage rates and terms available. By providing a variety of lending products and services, these professionals can assist homebuyers in finding the right loan for their needs. In addition to helping people buy homes, mortgage loan officers can also offer refinancing options to those who want to take advantage of changing interest rates or consolidate debt.

Tax Services

Tax accountants can help Santa Clarita, CA residents save money on their taxes. They can help residents file their taxes correctly and claim all of the deductions and credits to which they are entitled. Tax accountants can also help businesses in Santa Clarita, CA to minimize their tax liability.


FAQs About Personal Financial Advisors in Santa Clarita, CA