Best Financial Advisors in Seal Beach, CA

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List of Firms

Seal Beach, CA Fiduciary Financial Advisors

Guardian Financial Group
Location 3030 Old Ranch Pkwy UNIT 160, Seal Beach, CA 90740, USA
Phone (562) 799-1703
Waider Financial & Insurance Services, Inc.

3 out of 5

Location 3030 Old Ranch Pkwy Ste 375, Seal Beach, CA 90740, USA
Phone (562) 987-1100
Stan DiLiberto, CPA, CFP®, Inc.

5 out of 5

Location 12501 Seal Beach Blvd #200, Seal Beach, CA 90740, USA
Phone (562) 493-4495
Merrill Lynch Wealth Management Advisor A. Thomas Vari
Location 3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, USA
Phone (562) 493-1313
Barr Cisneros Group - Wealth Management
Location 3020 Old Ranch Pkwy #190, Seal Beach, CA 90740, USA
Phone (562) 594-1427
Orange Coast Financial Group
Location 3020 Old Ranch Pkwy, Seal Beach, CA 90740, USA
Phone (562) 799-5553
Gates Group Wealth Management
Location 13001 Seal Beach Blvd, Seal Beach, CA 90740, USA
Phone (714) 709-4415
Edward Jones - Financial Advisor: David J Bassett-Parkins
SEC File# 801-3297
CRD# 250
Location 101 Main St Suite D, Seal Beach, CA 90740, USA
Phone (562) 799-3339
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Perry Wealth Management
Location 12501 Seal Beach Blvd, Seal Beach, CA 90740, USA
Phone (562) 493-0031
Edward Jones - Financial Advisor: Zubeen Tukina
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3010 Old Ranch Pkwy Suite 340, Seal Beach, CA 90740, USA
Phone (562) 386-6169
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Financial Advisors | U.S. Bancorp Investments
Location 1101 Pacific Coast Hwy, Seal Beach, CA 90740, USA
Phone (714) 964-2434
Edward Jones - Financial Advisor: Sean Payne, CFP®|ChFC®|CLU®
SEC File# 801-3297
CRD# 250
Location 13001 Seal Beach Blvd Suite 200, Seal Beach, CA 90740, USA
Phone (562) 596-3722
Time Monday: Closed Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management
Location 3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, USA
Phone (562) 493-1300
Allen R. Mellow - UBS Financial Services Inc.
Location 3030 Old Ranch Pkwy Suite 300, Seal Beach, CA 90740, USA
Phone (562) 343-9230
Edward Jones - Financial Advisor: Stephanie Bartels
SEC File# 801-3297
CRD# 250
Location 500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740, USA
Phone (562) 430-6796
JST Investment Consulting, RIA
Location 3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740, USA
Phone (562) 999-4578
Merrill Lynch Wealth Management Advisor Tommy T Nguyen
Location 3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, USA
Phone (562) 493-1348
Jim Mills-Winkler, CMFC, Financial Advisor
Location 3030 Old Ranch Pkwy #220, Seal Beach, CA 90740, USA
Phone (562) 248-5003
CBM Wealth Management
Location 3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740, USA
Phone (562) 343-9242
Stumpo Wealth Management Group

5 out of 5

Location 3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740, USA
Phone (562) 343-9229
Edward Jones - Financial Advisor: Hayden Hunt
SEC File# 801-3297
CRD# 250
Location 13001 Seal Beach Blvd Suite 200, Seal Beach, CA 90740, USA
Phone (562) 596-3722
Edward Jones - Financial Advisor: Rachael E Yohai, AAMS¿
SEC File# 801-3297
CRD# 250
Location 311 Main St Suite 10A, Seal Beach, CA 90740, USA
Phone (562) 596-9800
My Portfolio Guide, LLC

5 out of 5

Location 3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740, USA
Phone (562) 799-5595
Regal Wealth Group - Fee Only Investment Advisor
SEC File# 801-65444
CRD# 138374

5 out of 5

Location 12501 Seal Beach Blvd Suite 280, Seal Beach, CA 90740, USA
Phone (562) 799-1929
Dustin Hofland - Raymond James

5 out of 5

Location 1910 St Andrews Dr, Seal Beach, CA 90740, USA
Phone (562) 594-4444
Stumpo Wealth Management Group - UBS Financial Services Inc.
Location 3030 Old Ranch Pkwy Suite 300, Seal Beach, CA 90740, USA
Phone (562) 343-9229
LPL Financial
SEC File# 801-10970
CRD# 6413

3 out of 5

Location Seal Beach, CA 90740, USA
Phone (562) 430-2999
Fidelity Investments

4 out of 5

Location 12201 Seal Beach Blvd, Seal Beach, CA 90740, USA
Phone (800) 544-7558
Joshua Axel CFP - UBS Financial Services Inc.
Location 3030 Old Ranch Pkwy Suite 300, Seal Beach, CA 90740, USA
Phone (562) 343-9164
Castillo Wealth Management

5 out of 5

Location 12501 Seal Beach Blvd, Seal Beach, CA 90740, USA
Phone (562) 493-6123
Wells Fargo Advisors
Location 3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740, USA
Phone (562) 493-3511
StockCross Financial Services
SEC File# 801-110718
CRD# 288572
Location 3020 Old Ranch Pkwy #330, Seal Beach, CA 90740, USA
Phone (800) 225-6196
Merrill Lynch Wealth Management Advisor Davis D. Aldana
Location 3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, USA
Phone (562) 493-1349
Seal Beach, CA Branch Office - UBS Financial Services Inc.
Location 3030 Old Ranch Pkwy Suite 300, Seal Beach, CA 90740, USA
Phone (562) 343-9201
Crystal Cove Advisors Inc
Location 13001 Seal Beach Blvd Ste #240, Seal Beach, CA 90740, USA
Phone (949) 387-0010
Finby Kimmes Wealth Management Group of Wells Fargo Advisors
Location 3020 Old Ranch Pkwy #190, Seal Beach, CA 90740, USA
Phone (866) 964-0089
Merrill Lynch Wealth Management Advisor Scott D Paul
Location 3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, USA
Phone (562) 493-1338
Edward Jones - Financial Advisor: Felicia Y Gonzalez, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 101 Main St Suite D, Seal Beach, CA 90740, USA
Phone (562) 799-3339
Image of Seal Beach, CA
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About Seal Beach, CA

Seal Beach, California is a small beach town located in Orange County. It is well-known for its beautiful beaches and its annual Seal Beach Jazz Festival. The top employers in Seal Beach are the Boeing Company, Raytheon Company, and the United States Navy. The major highways and streets in Seal Beach are Pacific Coast Highway, Seal Beach Boulevard, and Westminster Boulevard. The neighborhoods in Seal Beach are the Hilltop neighborhood, the Bayside neighborhood, and the Ocean View neighborhood.

Where Certified Financial Advisors in Seal Beach, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Seal Beach, CA residents have several banking options to choose from. Each bank has its own set of services that it offers to its customers. Some banks offer more services than others, and some banks are better at certain services than others. Residents should compare the different banks in order to find the one that best suits their needs.

Insurance Broker

As insurance brokers, we understand the needs of our clients in Seal Beach, CA. We can help residents find the best policies for their needs, and we can also offer advice on what to do in case of an accident or other emergency. We are here to help residents protect their property and their families.

Retirement Planning

Seal Beach, CA is a great place to retire, with its sunny weather, lovely beaches, and abundance of activities. However, retirees in Seal Beach may need some help planning their finances for retirement. That's where financial advisors come in. Financial advisors can help retirees map out a budget and investment strategy that will allow them to live comfortably in retirement. They can also help retirees find ways to reduce their tax burden in retirement and protect their assets from creditors.

Wealth Management

Seal Beach, CA is a beautiful place to live, but it can be expensive. Residents need to be smart about their money if they want to stay in this wonderful community. That's where wealth management comes in. Wealth management can help residents save money and make the most of their finances. It's a vital service for anyone who wants to keep their head above water financially in Seal Beach.

Estate Planning Lawyer

Seal Beach, CA residents planning their estates can benefit from the services of a qualified estate planning lawyer. Estate planning lawyers can help residents in Seal Beach, CA by creating wills and trusts, and by helping to ensure that their assets are distributed according to their wishes after they die. They can also help residents in Seal Beach, CA to avoid probate, and to make sure that their loved ones are taken care of financially if they should die prematurely.

Mortgage Loan Officer

Mortgage loan officers in Seal Beach, CA can help residents get the best deals on mortgages. They can also help residents find the best mortgage lenders and get pre-approved for a mortgage. Mortgage loan officers can also help residents find the best interest rates and terms for their mortgages.

Tax Services

Tax accountants can help Seal Beach, CA residents in a few ways. They can help people understand their tax obligations and file their taxes correctly. They can also help people plan for their taxes, so they can get the most money back or pay the least amount of taxes. Tax accountants can also help businesses in Seal Beach, CA understand and obey their tax obligations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Seal Beach, CA