Retirement Planning in Los Alamitos, CA

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List of Firms

Top Retirement Planners in Los Alamitos, CA

Finby Kimmes Wealth Management Group of Wells Fargo Advisors
Location 3020 Old Ranch Pkwy #190, Seal Beach, CA 90740, USA
Phone (866) 964-0089
Secura Financial Planning & Wealth Management
Location 333 City Blvd W Suite 2050, Orange, CA 92868, USA
Phone (714) 704-6616
Stumpo Wealth Management Group
5 out of 5
Location 3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740, USA
Phone (562) 343-9229
Great-West Retirement Services
5 out of 5
Location 10552 Humbolt St, Los Alamitos, CA 90720, USA
Phone (303) 737-3000
Mollison & Sediqi Wealth Management Group
Location 11021 Winners Cir Suite 105, Los Alamitos, CA 90720, USA
Phone (714) 595-1127
The Peninsula Group - Morgan Stanley
Location 6700 E Pacific Coast Hwy Ste 110, Long Beach, CA 90803, USA
Phone (562) 901-4330
Christopher Woo - LPL FINANCIAL
Location 5152 Katella Ave #206, Los Alamitos, CA 90720, USA
Phone (562) 598-2200
Jeff Barrera - Raymond James
Location 4501 Cerritos Ave Ste 202, Cypress, CA 90630, USA
Phone (562) 529-2221
Dover Financial Planning
Location Los Alamitos, CA 90720, USA
Phone (562) 343-5377
Balancing Life Financial Planning
Location 900 E Katella Ave Suite B, Orange, CA 92867, USA
Phone (949) 264-8575
GL Howard, Kittle & Company CPAs, LLP - Tax & Fatca Litigation, Compliance, Controversy & Planning
5 out of 5
Location 10417 Los Alamitos Blvd, Los Alamitos, CA 90720, USA
Phone (562) 431-9844
Stockton Beach CPAs & Company
Location 3355 W Cerritos Ave, Los Alamitos, CA 90720, USA
Phone (562) 493-3591
Financial Planning Department Inc
Location 301 Isthmus, Long Beach, CA 90803, USA
Phone (562) 985-3386
Retirement Planning in Los Alamitos, CA

About Los Alamitos, CA for Those Planning to Retire

Los Alamitos, CA is a vibrant city located in Orange County, California. This bustling town is home to a variety of landmarks, including the famous Los Alamitos Race Course and the Joint Forces Training Base. The city also boasts a number of top employers, such as the Los Alamitos Medical Center, the Los Alamitos Unified School District, and the City of Los Alamitos itself. Major highways and streets in the area include the 405 Freeway, Katella Avenue, and Los Alamitos Boulevard. The city is also home to a number of diverse and unique neighborhoods, including Rossmoor, Old Town Los Alamitos, and the Los Alamitos Historic District. With its rich history, bustling business scene, and stunning natural beauty, Los Alamitos is a city that truly has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Los Alamitos, CA would be helped by a bank in a multitude of ways. For instance, the bank could provide financial assistance to local small businesses, which are a vital part of the community. These small businesses may need loans to expand or cover expenses during difficult times. Additionally, the bank could offer various types of accounts and services to help residents manage their finances. With the high cost of living in Los Alamitos, having a bank that offers competitive interest rates and low fees could make a significant difference in the lives of residents. Furthermore, the bank could provide educational resources and workshops to help residents improve their financial literacy and make informed decisions. This could be especially helpful for those who may be struggling to make ends meet in an area where the cost of living is high. Overall, a bank in Los Alamitos could serve as a valuable resource for residents seeking financial stability and growth.

Insurance Broker

Residents of Los Alamitos, CA can benefit greatly from the services of an insurance broker. With its proximity to the Los Angeles metropolitan area, residents of Los Alamitos face unique challenges when it comes to insurance coverage. An insurance broker can help navigate the complexities of the insurance market and find the best coverage for each individual's needs. For example, with the high cost of living in the area, residents may need assistance in finding affordable health insurance plans. Additionally, with the city's location near the coast, residents may require specialized coverage for flood or earthquake damage. An insurance broker can provide personalized guidance and support to ensure that residents of Los Alamitos have the coverage they need to protect themselves and their families.

Wealth Management

Residents of Los Alamitos, CA would greatly benefit from the expertise of a wealth manager. With its high median household income and proximity to affluent areas like Newport Beach and Huntington Beach, residents of Los Alamitos have unique financial needs that require careful attention and planning. A wealth manager can assist with a variety of financial goals, including retirement planning, tax optimization, and investment management. Additionally, with the recent boom in the housing market in Los Alamitos and surrounding areas, a wealth manager can provide guidance on real estate investments and help residents navigate the complexities of buying and selling property. With their comprehensive knowledge of financial markets and investment strategies, a wealth manager can help residents of Los Alamitos achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Los Alamitos, CA can benefit from the services of a financial advisor in numerous ways. One of the most common ways is by helping them to create and implement a comprehensive financial plan that takes into account their unique needs and goals. This could include strategies for saving for retirement, paying off debt, or investing in the local real estate market, which is known for its high home values and strong rental demand. Additionally, a financial advisor can provide guidance on tax planning, estate planning, and risk management, which can be particularly important for residents of Los Alamitos given the area's high cost of living and exposure to natural disasters like wildfires and earthquakes. By working with a financial advisor, residents of Los Alamitos can gain peace of mind knowing that they have a solid financial plan in place to help them achieve their long-term goals and weather any financial storms that may come their way.

Mortgage Loan Officer

Residents of Los Alamitos, CA can benefit from the expertise of a mortgage loan officer in various ways. For instance, the city's real estate market is highly competitive, and a loan officer can help navigate the complexities of the homebuying process. Additionally, Los Alamitos is known for its high property values, which can make it challenging to secure a mortgage. A loan officer can work with clients to find the best loan options available and help them understand the terms and conditions of each. Furthermore, with the recent economic downturn, many residents are struggling to keep up with their mortgage payments. A loan officer can provide guidance on refinancing options or loan modifications to help homeowners avoid foreclosure. Ultimately, a mortgage loan officer can provide invaluable support to Los Alamitos residents looking to achieve their homeownership goals and maintain financial stability.

Tax Services

Residents of Los Alamitos, CA could benefit from the expertise of a tax advisor in numerous ways. One specific example is navigating the complex tax laws surrounding the city's thriving equestrian industry. With several top-rated equestrian facilities in the area, including the Los Alamitos Race Course, many residents are involved in horse racing and breeding. A tax advisor could assist these individuals in properly reporting their income and expenses related to their equestrian activities, as well as understanding potential tax deductions and credits available to them. Additionally, a tax advisor could help residents navigate the unique tax implications of owning and operating a business in Los Alamitos, which boasts a diverse small business community. With the help of a knowledgeable tax advisor, residents can maximize their tax savings and ensure compliance with local, state, and federal tax laws.

Estate Planning Lawyer

Residents of Los Alamitos, CA can benefit greatly from the expertise of an estate planning lawyer. With their knowledge and experience, an estate planning lawyer can help residents create a comprehensive plan for their assets and property, ensuring that their wishes are carried out after their passing. This is particularly important in Los Alamitos, a city known for its high property values and affluent residents. An estate planning lawyer can help residents navigate complex tax laws and minimize their tax liability, ensuring that their heirs receive the maximum possible inheritance. Additionally, an estate planning lawyer can help residents establish trusts and other legal structures to protect their assets and provide for their loved ones. With the help of an estate planning lawyer, residents of Los Alamitos can rest assured that their legacy will be protected and their wishes will be honored.


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