Diamond Bar, CA Financial Advisors and Resources



Financial Advisor Firms in Diamond Bar, CA


ABRIDGE PARTNERS, LLC

Website

(909) 860-9992

21700 E. Copley Drive, Suite 120

Diamond Bar, CA 91765

SEC#: 801-68497
Years in Business: 14 years

THE ADVISORY GROUP

Website

(909) 869-7880

20955 Pathfinder Road
Suite 110
Diamond Bar, CA 91765

SEC#: 801-57715
Years in Business: 21 years

FSC SECURITIES CORPORATION

Website

(909) 869-7880

20955 Pathfinder Road
Suite 110
Diamond Bar, CA 91765

SEC#: 801-42017
Years in Business: 29 years

FSC SECURITIES CORPORATION

Website

(909) 869-7880

20955 Pathfinder Road
Suite 110
Diamond Bar, CA 91765

SEC#: 801-42017
Years in Business: 29 years

FSC SECURITIES CORPORATION

Website

(909) 869-7880

20955 Pathfinder Road
Suite 110
Diamond Bar, CA 91765

SEC#: 801-42017
Years in Business: 29 years

FSC SECURITIES CORPORATION

Website

(909) 869-7880

20955 Pathfinder Road
Suite 110
Diamond Bar, CA 91765

SEC#: 801-42017
Years in Business: 29 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(909) 861-6223

21671 Gateway Center Dr
Suite 112
Diamond Bar, CA 91765

SEC#: 801-54905
Years in Business: 24 years

INDEPENDENT FINANCIAL GROUP, LLC

Website

(909) 861-5090

22632 Golden Springs Dr
Ste 315
Diamond Bar, CA 91765

SEC#: 801-62667
Years in Business: 17 years

INDEPENDENT FINANCIAL GROUP, LLC

Website

(909) 396-8288

660 N Diamond Bar Blvd #268

Diamond Bar, CA 91765

SEC#: 801-62667
Years in Business: 17 years


How Retirement-Friendly is Diamond Bar, CA?

  • Population: 56,211
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $664,100
  • Average Monthly Housing Cost: $2,060
  • Average Household Income: $119,892
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Diamond Bar, CA Financial Advisor FAQs

Yes. Financial advisors can guide you through various decisions, like which retirement account is best for your needs, what should be the best age to sign up for monthly payments plans like mortgage loans, or how much savings should be set aside to afford additional expenses that life brings into question. Financial advisors help manage funds by diversifying investments and avoid over-commitment in one area of interest (e.g., stocks, bonds). Thus financial planning benefits both savers and investors alike.
Fees are generally charged by assets under management—the more money an advisor has in her client's portfolios, the higher fee she charges for managing that money—and typically range from 1% to 3%.
Financial advisors use a fee-based model, where they're paid by clients on the basis of recommendations and transactions that take place. Alternatively, they can be part of a commission based system which is usually associated with investment products and receives compensation every time an arrangement closes.
Points to cover in an interview with a financial advisor - what services does the advisor offer? What are the fees associated? Is there an annual fee, monetary management fee, IRA fee, etc.? What fees do they provide cash-flow statements for? What is their level of experience or how long has the company been in business?