Laguna Niguel, CA Financial Advisors and Resources



Financial Advisor Firms in Laguna Niguel, CA


TCFG INVESTMENT ADVISORS, LLC

Website

(949) 365-5830

28202 Cabot Rd
Suite 300
Laguna Niguel, CA 92677

SEC#: 801-77596
Years in Business: 8 years

CHURCHILL MANAGEMENT CORP

Website

(415) 265-4301

24861 Crown Royale

Laguna Niguel, CA 92677

SEC#: 801-4211
Years in Business: 54 years

IRONWOOD WEALTH MANAGEMENT, LLC

Website

(949) 424-6131

30011 Ivy Glenn Dr.

Laguna Niguel, CA 92677

SEC#: 801-96281
Years in Business: 6 years

COORDINATED CAPITAL SECURITIES, INC.

Website

(949) 218-9419

30012 Ivy Glenn Dr Ste 135
Larry Smith
Laguna Niguel, CA 82677

SEC#: 801-111070
Years in Business: 4 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(855) 434-7400

28142 Camino Capistrno
Suite 101
Laguna Niguel, CA 92677

SEC#: 801-80575
Years in Business: 6 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(855) 434-7400

28142 Camino Capistrno
Suite 101
Laguna Niguel, CA 92677

SEC#: 801-80575
Years in Business: 6 years

CHURCHILL MANAGEMENT CORP

Website

(415) 265-4301

24861 Crown Royale

Laguna Niguel, CA 92677

SEC#: 801-4211
Years in Business: 54 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(855) 434-7400

28142 Camino Capistrno
Suite 101
Laguna Niguel, CA 92677

SEC#: 801-80575
Years in Business: 6 years

CHURCHILL MANAGEMENT CORP

Website

(415) 265-4301

24861 Crown Royale

Laguna Niguel, CA 92677

SEC#: 801-4211
Years in Business: 54 years


How Retirement-Friendly is Laguna Niguel, CA?

  • Population: 65,808
  • % of Population 62 Years and Over: 23%
  • Average Home Value: $823,300
  • Average Monthly Housing Cost: $2,400
  • Average Household Income: $152,396
  • 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.)


Laguna Niguel, CA Financial Advisor FAQs

A personal financial advisor can help a client manage his or her savings through a variety of different avenues. In many cases, the client will come to the advisor with a specific financial goal in mind, like paying off a mortgage or reaching retirement. Advisors can specialize in many different areas, including investment portfolio management, tax and estate planning, and insurance policy selection. Those who directly manage others’ money also set up open lines of communication to keep their clients in the loop. Financial advisors often live and work in the same communities as their clients. Some, though, prefer to do their business completely online, especially in the wake of the COVID-19 pandemic. Some financial advisors are not even human. Robo-advisors spew general investment advice based on the information that clients give them.
Laguna Niguel is a small town near the southern end of Orange County. Home to rolling hills dotted with serene homes, it sits inland from Laguna Beach and north of San Clemente. The rural landscape and proximity to Los Angeles made it an ideal place to shoot several feature films, and its location off the Interstate Five freeway makes it a convenient suburb for travel to the center of Orange County in the north and San Diego County in the south. Financial Advisors who serve Laguna Niguel also serve: Mission Viejo, Newport Beach, Laguna Beach, Corona Del Mar, Huntington Beach, San Clemente, Dana Point, Coto De Caza, Seal Beach, Irvine, and Orange County.