Whittier, CA Financial Advisors and Resources



Financial Advisor Firms in Whittier, CA


QUANTUM ECONOMETRICS, LLC

Website

(562) 945-7787

15141 E. Whittier Blvd Ste 550

Whittier, CA 90603

SEC#: 801-107349
Years in Business: 5 years

CETERA ADVISOR NETWORKS LLC

Website

(562) 945-7787

15141 E Whittier Blvd Ste 550

Whittier, CA 90603

SEC#: 801-47342
Years in Business: 27 years

CETERA ADVISOR NETWORKS LLC

Website

(562) 945-7787

15141 E Whittier Blvd Ste 550

Whittier, CA 90603

SEC#: 801-47342
Years in Business: 27 years

CETERA ADVISOR NETWORKS LLC

Website

(562) 945-7787

15141 E Whittier Blvd Ste 550

Whittier, CA 90603

SEC#: 801-47342
Years in Business: 27 years


How Retirement-Friendly is Whittier, CA?

  • Population: 86,090
  • % of Population 62 Years and Over: 17.3%
  • Average Home Value: $586,300
  • Average Monthly Housing Cost: $1,618
  • Average Household Income: $94,238
  • 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.)


Whittier, CA Financial Advisor FAQs

The first step is to find a financial advisor or representative who will work with you to create a personalized wealth management plan. This involves determining the types of investments and other necessary products for your specific goals, time horizon, and tolerance for risk.
Financial advisors help their clients by providing them with the appropriate financial tools to meet their individual needs. Many clients come to a financial advisor when they need help getting out of debt or making large decisions such as choosing an investment strategy for retirement income.
Financial advisors are typically compensated with one of three different types of fee structures - Management fees, Transaction-based fees, or Both.
If you have a long-term perspective or want to better manage your investments on a seasonal basis, find a fee-based planner who is compensated by the hour.