Yorba Linda, CA Financial Advisors and Resources



Financial Advisor Firms in Yorba Linda, CA


ARK WEALTH ADVISORS, LLC

Website

(714) 869-8531

3920 Prospect Avenue
Suite A
Yorba Linda, CA 92886

SEC#: 801-119841
Years in Business: 0 years

UNIONBANC INVESTMENT SERVICES, LLC

Website

(714) 693-1642

20655 Yorba Linda Boulevard

Yorba Linda, CA 92886

SEC#: 801-70084
Years in Business: 12 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(310) 322-9100

22800 Savi Ranch Pkwy
Suite 222
Yorba Linda, CA 92887

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

UNIONBANC INVESTMENT SERVICES, LLC

Website

(714) 693-1642

20655 Yorba Linda Boulevard

Yorba Linda, CA 92886

SEC#: 801-70084
Years in Business: 12 years

COOPER FINANCIAL GROUP

Website

(949) 503-3730

5310 Silver Canyon Road Unit 16G

Yorba Linda, CA 92887

SEC#: 801-61944
Years in Business: 18 years

COOPER FINANCIAL GROUP

Website

(949) 503-3730

5310 Silver Canyon Road
Unit 16G
Yorba Linda, CA 92887

SEC#: 801-61944
Years in Business: 18 years

COOPER FINANCIAL GROUP

Website

(949) 503-3730

5310 Silver Canyon Road
Unit 16G
Yorba Linda, CA 92887

SEC#: 801-61944
Years in Business: 18 years


How Retirement-Friendly is Yorba Linda, CA?

  • Population: 67,725
  • % of Population 62 Years and Over: 22.4%
  • Average Home Value: $878,800
  • Average Monthly Housing Cost: $2,639
  • Average Household Income: $163,100
  • 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.)


Yorba Linda, CA Financial Advisor FAQs

A financial advisor's fees are based on the product, the amount of work required, and their years of experience.
The first step is to get familiar with your total financial picture- what you want to achieve, how much work you are willing to do, and any specific goals or concerns.
A financial advisor can offer retirement plans, estate planning, taxes, spending management, insurance and other financial advice to help people reach their desired goals.
Choosing a financial advisor is a difficult process that takes time to do properly. Primarily, the decision should come down to who you are most comfortable with.