Wealth Management in Laguna Beach, CA

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Laguna Beach, CA Wealth Management Firms

SEC File# 801-11916
CRD# 104702
5 out of 5
Location 281 Brooks St, Laguna Beach, CA 92651, USA
Phone (949) 380-0200
Brian Carruthers and Associates
Location 301 Forest Ave, Laguna Beach, CA 92651, USA
Phone (949) 464-1900
SMC Wealth Management
Location 30011 Ivy Glenn Dr Ste. 115, Laguna Niguel, CA 92677, USA
Phone (949) 306-0060
Wealth Management in Laguna Beach, CA

Where Wealth Management Advisors in Laguna Beach, CA Serve

Laguna Beach is a seaside city located in southern California. The city is situated on the Pacific Coast Highway and is known for its rocky cliffs, extensive beaches, and arts community. Laguna Beach is home to a number of notable landmarks, including Heisler Park, Crystal Cove State Park, and Main Beach. The city is also home to a number of top employers, including Orange County Public Schools, St. Joseph Hospital-Orange, and Mission Hospital. Some of the major highways and streets in Laguna Beach include the Pacific Coast Highway, Laguna Canyon Road, and Broadway. The neighborhoods in Laguna Beach include Emerald Bay, South Laguna, and North Laguna.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Laguna Beach, CA offer a variety of services to their customers. These services include, but are not limited to, checking and savings accounts, mortgages, car loans, and credit cards. In addition to these products and services, banks also offer a variety of other services such as online banking and bill pay.

Retirement Planning

If you're looking for a place to retire that has beautiful weather, plenty of activities, and a relaxed atmosphere, Laguna Beach, CA may be the perfect spot. The city is located on the southern coast of California, and it enjoys warm temperatures year-round. Laguna Beach also offers plenty of activities for retirees, including golfing, hiking, and fishing. And because the city is so popular with tourists, there are always new restaurants and shops popping up.

Tax Services

A tax accountant in Laguna Beach, CA is responsible for preparing and filing tax returns for individuals and businesses. They also provide advice on various tax issues, and may represent clients in negotiations with the IRS. Tax accountants must be well-versed in tax laws and regulations, and must stay up-to-date on changes to the tax code.

Financial Advisor

A financial advisor in Laguna Beach, CA helps people save for their future and plan for their retirement. They work with clients to create a budget and investment plan that fits their needs, and help them stay on track with their finances. Financial advisors can also help people with estate planning and insurance needs.

Insurance Broker

An insurance broker in Laguna Beach, CA is a professional who helps people find the right insurance policy for their needs. They work with a variety of different companies to get the best rates for their clients, and can help them find coverage for everything from cars to homes to businesses.

Mortgage Loan Officer

Mortgage loan officers in Laguna Beach, CA work with clients to help them get mortgages. They work with clients to find the best mortgage for them, and help them through the process of getting a mortgage. They also work with clients who are having trouble making their mortgage payments, to help them get back on track.

Estate Planning Lawyer

An estate planning lawyer in Laguna Beach, CA helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


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