The Best Financial Advisors in Long Beach

Here is our List of the 10 Long Beach Financial Advisor
Advisor Resource Group

To best serve you, we put your needs over ours. It begins by going out of our way to comprehensively understand your pursuits and your concerns to help find the path that ultimately fulfills your hopes.

Our team is here for one thing – to offer premier service and expertise to you. We’ve won awards, but the most important award is what our clients think.

It’s not about how much you make but how much you keep. As industry leaders in insurance, we not only try to provide exceptional service, we’re able to offer discounts only given to a select few.

As leaders in the industry in investments and insurance, working with you is about much more than numbers — it’s about building a relationship founded upon trying to safeguard you and your families’ future. That’s why we strive to customize an intelligent and creative strategy around your needs and goals.

In doing so, we approach things the old-fashioned way – when a handshake meant everything. With a high-attention to detail, we travel along the extra mile to best help in any way we can. So during your celebrations or challenges, you can rest assured we’ll be right by your side, responsive and driven to serve you best interest.

Services

  • Legacy Planning
  • Multi-Generational Tax Mitigation
  • Asset Protection
  • Charitable Foundations Strategy
4622 Katella Ave., Suite 202 Los Alamitos, CA 90720
Cerda Muñoz Advisors Inc.

Do you ever second guess yourself when dealing with your investments, taxes or any other aspect of your personal finances? Do you struggle with your budget or understanding your 401k? If so, we may be able to help. We are a fiduciary financial advisory firm who speak the language of money. Our Mission is to help you build a financial plan so you can achieve your goals.

Cerda Munoz Advisors, Inc. is an independent Registered Investment Advisory firm in Southern California. Our firm was founded on April 2013 when Gilbert Cerda and Aaron Munoz shared their vision and risked it all to offer a one stop solution for personal finances. We have 30+ years combined experience and a passion for helping you reach your financial goals.

Cerda Munoz Advisors exists to help you make smart decisions when facing difficult financial problems. Our investment management services are custom tailored based on your goals. We strive to protect and grow your money so you can achieve financial freedom.

Services

  • INVESTMENT MANAGEMENT
    We can help you design and implement an investment strategy for your 401k, 403b, IRA, Roth IRA or Rollover Account. Our investment solutions are custom tailored based on your goals.
  • FINANCIAL PLANNING
    Whether you want to budget better, save for retirement, plan for your children’s college or anything in between, our team of Certified Financial Planners™ will help you create a custom tailored financial plan that’s right for you.
10810 Paramount Blvd. Suite 102, Downey, CA 90241
CS TOMASI Wealth Management

A well thought out financial plan should lead to achieving your goals for retirement.

But the financial plan we prepare for you is only the beginning because your needs will evolve over time. Monitoring and adjusting that plan to the changes and challenges that life brings is key to maintaining a balance that can lead you to your destination.

As life progresses and your needs unfold, we can help you put the pieces of the puzzle together.

Services

  • WEALTH ACCUMULATION
    It is a big phrase widely used in the financial services industry.
  • FINANCIAL AND RETIREMENT PLANNING
    They go hand in hand. A well thought out financial plan should lead to achieving your goals for retirement.
  • WEALTH PRESERVATION
    Just as important as accumulating it is preserving it.
  • INCOME PLANNING
    Retirement or better yet not needing to work requires planning for income.
  • ESTATE PLANNING
    This is about keeping it in the family and protecting your loved ones with as little tax consequence as possible if any at all.
4601 E. Anaheim St. Long Beach, Ca 90804
Daikovich Financial Services

As an independent consultant, I work strictly for you. I strive to get to know your personal goals and dreams so that I can create an approach that is designed to address your individual situation. This method is focused on benefiting my clients, and I can offer this same personalized service and unbiased guidance to you.

I have dedicated my professional career to helping clients effectively pursue their financial goals, working closely with them to build a comprehensive plan that seeks to meet today’s needs and prepares for tomorrow.

At Daikovich Financial Services, I focus on my clients’ individual needs, placing their best interests first. I have remained true to my philosophy that trust, honesty, and integrity are key to building a strong financial foundation for my clients.

Services

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Investment Planning

  • Retirement Plans
  • Tax Investment Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
7453 La Palma Avenue Buena Park, CA 90620
Goldman Lancaster, Inc.

Goldman Lancaster is a comprehensive financial services firm dedicated to helping our clients simplify the demands of managing their wealth – so they can devote more time to their businesses, personal endeavors, and families – by creating strategies that help enable them to pursue their financial goals.

We encourage you to explore our site and learn more about our firm and the services we provide. Should you have any questions or would like more information on our firm.

Services

  • Financial Planning
    We will design a plan that directs you from your current financial situation towards potential financial freedom. Because the only constant in life is change, we will provide regular reviews and modifications, assuring that your plan is current and dynamic.
  • Client Portfolio Management
    Our investment process is tailored to address your individual circumstances and objectives. We manage your assets with an investment discipline that is rooted in time-tested value-based principles.
  • Risk Management
    We will identify the transferrable risks which could be catastrophic to your financial wellbeing. We will evaluate life, health, long-term care, and disability coverage.
  • Estate Planning
    Upon death, you can leave your money to your family, your charities, or to the government….and you must choose two out of three. We will help maximize the distribution of wealth to pursue your objectives and help you establish a comprehensive estate plan that leaves little to chance.

 

301 E Ocean Blvd Suite 1150 Long Beach, CA 90802
Integrity Wealth Management & Insurance Services

The world is full of people happy to tell you what to do with your money, but how many of them have your best interests in mind? Integrity Wealth Management & Insurance Services, LLC is here to strategically brighten your financial future by keeping your best interests front and center.

An abiding passion for our clients has driven us to provide the industry’s premier financial services since 1997, and it’s easy to tell the difference when you meet us. Schedule an appointment with our Ed Slott Master Elite Advisor today.

Your quality of life. Your future. Finances play an integral role in your story, but too many people invest incorrectly or lose money without even realizing it.

We shed bright light on your current situation, assessing your needs and risk tolerance to craft a sustainable financial plan you can trust. Whether you’re approaching retirement or you’ve been retired for a while, it’s never too late to brighten your financial horizons.

No one’s investment situation is the same, and simply buying and holding isn’t enough if you’re headed into retirement. Turn to our expert team for customized planning that you can trust.

Services

  • Financial Planning
  • Investment Planning
  • Asset Protection Planning
  • Income Planning
  • Retirement Planning
6101 Ball Road Suite 205 Cypress, CA 90630
LPL Financial

Welcome, we are a financial professional team in Long Beach, California. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow.

Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help pursue them by providing sound financial information.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Services

  • Wealth management
  • Investment management
  • Retirement strategies
  • Risk Management Assessment
  • Asset Allocation
  • Estate conservation
  • Insurance and annuity products
  • Gifting Strategies
  • Education Funding
  • Estate Planning
5000 East Spring Street Suite 340 Long Beach, CA 90815
Meinert Wealth Management LLC

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.

We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at [insert contact information] any time.

Services

  • Introductory and exploratory meetings
  • Gather information, establish and prioritize goals
  • Initial situation and portfolio analysis
  • Gap and shortfall identification
  • Retirement planning and tax considerations
  • Social Security planning
  • Education funding planning
  • Initial estate considerations
  • ERISA 401(k) plan design assistance
  • Initial business & succession plan considerations
  • Debt considerations and factoring
17215 Studebaker Rd. Suite 108 Cerritos, CA 90703
WealthSpring

At WealthSpring, our CERTIFIED FINANCIAL PLANNER™ professionals have extensive experience providing financial guidance to individuals who are accumulating and protecting assets, planning for retirement, or transferring their wealth to the next generation.

In addition, our business consulting focuses solely on the needs of small- to medium-size businesses and the business owners. We also have specific expertise in working with executive-level professionals, medical professionals and medical groups, independent practitioners (lawyers, accountants, etc.), and educators.

WealthSpring offers investors a unified source for the expertise required to meet today’s diverse challenges. We create impartial, customized investment strategies to help build, protect, and transfer our clients’ wealth. We are committed to helping individuals and families pursue and exceed their life goals.

One of the keys to this success is that our professionals are affiliated with Commonwealth Financial Network®, one of the nation’s leading diversified financial services companies. Through Commonwealth, we have access to independent research and advanced financial tools, as well as online portfolio management services.

Services

  • Retirement goal planning, including preparing for retirement and income planning
  • Advice on workplace retirement plans (401(k)s, pensions, 403(b)s, etc.)
  • Social security and Medicare planning
  • Education funding for private K through 12 or college
  • Saving for a large purchase, such as a second home, rental property, or a business
  • Cash reserve planning
  • Tax planning strategies and estate planning concerns
5000 Airport Plaza Drive, Suite 245 Long Beach, CA 90815
One Place Financial

One Place Financial is the best place to get professional tax help for all of your 2020 tax preparation needs, including state and federal income taxes. Our staff of expert tax preparers have a vast knowledge in both areas, so they can provide the best possible advise based on your situation and help you get the maximum tax return owed to you.

We provide personalized services to help you find the best solution for your income tax filing needs. Come in to our convenient local Los Angeles office, or contact us to schedule an appointment today!

We also offer several other services such as insurance, auto registration, notary public, live scan and much more.

Other Services We Offer

  • Live Scan
  • Notary Public
  • Auto Registration Services
  • General Office
  • Private Mailbox Rental
  • Shipping
  • Business Consulting
  • Small Business Services

 

10240 Rosecrans Ave, Bellflower, CA

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria