The Best Financial Advisors in Anaheim

Here is our List of the 10 Anaheim Financial Advisor
Benchmark Wealth Management

Like most successful people, you continually strive to make smart decisions that have put you where you are today. Financial success has brought you many things, including the responsibility of managing them. The fact is, the more wealth you have, the more time and knowledge it takes to manage it.

Benchmark Wealth Management was founded by 3 advisors with decades of experience in the financial services industry. Over the years we saw the industry shift its focus from the needs of clients to the profitability of the firm.

This shift has largely changed today’s role of the Financial Advisor from consultant to salesperson. Through prudent and disciplined processes and the consistent focus on delivering exceptional service to our clients, Benchmark has grown to a network of 12 Financial Advisors in 5 offices through Southern California with more than 250 years in collective experience in the industry.

Our process, the Benchmark Guidance Protocol, was deliberately designed to be personal, comprehensive and pragmatic in guiding our clients towards fulfillment and meaningful aspirations – to go well beyond goals and objectives.

Services

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
2300 E Katella Ave, Suite 400 Anaheim, Ca 92806
BriteLine Wealth Management Group

BriteLine Wealth Management was born out of a desire to serve clients and offer a welcome departure from the industry status quo. The Old English meaning of the word, Wealth, means to Be Well. It’s from that meaning that we derived our vision of a holistic approach to helping our clients.

We take deep pride in our altruistic motives that have resulted in our servicing clients within Orange and LA counties whose changing lifestyles often require extra attention toward wealth planning and protection of assets.

Briteline embraces the notion that when you focus on genuinely serving others (i.e. clients, colleagues, communities, etc) everything else seems to fall into place. It’s one of those truths that is powerful in its simplicity. And it’s that powerful truth that has permeated Briteline and provides the foundation for how we work and live.

We’re seasoned but not cynical. We’re financially trained professionals who believe that full disclosure trumps “creative accounting” every time. We’re independent and objective while having connections to a vast network of support. We’re confident in our abilities and recommendations while understanding that wealth cannot be defined by a number. And, at the end of the day, we always value people over profits which is why so many of our clients have become friends.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

Services

  • Tax management
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products
729 N. Harbor Blvd Fullerton, CA 92831
Corban Financial & Insurance Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

The Corban Group is a company that is dedicated to helping everyday people, like you, preserve your hard-earned assets and plan for your future. Corban professionals are well versed in a number of financial disciplines.

Services

  • Retirement Analysis
    Making the most of your employer-sponsored retirement plans and IRAs. Helping you analyze your assets before and during retirement.
  • Tax Strategies
    Helping you make sure you don’t pay a penny more than the law requires. Looking for ways to help reduce your tax burden.
  • Estate Conservation
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations.
  • Risk Management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding a quality policy for your situation.
  • Education Funding
    We help you find a suitable product for your children’s education. Future tuition costs and presenting you with different investment and savings options.
  • Investments
    Assisting you to determine your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles for your current financial situation.
1240 North Lakeview Avenue #250 Anaheim, CA 92807
Crane & Associates Financial Planning

We understand that as a successful individual or business, you work hard and have unique financial objectives and needs. When it comes to managing your assets and meeting your financial goals, you want to partner with experienced and dedicated professionals who use a practical, no-nonsense approach and put your needs first.

We make it a priority to understand you, your business, and the financial goals that you want to achieve. We make it our business to ensure that you get complete solutions to maintain and leverage your current success.

Sound financial decision-making and the implementation of financial strategies have become more complex because of the extensive amount of financial information available. We make it our responsibility to get rid of the complexities and provide you with a relatively straight forward, effective strategy for success.

We partner with you: you tell us your goals; we’ll provide you with options; you control the direction. We invite you to explore our website and become acquainted with us.

Services

  • Comprehensive Planning
  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Wealth Management
  • Capital Preservation Strategies
  • Bonds
  • Common Stocks
  • U.S. Government Securities
  • Mutual Funds
  • Fixed Annuities
  • Variable Annuities
  • REITs
  • Municipal Bonds
801 East Chapman Avenue Suite 104 Fullerton, CA 92831
Eclectic Associates

At Eclectic Associates, our mission is to give you the financial clarity and freedom to enjoy the rest of your life. Here, you will receive the support of a team with extensive experience and expertise to meet your needs.

You will receive comprehensive financial planning from an independent advisory firm that never accepts commissions and is dedicated to putting your best interests first.

After a successful career as a farmer in the central valley of California, Bill Camp founded Eclectic Associates in 1984 with the same values, commitment, and know-how.

Today we are dedicated to providing fee-only financial planning and investment account management to both families and individuals throughout Orange County and Los Angeles from our office in Fullerton, California.

Services

  • FINANCIAL PLANNING
  • RETIREMENT PLANNING
  • INVESTMENT MANAGEMENT
  • CASH FLOW ANALYSIS
  • INSURANCE EVALUATION, INCLUDING LIFE AND LONG-TERM CARE
  • TAX STRATEGIES
  • COMPANY RETIREMENT PLANS
  • DEBT MANAGEMENT
  • SOCIAL SECURITY OPTIMIZATION
  • EDUCATION FUNDING
  • HEALTH INSURANCE GUIDELINES
  • MEDICARE EVALUATION
  • ESTATE PLANNING
  • CHARITABLE GIVING
1021 W. Bastanchury, Suite 120, Fullerton, CA 92833
Golden Hill Investment Advisors

At Golden Hill Investment Advisors we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals.

Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals.

This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.

Whether it’s saving for your children’s college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.

DISCOVER

  • Client interview
  • Risk assessment
  • Review current investments
  • Discover needs

PLAN

  • Create goals
  • Review alternatives
  • Financial plan
  • Propose options

INVEST

  • Discuss investment strategies
  • Fund accounts
  • Allocate accounts
  • Account monitoring
1400 N. Harbor Blvd. Suite 560 Fullerton, CA 92835
Hawekotte Financial Group

Hawekotte Financial Group (HFG) is a family-owned, boutique financial planning and wealth management firm for individuals, families, and business owners.

We founded the firm with a singular mission—to be the kind of place where we ourselves would want to be clients. Respected. Informed. Heard. And since opening our doors in 1993, our focus has always been on people and building lasting relationships with our clients.

People come to Hawekotte Financial Group with a variety of needs and goals. To retire early. To retire comfortably. To purchase a first home. To care for an aging parent. To leave something for their children. To leave a lasting legacy.

The one thing they all have in common is wanting to feel confident and secure in their financial future.

At HFG, we believe that there is always a way. We believe in innovation. We believe in questioning conventional approaches and answers—there is no “one size fits all.” And we are dedicated to finding a way to make your financial goals attainable. To finding a different, better way to fit the pieces of your financial puzzle together—for even the most complex situations.

We’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your future. Using our client-centered approach, we seek to help you design a financial framework that will evolve with you over the years.

2248 N. State College Boulevard Fullerton, CA 92831
JM Financial

Our friendly Portfolio Managers can share with you some prudent choices. We educate and assist our clientele with investing their money through a full spectrum of financial instruments.

At JM Financial, we continuously provide investors with extended diversification along with proper risk management. Together, we’ll help you find the right mix and start working towards your financial goals!

Whether you are a high-net-worth investor looking to diversify or an institutional investor looking to manage assets, we can help.

Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. Because an individual’s retirement years can span decades, retirement planning generally dominates other financial goals.

A successful plan put into place during the wealth-building life span should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.

You may find that qualified plans, IRAs, and social security won’t provide enough money to support your desired retirement lifestyle. By identifying your retirement gap, you can develop a strategy for personal savings invested outside of the traditional retirement vehicle.

3711 N. Harbor Blvd. Unit D Fullerton, CA 92835
Kemp Financial Management LLC

Kemp Financial Management was founded in 1988, we’ve been passionate about making a difference in the lives of our clients, with clear, independent advice to help each client feel financially comfortable and assured.

We believe in building life-long relationships through a unique, holistic approach that allows us to deeply understand your situation, values, needs and hopes everything that is important to you and your family.

We work closely with you to develop thoughtful strategies that are designed to help you achieve your goals and prepare you for all of life’s critical financial events. And we’ll be there to advise you every step of the way.

Kemp Financial Management was founded in 1988 to provide families with independent and objective financial planning and advice. From the beginning, it was important to us to understand our clients’ personal and financial goals, to provide a comprehensive, caring approach, and to be a sounding board and partner in helping those we work with move forward into the future with confidence.

Services

  • Managing resources and your portfolio
  • Tax planning and tax efficiency issues
  • Personal savings
  • Simplifying your financial life
  • Retirement income planning
  • Cash Flow Analysis
  • Education funding
  • Risk Analysis with review of insurance coverage
2286 N State College Blvd, Fullerton, CA 92831
Newcastle Financial Advisors

Newcastle Financial Advisors is here to help you fortify your financial strength as part of a meaningful life, the life you dare to envision for yourself, now and into the future.

Newcastle Financial Advisors will navigate the financial world with you as your trusted advisor – to help you plan for life’s changes, make empowered decisions and pursue long-term financial strategies built on your core values. We are dedicated to seeing you identify and help realize your financial goals and dreams, for you personally, your family or your company.

We invite you to learn more about planning for your future. Also, please get to know our people, our services and our commitment to serve our clients. We welcome you to Newcastle Financial Advisors.

Services

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
2266 N. State College Blvd., Fullerton, California 92831

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