Best Financial Advisors in Brea, CA

“We have referred Dwayne to several people seeking a long term tax prepare company and have only received positive feedback and extremely satisfied families with plans to refer others as 1st Quality Tax Service have amazing referral incentives.”

“I wanted to take a moment to share my experience with BRHE Group that has been an invaluable asset to my business and personal tax needs.”

“Have provided our family with a clear path to financial freedom through their expertise and meticulous attention to detail in every aspect of our portfolio.”

“I cannot imagine another realtor with her skillset - her intelligence, integrity, work ethic, eye for detail + interior design, financial know-how, communication and negotiation skills, and her genuine love and caring make her unique, in my experienc...”

“Truly he is a person of high integrity - added to the fact that he has a good heart and is willing to go the extra mile for his clients.”

“Lisa Silva is great , she takes the time to make sure you receive what you have coming back to you is correct , once you see how she sets everthing up ,each year it gets Easter , I have done my own taxes for over 20 years and I will never do them mys...”

“Thanks to The CARE program and our realtor Chris Diaz we our living out our dream an enjoying our home.”

“Hate brea”

“Danielle and her staff are knowledgeable, friendly, and very good at helping grow and protect your investments.”

“She is so genuine and really cares and does a fantastic job managing our investments.”

“This is the promise I make to all you, my valued clients, most of whom I have known and served for over twenty years. And also to you the new client who looks to find someone they can put their trust in. I value you all and thank you for allowing me ...”

“We are dedicated to providing sudden singles, pre-retirees, and business owners with personalized solutions and exceptional service to help them pursue financial goals with confidence. Learn more about our commitment to your financial well-being toda...”

““Minimal fund fees” applies to the vast majority of our models. Some clients may hold legacy fee-bearing mutual funds and ETFs. Some clients may hold low-fee-bearing ETFs, in particular to get exposure to the fixed income asset class or alternative a...”

“We start by learning about your investment goals and tolerance for risk using interviews, questionnaires, and SOPHISTICATED SOFTWARE FROM RISKALYZE. Then we design a customized investment portfolio for you that may include mutual funds, exchange trad...”

“We are fiduciaries. As a registered investment advisor*, our business is structured so that we act in the best interest of the client at all times. Not only is our business held to this higher standard, but a CERTIFIED FINANCIAL PLANNER™ professional...”

“True wealth management encompasses every part of your life. We believe your wealth can align with the purpose and vision you have for yourself, your family, and the causes most important to you. This approach is what makes Evoke Wealth Management uni...”

“Secured Retirement Incorporated was founded in 1981. Our motto is: "Providing Retirement Plan sponsors with solutions to retirement plan installation and annual administration." To that end, Secured Retirement Incorporated continues to operate on a F...”

“We hire team members that possess far more than technical expertise. Our team is comprised of hard working and caring individuals that take pride in the quality of their work, and love to serve our clients above all else. Over the years we have caref...”

“At DES Financial Group, we bring together your financial resources to provide an efficient and productive plan using sensible fee-based asset management and comprehensive financial planning. Our approach strives to help you invest conservatively, red...”