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.”

“Their professionalism and wide range of services makes it easy to highly recommend Investlinc Wealth Services to anyone who is looking for a dedicated team who will provide exceptional service and sage advice in these increasingly interesting times.”

“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...”

“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...”

“Husami and Associates was recommended by our estate lawyer, (Jeffrey Cavin, also excellent!”

“Hate brea”

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

“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.”

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

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

“I feel comfortable working with Nexgen and would recommend them to anyone looking for financial advice.”

“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 ...”

“Aduna Capital provides investment management services in which clients grant our firm the ability to utilize discretion in managing the Client's investment account. Specifically, the client grants our firm full power to direct, manage, and change the...”

“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...”

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”

“Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.”

“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...”

““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...”