Laguna Hills, CA

Popular Cities

Laguna Hills, CA
Join as a Pro

Best Financial Advisors in Laguna Hills, CA

The highest-rated Financial Planning & Wealth Management companies out of 157 vetted & reviewed in the Laguna Hills area.

View Profile
Masler & Associates

Masler & Associates

(49)
Other Services Offered By Masler & Associates Inc., Financial Planning, Fbar Reporting
“We had to set up a corporation and grow and manage a new practice and its often felt like we were flying by the seat of our pants, trying to learn the ins & outs of corporate ownership, taxation strategies and just staying above water through this pa...”
In Business Since 2013
Family Business
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
16485 Laguna Canyon Rd #230, Irvine, CA
i
View Profile
Prudence CPA

Prudence CPA

(7)
Services For Individuals, Quickbooks Services, Business Services
“Very knowledgeable and takes the time to explain to his clients what is best for them and also educates his client to his best ability about changes and new laws that keep changing in the taxes area.”
In Business Since 2016
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
25201 Paseo De Alicia #116, Laguna Hills, CA 92653
i
View Profile
Smartcpa - Chino Hills

Smartcpa - Chino Hills

(18)
Accounting Services, Cannabis Accounting, Tax Services
“I used to do my own taxes and since i started with them they have saved me many tax dollars, in fact I could kick myself for not using them sooner.”
In Business Since 2007
Family Business
ATTORNEYS Certified
Free Initial Consultation
5843 Pine Ave, Chino Hills, CA
i
View Profile
Capata

Capata

(21)
Accounting & Business Advisory, Litigation Support, Fractional CFO
“They have also guided us to additional resources, such as a wealth management professional, which has helped my wife and me to get serious about our future retirement and income planning.”
In Business Since 2016
28202 Cabot Rd Suite 525, Laguna Niguel, CA
Featured

Looking for top-tier Southern California accountants? Look no further than CAPATA! Our team of expert accountants is dedicated to providing you with unparalleled financial services that will not only meet but exceed your expectations. At CAPATA, we understand the unique financial challenges faced by businesses in Southern California, and we have the expertise to help you navigate them successfully. With years of experience in the industry, our Southern California accountants are well-versed in tax planning, financial analysis, and business consulting. Our commitment to excellence extends to every aspect of our service. Whether you're a small business owner or a corporate entity, we tailor our solutions to suit your needs. From tax preparation to strategic financial planning, we've got you covered. What sets us apart from the rest? It's our unwavering dedication to your financial success. When you choose CAPATA, you're choosing a partner who is invested in your prosperity. We pride ourselves on our integrity, reliability, and the trust we've built with our clients over the years. Experience the difference of working with Southern California accountants who truly understand your unique financial landscape. Contact CAPATA today and take the first step towards financial excellence. Your success is our business! Visit our website for more information and to schedule a consultation with our team of Southern California accountants. Let us help you achieve your financial goals.

i
View Profile
Robert A. Owens, CPA

Robert A. Owens, CPA

(8)
Business Services, Tax Services, Industries
“I have worked with Robert Owens, CPA and his staff for well over 10 years and have been impressed with their knowledge particularly in the area of the common interest association type of financial reporting and codes.”
In Business Since 1990
Offers Financing Options
Accepts Check, Cash
Transparent Fees & Pricing
27792 El Lazo, Laguna Niguel, CA
i
View Profile
Todd Hammett Cpa

Todd Hammett Cpa

(3)
Business Services, Individual Services, Tax Services
“Todd helped me establish my business and as we have grown, continues to make recommendations I would have otherwise not taken advantage of.”
In Business Since 2008
Transparent Fees & Pricing
1000 N Coast Hwy #1, Laguna Beach, CA
i
View Profile
Schneyer Financial Services

Schneyer Financial Services

“A superior Certified Public Accountant (CPA) firm is known for their expertise, the service quality and their attention to detail. We specialize in Income Tax Return preparation but also provide a wide variety of accounting and financial services.”
In Business Since 2011
Transparent Fees & Pricing
Coupons & Offers
24422 Avenida De La Carlota, Laguna Hills, CA 92653
i
View Profile
IFI Professionals

IFI Professionals

(2)
Accounting/Erp System – Implementation, Enhancement & Managed Services, Software Implementation, Continuous Planning (Fp&a) – Implementation & Managed Services
“Best place to work.”
In Business Since 2018
Serving Laguna Hills Area
i
View Profile
Hoover Financial Consulting

Hoover Financial Consulting

(1)
“We became a client a several years back, and we have always been very pleased with his work, and with his bedside manner; Adam is such a breath of fresh air in the CPA industry.”
In Business Since 2005
Transparent Fees & Pricing
5877 Pine Ave #200, Chino Hills, CA
i
View Profile
Krug Financial Services

Krug Financial Services

(1)
“I had a lovely experience at this location”
In Business Since 2018
Licensed
Free Initial Consultation
30472 Almira, Laguna Niguel, CA
i
View Profile
W.i.t. Financial Services - Divorce Knowing Your Options

W.i.t. Financial Services - Divorce Knowing Your Options

(2)
“Her expertise, guidance, compassion, and professionalism will assist you in this extremely important and stressful time.”
In Business Since 2021
28202 Cabot Rd #300, Laguna Niguel, CA
i
View Profile
F Komaili Financial Services

F Komaili Financial Services

(1)
“He is the best.”
In Business Since 2009
25255 Cabot Rd #203, Laguna Hills, CA 92653
i
View Profile
Optimize Financial

Optimize Financial

(1)
“They even have their own app to help organize all of your tedious paperwork - from taxes to trust accounts and all of your investment docs.”
In Business Since 2005
23212 Mill Creek Dr, Laguna Hills, CA 92653
i
View Profile
Towneley Capital Management

Towneley Capital Management

“2023 was a year of resilience in the face of economic and market challenges. Despite a banking crisis, inflationary pressures, Fed tightening, weakening economic data, and stagnant corporate earnings, the Russell 3000 Index finished the year up 26%, ...”
In Business Since 1996
23197 La Cadena Dr, Laguna Hills, CA 92653
i
View Profile
Mobile Tax Service

Mobile Tax Service

(1)
Personal, Back Taxes?, Business
“I highly recommend his services to anyone that is looking for a solid dude who knows his stuff.”
In Business Since 2008
Transparent Fees & Pricing
24881 Alicia Pkwy E-144, Laguna Hills, CA 92653
i
View Profile
Trusted Financial Advisors

Trusted Financial Advisors

(3)
“They were recommended to us by an ex-colleague, and we do not hesitate to recommend them in turn”
In Business Since 2003
Transparent Fees & Pricing
30101 Town Center Dr, Laguna Niguel, CA
i
View Profile
Emerald Blue Advisors

Emerald Blue Advisors

Investment Management, Insurance Strategies, Financial Planning
“Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insuran...”
In Business Since 2012
25201 Paseo De Alicia Suite 125, Laguna Hills, CA 92653
i
View Profile
WCM Investment Management

WCM Investment Management

“WCM Investment Management | WCM Investment Management provides innovative, growth equity investment advisory services. Our firm focuses on fundamental, original equity research as the foundation for superior portfolio returns. We are a responsive com...”
In Business Since 1981
Serving Laguna Hills Area
i
View Profile
Pacific Financial Planners

Pacific Financial Planners

Retirement Planning, Estate Planning, Financial Planning
“When it comes to growing your money over the long-term, studies have shown that tax advantage is one of the biggest benefits you could have in growing your money. Tax advantage is a main reason Individual Retirement Accounts (IRAs) and 401(k)s are so...”
In Business Since 2012
Free Initial Consultation
30131 Town Center Dr Suite 105, Laguna Niguel, CA
i
View Profile
Corporate Finance Associates

Corporate Finance Associates

Sell Side Advisory, Exitplanning, Buy Sideadvisory
“Corporate Finance Associates Worldwide (CFAW) is an independent international investment banking firm serving middle-market businesses. For over 65 years CFAW has been advocating on behalf of business owners who are restructuring a company, either th...”
In Business Since 1997
Offers Financing Options
23461 S Pointe Dr # 180, Laguna Hills, CA
i
View Profile
IAN Financial Group

IAN Financial Group

“Amazing people, great service.”
In Business Since 2018
Free Initial Consultation
13920 City Center Dr #235, Chino Hills, CA
i
View Profile
The Zandbergen Group

The Zandbergen Group

Podcast, Awards and Publications, Videos
“You have worked hard to build your wealth, and our team of award-winning wealth advisors provides investment solutions, sophisticated advice and custom services aligned to allow you to enjoy that wealth. As a comprehensive financial advisory firm and...”
In Business Since 2012
Licensed
Serving Laguna Hills Area
i
View Profile
Munir G Dhalla CPA

Munir G Dhalla CPA

“MGD CPA has been servicing clients across the United States for over 30 years with a focus on midsize and large business with annual gross receipts of more than $1MM. During that time, we've adapted our service offerings to match the varying nature o...”
In Business Since 2006
Free Initial Consultation
23276 S Pointe Dr STE 219, Laguna Hills, CA 92653
i
View Profile
Sagent Wealth Management

Sagent Wealth Management

Complimentary Financial Checkup, Educational Savings Plans, Investment Management
“Sagent Wealth Management provides Investment Advice, Estate Planning and Financial Planning services along with complimentary financial check ups. Clientele of the firm come from a broad array of backgrounds but share a common desire to have a truste...”
In Business Since 2009
Serving Laguna Hills Area
i

Retirement Planning and Investment Management Services in Laguna Hills, CA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 302 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 302 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Laguna Hills

Popular in Laguna Hills

, CA
Back To Top