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Masler & Associates

(49)

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Responsive

“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...”

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Prudence CPA

(7)

“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.”

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Smartcpa - Chino Hills

(18)

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“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.”

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Capata

(21)

Responsive
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“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.”

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Robert A. Owens, CPA

(8)

Team
Audit

“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.”

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Todd Hammett Cpa

(3)

“Todd helped me establish my business and as we have grown, continues to make recommendations I would have otherwise not taken advantage of.”

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The 24 firms listed for Laguna Hills, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Laguna Hills, CA

Of the 24 firms we list here, 9 are in Laguna Hills itself and 15 come from towns including Laguna Niguel (7, 4 mi), Laguna Beach (4, 5 mi) and Chino Hills (3, 25 mi). 18 of the firms on this page have a rating, from 4.0 to 5.0 across 163 reviews; 1 has 50 or more reviews and 15 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), financial planning (4), tax services (4), business services (3) and tax planning (3). 3 show a license on their websites and 2 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 47 years. 3 offer payment plans; 6 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; all 24 publish a contact page; 19 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Laguna Hills offer a free first meeting?

6 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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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.”

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IFI Professionals

(2)

“Best place to work.”

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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.”

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Krug Financial Services

(1)

“I had a lovely experience at this location”

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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.”

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Creating Financial Wellness for Single Moms Everyone has a friend or sister or mom who has gone through a divorce and feeling especially vulneralbe financially. With Lucinda's Certified Divorce Financial Analyst (C.D.F.A.) credential, she helps these idividuals get organized and understand their financial choices when facing a separation and divorce. She stays with them through the process and answers the tough questions, including offering other professional referrals when needed.

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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.”

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F Komaili Financial Services

(1)

“He is the best.”

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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%, ...”

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Mobile Tax Service

(1)

“I highly recommend his services to anyone that is looking for a solid dude who knows his stuff.”

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Trusted Financial Advisors

(3)

“They were recommended to us by an ex-colleague, and we do not hesitate to recommend them in turn”

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Emerald Blue Advisors

“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...”

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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...”

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Corporate Finance Associates

“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...”

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Pacific Financial Planners

“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...”

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IAN Financial Group

“Amazing people, great service.”

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The Zandbergen Group

“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...”

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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...”

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Sagent Wealth 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...”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Laguna Hills, CA

Masler & Associates

Prudence CPA

Smartcpa - Chino Hills

Capata

Robert A. Owens, CPA

Todd Hammett Cpa

Area overview: Laguna Hills, CA

Schneyer Financial Services

IFI Professionals

Hoover Financial Consulting

Krug Financial Services

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

Optimize Financial

F Komaili Financial Services

Towneley Capital Management

Mobile Tax Service

Trusted Financial Advisors

Emerald Blue Advisors

WCM Investment Management

Corporate Finance Associates

Pacific Financial Planners

IAN Financial Group

The Zandbergen Group

Munir G Dhalla CPA

Sagent Wealth Management

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

Why these companies made our list

Financial Advisors near Laguna Hills

Popular in Laguna Hills