Laguna Hills, CA

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Laguna Hills, CA
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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.

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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 2012
Family Business
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
16485 Laguna Canyon Rd #230, Irvine, CA
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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 2015
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
25201 Paseo De Alicia #116, Laguna Hills, CA 92653
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Smartcpa - Chino Hills

Smartcpa - Chino Hills

(16)
Accounting Services, Cannabis Accounting, Tax Services
“They can help you get out of your tax burden all you need is talk to them about your problems and they would try their best to help you overcome.”
In Business Since 2007
Family Business
ATTORNEYS Certified
Free Initial Consultation
5843 Pine Ave, Chino Hills, CA
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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.

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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 1991
Offers Financing Options
Accepts Check, Cash
Transparent Fees & Pricing
27792 El Lazo, Laguna Niguel, CA
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Chris B Mizar Accountancy

Chris B Mizar Accountancy

Non-Profit Organizations, Personal Financial Planning, Small Business Accounting
“At Chris B Mizar, CPA, we've been serving the accounting needs of Laguna Hills, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.”
In Business Since 1991
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
25431 Cabot Rd, Laguna Hills, CA 92653
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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
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Driven Financial

Driven Financial

(5)
Services, Business Solutions
“I met the Driven Financial team and was thoroughly impressed by their knowledge, attention to detail and willingness to create a plan specifically for me.”
In Business Since 2020
Licensed
29991 Canyon Hills Rd #1709, Lake Elsinore, CA
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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
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Restructuring Advisory Group

Restructuring Advisory Group

(4)
“Craig was very supportive thru a difficult time and was instrumental in securing interim financing needed to protect all of my assets.”
In Business Since 2016
Offers Financing Options
Serving Laguna Hills Area
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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
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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
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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
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F Komaili Financial Services

F Komaili Financial Services

(1)
“He is the best.”
In Business Since 2008
25255 Cabot Rd #203, Laguna Hills, CA 92653
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Mortgage America

Mortgage America

(1)
“They really take the time to simplify the process, communicate well every step of the way, and provide excellent service.”
30+ Years Experience
28202 Cabot Rd #300, Laguna Niguel, CA
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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
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Towneley Capital Management

Towneley Capital Management

“On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel killing hundreds and plunging the region into further conflict. Israel immediately declared war on Hamas, responded with air strikes, and called up 300,000 army reservi...”
In Business Since 1996
23197 La Cadena Dr, Laguna Hills, CA 92653
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Professional Financial Services

Professional Financial Services

“Our dedicated advisors will guide you through tailored strategies and financial solutions, empowering you to retire with confidence and fully savor the rewards of your hard work, all while ensuring your financial well-being withstands the test of tim...”
In Business Since 2023
23161 Mill Creek Dr #340, Laguna Hills, CA 92653
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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
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United States Financial Services

United States Financial Services

(19)
  • Professional
  • Price
  • Family
“Ariya was extremely proficient in his explanation of pricing and how mortgage rates functioned, he went above and beyond to spend his own personal time in showing me the most efficient financial path towards refinancing my house.”
23276 S Pointe Dr # 208, Laguna Hills, CA 92653
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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
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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
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KNR Consulting Group & Wealth Management

KNR Consulting Group & Wealth Management

(3)
“We have always been given good advice for our investments, tailored to our needs, with the level of financial protection and security we needed.”
In Business Since 2020
28202 Cabot Rd Suite #445, Laguna Niguel, CA
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Advanced Planning Financial

Advanced Planning Financial

In Business Since 2015
25411 Cabot Rd Suite 209, Laguna Hills, CA 92653
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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
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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.

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