Robert A. Owens, CPA
“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.”
Best Financial Advisors in Laguna Hills, CA
15 firms listed · 11 in Laguna Hills · 1 open weekends · 8 rated 4.5+
Data verified October 17, 2026
W.i.t. Financial Services - Divorce Knowing Your Options
“I highly suggest scheduling an appointment with her!”
Optimize Financial
“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.”
F Komaili Financial Services
Towneley Capital Management
Mobile Tax Service
“I highly recommend his services to anyone that is looking for a solid dude who knows his stuff.”
The 15 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 15 firms we list here, 11 are in Laguna Hills itself and 4 come from Laguna Niguel (4 mi). 10 of the firms on this page have a rating, from 3.8 to 5.0 across 29 reviews; 8 are rated 4.5 or higher. 1 is open on Saturdays. 12 have ten or more years of experience, the longest 36 years. 3 offer payment plans and 2 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 14 publish a contact page; 11 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?
2 of the 15 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.
Trusted Financial Advisors
“They were recommended to us by an ex-colleague, and we do not hesitate to recommend them in turn”
Emerald Blue Advisors
Corporate Finance Associates
Pacific Financial Planners
Munir G Dhalla CPA
Razi Capital
MBC Consulting Group
“Unbeatable service, very happy with your advice”
Financial Planning Group
C.p.a. Financial Group
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
