Best Financial Advisors in Laguna Niguel, CA

“Not only did they guide me through this difficult time, but they were also able to help me put together the buy-sell agreement necessary to acquire full ownership of my business.”

“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.”

“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.”

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

“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.”

“Best place to work.”

“Her expertise, guidance, compassion, and professionalism will assist you in this extremely important and stressful time.”

“He is the best.”

“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.”

“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%, ...”

“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...”

“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...”

“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...”

“Very efficient problem-solving and great communication with their customers.”

“The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC. Bart A. Zandbergen, CA Insurance License #OA96242.”