Best Financial Advisors in Laguna Niguel, CA

The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the Laguna Niguel area.

Impact Leadership Network

Impact Leadership Network

(49)
  • Financial Freedom
  • Learned
  • Financial Literacy
“Her expertise allows for educating conversations about my plans so that I can make sure I am making the right decisions for myself and not just relying on someone else.”
In Business Since 2024
Licensed
Coupons & Offers
Serving Laguna Niguel Area
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Gerber & Co

Gerber & Co

(46)
Engagement, Family Office / Business Management, Audits, Reviews, Compilations & Forensic Accounting
“The Gerber professionals are experts in their field and provide excellent strategic tax advice - not just filling in forms like many tax accountants do.”
In Business Since 2013
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Family Business
1880 Century Park E Second Floor, Los Angeles, CA
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Atlantic Tax Services

Atlantic Tax Services

(48)
  • File
  • Questions
  • Team
“Take the stress out of taxes and make sure you're getting the best refund!”
In Business Since 2013
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Free Initial Consultation
744 S Atlantic Blvd, East Los Angeles, CA
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Stone & Sallus

Stone & Sallus

(46)
Liquidated Damages Clauses, Business Law, Business Torts
“Given that it was my first time searching for a lawyer, I was very apprehensive as to the process but after speaking with Jason I am hopeful that Stone & Sallus will be able to help my family and I with our legal needs.”
In Business Since 2018
Licensed, BBB Rating: A
Accepts Cash, Check
Serving Laguna Niguel Area
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The Hayes Law Firm - Estate Planning & Probate Attorneys

The Hayes Law Firm - Estate Planning & Probate Attorneys

(48)
Estate Plan, Asset Protection, Probate Administration
“Mr Hayes was very professional, always returned my call promptly, put me on the right path about what I needed for my situation and overall a very informative polite man.”
In Business Since 2018
Licensed
Family Business
Accepts All Major Credit Cards
729 Mission St UNIT 300, South Pasadena, CA
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The Plan Writers

The Plan Writers

(48)
  • Information
  • Business Plan
  • Team
“Not only did Matt Khalili, the CEO, provide personal guidance throughout my project, but his expertise played a pivotal role in realizing my objectives.”
In Business Since 2022
Transparent Fees & Pricing
Free Initial Consultation
10250 Constellation Blvd #2300, Los Angeles, CA
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Tax Payers Services

Tax Payers Services

(4)
“Tax Payers Services are professional and knowledgeable.”
In Business Since 2004
Accepts All Major Credit Cards
Coupons & Offers
Transparent Fees & Pricing
901 S La Brea Ave #4, Los Angeles, CA
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Jeung Agency

Jeung Agency

(49)
Life Insurance, Retirement Planning, Wealth Management
“He had a back up solution depending on if you weren't approved, and more importantly he wants what's best for you based on what you feel best suits you and your family.”
In Business Since 2019
5670 Wilshire Blvd, Los Angeles, CA
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Empress Investment Group

Empress Investment Group

(50)
  • Attention
  • Team
  • Retirement
“Meagan and her team are a group of professionals that have guided my personal finances and wealth management strategies with solid advice and insightful guidance regardless of market conditions.”
In Business Since 2009
321 N Larchmont Blvd Suite 800, Los Angeles, CA
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Maurice Joffe Tax Services

Maurice Joffe Tax Services

(38)
Tax Services, Business Services, Services For Individuals
“I was looking for someone to help me with my taxes and I found this company in yelp, everyone is very friendly and well knowledge upon, this guy Carlos helped me a lot he's nice I've been trying to do my taxes with a friend of mine but I had a troubl...”
In Business Since 1968
Transparent Fees & Pricing
12222 Wilshire Blvd #106, Los Angeles, CA
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Oren Hen EA

Oren Hen EA

(38)
  • Saving
  • Accountant
  • Questions
“Gave oren a call and explained our situation and he immediately took us on and went right to work completing our business and personal taxes in a thorough and expedited manner.”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
6404 Wilshire Blvd #800, Los Angeles, CA
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Efros Financial -

Efros Financial -

(33)
Business Consulting, Bookkeeping, Tax Preparation
“Needless to say, Alex is highly regarded and greatly recommended as an exceptional tax expert by myself and considerably many others for very good reason.”
In Business Since 2018
Free Initial Consultation
10866 Wilshire Blvd # 400, Los Angeles, CA
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RVW Wealth

RVW Wealth

(50)
  • Management
  • Team
  • Knowledge
“Investments that have a higher straight line, comparatively, by steadily overcoming fluctuations, provide the shortest distance to growth of your portfolio.”
In Business Since 2016
CISA Certified
1880 Century Park E #200, Los Angeles, CA
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TIR Public Adjusters

TIR Public Adjusters

(22)
Business Property Damage, Wind Damage Insurance Claims, Water Damage Insurance Claims
“This is a long story short, if you got screwed by Insurance companies and have a problem to get done everything right , Ashot is the key solution for this, very knowledgeable and friendly person, Highly recommended.”
In Business Since 2015
Licensed
Emergency Services
Free Initial Consultation
401 N Kenwood St #304, Glendale, CA
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Edwin Does Taxes

Edwin Does Taxes

(36)
  • Doubt
  • Team
  • Informative
“After looking at a relatively simple tax form (unemployment due to COVID), listening to me and understanding that I am going through a huge hardship right now due to COVID, they offered me a lower cost on their services because i've been a loyal cust...”
In Business Since 2013
12950 Paramount Blvd #203, Downey, CA
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Financial Counseling Center

Financial Counseling Center

(41)
  • Bankruptcy
  • Team
  • Grateful
“Michael really took his time to provide with all the necessary information, to put my fears aside about financial legal process and to see how money works in this country with realism”
In Business Since 2003
Se Habla Español
4221 Wilshire Blvd Suite 255, Los Angeles, CA
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Kennedy Wealth Management

Kennedy Wealth Management

(35)
  • Fear
  • Retirement
  • Team
“I specifically like the way Mark keeps us apprised of current market conditions and ensures our position is always in tune with our specific requirements, needs and desires.”
In Business Since 2010
Free Initial Consultation
Serving Laguna Niguel Area
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1st Quality Tax Service

1st Quality Tax Service

(22)
Unfiled Return Completion, Tax Services, Tax Problem Resolution
“We have referred Dwayne to several people seeking a long term tax prepare company and have only received positive feedback and extremely satisfied families with plans to refer others as 1st Quality Tax Service have amazing referral incentives.”
In Business Since 2007
Transparent Fees & Pricing
1401 N La Brea Ave, Inglewood, CA
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Schomer Law Group

Schomer Law Group

(38)
Lgbtq Estate Planning, Estate Planning, Probate
“After years of searching, Scott Schomer and his law group provided exceptional advice and preparation for organizing a trust to protect my assets over time.”
In Business Since 2008
Accepts All Major Credit Cards
Family Business
Serving Laguna Niguel Area
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Herbert Financial Group - Empowering Business Owners

Herbert Financial Group - Empowering Business Owners

(31)
Home, Leadership Team, Media
“Honesty and knowledge on matters of Tax Mitigation for business owners via Defined Cash Benefits programs, Long Term Care Insurance and Life Insurance policies that meets the needs of the client.”
In Business Since 2020
635 W Foothill Blvd, Monrovia, CA
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Peak Financial Planning

Peak Financial Planning

(27)
  • Explanations
  • Retirement
  • Future
“I've known Eric for about eight years and when I learned he was launching a financial planning and wealth management business, I was eager to get started.”
In Business Since 2021
Transparent Fees & Pricing
Remote Consultations Available
Free Initial Consultation
Serving Laguna Niguel Area
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Paragon Business Solutions

Paragon Business Solutions

(6)
Services For Individuals, Business Services, Tax Services
“! Alex @ Paragon Business Solutions really took his time and helped me understand things no one else could”
In Business Since 2008
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Free Initial Consultation
Serving Laguna Niguel Area
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Tax Legend

Tax Legend

(34)
  • Season
  • Tax Services
“Staff is friendly an very knowledgeable Sha Sha Freeman will handle any tax problem and will to it with such class I recommend that for this upcoming tax season stop by and let her and the Tax Legend crew give you the best”
In Business Since 2014
Transparent Fees & Pricing
1855 West Manchester Ave, Los Angeles, CALIFORNIA,
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Paymentcloud

Paymentcloud

(33)
  • Fees
  • Company
  • Merchant Account
“I've worked with over 6 processors and have worked with many customer service representatives, she is by far somebody you want to work with and somebody who deserves a raise.”
In Business Since 2016
Remote Consultations Available
Serving Laguna Niguel Area
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Retirement Planning and Investment Management Services in Laguna Niguel, CA Cost Estimates

Minimum cost
$1094
Maximum cost
$9298
National Average
$3282
Avg Per Hour Rates
$329
$2188
$6017
Fair price range is based on 405 cost profiles
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Average Cost $3282
Minimum cost $1094
Maximum cost $9298
Avg Per Hour Rates $329

Fair range $2188 to $6017 is based on 405 cost profiles.

Why these companies made our list

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