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.

Masler & Associates, Cpas

Masler & Associates, Cpas

(30)
Business Consulting, Other Services Offered By Masler & Associates, Fbar Reporting
“Applying for a PPP loan isn't an easy process and Sharon was extremely responsive, more than timely in a crunch situation, and handled the whole process from beginning to end.”
In Business Since 2010
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Family Business
16485 Laguna Canyon Rd #230, Irvine, CA
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Prudence CPA

Prudence CPA

(6)
Services For Individuals, Business Services, Tax 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
Licensed, BBB Rating: A+
Offers Financing Options
Accepts All Major Credit Cards
Serving Laguna Niguel Area
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Capata

Capata

(22)
Tax Services, Accounting & Business Advisory, Litigation Support
“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 1992
CAPATA Certified
Accepts All Major Credit Cards
28202 Cabot Rd Suite 525, Laguna Niguel, CA
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Chris B Mizar Accountancy

Chris B Mizar Accountancy

Business Valuation, New Business Formation, Quickbooks Training
“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 1989
Accepts All Major Credit Cards
Transparent Fees & Pricing
Offers Financing Options
Serving Laguna Niguel 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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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 Niguel Area
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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
Serving Laguna Niguel Area
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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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Professional Financial Services

Professional Financial Services

Executive & Employee Benefits, Retirement Planning, Business Planning
“We understand that every client has different needs and resources. That's why we take the time to review your financial situation and offer tailored plans. From developing risk management to setting up executive & employee benefits, O&R Partners is h...”
In Business Since 2019
Serving Laguna Niguel Area
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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
Serving Laguna Niguel Area
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Towneley Capital Management

Towneley Capital Management

“When it comes to managing your assets, make the wise choice.”
In Business Since 1996
Serving Laguna Niguel Area
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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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United States Financial Services

United States Financial Services

(19)
  • Professional
  • Family
  • Job
“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.”
Serving Laguna Niguel Area
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Mobile Tax Service

Mobile Tax Service

(1)
Personal, Business, Financial Planning
“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
Serving Laguna Niguel Area
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Emerald Blue Advisors

Emerald Blue Advisors

“Emerald Blue Advisors, Inc. is a registered investment adviser in California and Arizona. Our firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to perso...”
In Business Since 2012
Serving Laguna Niguel Area
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WCM Investment Management

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...”
In Business Since 1980
Serving Laguna Niguel Area
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Lucinda A. Lambros, C.d.f.a. Registered Representative

Lucinda A. Lambros, C.d.f.a. Registered Representative

Inheritance Services, Family Briefcase
“William G. Ryan is a Registered Representative with almost 28 years experience, having begun his distinguished career in Financial Services in November 1990. Mr. Ryan is a lifelong resident of Orange County, CA; Born, raised and...”
28+ Years Experience
Licensed
28202 Cabot Rd #300, Laguna Niguel, CA
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Advanced Planning Financial

Advanced Planning Financial

In Business Since 2013
Serving Laguna Niguel Area
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Wolf Thomas J

Wolf Thomas J

Overview, Retirement, Insurance
“As your Financial Professionals, we will do everything in our power to educate you, keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realiz...”
In Business Since 2002
28202 Cabot Rd # 253, Laguna Niguel, CA
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Accounting & Tax Solutions-Certified Public Accountants

Accounting & Tax Solutions-Certified Public Accountants

Business Services, Tax Services, Quickbooks Services
“According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.”
In Business Since 2008
Transparent Fees & Pricing
Serving Laguna Niguel Area
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Assembly Pointe Financial

Assembly Pointe Financial

“APF: provider of health insurance, retirement plans and supplemental benefits. We integrate your benefit plans with other HR services.”
In Business Since 2008
Laguna Niguel, CA
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Platinum 1031 Exchange

Platinum 1031 Exchange

Individual
“"I sold my business and my building at the same time. I was able to do one transaction and was able to get great tax advice on my business proceeds while deferring ALL my real estate portion. I could have taken the money but the government already ge...”
In Business Since 2015
30131 Town Center Dr #180, Laguna Niguel, CA
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Pacific Financial Planners

Pacific Financial Planners

“All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee o...”
In Business Since 2011
30131 Town Center Dr Suite 105, Laguna Niguel, CA
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The Zandbergen Group

The Zandbergen Group

Blog, Podcast, Awards and Publications
“Zandbergen Group, LLC is a DBA of Axxcess Wealth Management, LLC (“Axxcess”), a registered investment advisor. Advisory services are only offered to clients or prospective clients where Axxcess and its representatives are properly licensed or exempt ...”
In Business Since 2012
Licensed
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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