Best Financial Advisors in Laguna Niguel, CA

The highest-rated Financial Planning & Wealth Management firms out of 389 vetted & reviewed in the Laguna Niguel area.

Capata

Capata

(20)
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 1989
Accepts All Major Credit Cards
Average Price Tag
28202 Cabot Rd Suite 525, Laguna Niguel, CA
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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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Omega Accounting Solutions

Omega Accounting Solutions

(1)
“It's hard owning a small business and navigating profit and loss, and how to assess the health of my business finances.”
In Business Since 2007
Below Average Price Tag
27601 Forbes Rd UNIT 13, Laguna Niguel, CA
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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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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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Ameri Estate Legal Plan

Ameri Estate Legal Plan

(11)
Elder Abuse, VA Benefits
“I even have recommended others as the process was so easy.”
In Business Since 1999
Average Price Tag
Transparent Fees & Pricing
3525 Hyland Ave #150, Costa Mesa, CA
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Crossroads Planning

Crossroads Planning

(7)
  • Tax
  • Questions
“But in the last few years we have been realizing that he has been agitated whenever my husband or I had any questions and our tax refunds seemed off and we were getting less and less.”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
765 The City Dr S #390, Orange, CA
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Stephen V Prichard CPA CFP

Stephen V Prichard CPA CFP

(6)
“Everyone deserves a second chance especially after your efforts to touch base with me and your explanation that you were going through some tough times in your office.”
In Business Since 2014
5882 Bolsa Ave Suite #130, Huntington Beach, CA
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Frank Deptola& Associates

Frank Deptola& Associates

(1)
Wealth Harbor
“, Frank, a treasured friend,and financial advisor, he works diligently to give his clients the best bang for their dollars and help grow your portfolio.”
In Business Since 2012
Licensed
2400 E Katella Ave #800, Anaheim, CA
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Provence Wealth Management Group

Provence Wealth Management Group

(1)
Financial Planning, Investment Management, Family Office
“They helped me strategize a plan based on my goals that incorporate retirement planning, tax strategies, and even unique healthcare solutions to help maximize my finances.”
In Business Since 2000
Licensed
9481 Irvine Center Dr, Irvine, CA
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Compak Asset Management

Compak Asset Management

(2)
“I really liked what he had to say so I contacted the company and blindly moved my portfolio to him from the east coast (where I wasn't making money with 3 different brokers).”
15+ Years Experience
CFP, CFP, CFP, CFP, CLU, CLU, CFP, CFP, CFP, CFP Certified
1801 Dove St, Newport Beach, CA
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The Blackmont Group

The Blackmont Group

(1)
“He has such a positive demeanor and really takes the time to listen to his clients.”
In Business Since 2015
Below Average Price Tag
1440 N Harbor Blvd #900, Fullerton, CA
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Find My Way Home

Find My Way Home

(18)
  • Knowledge
  • Questions
  • Information
“We're now looking forward to working with a lender in his network to obtain our mortgage - I think it's very rare for someone to provide their business expertise and knowledge to help people in such an honest way and I'm happy to recommend this servi...”
In Business Since 2003
Emergency Services
Transparent Fees & Pricing
2130 Main St #290, Huntington Beach, CA
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Speedy Credit Repair

Speedy Credit Repair

(19)
  • Car
  • Credit Score
  • Company
“In so little time I was able to get approved for a house loan and a car , I would call Chris at anytime and he would always answer any question I had , Thumbs up to This honest Legit company So easy to work with and fast efficient service”
In Business Since 2002
Emergency Services
117 Main St #202, Huntington Beach, CA
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Trnxn Company

Trnxn Company

(10)
  • Restaurant
“We met with these guys years ago and just pulled the trigger a few weeks ago.”
In Business Since 2021
Emergency Services
Transparent Fees & Pricing
2901 West Coast Hwy Suite 200, Newport Beach, CA
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Tax Law Advocates

Tax Law Advocates

(20)
Tax Preparation, Offer and Compromise, Assessment Correction
“My situation was dicey, super-dicey, but the team at Tax Law Advocates worked with the IRS on my behalf until they got an approved payment plan in place to resolve my old debt, and worked with me to structure my business finances and payroll reportin...”
In Business Since 2010
Licensed, BBB Accredited
Free Initial Consultation
3611 S Harbor Blvd #150, Santa Ana, CA
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Smart CPA - Anaheim

Smart CPA - Anaheim

(18)
Cash Flow Management, Accounting Services, Tax Services
“They have some eagle-eyed member of staffs like Fatima and Susana who will help your business cut down losses from fraudulent and unauthorized transactions.”
In Business Since 2007
ATTORNEYS Certified
Free Initial Consultation
Family Business
518 S Brookhurst St Ste 4, Anaheim, CA
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Modern Wealth Law

Modern Wealth Law

(19)
  • Probate
  • Trust
  • Questions
“John and his staff were incredibly patient with us as we asked countless questions and took our time to decide exactly how we wanted to craft the document.”
In Business Since 2014
Licensed
Accepts Check, Cash, All Major Credit Cards
Average Price Tag
3200 Park Center Dr #260, Costa Mesa, CA
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The Reverse Advisor

The Reverse Advisor

(20)
Reverse Mortgages
“Kent has the incredible gift of taking a seemingly daunting financial instrument such as a reverse mortgage and simplifying it so that it can be understood at the most basic level of financial competence but he can also speak with great sophisticatio...”
In Business Since 2018
Licensed
Accepts Financing available, No credit cards
27101 Puerta Real #150, Mission Viejo, CA
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Retirement Planning and Investment Management Services Estimated Cost in Laguna Niguel, CA 2022

Minimum cost
$1100
Maximum cost
$9350
National Average
$3301
Avg Per Hour Rates
$330
$2200
$6051
Fair price range based on 167 cost profiles
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Average Cost $3301
Minimum cost $1100
Maximum cost $9350
Avg Per Hour Rates $330

Average range $2200 to $6051 is based on 167 cost profiles.

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