Life Design Financial & Insurance Services
“Scott does a great job both communicating with his clients as well as listening to their their concerns, and goals.”
Best Financial Advisors in Orange, CA
21 firms listed · all 21 in Orange · 11 rated 4.5+ · 6 show a license
Data verified October 17, 2026
Crossroads Planning
“He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail.”
Yogi CPA
“We really appreciate Zunie and her team's accounting expertise, and they have been wonderful to work with year-round and for our tax preparations.”
Maurer, Graf & Rivera
B W & Associates
Pacific Investment Research
The 21 firms listed for Orange, 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: Orange, CA
All 21 firms we list here are in Orange itself. We have 26 firms in Orange on file; this page shows the highest-rated 21. 11 of the firms on this page have a rating, from 4.8 to 5.0 across 107 reviews. The services the firms on this page list most often on their websites are investment planning (2), retirement planning (2) and tax services (2). 6 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 3 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 21 of the firms on this page; 19 publish a contact page; 17 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Orange take financial planning bookings online?
4 of the 21 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Marigold Financial Partners
“She keeps me informed on my portfolio and recommended actions for my best interests.”
Money Managers
“Money Managers has done a great job in implimenting A.”
Frank Deptola& Associates
Ametrine Wealth Strategies
Orange Capital Management
Cole & Company Wealth Management
John Bustrum Financial
Guardian Financial Partners
“The team listens to my market concerns and my objectives for my portfolio and works diligently to accomplish the goals and milestones.”
Jeff Gielau, Chfc, Retirement Planning
“I worked with Jeff for my retirement planning and was extremely pleased with how he handled the service.”
Romero Wealth Management
Balancing Life Financial Planning
Secura Financial Planning & Wealth Management
Nurture Financial Planning
Retirement Service Group
Tabr Capital Management
Why these companies made our list
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