View Profile

Life Design Financial & Insurance Services

(23)

Needs
Solid
Knowledge

“However, after sitting down with him and feeling comfortable with him as a person as well as his expertise in his field, I decided to make a switch to his company and am happy that I did.”

i

View Profile

Yogi CPA

(13)

Communication
Tax Return
Small Business

“They also help with out of state investment taxes and make the process easy, not to mention coordinate with other tax teams in case you're filing something jointly with a biz partner.”

i

View Profile

Crossroads Planning

(12)

Tax
Team
Expertise

“I would not hesitate to work with Tony again in the future and highly recommend Crossroads Planning to anyone looking for a reliable and professional service.”

i

View Profile

Farther Advisors - Financial Planner Orange County

(14)

Goals
Wealth
Knowledge

“On a quarterly basis, we meet to check in and discuss the best financial strategy which aligns with market performance (past, present and projected), my risk tolerance, and meet our mutual short/long-term goals.”

i

View Profile

Maurer, Gittings & Graf

i

View Profile

Keep It Simple Financial Planning

(8)

Knowledge
Understand

“He is remarkably thorough, attentive, detail-oriented, considerate, patient, trustworthy, ethical, realistic, insightful, intelligent, knowledgeable, kind, and caring.”

i

The 24 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 24 firms we list here are in Orange itself. We have 26 firms in Orange on file; this page shows the highest-rated 24. 12 of the firms on this page have a rating, and all of them are rated 5.0, across 86 reviews. 1 is open on weekends. The services the firms on this page list most often on their websites are investment planning (2), retirement planning (2) and tax services (2). 7 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. 4 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 21 list a public email and 5 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?

5 of the 24 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.

View Profile

B W & Associates

i

View Profile

Pacific Investment Research

i

View Profile

Frank Deptola& Associates

(1)

“, 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.”