Best Financial Advisors in Orange, CA

The highest-rated Financial Planning & Wealth Management companies out of 189 vetted & reviewed in the Orange area.

Liberty Debt Relief

Liberty Debt Relief

(50)
Debt Consolidation, Private Student Loans
“Every one that I have work with great since day 1 I was very skeptical about using them but it turned out to be the best decision, I wouldn't have it no other way thank you Liberty debt relief.”
Free Initial Consultation
In Business Since 2015
333 City Blvd W 17th FL, Orange, CA
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Life Design Financial & Insurance Services

Life Design Financial & Insurance Services

(23)
  • Needs
  • Knowledge
  • Future
“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.”
Licensed, BBB Rating: A+
In Business Since 1999
500 N State College Blvd Suite #1100, Orange, CA
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Scott Hukriede, CPA

Scott Hukriede, CPA

(3)
Business Services, Industries, Tax Services
“Thank you for all your knowledge, professionalism and accuracy to details.”
Licensed, BBB Rating: A+
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2019
333 City Blvd W 17th Floor, Orange, CA
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Yogi CPA

Yogi CPA

(13)
CFO Services, Tax Services
“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.”
In Business Since 2019
1100 Town and Country Rd Suite 1250, Orange, CA
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Gress

Gress

(4)
Business Services, Services For Individuals, Services For Quickbooks
“Been super happy as he's responsive and takes the extra effort to go above and beyond to help plan out the following year's tax strategy not just look in the rearview mirror and do the past years!”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2008
202 W Lincoln Ave suite m, Orange, CA
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Crossroads Planning

Crossroads Planning

(12)
  • Tax
  • Questions
“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.”
Transparent Fees & Pricing
In Business Since 2014
765 The City Dr S Ste 390, Orange, CA
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Farther Advisors - Financial Planner Orange County

Farther Advisors - Financial Planner Orange County

(14)
  • Strategy
  • Questions
  • Goals
“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.”
In Business Since 1997
742 E Chapman Ave, Orange, CA
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Maurer, Gittings & Graf

Maurer, Gittings & Graf

Assurance and Accounting Services, Industries, Financial and Estate Services
“Maurer, Gittings & Graf, LLP has the resources and technical expertise to service your company's tax and accounting needs. We are located in Orange, California and look forward to visiting with you. Please contact us for more information today.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2014
3111 N Tustin St #140, Orange, CA
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Keep It Simple Financial Planning

Keep It Simple Financial Planning

(7)
“I had looked for an adviser like Jason and had just about given up hope of finding one that did not insist on managing my portfolio for an annual fee based on size of portfolio.”
Transparent Fees & Pricing
In Business Since 2018
333 City Blvd W # 1700, Orange, CA
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Keep It Simple Financial Planning

Keep It Simple Financial Planning

(7)
  • Investing
“I had looked for an adviser like Jason and had just about given up hope of finding one that did not insist on managing my portfolio for an annual fee based on size of portfolio.”
Transparent Fees & Pricing
In Business Since 2018
333 City Blvd W #1700, Orange, CA
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B W & Associates

B W & Associates

Licensed, BBB Rating: A
In Business Since 1995
3111 N Tustin St # 215, Orange, CA
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Plethora Businesses

Plethora Businesses

Buy-Side M&A Advisory, Capital Solutions, Valuation Services
“Thanks to Plethora Businesses I was able to sell my business and retire. Plethora's team fulfilled all of their promises and found the right buyer at the right price. Anyone who is interested in selling their business will be pleased with Plethora Bu...”
Family Business
In Business Since 2001
2117 W Orangewood Ave, Orange, CA
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Pacific Investment Research

Pacific Investment Research

Investment Management, Comprehensive Financial Planning
“Pacific Investment Research is a boutique investment advisory firm that provides financial planning and investment management services to investors throughout California. We have more than 25 years of experience helping individuals and couples accumu...”
Transparent Fees & Pricing
Coupons & Offers
In Business Since 2016
942 E Chapman Ave, Orange, CA
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Smith Bradley J CPA

Smith Bradley J CPA

“We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Licensed, BBB Rating: A+
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2002
1421 N Wanda Rd # 200, Orange, CA
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KIS Fee-Only Financial Planning

KIS Fee-Only Financial Planning

(1)
“If you are looking to get your financial life in order and get advice on the world of investing then you must schedule a meeting with Jason.”
Transparent Fees & Pricing
In Business Since 2018
W, 1100 Town and Country Rd #1250, Orange, 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.”
Licensed
In Business Since 2012
333 City Blvd W 17th Floor, Orange, CA
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Money Managers

Money Managers

(1)
College Fund Planning, Fee-Based Investment Management, Dental and Vision Insurance
“Money Managers has done a great job in implimenting A.”
In Business Since 2009
438 E Katella Ave, Orange, CA
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Cole & Company Wealth Management

Cole & Company Wealth Management

CFO to Business Owners, Your Personal CFO
“We take an active approach to helping you manage and grow your wealth. We know that you've worked hard for what you have, so we work with you to coordinate all aspects that contribute to your wealth – your financial, retirement and estate plan, fundi...”
Licensed
In Business Since 2012
1420 E Chapman Ave, Orange, CA
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Accurate & Confidential Tax Service

Accurate & Confidential Tax Service

(14)
  • Questions
“I had a simple question on when to get an LLC, and actually showed my why I should consider an S-Corp to do proper tax planning for my ambitious goals.”
Accepts Cash only
In Business Since 2000
2140 W Chapman Ave # 112, Orange, CA
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John Bustrum Financial

John Bustrum Financial

Free Initial Consultation
In Business Since 2005
1224 E Katella Ave Suite 108, Orange, CA
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Sun Cities Financial Group

Sun Cities Financial Group

“Invest wisely and guarantee lifelong income with the outstanding financial services of Sun Cities Financial Group. As a leading financial services provider, we serve all investors and offer financial investment help. As a conservative company with pr...”
Licensed, BBB Accredited
Transparent Fees & Pricing
In Business Since 2014
City Tower, 333 City Blvd W, Orange, CA
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Orange Capital Management

Orange Capital Management

Cetera, Menu of Services
“At Orange Capital Management, powerful retirement planning begins with personal engagement. We believe that building a relationship with you helps us learn more about you: your story, your concerns, and your retirement goals. Strategy-driven yet fami...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1993
333 S Anita Dr #700, Orange, CA
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Jeff Gielau, Chfc, Retirement Planning

Jeff Gielau, Chfc, Retirement Planning

(3)
“I highly recommend anyone looking for a financial adviser in Orange to give Jeffrey A.”
Licensed
In Business Since 2016
2582 N Santiago Blvd suite a, Orange, CA
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Marigold Financial Partners

Marigold Financial Partners

(1)
“Very knowledgeable and customer friendly.”
In Business Since 2022
1045 W Katella Ave Suite 250, Orange, CA
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Retirement Planning and Investment Management Services in Orange, CA Cost Estimates

Minimum cost
$1196
Maximum cost
$10164
National Average
$3588
Avg Per Hour Rates
$359
$2392
$6577
Average price range is based on 443 cost profiles
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Average Cost $3588
Minimum cost $1196
Maximum cost $10164
Avg Per Hour Rates $359

Average range $2392 to $6577 is based on 443 cost profiles.

Why these companies made our list

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