Best Financial Advisors in Huntington Beach, CA

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Huntington Beach, CA Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Phil Gironda, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2134 Main St Suite 195, Huntington Beach, CA 92648, USA
Phone (714) 960-3200
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Edward Jones - Financial Advisor: Dwight L Beasley Jr
Location 16400 Pacific Coast Hwy Suite 107, Huntington Beach, CA 92649, USA
Phone (714) 377-9790
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Gregory Advisors Inc., Empowering your life through wealth management
Location 7755 Center Ave #1100, Huntington Beach, CA 92647, USA
Phone (714) 372-2299
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Stewardship Wealth Management Solutions - Ameriprise Financial Services, LLC
Location 101 Main St Ste 220, Huntington Beach, CA 92648, USA
Phone (714) 374-0300
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Edward Jones - Financial Advisor: Nasar Aboubakare, AAMS™|CRPC™
5 out of 5
Location 17011 Beach Blvd Suite 820, Huntington Beach, CA 92647, USA
Phone (714) 369-8718
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Financial Services Advisory Partners
Location 8131 Malloy Dr, Huntington Beach, CA 92646, USA
Phone (714) 907-3841
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HABERL Wealth Management
Location 7777 Center Ave, Huntington Beach, CA 92647, USA
Phone (714) 799-0774 ext. 3
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Trilogy Financial Services
SEC File# 801-106922
CRD# 281597
4 out of 5
Location 17011 Beach Blvd #800, Huntington Beach, CA 92647, USA
Phone (714) 843-9977
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Edward Jones - Financial Advisor: Scott C Assali, AAMS™|CRPS™
Location 20422 Beach Blvd Suite 110, Huntington Beach, CA 92648, USA
Phone (714) 536-9977
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MWJ Wealth Stategies LLC
Location 7777 Center Ave, Huntington Beach, CA 92647, USA
Phone (714) 890-1400
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Financial Advisors | U.S. Bancorp Investments
Location 20052 Brookhurst St, Huntington Beach, CA 92646, USA
Phone (714) 962-2957
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Jeremy Tysor - Thrivent
Location 5200 Warner Ave Ste 107, Huntington Beach, CA 92649, USA
Phone (714) 840-7510
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Broker Check
Location 15061 Springdale St, Huntington Beach, CA 92649, USA
Phone (714) 899-2345
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NWM GROUP- Newport Wealth Management Group
5 out of 5
Location 17011 Beach Blvd Suite 225C, Huntington Beach, CA 92647, USA
Phone (949) 903-9931
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Financial Advisors in Huntington Beach, CA

Where Certified Financial Advisors in Huntington Beach, CA Serve

Located in Orange County, California, Huntington Beach is a coastal city known for its surfing culture and beautiful beaches. The city is home to several landmarks, including the Huntington Beach Pier, which stretches 1,850 feet into the Pacific Ocean, and the Bolsa Chica Ecological Reserve, a protected wetland area that is home to various species of birds and marine life. Top employers in the city include Boeing, Quiksilver, and Hyatt Regency. Major highways and streets in the area include the Pacific Coast Highway, the San Diego Freeway, and Beach Boulevard. Neighborhoods in Huntington Beach include Downtown, Huntington Harbour, and Sunset Beach. With its laid-back vibe and stunning scenery, Huntington Beach is a popular destination for tourists and locals alike.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

As a coastal city in Orange County, Huntington Beach, CA is home to a variety of banks that cater to the needs of its residents. The most common ways that residents are serviced by banks include traditional banking services such as checking and savings accounts, loans, and credit cards. Additionally, many banks in Huntington Beach offer online and mobile banking options, which are especially popular among the city's tech-savvy population. One unique aspect of banking in Huntington Beach is the emphasis on supporting local businesses. Many banks offer specialized services and financing options for small businesses, which are a vital part of the city's economy. Whether you're a resident or business owner in Huntington Beach, there are plenty of banking options available to meet your needs.

Insurance Broker

Residents of Huntington Beach, CA can benefit from the services of an insurance broker in a variety of ways. With its proximity to the coast, Huntington Beach is prone to natural disasters such as earthquakes, floods, and wildfires. An insurance broker can help residents navigate the complex world of insurance policies and find coverage that protects them in the event of these disasters. Additionally, Huntington Beach is a popular tourist destination with a thriving small business community. An insurance broker can help small business owners find policies that protect their assets and provide liability coverage. Overall, an insurance broker can provide peace of mind to residents of Huntington Beach by ensuring they have the right insurance coverage for their unique needs.

Retirement Planning

Residents of Huntington Beach, CA can benefit greatly from the expertise of a retirement planner. With its beautiful beaches and temperate climate, Huntington Beach is an attractive place to retire. However, the cost of living can be high, and many retirees may struggle to make their savings last. A retirement planner can help residents of Huntington Beach create a comprehensive financial plan that takes into account their unique goals and needs. They can provide guidance on how to maximize Social Security benefits, manage retirement accounts, and minimize taxes. Additionally, a retirement planner can help residents navigate the complex healthcare system and find the best insurance options for their needs. With the help of a retirement planner, residents of Huntington Beach can enjoy a comfortable and secure retirement.

Wealth Management

Residents of Huntington Beach, CA could benefit from the expertise of a wealth manager in several ways. One of the most common ways is by helping them manage their investments and assets. Huntington Beach is a beautiful coastal city that attracts a lot of tourists, and many residents have invested in rental properties or other businesses related to the tourism industry. A wealth manager can help these residents make informed decisions about their investments, diversify their portfolio, and maximize their returns. Additionally, Huntington Beach is known for its high cost of living, and a wealth manager can help residents navigate the complex tax laws and financial regulations to minimize their expenses and optimize their financial situation. Overall, a wealth manager can provide invaluable guidance and support to residents of Huntington Beach, helping them achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Huntington Beach, CA can greatly benefit from the services of a mortgage loan officer. With the city's high home prices and competitive real estate market, a mortgage loan officer can help residents navigate the process of securing a loan for their dream home. Additionally, Huntington Beach is known for its beachfront properties, which can come with unique challenges when it comes to financing. A mortgage loan officer can provide guidance on how to navigate these challenges and find the best loan options for beachfront properties. Furthermore, with the ongoing COVID-19 pandemic affecting the economy, a mortgage loan officer can help residents explore loan options that fit their financial situation and provide assistance with navigating the loan application process. Overall, a mortgage loan officer can be a valuable resource for residents of Huntington Beach, CA looking to purchase or refinance a home.

Tax Services

Residents of Huntington Beach, CA could greatly benefit from the services of a tax advisor. With the city's high cost of living and numerous tax laws and regulations, it can be overwhelming for individuals to navigate the complex tax system on their own. A tax advisor can provide guidance on deductions and credits specific to Huntington Beach, such as deductions for property taxes on beachfront homes or credits for investing in local businesses. Additionally, with the city's large population of small business owners, a tax advisor can help ensure compliance with local and state tax laws and provide strategies for maximizing profits while minimizing tax liability. Overall, a tax advisor can provide valuable assistance to Huntington Beach residents in navigating the complex tax system and optimizing their financial situation.

Estate Planning Lawyer

Residents of Huntington Beach, CA can benefit greatly from the services of an estate planning lawyer. With its miles of beautiful beaches and sunny weather, Huntington Beach is a popular place to live and retire. An estate planning lawyer can help residents ensure that their assets are protected and distributed according to their wishes after they pass away. This is especially important in a city like Huntington Beach where property values are high and there are many retirees. An estate planning lawyer can also help residents navigate the complex legal system and ensure that their loved ones are not burdened with unnecessary taxes or legal fees. Overall, an estate planning lawyer can provide peace of mind and security for residents of Huntington Beach, knowing that their legacy will be protected.

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