Best Financial Advisors in Rancho Santa Margarita, CA

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Rancho Santa Margarita, CA Fiduciary Financial Advisors

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Lapointe Enterprises
Location 30211 Avenida de las Banderas, Rancho Santa Margarita, CA 92688, USA
Phone (877) 286-6086
Directions
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Retirement Cache
Location 24 Cll Fortuna, Rancho Santa Margarita, CA 92688, USA
Phone (949) 858-1270
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Edward Jones - Financial Advisor: Craig A Eshenko, AAMS®
SEC File# 801-3297
CRD# 250
Location 31991 Dove Canyon Dr Suite D, Trabuco Canyon, CA 92679, USA
Phone (949) 858-5774
Directions
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Accelerate Financial Inc
Location 22516 Avenida Empresa, Rancho Santa Margarita, CA 92688, USA
Phone (949) 635-3165
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Kairos Investment Management Co LLC
Location 30242 Esperanza, Rancho Santa Margarita, CA 92688, USA
Phone (949) 709-8888
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Edward Jones - Financial Advisor: Aaron Tucker
SEC File# 801-3297
CRD# 250
Location 22342 Avenida Empresa Suite 240, Rancho Santa Margarita, CA 92688, USA
Phone (949) 858-1006
Directions
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Lendmore Financial
Location 30021 Tomas, Rancho Santa Margarita, CA 92688, USA
Phone (949) 459-2112
Directions
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JLS F.I.R.M.,INC.
Location 28562 Oso Pkwy D-526, Rancho Santa Margarita, CA 92688, USA
Phone (949) 481-4671
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AFS Trust
Location 31522 Via Coyote, Trabuco Canyon, CA 92679, USA
Phone (949) 709-7776
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Prudence Wealth Advisory - Wil Smith, CFP®
Location 30162 Tomas, Rancho Santa Margarita, CA 92688, USA
Phone (949) 791-7783
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Kellyco Financial Services
Location 108 Seacountry Ln, Rancho Santa Margarita, CA 92688, USA
Phone (949) 981-3441
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P I Financial Services
Location 12 Wrangler Ct, Trabuco Canyon, CA 92679, USA
Phone (949) 459-0015
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Elysian Capital Holdings
Location 30212 Tomas, Rancho Santa Margarita, CA 92688, USA
Phone (202) 213-7885
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Capital Investment & Ventures
Location 30151 Tomas, Rancho Santa Margarita, CA 92688, USA
Phone (949) 858-0647
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MPS Financial
Location 29809 Santa Margarita Pkwy, Rancho Santa Margarita, CA 92688, USA
Phone (949) 635-1700
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RJ Gustilo Financial Services
Location 2 Codoniz, Rancho Santa Margarita, CA 92688, USA
Phone (949) 799-3461
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Essex Grey Financial Services Group
Location 28562 Oso Pkwy # D, Rancho Santa Margarita, CA 92688, USA
Phone (949) 600-5332
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Coast Financial Leasing
Location Trabuco Canyon, CA 92679, USA
Phone (949) 589-2027
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Lamotte Financial
Location 55 Gingham St, Trabuco Canyon, CA 92679, USA
Phone (949) 766-0684
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Mortgage Direct Corporation
Location 29 Vía Contento, Rancho Santa Margarita, CA 92688, USA
Phone (949) 709-7171
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Paramount Properties Services
Location Trabuco Canyon, CA 92679, USA
Phone (949) 713-6184
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Uzy Financial
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Location 22431 Antonio Pkwy B160-1008, Rancho Santa Margarita, CA 92688, USA
Phone (949) 378-6700
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Wells Fargo Advisors
Location 22371 Antonio Pkwy, Rancho Santa Margarita, CA 92688, USA
Phone (949) 589-7239
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Benefiel Financial Co
Location 32 Arbor Walk Ln, Rancho Santa Margarita, CA 92688, USA
Phone (949) 589-2636
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SR Capital Management
Location 31441 Santa Margarita Pkwy, Rancho Santa Margarita, CA 92688, USA
Phone (949) 929-7355
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Wells Fargo Advisors
Location 30622 Santa Margarita Pkwy, Rancho Santa Margarita, CA 92688, USA
Phone (949) 766-4640
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Robinson Brothers Investment
Location 31061 Vía Colinas, Trabuco Canyon, CA 92679, USA
Phone (949) 589-7058
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wick2wick.com
SEC File# 801-111055
CRD# 158043
Location 30211 Avenida de las Banderas, Rancho Santa Margarita, CA 92688, USA
Directions
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AFI Credit Recovery
Location 31441 Santa Margarita Pkwy, Rancho Santa Margarita, CA 92688, USA
Phone (800) 250-6860
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Lord Nadine M
Location Rancho Santa Margarita, CA 92688, USA
Phone (949) 766-7808
Directions
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Joshua Miller - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 31931 Via Oso, Coto De Caza, CA 92679, USA
Phone (949) 503-2922
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Financial Advisors in Rancho Santa Margarita, CA

Where Certified Financial Advisors in Rancho Santa Margarita, CA Serve

Nestled in the foothills of the Santa Ana Mountains, Rancho Santa Margarita is a picturesque city located in Orange County, California. With its stunning natural beauty and endless opportunities for outdoor recreation, this community is a true gem of Southern California. One of the most notable landmarks in Rancho Santa Margarita is the beautiful Rancho Santa Margarita Lake, which offers a variety of outdoor activities such as fishing, boating, and hiking. Another popular destination is the O'Neill Regional Park, which features miles of scenic trails and camping facilities. As for top employers, the city is home to a variety of businesses, including the multinational technology company, Broadcom, and the medical device manufacturer, Applied Medical. Major highways and streets in the area include the 241 Toll Road, Santa Margarita Parkway, and Antonio Parkway. Rancho Santa Margarita is divided into several neighborhoods, each with its unique charm and character.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Rancho Santa Margarita, CA have access to a range of banking services, including checking and savings accounts, loans, credit cards, and investment products. One unique aspect of banking in Rancho Santa Margarita is the town's strong sense of community. Many local banks and credit unions offer personalized service and community-focused initiatives, such as supporting local charities and sponsoring community events. Additionally, with the town's close proximity to major cities like Los Angeles and San Diego, residents can easily access a wide range of banking services and financial institutions. Whether they need to deposit a check, apply for a mortgage, or plan for retirement, residents of Rancho Santa Margarita have plenty of options when it comes to banking.

Insurance Broker

Residents of Rancho Santa Margarita, CA can benefit from the expertise of an insurance broker in many ways. One of the most common ways is by helping them navigate the complex world of health insurance. With so many options and plans available, it can be overwhelming to choose the right one for their needs. An insurance broker can help residents understand the differences between plans, find one that fits their budget, and ensure they have the coverage they need. Additionally, with the high risk of wildfires in the area, an insurance broker can help residents find homeowners insurance that covers fire damage and provides adequate protection for their homes. Overall, an insurance broker can be an invaluable resource for residents of Rancho Santa Margarita, CA, helping them find the right insurance coverage for their unique needs and circumstances.

Retirement Planning

Residents of Rancho Santa Margarita, CA can greatly benefit from the services of a retirement planner. For example, a retirement planner can help residents of this affluent Orange County community navigate the complex tax laws and investment options that come with preparing for retirement. Additionally, a retirement planner can help residents of Rancho Santa Margarita create a personalized retirement plan that takes into account their unique financial situation and retirement goals. With the help of a retirement planner, residents of Rancho Santa Margarita can feel confident that they are on track to achieve a financially secure retirement and can enjoy all the amenities this beautiful community has to offer.

Wealth Management

Residents of Rancho Santa Margarita, CA could benefit from the services of a wealth manager in a number of ways. One specific example is the high cost of living in the area, which can make it difficult for many families to save for the future. A wealth manager can help residents navigate this challenge by providing guidance on budgeting, investing, and other financial strategies that can help them achieve their long-term goals. Additionally, a wealth manager can provide advice on tax planning, estate planning, and other important financial issues that are particularly relevant in a high-income area like Rancho Santa Margarita. Overall, a wealth manager can be an invaluable resource for residents who want to build and protect their wealth in this dynamic and fast-paced community.

Mortgage Loan Officer

Residents of Rancho Santa Margarita, CA can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist in a variety of ways, such as helping residents secure the best possible interest rates on their home loans, guiding them through the complex application process, and providing advice on how to improve their credit scores. In particular, residents of Rancho Santa Margarita may benefit from a mortgage loan officer who is familiar with the local housing market and can provide insights on the best neighborhoods to buy in and the types of homes that are most likely to appreciate in value over time. With a mortgage loan officer's help, residents of Rancho Santa Margarita can achieve their dreams of homeownership and build a strong financial future for themselves and their families.

Tax Services

Residents of Rancho Santa Margarita, CA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize tax deductions and credits. This is particularly important in Rancho Santa Margarita, where the cost of living is higher than the national average. A tax advisor can help residents identify deductions and credits specific to their situation, such as deductions for mortgage interest or property taxes. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations that apply to California residents, ensuring that they are in compliance and avoiding potential penalties. Overall, a tax advisor can provide valuable support to residents of Rancho Santa Margarita, helping them to save money and avoid costly mistakes when it comes to taxes.

Estate Planning Lawyer

Residents of Rancho Santa Margarita, CA can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals create a plan for their assets and property, ensuring that their wishes are carried out after they pass away. In Rancho Santa Margarita, where many residents own homes and have significant assets, an estate planning lawyer can provide guidance on how to protect these assets and pass them on to loved ones. Additionally, with its proximity to popular tourist destinations like Disneyland and the beaches of Orange County, an estate planning lawyer can help residents plan for potential tax implications of owning vacation properties or rental homes. Overall, an estate planning lawyer can provide invaluable support and peace of mind to residents of Rancho Santa Margarita, ensuring that their assets are protected and their loved ones are cared for.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Rancho Santa Margarita, CA