Best Financial Advisors in Santa Ana, CA

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List of Firms

Santa Ana, CA Fiduciary Financial Advisors

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Lifestyle Financial Services
Location 200 Sandpointe Ave Ste 160, Santa Ana, CA 92707, USA
Phone (800) 834-2250
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JBG Wealth Management
Location 1450 N Tustin Ave Ste 207, Santa Ana, CA 92705, USA
Phone (714) 912-1859
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JBG Wealth Management
Location 1851 E 1st St, Santa Ana, CA 92705, USA
Phone (714) 619-9334
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CWC Investment
Location 507 N Bush St, Santa Ana, CA 92701, USA
Phone (949) 854-7777
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Daniel Roberts, MSFS
Location 603 N Parkcenter Dr #104, Santa Ana, CA 92705, USA
Phone (714) 669-1855
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R V Financial
Location 1 MacArthur Pl # 210, Santa Ana, CA 92707, USA
Phone (714) 546-9556
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Tri-Circle Financial Strategies
Location 1633 E 4th St Suite 216, Santa Ana, CA 92701, USA
Phone (714) 560-9022
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Barlow Linda A
5 out of 5
Location 2700 N Main St # 850, Santa Ana, CA 92705, USA
Phone (714) 953-1232
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Pinnacle Group Financial Services
Location 2224 E Santa Clara Ave, Santa Ana, CA 92705, USA
Phone (714) 263-0301
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Strategic Alliance Financial
Location 1940 17th St, Santa Ana, CA 92705, USA
Phone (714) 667-2639
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Aspac Investment Corporation
Location 1651 E 4th St #209, Santa Ana, CA 92701, USA
Phone (714) 835-7704
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Coast Financial Solutions
Location 1615 French St STE 208, Santa Ana, CA 92701, USA
Phone (714) 254-0011
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Financial Advisors in Santa Ana, CA

Where Certified Financial Advisors in Santa Ana, CA Serve

Santa Ana, CA is a bustling city with a rich history and vibrant culture. It is home to a number of iconic landmarks, including the Bowers Museum, the Santa Ana Zoo, and the Old Orange County Courthouse. The city is also known for its diverse neighborhoods, such as Floral Park, French Park, and West Floral Park, each with its own unique character and charm. In terms of top employers, Santa Ana boasts a strong economy with a variety of industries represented. Some of the largest employers in the area include the County of Orange, the Santa Ana Unified School District, and the City of Santa Ana. The city is also home to a number of major corporations, such as First American Financial Corporation and Behr Paint Corporation. When it comes to transportation, Santa Ana is well-connected to the rest of Southern California via major highways and streets.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Santa Ana, CA have a variety of options when it comes to banking services. Most commonly, locals can visit one of the many bank branches located throughout the city to open accounts, deposit and withdraw funds, and apply for loans. In addition, many banks offer online banking and mobile apps, which are especially convenient for busy Santa Ana residents who need to check their account balances or transfer funds on the go. One specific thing about Santa Ana that residents may appreciate is the city's diverse population, which includes many Spanish-speaking individuals. To better serve this community, several banks in Santa Ana offer bilingual services, including Spanish-language customer support and banking materials.

Insurance Broker

Residents of Santa Ana, CA can benefit from the expertise of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. This is particularly important in Santa Ana, where the cost of living is higher than the national average and residents may need to be more selective with their insurance choices. Additionally, an insurance broker can assist residents in understanding the nuances of insurance policies, such as deductibles and co-payments, which can be confusing to the average person. Finally, an insurance broker can provide peace of mind to Santa Ana residents by ensuring that they are adequately covered in the event of an accident or emergency. With the help of an insurance broker, residents of Santa Ana can rest assured that they have the right insurance coverage for their unique needs.

Retirement Planning

Residents of Santa Ana, CA can benefit from the services of a retirement planner in several ways. One of the most common ways is by helping them to create a comprehensive retirement plan that takes into account their unique financial situation and goals. This can include strategies for saving and investing, as well as guidance on how to maximize retirement benefits such as Social Security. Additionally, a retirement planner can assist Santa Ana residents in navigating the complex tax laws and regulations that can impact their retirement savings. For example, they can help residents take advantage of tax-deferred retirement accounts such as IRAs and 401(k)s. With a retirement planner's expertise, Santa Ana residents can feel confident that they are on track to achieve their retirement goals.

Wealth Management

Residents of Santa Ana, CA can benefit from the expertise of a wealth manager in several ways. One of the most common ways is through retirement planning. Santa Ana has a diverse population with varying income levels, and a wealth manager can help individuals create a personalized plan to save for retirement based on their specific financial situation. Additionally, with the high cost of living in Santa Ana, a wealth manager can provide guidance on managing debt and creating a budget to help residents reach their financial goals. Overall, a wealth manager can provide valuable financial advice and support to help residents of Santa Ana achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Santa Ana, CA can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help them to secure a loan to purchase a home in Santa Ana. This is particularly important in a city where the median home value is higher than the national average. Secondly, a mortgage loan officer can help residents to refinance their existing mortgage, which can help to lower their monthly payments or secure a better interest rate. This is especially helpful in a city where the cost of living is higher than the national average. Lastly, a mortgage loan officer can provide guidance and support throughout the entire home buying process, from pre-approval to closing. This can be especially beneficial for first-time homebuyers in Santa Ana who may not be familiar with the local real estate market.

Tax Services

Residents of Santa Ana, CA can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations. This is especially important in Santa Ana, which has a diverse population and a large number of small businesses. A tax advisor can help residents understand their tax obligations, identify deductions and credits that they may be eligible for, and ensure that they are in compliance with all relevant tax laws. Additionally, a tax advisor can provide advice on tax planning strategies that can help residents minimize their tax liability and maximize their savings. Overall, a tax advisor can be a valuable resource for residents of Santa Ana who want to ensure that they are making the most of their financial resources and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Santa Ana, CA could greatly benefit from the services of an estate planning lawyer. With a population of over 330,000 people, many families in Santa Ana may not have a clear plan in place for the distribution of their assets after they pass away. An estate planning lawyer can help residents create wills, trusts, and other legal documents that ensure their wishes are met and their loved ones are taken care of. Additionally, Santa Ana has a large Hispanic population, and estate planning lawyers who are fluent in Spanish can provide essential services to these families who may not be as familiar with the legal system. An estate planning lawyer can also assist with issues such as probate, power of attorney, and healthcare directives, providing peace of mind and security for Santa Ana residents and their families.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Santa Ana, CA