Retirement Planning in Whittier, CA

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List of Firms

Top Retirement Planners in Whittier, CA

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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 15111 Whittier Blvd # 410, Whittier, CA 90603, USA
Phone (562) 945-7400
Directions
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Brookdale Central Whittier
4 out of 5
Location 8101 Painter Ave, Whittier, CA 90602, USA
Phone (562) 698-0596
Language https://www.brookdale.com/en/communities/brookdale-central-whittier.html?cid=yext
Directions
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Lusan Money Matters
Location 13225 Philadelphia St E6, Whittier, CA 90601, USA
Phone (714) 706-1161
Language http://lusanmoneymatters.com/
Directions
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Brookdale Uptown Whittier
3 out of 5
Location 13250 Philadelphia St, Whittier, CA 90601, USA
Phone (562) 945-3904
Language https://www.brookdale.com/en/communities/brookdale-uptown-whittier.html?cid=yext
Directions
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Whittier Place
4 out of 5
Location 12315 Burgess Ave, Whittier, CA 90604, USA
Phone (562) 777-1477
Language https://whittier.watermarkcommunities.com/
Directions
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Alpha & Omega Financial Solutions
Location 13215 Penn St Ste 327, Whittier, CA 90602, USA
Phone (562) 945-0760
Language http://www.alphaandomegafinancialsolutions.com/
Directions
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City of Whittier Community Development
5 out of 5
Location 13230 Penn St, Whittier, CA 90602, USA
Phone (562) 567-9320
Language http://www.cityofwhittier.org/
Directions
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CFP Financial Network
Location 10802 Bogardus Ave, Whittier, CA 90603, USA
Phone (562) 943-0720
Directions
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Estate Planners Inc
Location 14316 Telegraph Rd, Whittier, CA 90604, USA
Phone (562) 906-3552
Directions
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Edward Jones - Financial Advisor: Laura Z Guerrero, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
Location 7200 Greenleaf Ave Ste 140, Whittier, CA 90602, USA
Phone (562) 696-9779
Language https://www.edwardjones.com/us-en/financial-advisor/laura-guerrero
Directions
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Ortiz World Wealth
Location 13006 Philadelphia St, Whittier, CA 90601, USA
Phone (800) 584-1902
Language http://ortizworldwealth.com/
Directions
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Natalie Rose Financial
5 out of 5
Location 13117 Philadelphia St, Whittier, CA 90601, USA
Phone (626) 780-2609
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 13525 Whittier Blvd, Whittier, CA 90605, USA
Phone (310) 695-4302
Language https://www.usbank.com/wealth-management/find-an-advisor/ca/whittier/gustavo-lozano.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
Directions
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The Law Offices of Hart, Mieras & Morris, Inc.
5 out of 5
Location 6528 Greenleaf Ave #116, Whittier, CA 90602, USA
Phone (323) 254-2515
Language http://www.hmmlegal.com/whittier-living-trusts.php
Directions
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Avina Financial Group, Inc.
5 out of 5
Location 13006 Philadelphia St, Whittier, CA 90601, USA
Phone (562) 464-3973
Language https://avinafinancialgroup.com/
Directions
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Moni The Bookkeeping Expert
Location 13662 Lukay St, Whittier, CA 90605, USA
Phone (562) 922-5420
Language https://www.monithebookkeepingexpert.com/
Directions
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Christopher J. George, CRPS, CMFC , AIF ®
SEC File# 801-107349
CRD# 161197
Location 15141 E, Whittier Blvd #550, Whittier, CA 90603, USA
Phone (562) 945-7787
Directions
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Oakmont of Whittier
4 out of 5
Location 13617 Whittier Blvd, Whittier, CA 90605, USA
Phone (562) 384-7544
Language https://oakmontseniorliving.com/whittier/?utm_source=gmb&utm_medium=organic
Directions
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George Investment Management
SEC File# 801-107349
CRD# 161197
Location 15710 Youngwood Dr, Whittier, CA 90603, USA
Phone (562) 945-7787
Directions
Retirement Planning in Whittier, CA

About Whittier, CA for Those Planning to Retire

Whittier, CA is a bustling city located in Los Angeles County. It is home to many notable landmarks, including the Whittier College campus, the Whittier Narrows Recreation Area, and the historic Nixon Presidential Library and Museum. The city is also known for its diverse array of top employers, including PIH Health Hospital, the Whittier Union High School District, and the City of Whittier itself. Major highways and streets in the area include the 605 Freeway, the Whittier Boulevard, and the Lambert Road. Whittier is divided into several distinct neighborhoods, each with its own unique character and charm. These include the affluent Friendly Hills, the historic Uptown Whittier, and the family-friendly East Whittier. With its rich history, diverse community, and abundance of amenities, Whittier is a vibrant and exciting place to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Whittier, CA can benefit from a bank in numerous ways. One of the most common ways is through access to financial services and products. For instance, a bank can provide residents with checking and savings accounts, credit cards, loans, and mortgages. Additionally, a bank can help residents manage their finances by offering financial planning and investment services. Furthermore, Whittier residents can benefit from a bank's online and mobile banking services, which provide convenient and secure access to their accounts and transactions. In particular, Whittier is home to a diverse population, including many Hispanic and Latino residents, who may require bilingual services and resources. A bank that offers Spanish-language support and tailored products can help these residents better manage their finances and achieve their financial goals.

Insurance Broker

Residents of Whittier, CA can benefit greatly from the services of an insurance broker. With the city's population of over 85,000 people, navigating the complex world of insurance can be daunting. An insurance broker can assist residents in finding the best coverage for their needs, whether it be for health, auto, or home insurance. Furthermore, given that Whittier is located in Los Angeles County, residents may face unique challenges when it comes to insurance, such as high premiums due to the area's high population density and traffic congestion. An insurance broker can help residents navigate these challenges and find the best coverage at the most affordable price. Additionally, Whittier is home to a large Hispanic population, and an insurance broker can assist Spanish-speaking residents in finding insurance policies that cater to their specific needs and concerns. Overall, an insurance broker can provide invaluable assistance to the residents of Whittier, helping them to navigate the complex world of insurance and find the best coverage for their needs.

Wealth Management

Residents of Whittier, CA could be greatly assisted by a wealth manager in a variety of ways. For example, a wealth manager could help residents of Whittier navigate the unique financial challenges that arise from living in a city with a high cost of living. This might include helping them to create a budget that accounts for the high cost of housing, transportation, and other necessities. Additionally, a wealth manager could help residents of Whittier to invest their money wisely, taking into account the unique economic conditions of the city and the surrounding region. This might involve recommending investments in sectors that are poised for growth, such as technology or healthcare, or advising clients on how to diversify their portfolios to reduce risk. Overall, a wealth manager could be a valuable resource for residents of Whittier who are looking to build and protect their wealth in a complex and rapidly changing economic environment.

Financial Advisor

Residents of Whittier, CA can benefit from the guidance of a financial advisor in many ways. For instance, the cost of living index in Whittier is higher than the national average, which means that residents may need help in managing their finances to meet their daily expenses. A financial advisor can help residents create a budget that takes into account their income, expenses, and financial goals. Additionally, Whittier is home to a diverse population, including many first-generation immigrants who may need help navigating the complex financial system in the United States. A financial advisor can provide guidance on banking, credit, and investment options that are available to residents. Furthermore, Whittier is located in an earthquake-prone area, which means that residents may need to consider additional insurance coverage or emergency savings to protect their financial future. A financial advisor can help residents assess their risk and create a plan to protect their assets in the event of a natural disaster.

Mortgage Loan Officer

Residents of Whittier, CA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can assist them in securing a mortgage for their dream home in Whittier, a city known for its diverse population and rich cultural heritage. The loan officer can help them navigate the complex mortgage application process, including determining the best loan type and interest rate for their financial situation. Additionally, the loan officer can provide guidance on the local housing market, including trends in home values and neighborhoods that are up-and-coming. With the help of a skilled loan officer, residents of Whittier can achieve their homeownership goals and invest in the future of this vibrant community.

Tax Services

Residents of Whittier, CA can benefit greatly from the expertise of a tax advisor in various ways. One specific example is the guidance they can provide on navigating the state's complex tax laws, which can be especially confusing for those who are self-employed or have multiple sources of income. Additionally, a tax advisor can help residents maximize their deductions and credits, potentially resulting in significant savings on their tax bills. For residents who own property in Whittier, a tax advisor can also provide valuable advice on how to minimize property tax liabilities while still complying with state and local regulations. Overall, working with a tax advisor can provide peace of mind and help residents make informed decisions about their finances, which is especially important in a city like Whittier where the cost of living can be high.

Estate Planning Lawyer

Residents of Whittier, CA can benefit from the services of an estate planning lawyer in many ways. One specific aspect of Whittier that an estate planning lawyer can assist with is the city's diverse population. With a population of over 85,000 people, Whittier has a significant number of residents who speak languages other than English. An estate planning lawyer can help ensure that all residents, regardless of language barriers, have a comprehensive understanding of their estate planning options and can make informed decisions about their future. Additionally, an estate planning lawyer can assist with creating wills, trusts, and other legal documents that meet the unique needs of each individual and their families. This can include protecting assets, minimizing taxes, and ensuring that loved ones are provided for after one's passing. In short, an estate planning lawyer can provide invaluable guidance and support to the residents of Whittier as they navigate the complexities of planning for their future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Whittier, CA can be quite comprehensive. These services can include everything from analyzing current retirement savings and investments to creating a personalized retirement plan that takes into account a client's unique goals and needs. In addition, a retirement planner in Whittier, CA can provide guidance on Social Security benefits, tax planning, and estate planning. What sets Whittier apart from other cities in California is its rich history and cultural diversity. With a population that includes a significant Hispanic community, a retirement planner in Whittier, CA may need to take into account cultural nuances and customs when developing retirement plans for clients. This requires a deep understanding of the community and the ability to tailor services to meet the needs of a diverse clientele.

Whittier, CA is the ultimate destination for those seeking a retirement planner. With its scenic beauty and warm climate, this city offers the perfect environment for a stress-free retirement. But what sets Whittier apart is its thriving financial industry, which boasts a wide range of experienced and knowledgeable retirement planners. These professionals are well-versed in the intricacies of retirement planning and can provide tailored solutions to meet the unique needs of each client. From investment strategies to tax planning, Whittier's retirement planners are equipped with the latest tools and techniques to help retirees achieve their financial goals. So whether you're looking to maximize your income or minimize your risk, Whittier's retirement planners have got you covered.