Best Financial Advisors in Palm Desert, CA

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List of Firms

Palm Desert, CA Fiduciary Financial Advisors

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Morgan Stanley Financial Advisors
2 out of 5
Location 74199 El Paseo Suite 201, Palm Desert, CA 92260, USA
Phone (760) 568-3500
Directions
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John Crespy - Raymond James
1 out of 5
Location 73130 El Paseo Ste 0, Palm Desert, CA 92260, USA
Phone (760) 340-1618
Directions
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Fortem Financial
SEC File# 801-112300
CRD# 291662
Location 44801 Village Ct Suite 201, Palm Desert, CA 92260, USA
Phone (760) 206-8500
Directions
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Hardworking Capital
SEC File# 801-112113
CRD# 226760
Location 34220 Gateway Dr # 120, Palm Desert, CA 92211, USA
Phone (760) 340-3277
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 1:00 PM Saturday: Closed Sunday: Closed
Directions
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Marcia Bloemendaal - Raymond James
5 out of 5
Location 73130 El Paseo Ste O, Palm Desert, CA 92260, USA
Phone (760) 340-1618
Directions
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Bruce Robbins - Financial Advisor
5 out of 5
Location 77564 Country Club Dr Suite 123, Palm Desert, CA 92211, USA
Phone (760) 772-4262
Directions
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CB Wealth Management Group
4 out of 5
Location 44672 Monterey Ave, Palm Desert, CA 92260, USA
Phone (760) 773-2133
Directions
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Edward Jones - Financial Advisor: Yenia Padilla Sixtos, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 74-361 CA-111 #4, Palm Desert, CA 92260, USA
Phone (760) 674-3278
Directions
Financial Advisors in Palm Desert, CA

Where Certified Financial Advisors in Palm Desert, CA Serve

Nestled in the heart of the Coachella Valley, Palm Desert, CA is a vibrant city bursting with life and energy. This desert oasis is home to a plethora of landmarks, including the world-renowned Living Desert Zoo and Gardens, the stunning El Paseo shopping district, and the iconic McCallum Theatre. Palm Desert is also a hub for employment, with major employers such as Eisenhower Health, Desert Sands Unified School District, and the City of Palm Desert. The city's economy is further bolstered by its thriving tourism industry, which attracts visitors from around the world. Navigating Palm Desert is easy thanks to its well-maintained highways and streets, including Interstate 10, Highway 111, and the famous Palm Canyon Drive. Palm Desert is also home to several unique neighborhoods, each with its own distinct character and charm. From the luxurious homes of Bighorn Golf Club to the quaint streets of Ironwood Country Club, there is something for everyone in this vibrant desert city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Palm Desert, CA are serviced by banks in a variety of ways, but one of the most common is through traditional banking services such as checking and savings accounts, loans, and credit cards. Many banks in Palm Desert also offer online and mobile banking services, allowing residents to easily manage their finances from the comfort of their own homes. Additionally, some banks in Palm Desert offer specialized services such as wealth management and investment advice, catering to the large retiree population in the area. With its proximity to popular tourist destinations such as Joshua Tree National Park and the Coachella Valley Music and Arts Festival, banks in Palm Desert also frequently provide foreign currency exchange services for travelers visiting the area.

Insurance Broker

Residents of Palm Desert, CA can benefit greatly from the services of an insurance broker. With its sunny climate and high-end lifestyle, Palm Desert is a popular destination for retirees and vacationers alike. An insurance broker can help residents navigate the unique insurance needs of the area, such as protecting their homes from wildfires or securing coverage for their luxury vehicles. Additionally, an insurance broker can help residents find the best deals on health insurance, which is especially important in a retirement community where healthcare costs are a major concern. Overall, an insurance broker can provide peace of mind and financial security to residents of Palm Desert, CA.

Retirement Planning

Residents of Palm Desert, CA can benefit greatly from the expertise of a retirement planner. With its large retiree population and proximity to luxury retirement communities, Palm Desert presents unique financial planning challenges. A retirement planner can assist residents in developing a comprehensive plan for managing their retirement income, including navigating Social Security benefits and managing investments. Additionally, a planner can help residents understand the tax implications of their retirement income and create a strategy for minimizing taxes. With the high cost of living in Palm Desert, a retirement planner can also help residents plan for long-term care and medical expenses. By working with a retirement planner, residents of Palm Desert can achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Palm Desert, CA can benefit greatly from the guidance of a wealth manager. With a large retiree population, many individuals in Palm Desert are looking for ways to manage their wealth and ensure a comfortable retirement. A wealth manager can help residents navigate the complex world of investments and create a personalized financial plan tailored to their specific needs and goals. Additionally, with the high cost of living in Palm Desert, a wealth manager can provide advice on how to maximize income and minimize expenses, allowing residents to enjoy their retirement without financial stress. Overall, a wealth manager can be an invaluable resource for residents of Palm Desert looking to secure their financial future.

Mortgage Loan Officer

Residents of Palm Desert, CA would greatly benefit from the assistance of a mortgage loan officer when looking to purchase a home or refinance their current mortgage. With a population of over 50,000 residents, Palm Desert is a popular retirement destination and second home market. A knowledgeable loan officer can help residents navigate the unique real estate market in Palm Desert, including the prevalence of gated communities and the high demand for golf course properties. Additionally, with the median home price in Palm Desert hovering around $400,000, securing a mortgage loan with favorable terms and rates can make all the difference in being able to afford a home in this beautiful desert oasis.

Tax Services

Residents of Palm Desert, CA can benefit greatly from the assistance 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 unique tax laws and regulations that apply to California residents. For example, Palm Desert is located in Riverside County, which has its own set of tax laws and regulations that can be confusing for residents. A tax advisor can help residents understand these laws and ensure that they are taking advantage of any available deductions or credits. Additionally, a tax advisor can provide guidance on how to minimize tax liabilities and avoid costly mistakes when filing tax returns. This can be especially helpful for residents who own businesses or have complex financial situations. Overall, a tax advisor can provide invaluable assistance to residents of Palm Desert, helping them to navigate the complex world of taxes and achieve financial success.

Estate Planning Lawyer

Residents of Palm Desert, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Palm Desert, where many residents are retirees and have accumulated significant wealth through investments in real estate and other assets. An estate planning lawyer can also help residents of Palm Desert protect their assets from creditors and minimize estate taxes, which can be particularly complicated in California due to its unique tax laws. In addition, an estate planning lawyer can help residents create a plan for their medical care in case they become incapacitated, which is especially important for older residents who may be more susceptible to illness or injury. Overall, working with an estate planning lawyer can provide peace of mind for residents of Palm Desert, knowing that their assets and healthcare wishes are protected and their loved ones will be taken care of after they are gone.

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