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Financial Advisors in La Mirada, California (Los Angeles County)

Martin James Flores
8 miles from La Mirada, CA

Offering trusted guidance and objective advice, MJF Financial is committed to helping individuals, families and businesses navigate the complex investment, retirement and estate planning landscape.
Securities and Advisory services offered through LP... See More

Highlights: Wealth Management, Investment Services
Fernandez Financial Advisory,LLC
8 miles from La Mirada, CA

Delia Fernandez, CFP, MBA

Marco Scalco
11 miles from La Mirada, CA
Visit Marco Scalco

Our purpose at Scalco Financial is to help provide our clients with clarity and peace of mind concerning their tax and financial affairs. We offer independent advice and services in the inter-related fields of income tax and wealth management. As our... See More

Highlights: Annuities & Life Insurance, Stocks, IRA, Special Needs Planning, Financial Planning, CFP ®, Investment Services, Income Tax Planning, Fiduciary, Retirement Income Planning, Retirement Planning, Financial Planning Advice And Services, Young Investors, Certified Financial Planner, Advisory And Investment Management, Women's Issues, Comprehensive Financial Planning, Disability Income & Long Term Care Insurance, Sustainability, Wealth Management
Patricia Heaton Parker, CFP®
12 miles from La Mirada, CA
Visit Patricia Heaton Parker, CFP®

Patricia Parker, CDFA, CFP
Patricia Heaton Parker, CFP, CEP, CDFA, has been an active member of the Financial Planning Industry for over 20 years. She founded her firm, Discovery Financial to service the needs of clients going through transition. Wh... See More

TABR Capital Management, LLC
12 miles from La Mirada, CA
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Steven Medland, CFP, MBA
Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and inf... See More

Brandon M. Wren, MS, CFP®, EA
12 miles from La Mirada, CA
Visit Brandon M. Wren, MS, CFP®, EA

Brandon Wren, CFP, EA
Overview:
Brandon Wren is an independent, IRS Enrolled Agent & Fee-Only Certified Financial Planner. He has the experience and the qualifications to help you identify strategies to reduce taxes, reduce investment expenses, pru... See More

Socialyte Capital
14 miles from La Mirada, CA
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Noa Hoffman, CFP, CFP

Equalis Financial
14 miles from La Mirada, CA
Visit Equalis Financial

Leighann Miko, CFP, MST
Hello. We're Equalis Financial and we have the financial help you're looking for.
Our doors are open to all in addition to our expertise and specialized knowledge in working with particular demographics.
Focused whole-heart... See More

Impact Fiduciary LLC
14 miles from La Mirada, CA
Visit Impact Fiduciary LLC

Patrick Dinan, CFP
Financial Planning
Like most clients I serve, you are probably busy with your career, your family, fitness and other passions. Financial planning may not be at the top of your to-do list. My goal is to be your accountability partn... See More

Schultz Financial Management Corp.
14 miles from La Mirada, CA

Richard Schultz, BS, CFP
Specializing in active management, we serve investors seeking attractive investment returns with less risk than what can ordinarily be achieved through traditional methods of diversification.
We believe that the key to succe... See More

Linda A. Barlow, CFP
14 miles from La Mirada, CA

Linda Barlow, CFP, MS
Linda A. Barlow, CFP, is an independent, full service, fee only financial advisor registered as an Investment Advisor with the SEC. Fee only means we do not receive commissions or referral fees from the products we recommend to ... See More

McIntosh Capital Advisors, LLC
14 miles from La Mirada, CA

McIntosh Capital Advisors LLC is a fee-only Registered Investment Advisory Firm committed to helping you achieve the goals that will provide you the greatest long-term satisfaction. Your success is our success, and as a fee-only firm, our only loyalt... See More

Highlights: Pension Plan Design & Management, Annuities & Life Insurance, Estate Planning, Income Tax Planning, Investment Services, IRA, Retirement Planning, Investment Consulting, Corporate Bonds, Women's Issues, NAPFA Member, Investment Advice, Socially Responsible Investments, Cash Management & Budgeting, 403B Plans, Sudden Money Institute Advisor, Investment Policy Statements, Fee Only, Comprehensive Financial Planning, Retirement Distribution Plan
Beacon Financial Partners, LLC
15 miles from La Mirada, CA
Visit Beacon Financial Partners, LLC

Carl Carpenter, BS, CFA, CFP
BFP is an independent, fee-only, financial advisory firm that provides portfolio management and financial planning to clients that are serious about achieving financial prosperity. BFP is owned and operated by Carl Carpe... See More

Colton Wealth Management
15 miles from La Mirada, CA

Scott Colton, CPA/PFS, MST
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Duff Financial Advisory Services
16 miles from La Mirada, CA

William Duff, BA, CFP, MBA
Duff Financial Advisory Services provides financial planning and investment management services. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, educators, and... See More

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