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Financial Advisors in Laguna Hills, California

Our hand-picked list of 5 financial advisors serving Laguna Hills, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Laguna Hills

Financial professionals in Laguna Hills should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Laguna Hills

Edward Jones

27001, Moulton Parkway, Laguna Hills, CA, 92656

📞 +1-949-360-••••

OPTIMIZE FINANCIAL INC.

23212 MILL CREEK DRIVE, LAGUNA HILLS, CA 92653

📞 (949) 471-••••

Pacific Financial Planners, LLC

27001, Moulton Parkway, Laguna Hills, CA, 92656

PACIFIC PARK FINANCIAL, INC.

25283 CABOT RD STE 201, LAGUNA HILLS, CA 92653

📞 (949) 600-••••

TOWNELEY CAPITAL MANAGEMENT, INC.

23197 LA CADENA DRIVE, LAGUNA HILLS, CA 92653

📞 (949) 837-••••

Frequently Asked Questions

Where can I find financial advisors in Laguna Hills, California?

Laguna Hills, California has 5 financial advisors listed in our directory. Edward Jones is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Laguna Hills?

Financial professionals in Laguna Hills should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Laguna Hills?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Laguna Hills-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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