CA · Long Beach

Fiduciary advisors in Long Beach, CA

4 advisors with offices in Long Beach. Credentials, fee structures, and minimums are disclosed on each listing.

4 listed

4 results in Long Beach

Halbert Hargrove

Long Beach, California

Investment Management Retirement Planning Wealth Management

Halbert Hargrove is an investment advisory firm in Long Beach, California, offering financial planning, investment management, and retirement planning services. The firm works with clients on wealth management across these core areas. Halbert Hargrove holds a 4.5-star rating on Google based on client reviews.

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Randall Wealth Management Group

★5.0(4)

Long Beach, California

Estate Planning Investment Management Retirement Planning +1

Randall Wealth Management Group, based in Long Beach, California, provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management.

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Serenity Wealth Management

★5.0(13)

Long Beach, California

Insurance Planning Retirement Planning

Serenity Wealth Management is a Long Beach-based financial planning firm specializing in insurance planning and retirement planning. The firm provides financial planning, insurance analysis, investment management, and retirement planning services to clients. Services are available in English.

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Wolfley Wealth Management

Long Beach, California

CLU

Retirement Planning Small Business

Wolfley Wealth Management is located in Long Beach, California and specializes in retirement planning and small business advisory services. The firm's team holds the CLU credential. Services are provided in English.

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Financial advisors in Long Beach, California

Advisors serving Long Beach specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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Halbert Hargrove

Randall Wealth Management Group

Serenity Wealth Management

Wolfley Wealth Management

Financial advisors in Long Beach, California

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