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

Randall Wealth Management Group

★5.0(4)

Long Beach, California

Estate Planning Investment Management Retirement Planning +1

Randall Wealth Management Group is an investment advisory firm in Long Beach, California. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

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Serenity Wealth Management

★5.0(13)

Long Beach, California

Insurance Planning Retirement Planning

Serenity Wealth Management is an investment advisory firm in Long Beach, California. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 13 Google reviews.

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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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