Financial Planners in Long Beach, CA — 15 Firms (2026)
15 financial planners in Long Beach, California meet our listing bar — a website plus a public review record. They average 3.53★ across 15 rated firms, and 5 are rated 4.5★ or higher. The highest-rated is Elesie Retirement Financial Advisors at 5.0★ across 51 Google reviews.
Showing 15 of 15 · sorted by Google rating
1.
Elesie Retirement Financial Advisors
★★★★★★★★★★5.0(51 Google reviews)✓ Verified on Google
Financial Planning · 444 W Ocean Blvd Ste 800 Unit A, Long Beach, CA 90802
2.
Serenity Wealth Management
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 444 W Ocean Blvd Ste 1402, Long Beach, CA 90802
3.
Arens Wealth Partners
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 444 W Ocean Blvd #800, Long Beach, CA 90802
4.
William Allan Investment Advisors
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 100 Oceangate #1200, Long Beach, CA 90802
Services: advisory
5.
Halbert Hargrove
★★★★★★★★★★4.6(18 Google reviews)✓ Verified on Google
Financial Planning · 111 W Ocean Blvd Suite 2300, Long Beach, CA 90802
Services: advisory
6.
Orange County’s Credit Union - Long Beach
★★★★★★★★★★4.4(75 Google reviews)✓ Verified on Google
Financial Planning · 1802 Ximeno Ave, Long Beach, CA 90815
7.
TD Ameritrade
★★★★★★★★★★4.2(9 Google reviews)✓ Verified on Google
Financial Planning · 6636 E Pacific Coast Hwy, Long Beach, CA 90803
Services: advisory
8.
BMO Bank N.A Branches
★★★★★★★★★★2.9(36 Google reviews)✓ Verified on Google
Financial Planning · 496 Long Beach Blvd, Long Beach, CA 90802
Services: advisory
9.
Bank of America Financial Center
★★★★★★★★★★2.8(56 Google reviews)✓ Verified on Google
Financial Planning · 2240 N Bellflower Blvd, Long Beach, CA 90815
Services: advisory
10.
Bank of America Financial Center
★★★★★★★★★★2.6(140 Google reviews)✓ Verified on Google
Financial Planning · 2000 E Anaheim St, Long Beach, CA 90804
Services: advisory
11.
Bank of America Financial Center
★★★★★★★★★★2.6(101 Google reviews)✓ Verified on Google
Financial Planning · 600 W Willow St, Long Beach, CA 90806
Services: advisory
12.
Bank of America Financial Center
★★★★★★★★★★2.6(82 Google reviews)✓ Verified on Google
Financial Planning · 3804 Atlantic Ave, Long Beach, CA 90807
Services: advisory
13.
Bank of America Financial Center
★★★★★★★★★★2.5(50 Google reviews)✓ Verified on Google
Financial Planning · 5101 2nd St, Long Beach, CA 90803
Services: advisory
14.
Bank of America ATM
★★★★★★★★★★2.0(5 Google reviews)✓ Verified on Google
Financial Planning · 3804 Atlantic Ave, Long Beach, CA 90807
Services: advisory
15.
Bank of America Financial Center
★★★★★★★★★★1.8(23 Google reviews)✓ Verified on Google
Financial Planning · 6351 E Spring St, Long Beach, CA 90808
Services: advisory
Top financial planners in Long Beach
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Elesie Retirement Financial Advisors | Financial Planning | 5.0 / 5 | 51 |
| 2 | Serenity Wealth Management | Financial Planning | 5.0 / 5 | 13 |
| 3 | Arens Wealth Partners | Financial Planning | 5.0 / 5 | 8 |
| 4 | William Allan Investment Advisors | Financial Planning | 5.0 / 5 | 6 |
| 5 | Halbert Hargrove | Financial Planning | 4.6 / 5 | 18 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.