Financial Planners in Westminster, CA — 5 Firms (2026)
5 financial planners in Westminster, California meet our listing bar — a website plus a public review record. They average 3.42★ across 5 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Little Saigon Living Trust at 5.0★ across 140 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Little Saigon Living Trust
★★★★★★★★★★5.0(140 Google reviews)✓ Verified on Google
Financial Planning · 9191 Bolsa Ave #203, Westminster, CA 92683
2.
Financial Partners Credit Union
★★★★★★★★★★4.1(37 Google reviews)✓ Verified on Google
Financial Planning · 16348 Beach Blvd, Westminster, CA 92683
3.
BMO Bank N.A Branches
★★★★★★★★★★3.2(13 Google reviews)✓ Verified on Google
Financial Planning · 7751 Westminster Blvd., Westminster, CA 92683
Services: advisory
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.6(82 Google reviews)✓ Verified on Google
Financial Planning · 8850 Bolsa Ave, Westminster, CA 92683
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.2(88 Google reviews)✓ Verified on Google
Financial Planning · 6791 Westminster Blvd., Westminster, CA 92683
Services: advisory
Top financial planners in Westminster
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Little Saigon Living Trust | Financial Planning | 5.0 / 5 | 140 |
| 2 | Financial Partners Credit Union | Financial Planning | 4.1 / 5 | 37 |
| 3 | BMO Bank N.A Branches | Financial Planning | 3.2 / 5 | 13 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.6 / 5 | 82 |
| 5 | Bank of America Financial Center | Financial Planning | 2.2 / 5 | 88 |
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.