Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|AAMS®|ADPA®|CRPS™

Augustus Wealth in Long Beach provides finance consulting with a client-focused approach and the polish of a large firm. Reviews highlight personalized service and sophisticated guidance, along with Derek’s diligent retirement account management. Clients report clear updates on key investment decisions and notable account growth, describing the team as professional, knowledgeable, and highly trusted.

Long Beach Financial Planner offers financial planning and consulting services in Long Beach, California. Located at 5150 Pacific Coast Hwy Suite 200, Long Beach, CA 90804, this finance-focused establishment provides professional guidance for personal and business finances within the local community.

Edelman Financial Engines provides financial planning and investment support in Anaheim. Clients highlight attentive service, professionalism, and guidance from Brad Mauer and Moe Basit, making discussions about money and retirement easier and more productive. The firm is described as approachable with responsive feedback. Some reviews note concerns about market volatility affecting accounts.

Based in Los Angeles, EFC Wealth Management Firm offers personalized retirement planning and wealth guidance. Led by Cory and Delilah Chapman, the team blends professional expertise with a personal touch, helping clients understand investment choices through clear, ABC-style explanations. Clients praise responsive service, educational workshops, and plans that aim to reduce taxes and diversify assets for a secure, long-term retirement. Some clients view EFC as a fiduciary advisor, valuing tax planning and diversification strategies.

Pure Financial Advisors, LLC is an independent financial planning and advisory firm in Brea, CA. Clients praise thorough analysis, tailored plans, and ongoing portfolio management aligned with retirement and long-term goals. Reviews note regular 4-month portfolio reviews, adjustments to tax strategies, and transparent, small percentage fees. The firm is trusted for clear explanations and peace of mind.

Edward Jones - Financial Advisor: Randolph J Schroeder, AAMS® offers solid financial guidance, investment planning, and future financial planning support in Anaheim Hills. Reviewers praise his kind, listening approach and describe him as a trusted sounding board who stays by clients’ sides through every decision.