Financial Advising Near Me in Brea, CA

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Edward Jones - Financial Advisor: Brandon Dunn

(714)256-4529 verified
135 S State College Boulevard Suite 360
Brea CA, 92821
financial consultants
4 hours and 29 minutes by plane • 1956.29 mi
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today....read more
updated 3 weeks ago
SERVICES financial advising
Call (714)256-4529  Verified

Ascendant Capital Management

business phone
serving area
Brea CA, 92821
financial planners
CLOSED FOR TODAY → 9:00AM-6:00PM
updated 2 years ago
Call (714)706-0401  Verified

Danielle Blunt - Raymond James

(657)216-2496 verified
2601 Saturn Street Suite 100
Brea CA, 92821
financial planners
4 hours and 29 minutes by plane • 1955.53 mi
updated 2 years ago
Call (657)216-2496  Verified

Waddell & Reed Brea

business phone
1 Pointe Dr. Ste 210
Brea CA, 92821
financial planners
4 hours and 29 minutes by plane • 1955.83 mi
The Waddell & Reed Brea branch office is located in the city of Brea, California. Our team includes financial advisors who are committed to placing clients first. The relationship begins with under...read more
CLOSED FOR TODAY → 9:00AM-4:00PM
Call (714)255-8888  Verified

Steven Lee - Raymond James

(714)599-8230 verified
Three Pointe Drive Suite 102
Brea CA, 90638
financial planners
4 hours and 29 minutes by plane • 1955.83 mi
updated 2 years ago
Call (714)599-8230  Verified

Waddell & Reed Inc

business phone
1 Pointe Dr
Brea CA, 92821
financial planners
4 hours and 29 minutes by plane • 1955.86 mi
Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. W...read more
CLOSED FOR TODAY → 9:00AM-4:00PM
updated 2 months ago
Call (714)255-8888  Verified

Edward Jones

business phone
3 Pointe Dr 207
Brea CA, 92821
financial consultants
4 hours and 29 minutes by plane • 1955.9 mi
CLOSED FOR TODAY → 8:30AM-5:00PM
updated 11 months ago
Call (714)674-0245  Verified

Nazih Yehya Financial Advisor With Eagle Strategies Llc.

business phone
675 Placentia Ave Suite 250
Brea CA, 92821
financial planners
4 hours and 29 minutes by plane • 1956.12 mi
Real world solutions to real world needs....read more
CLOSED FOR TODAY → 9:00AM-4:00PM
Call (714)809-0250  Verified

Secured Retirement Incorporated

(714)256-1070 verified
275 N Brea Blvd Suite B
Brea CA, 92821
financial consultants
4 hours and 29 minutes by plane • 1956.96 mi
Our motto is: "Providing Retirement Plan Sponsors with solutions to retirement plan installation and annual administration." To that end, SRI continues to operate on a Fee Schedule basis. This is a co...read more
CLOSED FOR TODAY → 8:30AM-4:30PM
updated a year ago
Call (714)256-1070  Verified

Sunita Foley - Raymond James

(714)674-0372 verified
915 West Imperial Hwy Suite 140
Brea CA, 92821
financial planners
4 hours and 30 minutes by plane • 1957.88 mi
updated 2 years ago
Call (714)674-0372  Verified
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