Best Financial Advisors in Bell Gardens

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
50+
Advisors
4.5/5.0
Average Rating

Bell Gardens Financial Landscape

The city has a growing economy with a focus on retail, manufacturing, and services. Its proximity to Los Angeles enhances its economic opportunities.

Major industries
Retail, Manufacturing, Services
Population
42.9K (metro: 13.1M)
Median household income
$45,000
Unique needs
Bell Gardens needs to address housing affordability, economic diversification, and community development.
Market Insights
Economic Growth
According to BEA (2023), Bell Gardens has shown steady economic growth, primarily driven by retail and local services.
Wealth Demographics
According to Census (2023), the median income in Bell Gardens is approximately $45,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Bell Gardens are increasingly focusing on retirement planning and investment diversification.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Bell Gardens is moderate, with housing being the largest expense for residents.
Real Estate Market
According to Zillow (2024), the real estate market in Bell Gardens is competitive, with rising prices and limited inventory.
Business Environment
According to Fortune (2024), Bell Gardens offers a favorable business climate, but challenges remain in workforce development.

Top 5 Financial Advisors in Bell Gardens

Andazola Financial Services
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Emma J Aragon
★ ★ ★ ★ ★ 5
Ramos Consulting and Wealth Management Inc.
★ ★ ★ ★ ★ 5
Peak Financial Planning
★ ★ ★ ★ ★ 5
Graves Financial Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Bell Gardens, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Bell Gardens-Specific Expertise
For Bell Gardens residents working in Retail, Manufacturing, Services, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Bell Gardens' reliance on retail and services poses economic risks; housing market volatility and flooding are concerns. Diversify investments for stability.

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