California > Brea Yellow Pages > Finance > Investment Services & Advisors

Brea Investment Services & Advisors

Local Businesses: 35

Atlas Investment Properties

411 Atlas Street Suite B
Brea, CA 92821-3144
(714) 482-0477
Dennis Curley (Executive)
Categories: Security Brokers & Dealers

Benson Zelda

3040 Saturn Street Suite 204
Brea, CA 92821-1716
(714) 646-5188
Zelda Benson
Categories: Financial Planning Consultants

Brea Executive Suites

633 South Brea Boulevard
Brea, CA 92821-5308
(714) 257-9544
Categories: Investment Management Services

Del Rey Capital Corp.

630 East Lambert Road
Brea, CA 92821-4119
(714) 990-0354
Categories: Investment Services & Advisors

Edward Jones - Financial Advisor: Bill Murray

MAKING SENSE OF INVESTING
255 East Imperial Highway Suite C
Brea, CA 92821-4981
(714) 529-3288
Products: Brea Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Charles Gustafson

MAKING SENSE OF INVESTING
3230 East Imperial Highway Suite 175
Brea, CA 92821-1707
(714) 993-9774
Products: Brea Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jillian L Petuskey

MAKING SENSE OF INVESTING
3 Pointe Drive Suite 207
Brea, CA 92821-7624
(714) 674-0245
Products: Brea Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Fidelity Investment Center

815 East Birch Street
Brea, CA 92821-5765
(714) 672-0060
Jeffrey Weeks (Manager)
Categories: Investment Management Services

Fidelity Investments

815 East Birch Street
Brea, CA 92821-5765
(800) 526-7251 +view more
Products: Annuities, Mutual Funds
Services: Brokerage Services
Categories: Investment Management Services, Security Brokers & Dealers

Financial Planning Solutions

747 South Brea Boulevard Suite 32
Brea, CA 92821-5379
(714) 255-1886 +view more
Jim Merle (Manager)
Categories: Financial Planning Consultants

Future Finance Network

1215 West Imperial Highway Suite 100a
Brea, CA 92821-3734
(714) 680-8396 +view more
David Mar (Manager)
Categories: Loans Personal, Mortgage Bankers & Correspondents, Financial Planning Consultants

Home Mortgage Protection

1215 West Imperial Highway Suite 101a
Brea, CA 92821-3734
(714) 680-8335
A Tareen (Owner)
Categories: Mortgage Bankers & Correspondents, Insurance Carriers, Financial Planning Consultants

Ibt

3230 East Imperial Highway
Brea, CA 92821-6721
(714) 986-1633
Categories: Investment Services & Advisors, Bearings

Kirby Wealth Management

2601 Saturn Street Suite 106
Brea, CA 92821-6702
(714) 203-8900
James Kirby (Owner)
Categories: Public Accountants, Financial Planning Consultants

Legacy Financial Services

3230 East Imperial Highway Suite 110
Brea, CA 92821-1704
(714) 993-0020
Categories: Mortgage Bankers & Correspondents, Financial Planning Consultants

Lighthouse Finanical Services

3000 East Birch Street
Brea, CA 92821-6261
(714) 572-8900
Rafael Davila (Manager)
Categories: Financial Planning Consultants

Lpl Financial

2650 East Imperial Highway
Brea, CA 92821-6103
(714) 524-9000 +view more
Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual…
Services: Asset Management, Brokerage Services, Consultations, Educational Planning,…
Categories: Financial Services, Financial Planning Consultants

M Meritage Partners

242 South Orange Avenue
Brea, CA 92821-4980
(714) 671-7868
Brian Franco (Partner)
Categories: Investment Services & Advisors

Mcnaughton Advisors

3230 East Imperial Highway
Brea, CA 92821-6721
(714) 993-0440
Categories: Financial Planning Consultants

Merrill Lynch

145 South State College Boulevard Suite 300
Brea, CA 92821-5844
(714) 257-4400
Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Mjd Investment Co.

580 West Lambert Road Suite East
Brea, CA 92821-3913
(714) 529-3453
M Davies (Partner)
Categories: Security Brokers & Dealers

Morgan Stanley - Brea Offices

3 Pointe Drive Suite 111
Brea, CA 92821-7623
(714) 990-5200
Jack Lindsey (Manager)
Products: Bonds, Cds, Commodities, Defined Benefit, Iras, Money Markets, Mutual Funds,…
Services: Asset Management, Brokerage Services, Budgeting, Business Services, Charitable…
Categories: Security Brokers & Dealers

National Planning Corporation

259 South Randolph Avenue
Brea, CA 92821-5739
(714) 529-9500
Categories: Financial Planning Consultants

Primerica

1215 West Imperial Highway Suite 208
Brea, CA 92821-3735
(714) 680-3227 +view more
Services: Financial Services, Insurance, Investments, Long Term Planning, Retirement…
Categories: Financial Services, Financial Planning Consultants

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
915 West Imperial Highway Suite 140
Brea, CA 92821-3852
(714) 674-0372
Sunita Foley (Manager)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…
Categories: Financial Services, Financial Planning Consultants

Retirement Distribution And Wealth Management Strategies Inc.

509 South Brea Boulevard Unit 13
Brea, CA 92821-6810
(714) 879-5200
Products: Iras, Individual Retirement Account
Services: Accounting, Consultations, Estate Planning, Inheritance Planning
Categories: Financial Planning Consultants

Stellar Investment Group

2500 East Imperial Highway
Brea, CA 92821-6122
(949) 260-9382
Noel Meredith (Ceo)
Categories: Investment Services & Advisors

The Householder Group

10 Pointe Drive Suite 100
Brea, CA 92821-7621
(714) 529-2300
Veronica Aaron (Principal)
Categories: Financial Planning Consultants

Thrivent Financial For Lutherans

LET'S THRIVE.
1215 West Imperial Highway Suite 102
Brea, CA 92821-3734
(714) 525-4360 +view more
Teri Burns (Manager)
Products: Automobile Loans, Boat Loans, Certificates Of Deposit, Checking Accounts, Credit…
Services: Account Inquiries, Bill Payment Services, Certificates Of Deposit, Checking…
Categories: Financing Personal, Insurance Carriers, Financial Planning Consultants

Tomlinson Enterprises

259 South Randolph Avenue Suite 140
Brea, CA 92821-5739
(714) 529-1335
John Tomlinson (Owner)
Categories: Security Brokers & Dealers, Building & Property Maintenance & Services

Topway

925 West Lambert Road Suite D
Brea, CA 92821-2943
(714) 257-9151
Categories: Investment Services & Advisors

U.S. Bank

275 West Central Avenue
Brea, CA 92821-3339
(714) 529-3983 +view more
Aline Khelghatian (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

2545 East Imperial Highway Suite B
Brea, CA 92821-6102
(714) 672-4195 +view more
Adam Bateman (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Ubs Financial Services

1 Pointe Drive
Brea, CA 92821-7625
(714) 256-5400
Peter Christenson (Manager)
Products: , Business Lending, Commercial Lending, Commercial Mortgages, Equities, Fixed…
Services: Brokerage Services, Fa, Asset Management, Banking, Business Loans, Business…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Waddell & Reed

1 Pointe Drive Suite 210
Brea, CA 92821-7626
(714) 255-8888
Products: Iras, Mutual Funds, Rollover Ira, Rollover Plans, Roth Ira, Sep Ira, Simple…
Services: Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services,…
Categories: Financial Planning Consultants, Investments & Mutual Funds


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