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BEST RATED GARDEN GROVE, CA FINANCIAL SERVICES

3 Best Financial Services in Garden Grove, CA

Expert-recommended Top 3 Financial Services in Garden Grove, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

First Command Financial Services, Inc - Garden Grove, CA Financial Services - Company Logo
Best Financial Services in Garden Grove CA - First Command Financial Services, Inc video
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FIRST COMMAND FINANCIAL SERVICES, INC

(4.8 Score)
12419 S Lewis Street, Suite 104,
Garden Grove, CA 92840 Directions

Since 1958

Specialty:

✓Financial Planning ✓Insurance ✓Investments ✓Retirement Planning

“2026 Highlights: First Command Financial Services, Inc's main goal is coaching those who serve in their pursuit of financial security. First Command Financial Advisors have been shaping positive financial behaviors through face-to-face coaching with hundreds of thousands of clients. First Command is guided by a distinguished team of leaders who share their commitment to serving military families. Many are veterans themselves, bringing firsthand understanding of the unique challenges and opportunities that come with military service.”

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License CRD #281958

Price:

Financial Planning Fee
From $750
Upto $3,000

Contact:

(714) 703-8070

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Wilson Financial Services - Garden Grove, CA Financial Services - Portrait
Wilson Financial Services - Garden Grove, CA Financial Services - Office Image
Wilson Financial Services - Garden Grove, CA Financial Services - Company Logo
10+ YEARS IN TBR
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WILSON FINANCIAL SERVICES

(4.8 Score)
12419 Lewis Street, Suite 101,
Garden Grove, CA 92840 Directions

Since 2014

Specialty:

✓Retirement Income and Asset Protection Strategies ✓Wealth Management ✓Annuities ✓Investments ✓IRA/401(k) Rollovers ✓Portfolio Analysis ✓Portfolio Risk Assessment ✓IRA Legacy Planning ✓Life Insurance ✓Tax-efficient and Long-term Care Strategies ✓Trusts ✓Probate ✓Charitable Giving ✓Estate Planning ✓Tax Planning

“Wilson Financial Services is an independent financial services firm helping individuals create retirement strategies using various insurance products to custom-suit their needs and objectives. Dennis Wilson is the founder of Wilson Financial Services. Dennis specializes in working closely with his clients to create personalized, sound legacy and retirement income plans. He values the importance of protecting accumulated assets while effectively generating sufficient retirement income and minimizing taxes. He is the West Coast Director for Effective Ministries, Inc. (The LINK), impacting the nation of Niger, Africa, by building orphanages, supplying medical equipment, and serving as a missionary. At Wilson Financial Services, the team believes everyone should be able to live the retirement they've always wanted. They are dedicated financial practitioners passionate about helping individuals and families achieve their ideal retirement. Contact them to schedule a meeting.”

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License #0372079

Price:

Financial Service Annual Fee Upto 1.0%

Contact:

(714) 204-0870 (714) 705-1900

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Jon Glant - Garden Grove, CA Financial Services - Portrait
Jon Glant - Garden Grove, CA Financial Services - Office Image
Best Financial Services in Garden Grove CA - Jon Glant - EDWARD JONES video
9+ YEARS IN TBR
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JON GLANT

(4.7 Score)
EDWARD JONES 12792 Valley View Street, Suite F,
Garden Grove, CA 92845 Directions

Since 2011

Specialty:

✓Retirement Savings Strategies ✓Entrepreneurs and Business Owners ✓Estate and Legacy Strategies ✓Insurance and Annuities ✓Mutual Funds ✓Long-term Care Insurance ✓Investment Strategy

"Jon Glant has been a financial advisor at Edward Jones. He believes investing his time before spending your money to understand what he's working toward is important. Edward Jones is a financial firm that helps you save on your pension, gain knowledge, and become a tax-smart investor. They can also monitor your progress to ensure you stay on track or determine if any adjustments need to be made. Edward Jones can work together to develop specific strategies to help you achieve your goals. They believe the best way to build and preserve your financial future is with a long-term approach to investing, which includes helping you create a complete, tailored plan. They are dedicated to providing their clients with top-notch client service. Contact them to request an appointment.

2026 Highlights: Edward Jones is a privately-owned company."

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License CRD #5806842

Price:

Annual Program Fee Upto 1.35%

Contact:

(714) 894-5750

Mon-Fri: 8am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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FIRST COMMAND FINANCIAL SERVICES, INC REVIEWS

Joe Knutsen has helped me/my family tremendously! He helped me get quotes with life insurance companies and got approved for a fair cost as a previous smoker. Joe guided me through the process of all the services we got from him and taught me like I'm a kid! So easy to understand finance if it is him explaining it. He manages our family's Roth IRA and always willing to assist on how we can be better financially. With huge purchases and new investments, we always go to him.

Joe Knutsen is the best financial advisor we’ve ever had. He is super-knowledgeable, an excellent communicator, very kind, and always puts the interest of his clients first. Joe has guided my wife and I through a myriad of challenging financial issues and, after following his advice and guidance, we have always come out ahead of the game. Joe cares about his clients and it shows in the way he takes the time to talk to you and explain things clearly.

Joe has been our advisor for many years, helping us manage for retirement and more recently set up a program for us to pay for my son's college without using student loans. Ben graduates next May and both he and my wife and I, will have zero school debts to worry about. As a fellow Veteran, I appreciate Joe's understanding and relating to our financial goals.

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WILSON FINANCIAL SERVICES REVIEWS

We are new to Wilson Financial (advisor Juan Verdin), but with the dealings we've had with them so far, as our retirement planning continues, have been fantastic. Juan is compassionate, understanding, and very patient! We're SO glad we listened to the radio ads and gave them a call.

Wilson Financial Advisors are some of the most professional financial and life insurance advisors in the industry. They take great care of their clients and empower them with the knowledge to make the right decision. Highly recommend them.

I didn't have a lot to bring to the table but Wilson financial treated me like a large investor... Thanks Juan.

JON GLANT REVIEWS

They can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.

TBR® Inspection Score Report

FIRST COMMAND FINANCIAL SERVICES, INC Total Inspection Points: 116/120
Business Images: 8
Current Evaluation: 8
Acknowledgments: 10
Complete Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

WILSON FINANCIAL SERVICES Total Inspection Points: 115/120
Acknowledgments: 8
Experience: 8
Business Images: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

JON GLANT Total Inspection Points: 113/120
Experience: 8
Legitimate Ratings: 8
Reviews Study: 8
Business Images: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Location Proximity: 10
Video: 10
Website Source: 10
Website Standard: 10