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BEST RATED IRVINE, CA FINANCIAL SERVICES

3 Best Financial Services in Irvine, CA

Expert-recommended Top 3 Financial Services in Irvine, 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!

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BML WEALTH MANAGEMENT

(4.8 Score)
2 Park Plaza, Suite 800,
Irvine, CA 92614 Directions

Since 2004

Specialty:

✓Income Planning ✓Investment Planning ✓Tax Planning ✓Healthcare Planning ✓Financial Planning ✓Legacy Planning ✓Retirement Planning

“2026 Highlights: BML Wealth Management has helped individuals and families map out their financial future. Brian Levy is the founder of BML Wealth Management. He completed his bachelor’s degree in Business Economics from the University of California, Santa Barbara. He holds series 66 and is licensed in life and health insurance in California. He works each day to ensure his clients feel comfortable and confident as they plan for their goals. BML Wealth Management professionals are passionate about helping clients to achieve their ideal retirements.”

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License #0E50344

Price:

Financial Planning And Consulting Hourly Fees $500
Financial Planning And Consulting Fixed Fees
From $2,500
Upto $15,000

Contact:

(949) 682-9105

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Falcon Wealth Planning - Irvine, CA Financial Services - Professional Team Image
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3+ YEARS IN TBR
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FALCON WEALTH PLANNING

(4.8 Score)
2030 Main Street, 13th Floor,
Irvine, CA 92614 Directions

Since 2015

Specialty:

✓Retirement Planning ✓Investment ✓Tax Planning and Preparation ✓Financial Planning ✓Estate Planning

"Falcon Wealth Planning is a NAPFA-Registered Financial Firm and is a CERTIFIED FINANCIAL PLANNER™ Professional who helps clients across the country. With more than 30 years of experience, they dedicate their services to prepare creative solutions tailored specifically to you. Their mission is to provide clients with the best path to wealth accumulation, retention, and tax reduction by creating and implementing strategies tailored to their unique goals. Falcon Wealth Planning offers customized advice on each client’s wealth planning issues. Their priority is to provide clients with clarity and education and to make planning simple and tangible so that they can achieve their financial goals. They fully disclose all fees and work as a Fiduciary to make sure the plan they put together is in your best interest. They offer free assessments to their clients.

2026 Highlights: Falcon Wealth Planning was recognized as Forbes’ Top 250 RIA Firms in 2025."

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License CRD #174092

Price:

Financial Planning Fees Hourly Fee $500

Contact:

(855) 963-2526

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

TBR® Inspection Report:

John Stokes Financial - Irvine, CA Financial Services - Professional Team Image
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JOHN STOKES FINANCIAL

(4.7 Score)
2040 Main Street, Suite 570,
Irvine, CA 92614 Directions

Since 2000

Specialty:

✓Financial Planning ✓Investment Management ✓Retirement Planning ✓Job Transition Consulting ✓Employment Benefits Planning ✓Estate Planning Strategies ✓Insurance and Tax Planning

“2026 Highlights: John Stokes Financial specializes in providing financial advice to individuals who are undergoing significant life and job transitions. John Stokes is the Chief Executive Officer and Founder of John Stokes Financial. He is a Chartered Retirement Planning Counselor™ (CRPC®), Accredited Asset Management Specialist™ (AAMS®), Accredited Wealth Management Advisor™ (AWMA®), and Accredited Behavioral Financial Professional (ABFP®) and holds Series 7, 63, and 66 securities. Their team is dedicated to helping you achieve your financial goals and secure a prosperous future.”

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License CRD #4297437

Contact:

(949) 477-1245

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

TBR® Inspection Report:

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BML WEALTH MANAGEMENT REVIEWS

We did a lot of research before selecting BML. From day one, we knew we made the right choice. They listened to our retirement goals and created a plan that has worked amazingly well for us. We no longer have to worry about our financial future like we use to. We truly believe they are the best in the industry. In three short years they have become like family and we always look forward to getting together with Brian, Jordan and their team. They are a 5+ for sure.

At our stage in life, we've chosen to invest our money conservatively. Anthony has the knowledge and experience to guide us to investments that are secure, and also allow us to achieve the maximum return. He takes a personal interest in our pursuits and helps us utilize our funds to achieve our financial goals. We explored many other financial programs before landing at BML, and we couldn't be more satisfied.

We’ve been with BML for over 9 years and have always been in a better financial position every year. Brian Levy and his team are on top of the slightest market changes that benefit our portfolios. Above all they’re trustworthy. The entire staff is friendly and makes us feel welcome at every visit. Thank you BML.

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FALCON WEALTH PLANNING REVIEWS

We started with Falcon Wealth Planning last year, as both me and my wife are approaching retirement very soon and needed guidance for our future. We are very happy with our Advisor, Peter Lombardi. He has helped us understand more about investing and setting our goals for the future and has made us feel like part of the Falcon Family. We feel extremely blessed knowing Peter and look forward to a long relationship with him and the Falcon family as we enter retirement this year.

Peter Lombardi is my current representative and in my opinion he is very professional to work with. He is always very thorough and will always make sure that understand what he is presenting to me. He is will always ask if I have questions and makes every effort to answer them.

Peter offers amazing service! They really take the time to explain everything in a way that makes sense. I feel a lot more confident about our finances and the game plan we have in place. Super easy to talk to and always happy to answer questions. Highly recommend.

JOHN STOKES FINANCIAL REVIEWS

I’ve been working with John Stokes Financial for 7 years. He let me know that I had enough in my accounts to be able to retire. That was some of the best news I had ever gotten! I work directly with Tom Krebs. He answers all of my questions quickly and professionally. Everyone I have dealt with has been extremely prompt and helpful. The returns on investment have been excellent! I trust them implicitly to work in my best interest.

John Stokes Financial has been incredible to work with. They really do care about their clients. They have provided phenomenal support in a multitude of areas. When you’re looking for someone to trust with financial decisions it’s tough to know who you can go to. I’ve been pleasantly surprised with the firm’s professionalism and support. Highly recommend them.

We chose John Stokes to manage our investments over 15 years ago and have been very satisfied with the job he has done. John has given us an excellent pathway to transition into retirement with an approach that is working well in these confusing times. I would recommend his services.

TBR® Inspection Score Report

BML WEALTH MANAGEMENT Total Inspection Points: 115/120
Acknowledgments: 8
Current Evaluation: 8
Experience: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Video: 10
Website Source: 10

TBR® Inspection Score Report

FALCON WEALTH PLANNING Total Inspection Points: 114/120
Acknowledgments: 8
Current Evaluation: 8
Experience: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

JOHN STOKES FINANCIAL Total Inspection Points: 113/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Complete Info: 9
Business Images: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Pricing: 10
Video: 10
Website Source: 10
Website Standard: 10