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BEST RATED LONG BEACH, CA FINANCIAL SERVICES

3 Best Financial Services in Long Beach, CA

Expert-recommended Top 3 Financial Services in Long Beach, 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!

Scalco Financial - Long Beach, CA Financial Services - Portrait
Scalco Financial - Long Beach, CA Financial Services - Company Logo
Scalco Financial - Long Beach, CA Financial Services - Professional Highlights

SCALCO FINANCIAL

(4.8 Score)
207 East Broadway, Unit 201,
Long Beach, CA 90802 Directions

Since 2008

Specialty:

✓Financial Planning ✓Investment Planning ✓Retirement Planning ✓Insurance Management ✓Risk Management ✓Estate and Legacy Planning ✓Individual Tax Preparation and Planning ✓Trust ✓Tax Audits ✓Annuities ✓Asset Management ✓Client Representation

" Scalco Financial is a boutique firm specializing in personalized financial solutions. Their firm provide personalized wealth management strategies that help you build the future you desire. They offer independent, fiduciary advice and services in the interrelated fields of income tax and wealth management. Marco Scalco is the Senior Financial Advisor of Scalco Financial. He has deep knowledge in tax-efficient financial planning and help his clients to achieve financial prosperity. He has over 16 years of experience in the service industry. Marco has been engaged in a continuous quest for knowledge and professional development. He obtained his Bachelor’s degree in Business Administration in 2003. Marco is an active member of the National Association of Tax Professionals (NATP) and the Financial Planning Association (FPA).

2026 Highlights: Scalco Financial delivers personalized service and maintains communication with every client, focusing on their needs to guide them from where they are to the future they’ve dreamed of. Marco Scalco is an Enrolled Agent with the U.S. Department of the Treasury, Internal Revenue Service (IRS), a Certified Financial Fiduciary (CF2), Registered Financial Consultant (RFC), and Certified Financial Planner (CFP). He has also passed the FINRA Series 7 General Securities Examination and Series 66 Uniform Combined State Law Examination and holds a California Insurance License as a Life, Accident and Health Agent and Fire & Casualty Broker-Agent. Scalco Financial serves in LA County, Orange County, Los Angeles, Glendale, Pasadena, Torrance, Pomona, Santa Clarita, Anaheim, Santa Ana, Irvine, Huntington Beach, Garden Grove, Fullerton and Costa Mesa."

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License #BU22425843 | #91396 | #0E5149

Contact:

(562) 430-3780

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

TBR® Inspection Report:

Bryson Financial - Long Beach, CA Financial Services - Portrait
Bryson Financial - Long Beach, CA Financial Services - Professional Highlights
Bryson Financial - Long Beach, CA Financial Services - Office Exterior Image
Best Financial Services in Long Beach CA - Bryson Financial video
11+ YEARS ON TBR
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BRYSON FINANCIAL

(4.8 Score)
2165 East Spring Street,
Long Beach, CA 90806 Directions

Since 1969

Specialty:

✓Employee Benefits ✓Wealth Management ✓Estate Planning ✓Investment Management ✓Life Insurance ✓Annuities ✓Long-Term Care ✓Retirement Planning ✓Traditional and Roth IRA ✓Disability Income ✓College Savings Account ✓Cash Balance Plan ✓Advisory Accounts ✓Simple IRA ✓SEP IRA ✓Flexible Spending Accounts

" Bryson Financial prioritizes cost-effectiveness, understanding the unique needs of private equity firms, including cash flow, profitability, and enterprise value. Trent Bryson is the Chief Executive Officer of Bryson Financial. They see themselves as an extension of their clients' management team, providing advice and personalized assistance. They can continuously adapt and change their strategies to ensure that their products consistently serve their customers' best interests. They can analyze client objectives and provide strategic solutions that help clients save money and effectively manage risk. Their clients' success is their success.

2026 Highlights: Bryson Financial provides creative insurance strategies, comprehensive risk management solutions and help with pre-transaction diligence, transaction risk, portfolio cost reduction, and retirement planning."

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License #0C57214

Contact:

(562) 435-4267

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

TBR® Inspection Report:

Halbert Hargrove - Long Beach, CA Financial Services - Portrait
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HALBERT HARGROVE

(4.6 Score)
111 West Ocean Boulevard 23rd Floor,
Long Beach, CA 90802 Directions

Since 1989

Specialty:

✓Financial Planning ✓Retirement Planning ✓Estate Planning ✓Wealth Management ✓Investment Services ✓Charitable Planning and Gifting ✓Roth IRA Conversions

" Halbert Hargrove is an independent, employee-owned team of fiduciaries. JC Abusaid is the president of Halbert Hargrove Global Advisors. JC earned his Bachelor of Science in Business Administration with a Finance emphasis from the Colegio de Estudios Superiores de Administración in Bogotá, Colombia, and his MBA from the University of Redlands School of Business. He was awarded the Accredited Investment Fiduciary™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies. You'll have a personal team including a CFP® advisor. A team approach ensures you have continuity and many perspectives working to give you the best solutions.

2026 Highlights: Halbert Hargrove conducts events to help stay informed on the latest market movements and economic trends with timely updates from their investment team."

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License #603197549

Contact:

(888) 780-6420

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

TBR® Inspection Report:

Frequently Asked Questions About Financial Services in Long Beach, CA

Carefully selected questions to evaluate important aspects.Comparing the answers helps you choose the service that best suits your needs.

1. What investment options do you recommend for clients?
Scalco Financial
Answer from SCALCO FINANCIAL
Scalco Financial is an independent, fee-based wealth management and tax advisory firm. Our independence is backed by the resources, capabilities, and infrastructure of Avantax, one of the largest independent broker/dealer organizations in the country. Your financial situation is unique and deserves an equally unique approach designed to coordinate your financial goals; we’re here to do just that.
Bryson Financial
Bryson Financial - Submit now
Halbert Hargrove
Halbert Hargrove - Submit now
2. What licenses and registrations do you have in Long Beach, CA? 3. How do you protect clients' financial information and privacy? 4. What is the cost range for financial services in Long Beach, CA? 5. Do you offer virtual financial consultations? 6. How can your financial services help individuals and businesses? 7. How often do you review and update financial plans? 8. How do you help clients plan for tax efficiency? 9. How many clients have you helped with your financial services? 10. How do you stay updated with changes in financial regulations?

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SCALCO FINANCIAL REVIEWS

Marco has been great communicating with me and handling my needs in a timely manner. As a self-employed small business person, he prepared my tax returns quickly when I needed to get them done in order to have the best information available when applying for SBA programs. I was expecting a bit of delay due to the pandemic, but instead he had my return done the day after receiving my documents - allowing me to apply for PPP assistance in a timely manner. Plus he followed up with quick answers for my questions after the returns were complete. Likewise when the new Tax law changes arrived a few years ago, he was helpful in navigating the changes and making sure I could benefit from them. I look forward to working more with Marco in the future as I continue to sustain and grow my business. I know a skilled financial professional will be critical now more than ever in order for my business. Thank you.

I have been with Marco for several decades and I have found him to be very upright and honest. Returns calls quickly and has been very beneficial to our families finances. I recommend Marco without reservation.

Marco always exceeds my expectations when it comes time for tax season. I couldn’t image being anywhere else.

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BRYSON FINANCIAL REVIEWS

Our business teamed up with Bryson Financial to manage our employee benefits and we couldn't be happier. The team at Bryson is very hands on, responsive and has made all our past processes much more efficient & easier. As we build our relationship with them, we hope to expand just from employee benefits and use the other offered services. They are great to work with and I would highly recommend to anyone looking for a change.

Working with the Bryson team has been such a great experience. They handle all of our insurance and benefits management and make everything so simple. Each member of the team we've worked with has been extremely helpful, responsive, and knowledgeable.

I like Bryson Financial because they are smart, strategic and entrepreneurial. They put people first and give you the personalized service that was clearly absent with other insurance/financial providers. I highly recommend them.

HALBERT HARGROVE REVIEWS

For almost two years now I have interacted with Halbert Hargrove Global Advisor - Nick Strain + his amazing team. It has been a pleasure to work with Nick and team as everyone is a seasoned professional and a delight to work with. I am consistently impressed by their knowledge, process, sense of urgency and attention to detail, support, patience and they go above and beyond when it comes to client service and kindness.

Halbert Hargrove has great financial advisors, who are truly interested in your goals. They take good care of their investors and are easily available. My portfolio has increased a lot since I’ve been with the firm, which is 20+ years. I trust them completely.

We are extremely pleased with the service we are getting. I highly recommend them, and especially Nick Strain.

TBR® Inspection Score Report

SCALCO FINANCIAL Total Inspection Points: 115/120
Complete Info: 8
Acknowledgments: 9
Business Images: 9
Experience: 9
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

BRYSON FINANCIAL Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 8
Complete Info: 9
Social Media: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Video: 10
Website Standard: 10

TBR® Inspection Score Report

HALBERT HARGROVE Total Inspection Points: 111/120
Acknowledgments: 8
Business Images: 8
Complete Info: 8
Current Evaluation: 8
Reviews Study: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10