Financial Advisor – Costa Mesa
3200 Park Center Drive, Suite 550
Costa Mesa, CA 92626
(949) 386-5640
Retirement Planning & Wealth Management in Costa Mesa
If you are located near Costa Mesa, we encourage you to give us a call to set up a consultation. Our list of services ranges from investing and tax planning, to retirement planning and life-based event planning. We’d love to see how we can work together to help you plan and invest for your everyday needs, big aspirations – and everything in between.
Serving Costa Mesa and Orange County
Centrally located for our Orange County clients, Halbert Hargrove’s Costa Mesa office is just off the intersection of the 405 and 55 freeways – and 10 minutes from the 73. Nearby landmarks include South Coast Plaza, the Orange County Museum of Art, and Segerstrom Center for the Arts. Free parking is plentiful. If your busy day makes it a challenge to meet in person, we’d be happy to set up a zoom or phone consultation with you.
SEND US A MESSAGE
Explore Halbert Hargrove’s Services in Irvine & Costa Mesa
Investment Planning in Irvine & Costa Mesa
Our investment services aim to grow your wealth strategically, aligning with your life goals and risk tolerance. Our Irvine & Costa Mesa team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals.
Financial Planning in Irvine & Costa Mesa
Through meticulous financial planning, our Irvine & Costa Mesa team creates a roadmap tailored to your aspirations. We analyze your current financial situation, identify opportunities for improvement, and chart a course to help you achieve your dreams, whether it’s buying a home, funding education, or starting a business.
Costa Mesa & Irvine Retirement Planning
Retirement should be a time of relaxation and fulfillment, not worry. Our Irvine & Costa Mesa retirement planning services assist you in planning and preparing for your retirement lifestyle.
Tax Planning in Irvine & Costa Mesa
Managing tax liabilities effectively is an important part of enhancing your wealth. Our Irvine & Costa Mesa tax planning services employ strategic techniques to identify deductions, credits, and tax-efficient investment strategies. By staying informed of tax law changes and utilizing effective tax planning strategies, our goal is to help you keep more of what you’ve earned.
Estate Planning in Irvine & Costa Mesa
Estate planning goes beyond distributing assets; it’s about preserving your legacy and protecting your loved ones. Our Irvine & Costa Mesa estate planning services take into consideration your wills, trusts, and beneficiary designations. We want to see your wishes honored and your estate passed on efficiently and effectively.
Charitable Gift Planning in Irvine & Costa Mesa
Giving back to the community is a rewarding endeavor. Our Irvine & Costa Mesa charitable gifting services help you support causes close to your heart while optimizing tax benefits. We assist in structuring charitable donations and implementing strategies that align with your philanthropic goals, leaving a lasting impact on the causes you care about.
Costa Mesa Family Financial Planning
Families have unique financial dynamics and goals. Our Irvine & Costa Mesa family advisory services provide holistic guidance to navigate complex financial decisions. From education funding to intergenerational wealth transfer, we collaborate with families to build a legacy of financial stability and prosperity.
Irvine & Costa Mesa Wealth Management
Wealth management is about more than just growing your assets; it’s about orchestrating your financial affairs to achieve your life’s vision. Our Irvine & Costa Mesa wealth management services integrate investment management, financial planning, and risk management in an attempt to safeguard and enhance your wealth, with the goals of allowing you to focus on what matters most.