Investment Firms in Anaheim To Consider

Choosing the right investment firm is a key part of building long-term financial confidence. Whether you’re aiming to expand your portfolio, plan for retirement, or uncover new investment opportunities, having a knowledgeable and reliable financial advisor by your side can make all the difference in today’s dynamic market.

For individuals and businesses in Anaheim, the firms highlighted below are known for crafting customized financial solutions, maintaining a strong fiduciary commitment, and bringing deep insights into the region’s unique economic environment.

Tower Two Advisors

Tower Two Advisors is a boutique financial advisory firm dedicated to providing personalized investment strategies and comprehensive financial planning services. Founded in 2021 and headquartered in Anaheim, California, the firm was established by a seasoned financial professional seeking to prioritize client relationships over corporate quotas. Embracing the philosophy of being a “personal financial lifeguard,” Tower Two Advisors aims to protect clients from market volatility through meticulously crafted financial plans tailored to individual goals and circumstances. With a focus on transparency, integrity, and long-term partnerships, the firm offers services that include investment management, retirement planning, and holistic financial guidance. Clients benefit from a hands-on approach that emphasizes clarity and confidence in navigating their financial journeys.

Address: 1550 S Sunkist St suite h, Anaheim, CA 92806

Phone: 19499195832

Email: [email protected]

Website: http://www.tt-advisors.com/

Velox Clearing LLC

Velox Clearing LLC is a technology-driven financial services firm specializing in API-first clearing and prime brokerage solutions tailored for fintechs, advisors, and institutional brokers. Headquartered at 600 Brickell Avenue, Suite 2800, Miami, FL 33131, with an additional office in Anaheim, California, Velox offers a modern, scalable platform designed to streamline securities transactions and back-office operations. Registered with FINRA and the SEC, and a member of SIPC, NSCC, and DTCC, Velox provides a comprehensive suite of services, including U.S. equities clearing and settlement, custody and safekeeping, sponsored access, stock lending, and real-time API integrations. Their client portal delivers transparency and control, enabling users to monitor balances, positions, margin calls, and access essential documents seamlessly. Serving a diverse clientele—from introducing brokers and hedge funds to registered investment advisors and automated trading firms—Velox is committed to delivering personalized support and operational efficiency. With a focus on innovation and client success, Velox empowers financial professionals to navigate the complexities of the market with confidence.

Address: 2400 E Katella Ave 7th Floor STE 725a, Anaheim, CA 92806

Phone: 18668083569

Email: [email protected]

Website: https://www.velox-global.com/

Tellone Financial Services Inc.

Tellone Financial Services, Inc. is a comprehensive financial services firm offering personalized strategies in tax planning, accounting, estate planning, and private mortgage lending. Established in 1975 and headquartered at 6200 East Canyon Rim Road, Suite 201, Anaheim Hills, CA 92807, the firm is 100% employee-owned and operates independently, ensuring that client needs remain the top priority. With a team of experienced professionals, including Enrolled Agents, CPAs, and CFP®s, Tellone Financial provides tailored solutions designed to help clients achieve their financial goals. Their proactive approach anticipates challenges and adapts strategies to keep clients on track toward a meaningful and successful financial future. Whether it’s navigating complex tax situations, planning for retirement, or securing financing through private mortgage lending, Tellone Financial is committed to delivering clarity, confidence, and results.

Address: 6200 E Canyon Rim Rd # 201, Anaheim, CA 92807

Phone: 17149982290

Email: [email protected]

Website: http://www.tellone.com/

2E Wealth Management Inc / TCFG Wealth Management LLC / Paul J Toohey CFP AIF

2E Wealth Management, Inc. is a fee-based financial planning and wealth management firm dedicated to helping individuals and business owners achieve their financial goals through personalized, comprehensive strategies. Located at 140 S Chaparral Ct, Suite 130, Anaheim, CA 92808, the firm offers a range of services including investment management, retirement planning, insurance solutions, and business financial services. Led by Paul J. Toohey, CFP®, AIF®, the team at 2E Wealth Management focuses on understanding each client’s unique needs and long-term objectives to develop, implement, and monitor effective financial plans. With over 30 years of experience, the firm is committed to providing fiduciary planning services that prioritize client interests and foster financial confidence.

Address: 140 S Chaparral Ct #130, Anaheim, CA 92808

Phone: 17149988200

Email: [email protected]

Website: http://www.2ewealth.com/

Slaten Wealth Management

Slaten Wealth Management is a boutique financial advisory firm that seamlessly integrates investment management, tax planning, and estate planning to provide clients with a comprehensive, personalized wealth strategy. Located at 501 N Brookhurst St, Suite 318, Anaheim, CA 92801, the firm offers a holistic approach to financial planning, ensuring that clients’ financial goals are met with tailored solutions. By partnering with Simplicity Wealth, Slaten Wealth Management leverages institutional-level investing and sophisticated technologies to help clients minimize risk and maximize potential returns. Their proprietary AssetLock® system offers real-time portfolio monitoring aligned with each client’s risk tolerance, providing transparency and confidence in investment decisions. With a commitment to proactive management and clear communication, Slaten Wealth Management empowers clients to navigate their financial journeys with clarity and assurance.

Address: 501 N Brookhurst St, Anaheim, CA 92801

Phone: 17147760606

Email: [email protected]

Website: http://slatenwealth.com

Benchmark Wealth Management

Benchmark Wealth Management is a fiduciary Registered Investment Advisor based in Old Lyme, Connecticut, offering complex, holistic financial planning and investment management solutions to high-net-worth professionals and retirees. With a commitment to exceptional service, their team provides personalized, white-glove attention to each client, ensuring their needs are understood and goals are met. ​

Address: 2300 E Katella Ave #400, Anaheim, CA 92806

Phone: 17146334453

Email: [email protected]

Website: http://www.benchmarkwealthmanagement.com/

CD Financial

CD Financial is an independent financial services firm dedicated to helping individuals and families navigate their retirement journey with confidence. Located at 30270 Rancho Viejo Road, Suite D, San Juan Capistrano, CA 92675, the firm specializes in crafting personalized retirement strategies that align with each client’s unique goals and circumstances. Through their proprietary “Charted Retirement Course” process, CD Financial guides clients through a comprehensive evaluation of their financial situation, helping them develop a tailored plan to achieve their ideal retirement. With a focus on education and empowerment, the firm offers resources such as seminars, blogs, podcasts, and newsletters to keep clients informed and engaged. As a Registered Investment Adviser, CD Financial combines investment and insurance solutions to create holistic strategies aimed at securing financial independence and peace of mind.

Address: 2400 E Katella Ave, Anaheim, CA 92806

Phone: 17145153973

Email: [email protected]

Website: http://cdfinancial.org/