Investment Services locations near Laguna Niguel, CA

Showing 1–10 of 10 results

This page indexes 10 investment services listings for Laguna Niguel, CA, covering 4 ZIP codes. Details on this page were last refreshed Oct 2026.

Edward Jones - Financial Advisor: Rick Riegle

📍 30110 Crown Valley Pkwy Ste 104, Laguna Niguel, CA, 92677

📞 949-249-8248

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: James Fullenkamp

📍 32451 Golden Lantern Ste 305, Laguna Niguel, CA, 92677

📞 949-248-1362

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: KEN Stelts

📍 29122 Rancho Viejo Rd Ste 113 Ste 113, San Juan Capistrano, CA, 92675

📞 949-347-0049

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Geoff Fellows

📍 32392 Coast Highway Suite 190 Ste 190, Laguna Beach, CA, 92651

📞 949-499-4028

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Morgan Stanley

📍 2 Ritz Carlton Dr Suite 203 Ste 203, Monarch Beach, CA, 92629

📞 949-234-4420

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Edward Jones - Financial Advisor: Tammy Mckennon

📍 3 Monarch Bay Plaza Ste 107 Monarch Bch, Dana Point, CA, 92629

📞 949-487-0833

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Optivest

📍 30131 Town Center Dr, Laguna Niguel, CA, 92677

📞 949-363-8686

W.l. Faith Investment Management

📍 28202 Cabot Rd Ste 300, Laguna Niguel, CA, 92677

📞 949-529-2049

W.L. Faith Investment Management is an independent Registered Investment Advisory firm focused on more than just financial planning and execution. Finances

Updated Oct 2026

Simpson Capital Management

📍 30872 Calle Barbosa, Laguna Niguel, CA, 92677

📞 949-495-7922

🌐 simpsoncapital.com

Simpson Capital Management is an investment management firm located in Laguna Niguel, California. They offer a range of services including research, trust planning, accounting, asset management, banking, consultations, and institutional services. While their online presence was last active in 2017, they continue to serve clients in the area with various financial management needs.

Titan Capital Management LLC

📍 13 Poppy Hills Rd, Laguna Niguel, CA, 92677

📞 949-488-8007