1. Retirement Planning Advisors

0

La Mirada, CA

Cancel

Open app

Search

Retirement Planning Advisors

5.0 (12 reviews)
Closed • 8:00 am - 4:30 pm

By appointment only

Services - Retirement Planning Advisors

Inheritance planning

Insurance planning

Investment management

Retirement Planning Advisors Photos

You might also consider

Recommended Reviews - Retirement Planning Advisors

Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
Yelp app icon
Browse more easily on the app
Review Feed Illustration

7 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

3 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

7 years ago

Helpful 1
Thanks 0
Love this 0
Oh no 0

7 years ago

Helpful 1
Thanks 1
Love this 1
Oh no 0

7 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0
Photo of Candee F.
128
14
15

7 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

7 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0
Photo of Ron I.
116
14
0

7 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

7 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

7 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

7 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0
Photo of G F.
0
4
0

7 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

Ask the Community - Retirement Planning Advisors

Review Highlights - Retirement Planning Advisors

“Karl and Jamie helped us navigate the maze of qualifying my mother for Medi-cal coverage for her long term care.”

Mentioned in 12 reviews

Read more highlights

You might also consider

Verify this business for free

People searched for Financial Advising 2,558 times last month within 15 miles of this business.

Verify this business

24 Hour Home Care - 24Hr HomeCare proudly supports the National Multiple Sclerosis Society as one of our community partners

24 Hour Home Care

(27 reviews)

This agency is an A+++, Excelent commucation. They send me a…read morecaregiver that i love her as my family. They called you almost every week to see how things are going, and if you are not satisfied or comfortable with the caregiver they send someone else. My son gets respite care from this agency. Very responsible, honest

My son is on the Spectrum and I receive services through regional center for respite care for him,…read moreand this company is the approved service. The first person they sent the first time my son ever had care was a self medicating diabetic who came to the job with low sugar and passed out. Paramedics had to be called. When I called them to say what happened they said they didn't even have emergency contacts for her on file. It took over a year for them to find another person who could come one day a week after school. I specified any day. But they never had anyone. When they did, she was great. After 2 months she said she couldn't come anymore. Another year goes by and they finally find someone. At this pointu sin was too thin due to ARFID issues. I explained to her we needed to get weight on him. I was taking a college class and when I would get home he'd be asleep and exhausted. Next day he said his legs and arms hurt. The next week I set up a nanny cam since I wouldn't be home. She was having my son do planks and other calisthenics!!!! She did t even ask if this was okay. I had her removed fromu son's care. Another year goes by and I finally find a friend of the family. So she jumos through their hoops for bothering process. Took her a month of CPR class. Orientation, etc none of which was paid. Then she starts watching son, I sign the timecards and 2 months later she has NEVER been paid!?? We have been back and forth and they keep giving excuses as to why they haven't paid her, trying to blame her and the regional center saying things I was able to prove as untrue. This is probably what happened to the other great lady that suddenly couldn't come. We kept calling and every week for 6 weeks we were told she'd be paid and then wasn't. So now she won't want my son because she hasn't been paid. This company is a joke! I don't even want to give 1 star. Shame on them for not paying their care providers.

WellPath Partners - Is your retirement plan tailored to your needs? WellPath Partners can help you find best senior resources for you or your loved one!

WellPath Partners

(25 reviews)

My dad was diagnosed with Dementia about 2 years old. At that time, so many worries and concerns…read morewere in my head. We knew we weren't ready to talk about transitioning his care; however, I reached out to Wellpath Partners for information. Charles was so kind to explain their services and promised to check-in with us in 3 months. There was no pressure or need to commit right away to their services. Charles and Leila checked in with us along the way. Never pushing for more information. Just "when you're ready, we are here". Last month, I reached out to Leila as our family was experiencing stress and increased difficulties caring for my dad at home by ourselves. We talked about options. We discussed financial and cultural concerns. My dad is Filipino, doesn't speak English well, and very particular with his care. Leila was able to help us find a Filipino-owned board and care that was close to home and within our price range. She helped settle my fears and worries. In the stress of needing to transition my dad quickly, she made it seem less challenging, listened to my concerns, and reassured me that I was not on this journey alone. I don't think I would have found a great place on my own. My dad has transitioned well. He tells people its quiet and the people are nice. When we visit, there is no stress or guilt. He smiles and is happy talking to the people there. Thank you to Charles, Leila, and the whole Wellpath Partners team! My family appreciates the family care you give your customers. We are so happy to share our story with our own family and friends who may be looking for support for their aging parents.

I called to inquire about Senior Care for my mom. Charles was very helpful in helping me understand…read moreour options and went out of his way to email me resources. This is the level of support I am looking for my family.

Origins Home Health Care - Grand Opening

Origins Home Health Care

(1 review)

Origins Home Healthcare welcomes you to a family of healthcare team who can provide you the…read moreexcellent quality, comprehensive and customized care you deserve. A team of love, care and trust whom you can rely on to care for your family member in the comfort of your own home. As we all say," to experience it is to believe." so call them now to get more information to start and i'm hoping that you will back to me with a high five for sharing this excellent team with you!!...

From the owner: Origins Home Health Care is founded on the principles of trust, skills, and excellence in care that…read morecomes with years of experience and dedication. We are a locally owned, California based company with our headquarters centrally located in Anaheim. We serve various counties in the Southern California region including Orange, Los Angeles, San Bernardino, Riverside, Ventura and Kern counties. We always strive to provide excellent service to patients and partners in the industry and our care team. Mission Our mission is to partner with families and clients to provide compassionate care for health, wellness and independence by a RN led caregiving team. Origins Home Health Care believes that as an organization we have the responsibility to provide excellent care to every person we serve. That every individual has a different talent, gift, and strengths with a common basic need of love, care, compassion, belonging, dignity, and respect.

Oasis Senior Advisors Coastal OC

Oasis Senior Advisors Coastal OC

(14 reviews)

Steve Wanamaker,…read more "Working in the Senior Care industry has allowed me to meet and network with many different professionals, all focused on providing services and support to the Senior Community. In the 7 years that I have been working for OC Hospice, I have met many Senior Placement Specialists, and I have found the level of knowledge and commitment vary tremendously amongst them. Because of the sensitive nature of the cases that we deal with, it is imperative for us to have dedicated and trustworthy professionals that we can refer to. Steve Wanamaker is not only a man of deep integrity and compassion, but he also is deeply knowledgeable and focused on providing the best possible solutions to his clients. Steve will leave no stone unturned in his search for the best possible match to what each client requires and needs. If the time has come for you or a loved one to move into an Assisted Care Living situation, or a Board & Care, Steve is the person you should be talking to. It is with great pleasure that I recommend Steve Wanamaker, with Oasis Senior Advisors." Sylvia Adler Community Liaison OC Hospice

I cannot speak highly enough of Steve Wanamaker at Oasis Senior Advisors in Orange County. From the…read moremoment we connected, he was fast, efficient, and incredibly knowledgeable. What truly sets him apart is his kindness and compassion--qualities that mean everything during such an emotional and overwhelming time. He took the time to really understand our family's needs and guided me through every step of the process with warmth and professionalism. His personable nature made it easy to trust his recommendations, and his strong relationships with board and care owners ensured we had access to quality options quickly. Thanks to his expertise and dedication, we found the perfect fit for our loved one and felt supported every step of the way. I wholeheartedly recommend Steve at Oasis Senior Advisors to anyone navigating elder care decisions.

Caring Hearts Premier Home Care - Assist with bathing and dressing

Caring Hearts Premier Home Care

(5 reviews)

Amazing care from very compassionate and nice caregivers. I have been using this company for quite…read morea while and every experience has been perfect. They are always on time and if there happens to be an issue, I am notified immediately. When I say issue, I mean they have to send a substitute for my regular caregiver. My spouse and I have liked every person that has been sent. Jay (the owner) is amazing and so are his office staff.

My wife and I came to California from Montana the beginning of December for treatment and our first…read morecouple of rehab places we went to let me just say that if our sobriety wasn't our number one priority I'd see that those places got shut down. and as we were sitting on the sidewalk of the last place we were at I was getting discouraged because alot of places were no longer taking my insurance because Montana changed its rules for out of state treatmen. I contacted admissions here at inspire and told them our situation and as soon as they heard that we were on the streets stranded with no way back home they had a uber on its way to pick us up their main concern was our safety they said we will get things figured out when we got to their facility. as soon as we got in the doors the staff immediately offered us something to eat just kind of relax take a breath. And for the first time since I came to California, I felt we found the right place. The level of professionalism as well as. Kindness tops the charts I can't begin to express how thankful I am for this place they gave my wife and I a chance at a new sober life.

Retirement Planning Advisors - financialadvising - Updated October 2026

Loading...
Loading...
Loading...