LPL Financial

5 reviews

+1 (714) 799-0774

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James Hendries , LPL Financial, Independent Financial Advisor in Huntington Beach, CA

Jim and his support team at James Hendries, LPL Financial, Independent Financial Advisor

The Towers at Bella Terra is the beautiful setting where our office resides.

7777 Center Ave Ste 120

Huntington Beach, CA 92647

+1 (714) 799-0774

http://www.jameshendries.com

James Hendries - Lpl Financial in Huntington Beach, CA specializes in creating personalized, comprehensive financial planning solutions for individuals and business owners to help them build, protect, and transfer wealth. As a full-service financial consulting firm, they offer clients an assortment of quality, non-proprietary investment choices.

The firm's services include comprehensive financial planning, business valuation assessment, continuity and continuation planning, and wealth management. With a focus on aligning businesses for success and managing money uniquely, James Hendries LPL Financial aims to provide tailored financial strategies to meet their clients' goals.

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Reviews

4.05 reviews

B-dub W.

9/11/2024

Great people. I plan on dropping by with the wife and meet with James for a little financial planning for our grandson on the way

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Cindy L.

9/19/2024

James, Sandra and staff have all been very helpful throughout the years we have been with them. I learned through my business about James and they have been awesome on the financial services for...

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Curt E.

5/17/2020

My wife passed away three years ago (2017) and a substantial amount of money in her retirement fund. Just got off the phone with my tax lady who said I might be getting $6000.00 back from federal...

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Bradley C.

8/21/2019

I have been working with James Hendries since since 2011 and have always found him to be an excellent source of information on retirement planning and what is going on in the financial services...

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Quent C.

1/8/2020

James Hendries of LPL Financial has been our financial advisor since 2004. We enjoy an excellent working relationship with Jim and his staff who are knowledgeable, personable and always very...

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