Halbert Hargrove

Halbert Hargrove is a wealth management firm in Long Beach, California, serving individuals, families, and business owners with personalized financial planning. The firm specializes in retirement planning, investment management, tax planning, estate planning, charitable giving, and life-based event planning. As a fiduciary advisor, Halbert Hargrove is committed to placing clients’ interests first, offering objective guidance rooted in long-term strategy and education. With a presence in Long Beach since 1989, the firm serves clients across the country from its office at 111 W Ocean Blvd Suite 2300. The firm holds a 4.50 rating based on customer reviews, reflecting strong client satisfaction.

Halbert Hargrove emphasizes a fiduciary approach, with all advisors legally bound to act in clients’ best interests. The firm’s team includes certified financial planners and accredited investment fiduciaries, reflecting a deep commitment to professional excellence. Advisors work closely with clients to develop comprehensive, goal-driven strategies that evolve with life changes. The firm’s philosophy centers on building lasting relationships, transparency, and disciplined innovation, with a history spanning over 70 years. It has been recognized as one of the Top-Rated Financial Advisory Firms on CNBC’s FA 100 from 2019 to 2025, a distinction based on client satisfaction and performance metrics.

Located at 111 W Ocean Blvd, Suite 2300, the firm sits just a short distance from Downtown Long Beach train station and is bordered by East Ocean Boulevard and Pacific Avenue. Nearby, the UPS Store and Pine Avenue offer nearby points of reference, with the downtown transit hub located approximately 0.1 miles away.

Halbert Hargrove is known for its client-focused, fiduciary-driven service in a competitive financial landscape. The firm stands out through its long-standing independence, commitment to transparency, and consistent recognition among top advisory firms. Its presence in Long Beach reflects a deep dedication to helping clients achieve well-lived todays and tomorrows.