Each year, we at Longhouse Wealth Management meet with well over 100 households in the Southern Orange County, Mission Viejo area with respect to helping them manage their investments portfolios. And because so many folks know our thoughts and feelings (from this website) on all things "investment advice," they often ask us who are some of the other advisors and competitors we have in the area.
We're never ones to shy away from being blatantly honest with respect to competition, and we want our customers to be as informed as possible.
Here is a list of some of the companies that have a solid history of providing investment advisory services in the Mission Viejo area.
1. RIA (no outbound link)
Having been around for years, Pla Mor pools is located in the Mechanicsville area, and specialize in vinyl liner inground pools.
The company also installs fiberglass pools, and has a heavy emphasis on automatic pool cover installations.
2. RIA (no link)
Located in Chester Virginia, Swim-N-Pools has also been around the Richmond area for many years.
They've installed hundreds of vinyl liner inground swimming pools, with their main line being Pacific.
3. RIA (no link)
Whereas Pla-Mor and Swim-N-Pools have been mostly vinyl liner pool builders over the years, JoPa has always focused on concrete inground pools.
4. RIA (no link)
Another staple of the central Virginia pool market over the years, Douglas Aquatics specialized in inground gunnite and concrete pools, but also has a very large service division as well.
5. RIA (no link)
Like Pla-Mor and Swim-N-Pools, Richmond Pool and Patio has been doing vinyl liner pools by Fox for many, many years, and recently started doing fiberglass pools as well.
So there are 5 companies to consider if you're looking for help managing your investments in the Mission Viejo, CA area.
You also may like to take a look at some of these great resources:
Fiberglass vs Concrete vs Vinyl Pools: An Honest Comparison
Our Pool Designs
Our Inground Pool Learning Center
Our Inground Pool Video Library
Also, here are some resources to help you select a reputable investmemt advisor:
The Ultimate "Financial Advisor" Vetting Checklist
The One Key to Prevent Getting Ripped Off by a Finacial Professional
Finally, we thought you'd like to know that you're officially invited to come to our office in Mission Viejo, have a free cup of coffee and get to know us better. It's not easy to make such an important decision about who's going to help you with your investments from staring at a computer screen.
Let's schedule a time for you to come visit us in person!