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InvestLinc Wealth Services, LLCFinancial advisor in Brea, CA

InvestLinc Wealth Services, LLC is a financial advisor at 10 Pointe Dr #150, Brea, CA 92821, ranked #12 of 143 wealth managers in Brea and rated 5.0 from 14 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Brea, CAUpdated 0 paid placements in any rankingHow we rank

Call (714) 563-3500Website ↗

Key facts

Key facts about InvestLinc Wealth Services, LLC
Address10 Pointe Dr #150, Brea, CA 92821Get directions
Phone(714) 563-3500
Websiteinvestlinc.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 14 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Brea and 11 towns within 25 miles: Placentia, Rowland Heights, La Habra, Yorba Linda, Fullerton, South San Jose Hills, Walnut, Anaheim, Hacienda Heights, La Puente and La Mirada.

Based in Brea, CAView on map

Opening hours

Opening hours for InvestLinc Wealth Services, LLC
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about InvestLinc Wealth Services, LLC

How is InvestLinc Wealth Services, LLC ranked in Brea?

InvestLinc Wealth Services, LLC is ranked #12 of 143 wealth managers in Brea by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are InvestLinc Wealth Services, LLC’s hours?

InvestLinc Wealth Services, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does InvestLinc Wealth Services, LLC serve?

Serves Brea and 11 towns within 25 miles: Placentia, Rowland Heights, La Habra, Yorba Linda, Fullerton, South San Jose Hills, Walnut, Anaheim, Hacienda Heights, La Puente and La Mirada. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about InvestLinc Wealth Services, LLC?

InvestLinc Wealth Services, LLC has a rating of 5.0 from 14 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact InvestLinc Wealth Services, LLC?

Call InvestLinc Wealth Services, LLC on (714) 563-3500. The business is at 10 Pointe Dr #150, Brea, CA 92821. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

InvestLinc Wealth Services, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
InvestLinc Wealth Services, LLC (this business)—665.0 (14)NoNo
Mosley Wealth Management#10674.9 (35)NoNo8.3 mi
Evermont Wealth#11665.0 (43)NoNo14.9 mi
OC Wealth Coach#13665.0 (29)NoNo12.7 mi

See all 143 ranked wealth managers in Brea