Best Financial Advisors in Pasadena, CA

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List of Firms

Pasadena, CA Fiduciary Financial Advisors

Mission Street Wealth Planning
Location 177 E Colorado Blvd 2nd floor, Pasadena, CA 91105, USA
Phone (626) 233-2645
Jesse A Thurber - Wealth Financial Advisor
SEC File# 801-71300
CRD# 29357

5 out of 5

Location 599 E Colorado Blvd, Pasadena, CA 91101, USA
Phone (626) 460-7229
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: 8:00 AM – 5:00 PM Sunday: 8:00 AM – 5:00 PM
Gail R Roque - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80 S Lake Ave Ste 555, Pasadena, CA 91101, USA
Phone (626) 744-9766
Time Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Signature Estate & Investment Advisors, LLC
SEC File# 801-56288
CRD# 108163
Location 155 N Lake Ave Suite 780, Pasadena, CA 91101, USA
Phone (626) 795-2944
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Strong Wealth Management, LLC

5 out of 5

Location 199 S Los Robles Ave #535, Pasadena, CA 91101, USA
Phone (626) 639-6733
Merrill Lynch Wealth Management Advisor Katie Q. Pan
Location 800 E Colorado Blvd, Pasadena, CA 91101, USA
Phone (626) 817-6804
Edward Jones - Financial Advisor: Arnetta V Tolley
SEC File# 801-3297
CRD# 250

2 out of 5

Location 171 N Marengo Ave, Pasadena, CA 91101, USA
Phone (626) 744-2740
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Ascend Financial Consultants, Inc.
SEC File# 801-112015
CRD# 289183
Location 790 E Colorado Blvd Suite #200, Pasadena, CA 91101, USA
Phone (626) 405-0256
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
John Frederich - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 462 S Marengo Ave, Pasadena, CA 91101, USA
Phone (626) 440-5990
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Arroyo Investment Group
SEC File# 801-62813
CRD# 130243

5 out of 5

Location 15 S Raymond Ave #200, Pasadena, CA 91105, USA
Phone (626) 844-1441
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Gina Hsu - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 221 E Walnut St Ste 276, Pasadena, CA 91101, USA
Phone (626) 243-0505
Vivian Chang - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 221 E Walnut St Ste 270, Pasadena, CA 91101, USA
Phone (626) 585-8679
Amit R Patel - Financial Advisor, Ameriprise Financial Services, LLC
Location 221 E Walnut St Ste 226, Pasadena, CA 91101, USA
Phone (626) 795-1267
First Financial Consulting

5 out of 5

Location 517 S Lake Ave, Pasadena, CA 91101, USA
Phone (626) 844-4630
Frederich Family Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 462 S Marengo Ave, Pasadena, CA 91101, USA
Phone (626) 440-5990
Morgan Stanley Financial Advisors
SEC File# 801-70103
CRD# 149777

5 out of 5

Location 55 S Lake Ave Ste 700, Pasadena, CA 91101, USA
Phone (626) 449-1240
Haussmann Financial, Inc.
Location 221 E Walnut St, Pasadena, CA 91103, USA
Phone (626) 792-1010
Favor Wealth

5 out of 5

Location 100 Corson St Suite 310, Pasadena, CA 91103, USA
Phone (626) 529-0445
Lake Avenue Financial
SEC File# 801-122031
CRD# 315746

5 out of 5

Location 301 N Lake Ave #202, Pasadena, CA 91101, USA
Phone (866) 528-3660
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510

3 out of 5

Location 225 S Lake Ave Suite 1185, Pasadena, CA 91101, USA
Phone (833) 752-6333
RBC Wealth Management Branch - Pasadena
Location 300 N Lake Ave Suite 1010, Pasadena, CA 91101, USA
Phone (626) 204-2110
Swan Financial
Location 427 S Marengo Ave #2, Pasadena, CA 91101, USA
Phone (626) 795-2656
Roque and Associates - Ameriprise Financial Services, LLC
Location 80 S Lake Ave Ste 555, Pasadena, CA 91101, USA
Phone (626) 744-9766
Financial Advisors | U.S. Bancorp Investments
Location 720 E Colorado Blvd, Pasadena, CA 91101, USA
Phone (626) 639-1293
Derive Wealth

5 out of 5

Location 225 S Lake Ave STE 300, Pasadena, CA 91101, USA
Phone (626) 800-3864
TIAA Financial Services
Location 35 N Lake Ave Suite 800, Pasadena, CA 91101, USA
Phone (866) 842-2905
Pasadena Private Wealth
SEC File# 801-112999
CRD# 295178

5 out of 5

Location 2 N Lake Ave, Pasadena, CA 91101, USA
Phone (626) 993-9300
Moscaret Investment Advisory
Location 180 S Lake Ave # 315, Pasadena, CA 91101, USA
Phone (626) 577-0984
Peak Wealth Advisors
Location 790 E Green St, Pasadena, CA 91101, USA
Phone (626) 239-3539
Image of Pasadena, CA

About Pasadena, CA

Pasadena is a city located in Los Angeles County, California. It is known for its many cultural and architectural landmarks, including the Pasadena Playhouse and the Art Center College of Design. The city's top employers include Kaiser Permanente, the City of Pasadena, and Pasadena Unified School District. Major highways and streets in Pasadena include Interstate 210 and State Route 134. The city's neighborhoods include Old Pasadena, Northwest Pasadena, and Mid-City.

Where Certified Financial Advisors in Pasadena, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Pasadena, CA have a number of banking options available to them. Banks offer a variety of services, including checking and savings accounts, loans, and credit cards. Residents can also use banks to invest their money in stocks, bonds, and other securities. Finally, banks offer a variety of insurance products, including home, auto, and life insurance.

Insurance Broker

If you live in Pasadena, CA and are looking for insurance, you may want to consider working with a broker. Insurance brokers can help you find the right policy for your needs and budget, and they can also help you save money on your premiums. Brokers have access to a variety of policies from a variety of different providers, so they can find the best deal for you. They can also help you file claims and answer any questions you may have about your policy.

Retirement Planning

Financial advisors can help Pasadena, CA residents with retirement planning by providing sound advice and guidance. They can help you to create a plan that will ensure a comfortable retirement, and they can also offer tips and suggestions on how to save money and invest wisely. By working with a financial advisor, you can be sure that your retirement planning is in good hands.

Wealth Management

Wealth management is a process that helps individuals and families organize, grow, protect, and distribute their wealth. It involves developing a plan that meets the specific needs of each client, which can include everything from estate planning to risk management. Wealth management services are especially important for residents of Pasadena, CA, who face unique challenges due to their location.

Estate Planning Lawyer

Estate planning lawyers can help Pasadena, CA residents protect their assets and plan for the future. By creating a will or trust, estate planning lawyers can help ensure that your assets are distributed according to your wishes after you die. They can also help you set up guardianship for your children in case something happens to you, and they can advise you on tax implications of estate planning. If you live in Pasadena, CA and want to make sure your estate is taken care of, consult with an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Pasadena, CA can help residents by providing them with the best home loans available. They can also help residents understand the mortgage process and find the right mortgage for their needs. Mortgage loan officers can also provide advice on refinancing, home equity loans, and reverse mortgages.

Tax Services

Tax accountants are essential for helping Pasadena, CA residents with their taxes. They can help residents understand what deductions they are eligible for and help them file their taxes correctly. This can save residents a lot of money, and tax accountants can also help them plan for their future tax liabilities.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Pasadena, CA