Best Financial Advisors in South Pasadena, CA

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South Pasadena, CA Fiduciary Financial Advisors

Meisha Griffith - Financial Advisor, Ameriprise Financial Services, LLC
Location 242 S De Lacey Ave, Pasadena, CA 91105, USA
Phone (626) 396-6901
Pih Investments
Location 526 Mission St 1st fl, South Pasadena, CA 91030, USA
Phone (818) 237-0378
Wescom Financial Services
Location 123 S Marengo Ave, Pasadena, CA 91101, USA
Phone (888) 493-7266
Strategic Financial Services
Location 140 S Lake Ave Suite 351, Pasadena, CA 91101, USA
Phone (818) 244-6986
Independent Financial Advisor Ryan Miyamoto, CFP®
Location 225 S Lake Ave STE 300, Pasadena, CA 91101, USA
Phone (626) 800-3864
Gail R Roque - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 80 S Lake Ave Ste 555, Pasadena, CA 91101, USA
Phone (626) 744-9766
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About South Pasadena, CA

South Pasadena is located in Los Angeles County, California. It is a suburb of Los Angeles and has a population of around 26,000 people. Some of the landmarks in South Pasadena include the Arroyo Seco Parkway, The Huntington Library, and the South Pasadena Farmers Market. The top employers in South Pasadena are the City of South Pasadena, The Huntington Library, and Trader Joe's. The major highways and streets in South Pasadena are Colorado Boulevard, Fair Oaks Avenue, and Huntington Drive. The neighborhoods in South Pasadena are Downtown, the Bungalows, and the Upper Arroyo.

Where Certified Financial Advisors in South Pasadena, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in South Pasadena, CA offer a variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also provide a variety of other services such as online banking, bill pay, and mobile banking. This allows customers to access their account information and conduct transactions from anywhere at any time.

Insurance Broker

Residents of South Pasadena, CA can benefit from the services of insurance brokers. These professionals can help people find the right insurance policies for their needs, and they can also provide advice on how to best protect oneself in case of an emergency. In addition, insurance brokers can help residents save money on their premiums by finding discounts and negotiating better rates.

Retirement Planning

Financial advisors can help South Pasadena, CA residents with retirement planning in a number of ways. For example, they can provide guidance on the best way to save for retirement, how to make the most of your assets, and how to ensure that you have enough money to live comfortably in retirement. In addition, financial advisors can help you avoid common mistakes made by retirees, such as withdrawing too much money from their accounts prematurely or investing too aggressively. By working with a financial advisor, South Pasadena residents can feel confident that they are making the right decisions about their finances and ensuring a comfortable retirement.

Wealth Management

South Pasadena, CA is a city known for its affluence and high standard of living. Many residents here enjoy a comfortable lifestyle and want to protect their assets. Wealth management can help them do just that.Wealth management is a process that helps individuals and families manage their money more effectively. This includes everything from budgeting and saving to investing and estate planning. Wealth managers work with clients to create individualized plans that meet their specific needs and goals.South Pasadena, CA residents who want to protect their wealth would be wise to consider working with a wealth manager. A good wealth manager can help you make smart financial decisions, stay on track with your goals, and avoid costly mistakes. Contact us today to learn more about how we can help you achieve your financial goals.

Estate Planning Lawyer

South Pasadena, CA residents can benefit from the help of estate planning lawyers when it comes to drafting wills and trusts. In addition to helping residents create a plan for their assets during their lifetime, these lawyers can also help with the administration of estates after someone has passed away. This includes dealing with taxes, creditors, and other legal issues that may arise.

Mortgage Loan Officer

Mortgage loan officers can help South Pasadena, CA residents by providing them with the best possible mortgage rates. In addition, they can also offer advice on choosing the right mortgage and how to get approved for a loan. By working with a mortgage loan officer, residents of South Pasadena will be able to get the home they want without having to worry about the cost.

Tax Services

South Pasadena, CA residents can benefit from the expertise of tax accountants in a number of ways. Tax accountants can help taxpayers understand their tax liability and file their returns accurately and on time. They can also advise taxpayers on strategies to minimize their tax burden and maximize their tax savings. In addition, tax accountants can assist with audits and other IRS matters. For residents of South Pasadena, CA, working with a qualified tax accountant is a wise investment that can save them money and hassle in the long run.


FAQs About Personal Financial Advisors in South Pasadena, CA