Retirement Planning in Pasadena, CA

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Top Retirement Planners in Pasadena, CA

SEC File# 801-72262
CRD# 157222
5 out of 5
Location 790 E Colorado Blvd Suite 560, Pasadena, CA 91101, USA
Phone (323) 703-5750
Plan Resource Group
Location 300 N Lake Ave Suite 1010, Pasadena, CA 91101, USA
Phone (626) 204-2141
Roque and Associates - Ameriprise Financial Services, LLC
Location 80 S Lake Ave Ste 555, Pasadena, CA 91101, USA
Phone (626) 744-9766
Edelman Financial Engines
3 out of 5
Location 225 S Lake Ave Suite 1185, Pasadena, CA 91101, USA
Phone (833) 752-6333
Beneficent Financial
5 out of 5
Location 3858 E Colorado Blvd #200, Pasadena, CA 91107, USA
Phone (626) 795-7210
Strategic Financial Services
SEC File# 801-33774
CRD# 109677
Location 140 S Lake Ave Suite 351, Pasadena, CA 91101, USA
Phone (818) 244-6986
Mission Street Wealth Planning
Location 177 E Colorado Blvd 2nd floor, Pasadena, CA 91105, USA
Phone (626) 233-2645
SEC File# 801-77006
CRD# 111782
5 out of 5
Location 225 S Lake Ave #600, Pasadena, CA 91101, USA
Phone (626) 440-5995
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
Retirement Planning in Pasadena, CA

About Pasadena, CA for Those Planning to Retire

Pasadena, CA is a vibrant city located in Los Angeles County, known for its stunning landmarks, top employers, major highways and streets, and diverse neighborhoods. The city boasts of iconic landmarks such as the historic Pasadena City Hall, the Norton Simon Museum, and the famous Rose Bowl Stadium. The top employers in the area include the California Institute of Technology, Jet Propulsion Laboratory, and the City of Pasadena itself. The city is conveniently accessible through major highways such as the 210, 134, and 110 freeways, as well as major streets like Colorado Boulevard and Lake Avenue. Pasadena is home to a variety of neighborhoods, each with its own unique character and charm, including Old Town, South Lake, and the Bungalow Heaven Historic District. With its rich history, stunning architecture, and thriving community, Pasadena is a must-visit destination for anyone looking to experience the best of Southern California.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Pasadena, CA can benefit from a bank in numerous ways. For instance, banks in the area can provide financial assistance to individuals and businesses looking to invest in the city's booming real estate market. Pasadena is home to some of the most expensive and sought-after homes in the country, and a bank can help residents navigate the complex process of buying or selling a property. Additionally, banks can offer loans and credit lines to small businesses looking to expand or entrepreneurs looking to launch a new venture. Pasadena is known for its vibrant arts and culture scene, and a bank can help support local artists and organizations through financial contributions and sponsorships. Lastly, banks can provide residents with access to financial education and resources, helping them to make informed decisions about their money and plan for a bright financial future.

Insurance Broker

Residents of Pasadena, CA can benefit greatly from the services of an insurance broker. With the city being located in a region prone to natural disasters such as earthquakes, wildfires, and floods, an insurance broker can help residents find the best coverage options to protect their homes and assets. Additionally, with Pasadena being home to a diverse population, an insurance broker can provide tailored insurance solutions that cater to the unique needs of each individual. Whether it's finding affordable health insurance options, securing liability coverage for a small business, or protecting valuable art collections, an insurance broker can help navigate the complex world of insurance and ensure that residents are adequately protected. With the help of an insurance broker, residents of Pasadena can have peace of mind knowing that they are covered for any unexpected events that may arise.

Wealth Management

Residents of Pasadena, CA could greatly benefit from the services of a wealth manager due to the city's high cost of living and the prevalence of high net worth individuals. With its proximity to Los Angeles and its reputation as a hub for cultural and artistic activities, Pasadena attracts a significant number of affluent residents who require expert guidance in managing their wealth. A wealth manager can help these individuals with a range of financial services, such as investment management, estate planning, and tax planning. Furthermore, with Pasadena's diverse population and thriving business community, a wealth manager can provide tailored advice to help individuals and families achieve their financial goals and navigate complex financial situations. Overall, a wealth manager can be an invaluable resource for residents of Pasadena who seek to preserve and grow their wealth in a dynamic and challenging economic environment.

Financial Advisor

Residents of Pasadena, CA can benefit from the expertise of a financial advisor in a variety of ways. One specific area where financial advisors can provide valuable assistance is in navigating the unique real estate market in Pasadena. With its historic homes, trendy neighborhoods, and proximity to Los Angeles, Pasadena's housing market can be complex and difficult to navigate. A financial advisor can help residents understand the best strategies for buying or selling property in Pasadena, as well as provide advice on how to manage their finances in the context of the local real estate market. Additionally, financial advisors can help residents plan for retirement, invest in the stock market, and manage their debt. With the help of a skilled financial advisor, residents of Pasadena can achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Pasadena, CA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, given that Pasadena is a city with a high cost of living, a mortgage loan officer can provide guidance on how to navigate the often complex process of securing a mortgage loan. They can also offer advice on the different types of loans available and which option would be best suited to the individual's financial situation. Additionally, with Pasadena being a city that is prone to natural disasters such as earthquakes and wildfires, a mortgage loan officer can assist residents in securing loans that include provisions for disaster recovery. This is particularly important as many insurance policies do not cover all the costs associated with rebuilding after a natural disaster. Overall, a mortgage loan officer can be an invaluable resource for Pasadena residents looking to purchase a home or refinance an existing mortgage.

Tax Services

Pasadena, CA is a bustling city with a diverse range of residents, each with their own unique tax needs. A tax advisor can assist residents in navigating the complex tax laws and regulations, ensuring compliance and minimizing tax liabilities. For example, residents who own rental properties in the city may benefit from a tax advisor's expertise in navigating the specific rental laws and regulations in Pasadena, CA. Additionally, for residents who are self-employed or own small businesses, a tax advisor can provide guidance on tax planning strategies and deductions that may be available to them. With the ever-changing tax landscape, a tax advisor can also keep residents up-to-date on any new tax laws that may affect them and help them make informed decisions. Overall, a tax advisor can be an invaluable resource for Pasadena, CA residents looking to maximize their tax savings and minimize their tax burdens.

Estate Planning Lawyer

Residents of Pasadena, CA can benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can assist in the creation of a will or trust, which is crucial in ensuring that one's assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help with the appointment of a power of attorney, which designates someone to make financial or medical decisions on behalf of the individual if they become incapacitated. Pasadena, CA has a high population of retirees and elderly individuals, making the need for a power of attorney even more pressing. Furthermore, an estate planning lawyer can aid in minimizing estate taxes and protecting assets from creditors. With Pasadena's affluent population, this is a particularly important consideration. Overall, an estate planning lawyer can provide essential guidance and support in planning for the future and protecting one's legacy.


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