Claremont, CA Financial Advisors and Resources



Financial Advisor Firms in Claremont, CA


CLAREMONT FINANCIAL GROUP,INC.

Website

(909) 624-9200

464 North Indian Hill Blvd.

Claremont, CA 91711

SEC#: 801-57506
Years in Business: 21 years

LIFESTEPS FINANCIAL

Website

(909) 267-3770

250 West First Street
Suite 248
Claremont, CA 91711

SEC#: 801-71544
Years in Business: 11 years

FINANCIAL DESIGNS CORPORATION

Website

(909) 626-1642

540 W. Baseline Rd
#10
Claremont, CA 91711

SEC#: 801-49374
Years in Business: 26 years

GOULD ASSET MANAGEMENT LLC

Website

(909) 445-1291

341 West First Street
Suite 200
Claremont, CA 91711

SEC#: 801-63162
Years in Business: 17 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(909) 374-1491

429 W. 8th Street

Claremont, CA 91711

SEC#: 801-60183
Years in Business: 20 years

COOPER FINANCIAL GROUP

Website

(800) 903-3642

1028 Emory Drive

Claremont, CA 91711

SEC#: 801-61944
Years in Business: 18 years

U.S. BANCORP INVESTMENTS, INC.

Website

(909) 625-8655

393 W. Foothill Blvd

Claremont, CA 91711

SEC#: 801-68122
Years in Business: 14 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(909) 374-1491

429 W. 8th Street

Claremont, CA 91711

SEC#: 801-60183
Years in Business: 20 years

U.S. BANCORP INVESTMENTS, INC.

Website

(909) 625-8655

393 W. Foothill Blvd

Claremont, CA 91711

SEC#: 801-68122
Years in Business: 14 years


How Retirement-Friendly is Claremont, CA?

  • Population: 36,090
  • % of Population 62 Years and Over: 22.6%
  • Average Home Value: $676,000
  • Average Monthly Housing Cost: $1,877
  • Average Household Income: $130,399
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Claremont, CA Financial Advisor FAQs

Absolutely. A financial advisor can work with you to develop an investment strategy that is personalized to your needs, goals, and risk tolerance, provide expert guidance on managing debt, help you find tax strategies for higher returns, and offer tips on saving more money each month, as well as sticking to a budget.
Financial advisors are usually in charge of helping you achieve your financial goals by reducing risk and maximizing return.
Their fees typically take the form of commissions generated from transactions made on behalf of their clients but this is not always the case as some firms charge associated fees instead of commission based payments that act as an alternative revenue stream.
Choose on the basis of a financial advisor's area of expertise. Make sure this matches your specific needs.