Wealth Management in Glendale, CA

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List of Firms

Glendale, CA Wealth Management Firms

Pacific Global Investment Management
SEC File# 801-41668
CRD# 106962
Location 101 N Brand Blvd # 1950, Glendale, CA 91203, USA
Phone (800) 989-6693
Directions
Calpars Wealth Management
Location 655 N Central Ave, Glendale, CA 91203, USA
Phone (818) 217-8400
Directions
Taylor Wealth Management - Ameriprise Financial Services, LLC
Location 225 E Broadway Ste 108, Glendale, CA 91205, USA
Phone (818) 703-0172
Language https://www.ameripriseadvisors.com/team/taylor-wealth-management/contact?cid=IP_local_google
Directions
LPL Financial -- June A. Chow, MBA, CRPS®, AIF®
Location 520 E Broadway Suite 305, Glendale, CA 91205, USA
Phone (818) 476-5262
Language http://www.junechow.com/
Directions
Wealth Management in Glendale, CA

Where Wealth Management Advisors in Glendale, CA Serve

Glendale, CA is a vibrant city located in Los Angeles County, known for its stunning landmarks, thriving economy, and diverse neighborhoods. The city is home to several iconic landmarks, including the historic Alex Theatre, the verdant Verdugo Mountains, and the bustling Americana at Brand shopping center. Glendale is also a hub for major employers, with top companies such as Nestle USA, DreamWorks Animation, and Disney Consumer Products calling the city home. The city is easily accessible via several major highways and streets, including the Ventura Freeway, Glendale Freeway, and Brand Boulevard. Glendale's neighborhoods are equally diverse, ranging from the upscale Adams Hill to the charming Montrose Shopping Park district. Overall, Glendale is a dynamic city that offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Glendale, CA can benefit from a bank in several ways. For instance, the bank can help them with their financial needs by providing loans, mortgages, and credit cards. Additionally, Glendale is known for its thriving Armenian community, and banks can provide specialized services to cater to their needs. With a significant number of small businesses in the area, banks can also offer business loans and other financial services to help them grow and succeed. Moreover, Glendale is situated in a seismically active zone, and banks can provide insurance services to protect residents' homes and businesses against earthquake damage. In summary, banks can play a vital role in supporting the financial well-being of Glendale residents by offering a range of services tailored to their specific needs.

Insurance Broker

Residents of Glendale, CA could benefit from the services of an insurance broker in a number of ways. For instance, an insurance broker can help residents navigate the complex and ever-changing healthcare landscape in Glendale. This is particularly important given that Glendale is home to a large and diverse population, including many older adults who may have unique healthcare needs. Additionally, an insurance broker can help residents find affordable and comprehensive auto insurance, which is especially important given the high number of drivers on Glendale's busy roads. Finally, an insurance broker can help residents protect their homes and personal property with comprehensive homeowners' insurance policies that take into account the unique risks associated with living in Glendale, such as earthquakes and wildfires. Overall, an insurance broker can be an invaluable resource for residents of Glendale, helping them to find the right insurance policies to meet their needs and protect their financial security.

Retirement Planning

Residents of Glendale, CA can benefit from the expertise of a retirement planner in a multitude of ways. With a population of over 200,000, Glendale is a diverse city with a high cost of living. A retirement planner can help residents navigate the complexities of retirement planning and develop a personalized plan to ensure financial stability in their golden years. This includes advice on investment strategies, tax planning, and Social Security benefits. Additionally, Glendale is home to a large Armenian community, and a retirement planner with knowledge of Armenian culture and traditions can provide specialized guidance on issues such as inheritance and family dynamics. With the help of a retirement planner, residents of Glendale can feel confident and secure in their financial future.

Financial Advisor

Residents of Glendale, CA can benefit from the services of a financial advisor in several ways. Firstly, Glendale is known for its high cost of living, and a financial advisor can help residents manage their finances effectively to ensure they can afford their daily expenses. Secondly, Glendale is home to a diverse population, including a significant number of immigrants who may not be familiar with the US financial system. A financial advisor can provide guidance on how to navigate the system and make informed decisions about investments and other financial matters. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, many Glendale residents may be struggling financially. A financial advisor can help them develop a budget, manage debt, and plan for the future in these uncertain times. Overall, a financial advisor can provide invaluable assistance to Glendale residents in navigating the complex financial landscape and achieving their financial goals.

Mortgage Loan Officer

Residents of Glendale, CA could benefit from the expertise of a mortgage loan officer in several ways. Firstly, with Glendale's high cost of living, a mortgage loan officer can help residents navigate the complex process of securing a mortgage for a home. Additionally, Glendale has a diverse population, and a mortgage loan officer can provide personalized advice and solutions to residents from different backgrounds and financial situations. Furthermore, Glendale's location in Southern California means that residents may face unique challenges, such as high property values and potential natural disasters. A mortgage loan officer can help residents understand and prepare for these challenges, ensuring that they make informed decisions about their home purchases. Overall, a mortgage loan officer can be a valuable resource for residents of Glendale, helping them achieve their dreams of homeownership in a competitive and complex market.

Tax Services

Residents of Glendale, CA could benefit from the expertise of a tax advisor in a multitude of ways. For instance, with the city's high cost of living, many individuals may be struggling to make ends meet, and a tax advisor could help them identify deductions and credits that they may not have otherwise known about. Additionally, Glendale is home to a large Armenian community, and a tax advisor who is familiar with the unique tax laws and regulations in Armenia could be particularly helpful to these residents. Moreover, with the recent changes to the tax code, many individuals may be uncertain about how to navigate the new rules and regulations, and a tax advisor could provide clarity and guidance on how to optimize their finances. Ultimately, a tax advisor could be a valuable resource for Glendale residents looking to maximize their financial well-being and ensure compliance with tax laws.

Estate Planning Lawyer

Residents of Glendale, CA can benefit from the services of an estate planning lawyer in a variety of ways. One specific aspect unique to Glendale is the high cost of living in the area, which can make it difficult for families to plan for their future. An estate planning lawyer can help residents navigate the complexities of estate planning, including setting up trusts, drafting wills, and creating powers of attorney. They can also assist with probate proceedings and help families avoid disputes over assets. Additionally, an estate planning lawyer can provide guidance on tax planning and minimize the tax burden on the estate. With the help of an estate planning lawyer, residents of Glendale can ensure that their assets are protected and their loved ones are provided for in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Glendale, CA can provide a range of services to help individuals and families manage their wealth effectively. From investment planning and portfolio management to retirement planning and estate planning, a wealth manager can help clients achieve their financial goals and protect their assets for the long term. One specific feature of Glendale, CA that a wealth manager can leverage is the city's thriving business community. With a diverse range of industries and a growing population, Glendale offers ample opportunities for wealth creation and investment. A skilled wealth manager can help clients navigate this dynamic environment and identify the most promising investment opportunities, while also minimizing risk and ensuring financial stability. Whether you are a high-net-worth individual or a small business owner, a wealth manager in Glendale, CA can provide the expertise and guidance you need to achieve financial success.

Glendale, CA is the ultimate destination for those seeking a reliable and effective wealth manager. This city boasts an impressive array of financial institutions and professionals who have honed their skills over the years. What sets Glendale apart from other cities is its unique blend of cultural diversity and financial expertise. With a population of over 200,000, Glendale is home to a vibrant community of entrepreneurs, business owners, and investors. The city's bustling economy and strategic location make it an ideal place to invest and grow your wealth. Whether you're looking to manage your finances, plan for retirement, or invest in a new venture, Glendale's wealth managers have the expertise and experience to help you achieve your goals. So, if you're looking for the best place to get a wealth manager, look no further than Glendale, CA.