Wealth Management in Burbank, CA

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List of Firms

Burbank, CA Wealth Management Firms

Entertainment Financial Management
3 out of 5
Location 10724 Moorpark St, North Hollywood, CA 91602, USA
Phone (818) 980-9939
Entertainment Wealth Management
Location 3575 Cahuenga Blvd W Suite 251, Los Angeles, CA 90068, USA
Phone (323) 512-4719
SEC File# 801-69045
CRD# 116958
Location 3500 W Olive Ave, Burbank, CA 91505, USA
Phone (818) 237-5589
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Wealth Management Partners of Los Angeles, Inc.
5 out of 5
Location 15760 Ventura Blvd Suite 700, Encino, CA 91436, USA
Phone (844) 242-0073
Jackie Weinstein - Financial Advisor, Ameriprise Financial Services, LLC
4 out of 5
Location 3500 W Olive Ave Ste 560, Burbank, CA 91505, USA
Phone (818) 940-1684
ACap Advisors & Accountants: Fee-only Fiduciary Wealth Management and Full-service Accounting Firm
5 out of 5
Location 12031 Ventura Blvd Suite 1, Studio City, CA 91604, USA
Phone (818) 272-8511
Wealth Management in Burbank, CA

Where Wealth Management Advisors in Burbank, CA Serve

Nestled in the heart of Los Angeles County, Burbank, CA is a vibrant city that boasts a rich history and a thriving economy. From its iconic landmarks to its bustling streets, Burbank is a place that always leaves a lasting impression. At the heart of the city lies the world-famous Warner Bros. Studios, where some of the biggest movies and TV shows in history have been filmed. Nearby, you'll find the equally impressive Walt Disney Studios, which is home to some of the most beloved characters in the world of animation. But Burbank is more than just a hub for the entertainment industry. The city is also home to a number of top employers, including the aerospace giant Lockheed Martin, the media company NBCUniversal, and the healthcare provider Providence St. Joseph Health. When it comes to getting around town, Burbank is well-connected by a network of major highways and streets.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Burbank, CA can benefit from a bank in several ways. Firstly, a bank can provide financial services such as savings accounts, checking accounts, and credit cards to help residents manage their finances. Additionally, Burbank is home to several movie and television studios, which means that many residents work in the entertainment industry. A bank can offer specialized services to these individuals, such as loans for actors or production companies. Furthermore, Burbank is located in an earthquake-prone area, so a bank can provide assistance in the event of a natural disaster. For example, a bank can offer emergency loans or waive fees for affected residents. Overall, a bank can play an essential role in helping residents of Burbank manage their finances and navigate any unexpected challenges that may arise.

Insurance Broker

Residents of Burbank, CA can benefit from the expertise of an insurance broker in various ways. For instance, an insurance broker can help them navigate the complex insurance market and find the best coverage for their needs. This is particularly important in Burbank, as the city is home to many entertainment and media companies, and residents may need specialized coverage for their work in these industries. Additionally, an insurance broker can assist residents in finding affordable health insurance, which is crucial given the high cost of medical care in the area. Furthermore, an insurance broker can help residents protect their homes and assets from natural disasters such as earthquakes, which are common in California. With the help of an insurance broker, residents of Burbank can have peace of mind knowing that they are adequately covered in case of unforeseen events.

Retirement Planning

Residents of Burbank, CA can benefit from the expertise of a retirement planner in numerous ways. With its proximity to the entertainment industry, Burbank is home to many individuals with unique financial situations, such as actors, producers, and writers. A retirement planner can help these individuals navigate the complexities of their income streams, including residuals and royalties, to ensure they are adequately prepared for retirement. Furthermore, Burbank is known for its high cost of living, which can make saving for retirement even more challenging. A retirement planner can help residents develop a tailored savings plan that takes into account their specific financial situation and goals. Additionally, with the increasing prevalence of gig economy work in Burbank, retirement planning can be particularly challenging for those without traditional employer-provided benefits. A retirement planner can help these individuals explore alternative retirement savings options, such as individual retirement accounts (IRAs) or self-employed 401(k)s. Overall, a retirement planner can be an invaluable resource for Burbank residents looking to secure their financial future.

Financial Advisor

Residents of Burbank, CA can benefit greatly from the expertise of a financial advisor. With the city's thriving entertainment industry and a high cost of living, it is crucial for individuals to have a solid financial plan in place. A financial advisor can assist with everything from budgeting and saving to investing and retirement planning. Additionally, with Burbank's diverse population, financial advisors can provide specialized advice for different cultures and lifestyles. For example, a financial advisor can help Latino residents navigate the complexities of saving for their children's education while also supporting their extended family. Overall, a financial advisor can provide valuable guidance and support for Burbank residents looking to achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Burbank, CA would greatly benefit from the guidance and expertise of a mortgage loan officer. With the bustling entertainment industry in Burbank, many residents find themselves in need of a mortgage loan officer to help them navigate the complexities of purchasing a home. From understanding the nuances of the local real estate market to finding the best mortgage rates and terms, a mortgage loan officer can provide invaluable assistance to those looking to make a home purchase in Burbank. Additionally, with the high cost of living in Southern California, a mortgage loan officer can help residents secure financing that fits within their budget and financial goals. With their knowledge and experience, a mortgage loan officer can make the home buying process in Burbank less daunting and more manageable for residents.

Tax Services

Residents of Burbank, CA could greatly benefit from the assistance of a tax advisor in a variety of ways. One specific issue that residents face is the high cost of living in the area, which can make it difficult to make ends meet. A tax advisor can help residents navigate the complex tax laws and regulations in order to maximize their deductions and credits, which can ultimately result in significant savings. Additionally, a tax advisor can provide guidance on how to structure investments and other financial decisions in order to minimize tax liability. With the help of a knowledgeable tax advisor, residents of Burbank can ensure that they are making the most of their financial resources and securing a stable financial future.

Estate Planning Lawyer

Residents of Burbank, CA can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by having a comprehensive plan in place to protect their assets and ensure their loved ones are taken care of after they pass away. This is particularly important in Burbank, where the cost of living is high and many residents have significant assets, such as real estate or business interests. An estate planning lawyer can help residents create a will, establish trusts, and set up powers of attorney to ensure that their wishes are carried out and their assets are distributed according to their wishes. Additionally, a lawyer can help residents navigate complex legal issues related to estate taxes, probate, and other matters that can arise after someone passes away. With the help of an estate planning lawyer, residents of Burbank can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.


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