Wealth Management in South Pasadena, CA

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List of Firms

South Pasadena, CA Wealth Management Firms

Lumen Financial Inc
Location 1000 Mission St, South Pasadena, CA 91030, USA
Phone (626) 403-6581
Arroyo Investment Group
5 out of 5
Location 15 S Raymond Ave #200, Pasadena, CA 91105, USA
Phone (626) 844-1441
Newbury Capital Management
Location 812 Fremont Ave UNIT 101, South Pasadena, CA 91030, USA
Phone (626) 796-8898
Whittier Trust
Location 1600 Huntington Dr, South Pasadena, CA 91030, USA
Phone (626) 441-5111
Qubera Wealth Management
Location suite 300, 225 S Lake Ave, Pasadena, CA 91101, USA
Phone (310) 999-1095
LA Wealth Management
5 out of 5
Location 177 E Colorado Blvd, Pasadena, CA 91105, USA
RBC Wealth Management Branch - Pasadena
Location 300 N Lake Ave Suite 1010, Pasadena, CA 91101, USA
Phone (626) 204-2110
Moscaret Investment Advisory
Location 180 S Lake Ave # 315, Pasadena, CA 91101, USA
Phone (626) 577-0984
Schnieders Capitol Management
5 out of 5
Location 201 S Lake Ave # 303, Pasadena, CA 91101, USA
Phone (626) 584-6168
The Lam Group - UBS Financial Services Inc.
Location 251 S Lake Ave 10th Floor, Pasadena, CA 91101, USA
Phone (626) 405-8262
Pasadena Group - Morgan Stanley
Location 55 S Lake Ave Ste 700, Pasadena, CA 91101, USA
Phone (626) 304-2400
Stonnington Group, LLC
Location 600 S Lake Ave #502, Pasadena, CA 91106, USA
Phone (626) 469-8166
Wealth Management in South Pasadena, CA

Where Wealth Management Advisors in South Pasadena, CA Serve

South Pasadena is a city in Los Angeles County, California, United States. The city is located in the San Gabriel Valley and is one of the more affluent suburbs in the Southland. It is known for its Craftsman homes, narrow tree-lined streets, and well-maintained parks. Some notable landmarks in South Pasadena include the Mission Revival-style City Hall, the Arroyo Seco Parkway (which was the first freeway in California), and the South Pasadena Public Library. The top employers in South Pasadena are mostly small businesses and retail shops. Major highways and streets in South Pasadena include the Foothill Freeway (I-210), Huntington Drive, and Fair Oaks Avenue. The neighborhoods in South Pasadena are mostly residential, but there are a few commercial districts near the downtown area.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in South Pasadena, CA provide a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and other financial products. In addition to these products and services, banks offer their customers a variety of convenience services such as online banking and bill payment. They also offer 24-hour customer service through their call centers and branches.

Retirement Planning

If you're retired and live in South Pasadena, CA, you're in luck! There are plenty of great things to do in this vibrant city. From shopping and dining to cultural attractions and outdoor activities, there's something for everyone. And thanks to the warm climate, retirees can enjoy plenty of outdoor fun year-round.But before you can start enjoying all that South Pasadena has to offer, you'll need to make some retirement planning decisions. What kind of lifestyle do you want? What expenses will you have? How will you pay for them? These are just a few of the questions that need answers as you prepare for retirement. The good news is that there are plenty of resources available to help you answer them. So get started today and soon you'll be ready to enjoy everything South Pasadena has to offer.

Tax Services

A tax accountant in South Pasadena, CA is responsible for helping individuals and businesses file their taxes. They work with clients to make sure they are taking advantage of all the tax deductions and credits available to them, and they help them plan for future tax liabilities. They also provide guidance on how to structure business transactions to minimize their tax burden.

Financial Advisor

A financial advisor in South Pasadena, CA helps people save money and invest their money wisely. They can help you plan for your future and make sure you are on track to meet your financial goals. A financial advisor can also help you with estate planning, retirement planning, and tax planning.

Insurance Broker

An insurance broker in South Pasadena, CA is responsible for selling and servicing insurance products to individuals and businesses in the local community. They work with a variety of clients, from those who need car insurance to those who need life insurance. Brokers must be licensed by the state in which they work, and most hold a degree in business or finance. Speak to an insurance broker today to learn more about the services available to you.

Mortgage Loan Officer

A mortgage loan officer in South Pasadena, CA is responsible for helping borrowers obtain mortgages. They work with borrowers to find the best mortgage products available, and help them through the application process. Mortgage loan officers also work with lenders to get the best rates for borrowers.

Estate Planning Lawyer

An estate planning lawyer in South Pasadena, CA helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.

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