Keywords: establishment,finance,insurance_agency,point_of_interest

Cetera Investors - Pasadena (CA)

Address: 🏡 155 N Lake Ave UNIT 430, Pasadena, CA 91101
Phone : +1 (626) 408-1333

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJwytGHODDwoARSIbm9JN0QXQ

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Pablo Selener: Avoid. Sold me investments that were horrible (~2% compound rate or worse), didnt disclose he was getting fees from those companies. I got locked into illiquid investments for over half a decade, leading to complicated taxes and losses. When things got tricky, he bailed and dropped me as a customer, without even communicating. Im still dealing with the aftermath. I did >10x better managing my own money, you can too. Buy a three-fund portfolio, rebalance once a year. Read "The intelligent investor". Thank you Ricky for teaching me not to trust "financial advisors". Saved me a lot of money in the long run, though it was an expensive lesson.
Mission Street Wealth Planning - Pasadena
Scott Moe: We have been working with Mission Street Wealth for several years now. Gary has been receptive, empathetic, and a responsive to all our questions and concerns. We debated a long time if working with a financial advisor was a worthwhile investment for us. Im so happy we decided to move forward. I would highly recommend Mission Street Wealth for financial advisement, wealth planning, and considering your future estate decisions. Garys decades of experience and genuine caring manner has been key to our confidence in planning our familys future.
Oliria Financial - Pasadena
Robert M: Working with Zareh and the team at Oliria Financial has been such a great experience. I was honestly a little overwhelmed trying to figure out the next steps with my finances but Zareh made everything super easy to understand. He’s sharp, and really takes the time to break things down in a way that makes sense. You can tell he genuinely cares, which is rare. I left our first meeting feeling more confident and clear than I had in a long time. If you’re looking for someone solid to guide you I recommend reaching out to him.
Frederich Family Wealth Advisors - Ameriprise Financial Services, LLC - Pasadena
Beacon Pointe Advisors - Pasadena
Julie Bergmann: I highly recommend Beacon Point Advisors for financial planning and management. Debra Curry is the definition of a professional, compassionate and educated advisor. Her constant follow up is incredibly helpful in navigating current financial changes not only in markets but in my own personal situation. She is very supportive and provides excellent service and advice at all times with great responsiveness. I have also worked closely with Tamara who is incredible at follow up and follow through as well. Working with Debra, Tamara and all of the caring and knowledgeable staff at Beacon Point Advisors has provided me with peace of mind money cant buy. They have also assisted my family during some challenging times and were always right there providing caring and knowledgeable support. Thank you Debra and all of the staff!
First Financial Credit Union & Corporate Center - Pasadena
Michael Perelman: Excellent customer service from the branch manager and employees.  Its definitely not a big bank atmosphere and they dont have a large staff - usually only one teller at a time.  There can be a decent line because of this, but the service is just so good I don’t mind.  Metered parking is on the street or behind in the large parking lot in the back.  There is also ONE space directly behind the back door.
Retirement Planners of America - Pasadena
Fran Farrelly: As a retired individual I have been more than happy with RPOA for my investments and financial advisor. Their investment strategy they call "invest and protect" is ideal for a retiree who wants a safety net in case of bear market reversals. My advisor is always on call with questions or if issues come up. Great company.
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