Keywords: establishment,finance,point_of_interest

First Financial Consulting - Pasadena (CA)

Address: 🏡 517 S Lake Ave, Pasadena, CA 91101
Phone : +1 (626) 844-4630

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJh0SGHV_DwoARG2CplYxfIGA

Others Near Pasadena,CA

Beneficent Financial - Pasadena
Sheryl Burford: My husband and I have been clients of Beneficent Financial for the past seven years. We are very pleased with the professionalism of Cathy Downs and her staff. Everyone is always friendly and very professional. Cathy does a great job explaining the various investment strategies and how they will impact our financial and tax portfolio. When you become a client at Beneficent, you become part of their family and they take very good care of us. The entire team is always great to work with. For our purposes, we mostly work with Cathy and Nancy who are so patient and understanding. We are more than pleased with the financial advice we have received from Beneficent. I highly recommend Beneficent Financial.
Impact Fiduciary - Pasadena
Ché Landon: My wife and I interviewed 11 different financial advisors from top firms in both LA and NY before making the decision to move forward with Chris Mastro at Impact. Choosing to work with Impact has proven to be one of the smartest decisions we’ve ever made for our family. We could not be happier with the guidance and growth we’ve received. Chris is one of those rare individual’s who possesses a level of expertise matched by integrity.
Harvest Financial - Pasadena
LA Wealth Management - Pasadena
Ignacio Haro: Excellent, wonderful service! Robert Thomas and the staff are highly professional, competent, and empathetic to the needs of their clients. I highly recommend this company to anybody who wishes to make sound, diversified portfolio investments!
Cetera Investors - Pasadena
Excellent Financial Solutions, Inc. - Pasadena
dp: Highly recommend! I probably review them every year because each experience is so good. Super chill and easy to work with, great job, make handling taxes an effortless and headache free experience. Give them a call, they are also very generous with answering questions even if you dont use their services. I would honestly pay 5 times the price for such great support.
Merrill Lynch Wealth Management - Pasadena
Merrill Lynch Wealth Management
Vivian Pine-White: Rich McWhorter is superb. I wouldnt go anywhere else.
Pasadena, CA Branch Office - UBS Financial Services Inc. - Pasadena
RBC Wealth Management Branch - Pasadena - Pasadena
Favor Wealth - Pasadena
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.