Keywords: establishment,finance,point_of_interest

Sterling Financial Group, Inc. - Pasadena (CA)

Address: 🏡 201 S Lake Ave Suite 500, Pasadena, CA 91101
Phone : +1 (626) 440-9192

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ5adbeuTDwoARu-SWEocolmU

Others Near Pasadena,CA

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.
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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.
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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.
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.