Top 15 Financial Advisors in Pasadena, CA

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.

Ching Chiao Our law firm has been using Arroyo Financial & Insurance Solutions for nearly a decade and theyre absolutely amazing! Our point of contact is Jeremy Baker. He is extremely knowledgeable and stays very in tuned with all the current trends, laws, and regulatory issues in the industry. As laid-back and funny as Jeremy is, he is a constant professional. He is very punctual and our employees appreciate his technical knowledge as well as his wit. We will continue to use Arroyo Finance for all our financial and insurance needs. They are the best!

Gina Ammon & Donna Baker Realtors We’re so glad to have Taylor Insurance and Financial Services as our preferred vendor! Their team is professional, knowledgeable, and always takes great care of our clients. They make the insurance process simple and stress-free. Highly recommend!

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.

S. Smith I am so happy I was referred to this business. I came to them with no CLUE and now I feel confident that I have a true partner in my financial future and wellbeing. Thank you Ryan and Erin for all you!!!

Dorothy Jackson I will begin with the responsiveness of this company. Every call that I have ever made to them has had a positive result, either in terms of investment choices or as it has related to lifetime business choices. They are a first-rate company, and they get to know their clients well enough to give solid economic advice at crucial times. I have trusted their advice as Ive made my investment choices for over fifteen years and have never known a better run business. Finally, they are personable and highly professional.

jazmine jimenez Nothing but great things to say about Lake View Financial . Alex and Rosa have been extremely supportive and helpful with tips on how I can better manage my money. They’re always accesible to me and easy to reach, whether it’s through email, phone call or video call . I appreciate how honest Alex is, he is always looking out for my best interest. Gives me a big peace of mind to run things by him whether that’s looking to buy a new car, renting a new apartment, or simply planning what life throws at you. Very pleased with their services !

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!

Jim Grasse Great bank for all needs Thank You Jim G

Kate Poppins Every person was very polite and helpful in the office.

Rocky Love Dave is amazing he’s literally a tax whiz. Dave makes complicated Tax situation’s so simple to understand, and the team is a 10 out of 10. I highly recommend!!!!!! Thanks Dave for always being professional and providing excellent service.

Vivian Pine-White Rich McWhorter is superb. I wouldnt go anywhere else.

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.

Dennis Chapman The Most Confused Financial Planner??? I have been listening to KFI radio for many years and I continuously hear a commercial for a financial planner and a radio segment by Ric Edelman. During the commercials he gives a phone number where people can contact him and then follow up by saying “Or visit us at Ric Edelman.com, that is Rice Stellman.com”. Now which one is it?? Is it Ric Edelman.com or Rice Stellman.com?? He sounds very confused and I certainly would not want someone that confused handling my money. Does he mean that we are able to reach him at either email address?? Or, is he trying to clarify that instead of Ric Edelman.com it should be Rice Stellman.com?? When I search for someone giving financial advice I expect them to be accurate and precise, not ambiguous. This confusion cannot be blamed on the advertising agency because Ric does the voice over. I think that they need to review their commercial and step it up to a professional level, as professional as they claim to be.

Michael Kunch Love the rep. Overall good experience.