TOP 30 Business financial advisor in Pasadena, California

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Morgan Stanley Financial Advisors, located at 55 South Lake Avenue in Pasadena, California, is a leading finance institution that prides itself on leading with exceptional ideas. With a commitment to providing keen insight on today's most critical issues, Morgan Stanley offers unparalleled opportunities for those ready to innovate and make a real impact every day. The institution is dedicated to inclusion and providing a supportive environment for employees to develop and reach their full potential. Thank you for your interest in Morgan Stanley Ideas.

Merrill Lynch Financial Advisor Wen Lee is a dedicated finance institution located at 800 East Colorado Boulevard in Pasadena, California. Wen Lee brings over a decade of industry experience to his work with individuals, families, and business owners at all stages of the business cycle. He takes the time to listen and review each client's financial situation, preferences, and goals in order to craft personalized solutions based on risk tolerance, time horizon, and overall investment goals. Wen is committed to integrity and honesty, and leverages the power of the Merrill Lynch Wealth Management brand to offer high-quality products and services. He also coordinates with trusted partners such as attorneys, accountants, and tax specialists to ensure that solutions are customized to fit overall needs. In his free time, Wen enjoys golfing with friends and clients. To make an appointment and discuss your financial goals, you can contact Wen at 626-304-1561 or via email at [email protected]. Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals. The team at Merrill Lynch Wealth Management, led by Wen Lee, is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on what matters most to you, whether it's family, goals, or priorities. By examining key components of your life plan, the team can help create a financial strategy with personalized advice and measurable goals. The Investment Personality Assessment helps customize the financial approach based on your goals and priorities. As your life and goals change, the team will help you track progress and adjust your investment strategy as needed. The goal is to help you achieve what matters most to you by understanding your unique needs and priorities. Investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. It's important to consult your legal and/or tax advisors before making financial decisions. The team at Merrill Lynch Wealth Management Advisors is committed to helping you build a customized investment approach to address your needs and pursue your goals. Contact Wen Lee today to start planning for your financial future and achieving your goals.

Wescom Financial Services is a leading finance institution located at 123 South Marengo Avenue in Pasadena, California, United States. With a strong commitment to helping individuals and businesses achieve their financial goals, Wescom offers a wide range of services including banking, investments, loans, and insurance. Their experienced team of professionals provides personalized guidance and support to ensure clients make informed decisions and secure their financial future. Visit Wescom Financial Services today and experience the difference of working with a trusted partner in finance.

Merrill Lynch Financial Advisor Ken Park is a finance institution located at 800 East Colorado Boulevard, Pasadena, California, United States. As your Merrill advisor, Ken Park focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. Ken follows a disciplined process that starts with understanding each client's unique needs and concerns. Holding the CERTIFIED FINANCIAL PLANNER™ certification, Ken is passionate about delivering excellent service. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. Supported by the global resources of Merrill, Ken's team is dedicated to building strong client relationships based on trust and personalized service. With a focus on family, goals, and priorities, Ken helps clients navigate changing life circumstances and market conditions. Through a personalized financial strategy, clients have access to investment insights and banking convenience. The Investment Personality Assessment helps customize financial approaches based on individual preferences. By staying connected with clients and adjusting strategies as needed, Ken helps clients pursue their goals effectively. As a Merrill advisor, Ken offers advice and guidance tailored to each client's goals and priorities. The institution provides a range of financial services, with a focus on personalized investment strategies and comprehensive financial solutions. Ken Park is registered to do business in multiple states and holds certifications from CFP Board and The American College of Financial Services. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. Merrill offers a variety of services, including brokerage, investment advisory, and financial planning. The institution is committed to helping clients achieve their financial goals through personalized approaches and ongoing support.

Merrill Lynch Financial Advisor Alex J Baer, located at 800 East Colorado Boulevard in Pasadena, California, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Alex Baer can help you navigate the complexities of the financial markets and make informed decisions to achieve your objectives. As a dedicated Merrill Lynch Wealth Management Advisor, Alex Baer takes the time to understand your unique needs, priorities, and financial situation. By working together, you can create a customized investment approach that reflects your personality and life priorities. Whether you are planning for retirement, saving for a home, or funding a child's education, Alex Baer can help you reach your goals by providing thoughtful guidance and tailored financial solutions.

Merrill Lynch Financial Advisor Heidi Leu is a trusted Wealth Management Advisor located at 800 East Colorado Boulevard in Pasadena, California. With over 20 years of experience in the financial services industry, Heidi specializes in customized individual and family financial plans, retirement income stream planning, portfolio management, and tax-deferred retirement plans. She holds Series 7, 63, 65 FINRA registrations and a California state insurance license, as well as the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Heidi partners with seasoned banker Christopher Leu to provide clients with innovative financial advice in areas such as tax deferral strategies, insurance, retirement planning, and lending needs. Her approach to investing is personalized and grounded in understanding each client's unique goals and priorities. Whether you are a business owner, high-net-worth individual, retiree, or millennial, Heidi is dedicated to helping you achieve your financial objectives and grow personally. With access to the global resources of Merrill Lynch Wealth Management and Bank of America, Heidi and her team are committed to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Heidi Leu today to start planning for your financial future.

Merrill Lynch Financial Advisor Norman S. Labrador, located at 800 East Colorado Boulevard in Pasadena, California, is a finance institution with a focus on developing personalized strategies for individuals, families, and businesses to help them achieve their short- and long-term financial goals. Norman S. Labrador, a Wealth Management Advisor with a bachelor's degree in Finance from California State University, Los Angeles, has been in the financial services industry since 1992 and joined Merrill Lynch Wealth Management in 2007. Norman and his wife, Janet, are active in the community, supporting various charitable causes. At Merrill Lynch Wealth Management, Norman and his team offer personalized financial advice and strategies tailored to each client's unique goals and priorities. By listening to clients' needs and understanding their aspirations, they help build a comprehensive plan to manage, grow, and preserve wealth, while considering the impact for future generations.

Bank of America Private Client Advisor Maryam Shah Hosseini is a dedicated finance professional located at 333 South Hope Street in Los Angeles, California. Maryam believes in creating unique wealth frameworks tailored to each client's specific needs and goals. With a background in international business and extensive experience in wealth management, trust and estate planning, and specialized offerings such as art lending and next-generation stewardship, Maryam is committed to helping her clients achieve their financial objectives. Having joined Bank of America Private Bank in 2009, Maryam has a wealth of experience in working with high-net-worth individuals, businesses, and institutions. She takes pride in providing personalized strategies that aim to meet her clients' best interests both now and in the future. With a focus on innovation and a commitment to excellence, Maryam and her team at Bank of America Private Bank strive to help clients navigate the complexities of managing significant wealth and plan for long-term financial success.

Duc Tran - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 242 South De Lacey Avenue in Pasadena, California, United States. Specializing in finance, Duc Tran offers personalized financial planning and investment advice to help clients achieve their financial goals. With a commitment to providing top-notch service and expertise, clients can rely on Duc Tran and Ameriprise Financial Services, LLC for all their financial needs.

David Escalante - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 242 South De Lacey Avenue in Pasadena, California, United States. As a dedicated financial advisor, David Escalante provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With Ameriprise Financial Services, LLC backing him, David offers expert advice and guidance on investments, retirement planning, estate planning, and more. Clients can trust David Escalante to provide professional and reliable financial services to help them navigate the complexities of the financial world.

Christopher M Ocepek is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located in Pasadena, California. With a focus on providing personalized financial planning and investment strategies, Christopher helps clients achieve their financial goals and secure their financial future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Christopher M Ocepek can provide expert guidance and tailored solutions to meet your needs. Visit the office at 80 South Lake Avenue to start your journey towards financial success.

Deny Delgadillo - TIAA Financial Consultant is a reputable finance institution located at 35 North Lake Avenue in Pasadena, California, United States. As a trusted TIAA Financial Consultant, Deny Delgadillo offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Deny Delgadillo provides top-notch guidance and support to individuals and businesses looking to secure their financial future. Visit Deny Delgadillo - TIAA Financial Consultant today to start building a solid financial foundation.

Raymond James Financial Services is a reputable financial institution located at 1414 Fair Oaks Avenue in South Pasadena, California. As a leading provider of financial services, Raymond James offers a wide range of investment and wealth management solutions to individuals and businesses. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning services, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions tailored to meet your specific needs. Visit their office in South Pasadena today to learn more about the services they offer and how they can help you reach your financial goals.

Ling Wang - TIAA Financial Consultant is a reputable finance institution located at 35 North Lake Avenue in Pasadena, California, United States. As a trusted financial consultant, Ling Wang offers expert advice and personalized strategies to help clients achieve their financial goals. With a focus on providing top-notch service and tailored solutions, Ling Wang is dedicated to helping individuals and businesses navigate the complexities of financial planning and investment management. Visit Ling Wang - TIAA Financial Consultant today to start building a secure financial future.

Pasadena Professional Services is a top-rated accounting and finance institution located at 2550 West Main Street in Alhambra, California, United States. Our team of experienced professionals is dedicated to providing high-quality financial services to individuals and businesses in the area. From tax preparation to financial planning, we offer a wide range of services to meet our clients' needs. Trust Pasadena Professional Services to help you navigate the complexities of accounting and finance with ease and expertise.

Excellent Financial Solutions, Inc. is a reputable accounting and finance institution located at 1276 East Colorado Boulevard in Pasadena, California. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include accounting, tax planning, investment management, and financial consulting. At Excellent Financial Solutions, Inc., we are committed to helping our clients achieve their financial goals and secure a stable financial future. Contact us today to learn more about how we can assist you with your financial needs.

Lionel Mabasa - State Farm Insurance Agent is a trusted insurance agency located at 373 East Rowland Street, Covina, California, United States. Serving the Covina community since 2009, Lionel Mabasa is not only a State Farm agent but also a father, son, and husband. With a bachelor's degree from the University of California, Irvine, Lionel is dedicated to providing excellent customer service and educating his clients on their insurance needs. As a member of the Covina and West Covina Chambers of Commerce, as well as the Director of Membership of the West Covina Rotary Club, Lionel is deeply involved in his community. Lionel and his bilingual team are available to assist with auto insurance, homeowners insurance, health insurance, and life insurance. They also specialize in small business insurance, including workers compensation. Serving the cities of San Dimas, Irwindale, La Verne, Azusa, Pasadena, and all of Southern California, Lionel and his team are available 24/7 through text, phone, email, and virtual meetings.

The Accountancy is a trusted institution located at 500 North Brand Boulevard in Glendale, California, United States. Specializing in accounting and finance, our team of experienced professionals are dedicated to helping business owners, individuals, and families achieve their professional and personal goals. With a focus on innovation, we listen to our clients to provide unexpected insights that make a difference today and tomorrow. For decades, The Accountancy has helped people reach their financial goals, growing and prospering alongside our clients. Our team sees beyond the numbers to understand the stories of business owners, entrepreneurs, executives, parents, and grandparents who are working hard to secure their financial futures and leave a legacy for their loved ones.

WealthArch Investment Services is a trusted, ethical, and fully transparent wealth management advisor located at 1122 East Green Street, Pasadena, California, United States. With over 10 years of experience, WealthArch is led by portfolio manager Earl Yaokasin, CFA, who is a fiduciary with over two decades of experience. The institution focuses on creating downside protection and reducing portfolio swings in volatile markets, prioritizing the rule of "Don’t lose money." WealthArch only invests in companies with stock prices that provide a safety buffer for unexpected market events. As an independent investment firm, WealthArch offers value investing services for both individuals and businesses, aiming to be a portfolio anchor for their clients. They provide personalized guidance, timely updates, and full transparency to help clients achieve their financial goals with confidence. WealthArch has earned a 5-star rating from clients and is recognized as one of the top financial advisors in Pasadena. They offer services such as saving for retirement, investing for college, and insights on women and investing. WealthArch Investment Services is committed to providing the highest level of service and helping clients achieve financial freedom.

Cole Bryant - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. The team of wealth advisors at Cole Bryant - Thrivent work with successful business owners, working professionals, and individuals eager to achieve their financial goals. With a comprehensive, data-driven process, clients are guided towards financial independence, allowing them to focus on what matters most to them. Licensed in multiple states including AZ, CA, CO, OK, OR, and WA, Cole Bryant - Thrivent serves clients in areas such as Arcadia, Pasadena, Los Angeles, Irvine, Mission Viejo, Costa Mesa, and Newport Beach. Additionally, virtual services are available nationwide.

Tax Strategies, Inc. is a leading accounting and finance institution located at 1260 Huntington Drive in South Pasadena, California, United States. With a team of experienced professionals, they specialize in providing expert tax planning and financial advice to individuals and businesses. Whether you need help with tax preparation, strategic financial planning, or investment management, Tax Strategies, Inc. is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner for all your accounting and finance needs.

Welcome to Los Angeles County Fire Dept. Station 72, proudly serving the Malibu community from our location at 1832 Decker Road, Malibu, California 90265. As part of the renowned Los Angeles County Fire Department, Station 72 is committed to providing exceptional fire and emergency services to safeguard the lives and property of our residents. Our firefighters are recognized globally for their expertise and dedication. We invite those interested to explore the steps to becoming a Los Angeles County firefighter or lifeguard, joining a team that stands among the world's best in ocean lifeguarding and fire services.

Welcome to Los Angeles County Fire Department Station 99, proudly located at 32550 Pacific Coast Highway, Malibu, California. As a vital part of the Los Angeles County Fire Department, Station 99 is dedicated to providing exemplary fire and emergency medical services to the Malibu community and beyond. The Los Angeles County Fire Department is internationally acclaimed for its excellence, and our firefighters are recognized as some of the best in the world. Our team is committed to maintaining this reputation through rigorous training, dedication, and a strong commitment to public safety. If you're interested in pursuing a career with us, we offer guidance on how to become a Los Angeles County firefighter or lifeguard, both of which are esteemed positions known for their rigorous standards and exceptional service.

Welcome to the Los Angeles County Fire Department, a local government office renowned for its exceptional service and dedication to the community. Located at 1250 Encinal Canyon Road, Malibu, California, our department is a leader in fire and emergency medical services, serving over 4.1 million residents across 60 cities and 120 unincorporated areas within Los Angeles County. Our firefighters and lifeguards are internationally acclaimed, setting the standard in fire safety and ocean lifeguarding. We offer comprehensive training programs for those aspiring to join our ranks, fostering the next generation of emergency service professionals through mentorship, education, and career development.

Welcome to the Los Angeles County Fire Department Station #110, located at 4433 Admiralty Way, Marina del Rey, California. As part of the esteemed Los Angeles County Fire Department, our station is dedicated to providing exceptional fire and emergency services to our community. Our firefighters are renowned globally for their skill and commitment, and our lifeguards are recognized as one of the top ocean lifeguarding agencies worldwide. At Station #110, we are committed to educating the youth of Los Angeles County about fire and emergency medical services, fostering a sense of community service and civic involvement through mentoring, training, and career development. Understanding fire safety is crucial, and we aim to help you identify potential hazards in your home and learn how to respond effectively during emergencies.

Welcome to Los Angeles County Fire Dept. Station 2, located at 340 Palos Verdes Drive West, Palos Verdes Estates, California. We are proud to be part of the renowned Los Angeles County Fire Department, recognized globally for excellence in fire and emergency services. Our dedicated team of firefighters and lifeguards are committed to serving the community with the highest standards of safety and professionalism. At Station 2, we not only respond to emergencies but also focus on educating the youth and the community about fire safety and emergency medical services. We emphasize community service and civic involvement through positive mentoring, training, education, and career development.

Welcome to Los Angeles County Fire Dept. Station 53, proudly serving the community from our location at 6124 Palos Verdes Drive South, Rancho Palos Verdes, California. As part of the esteemed Los Angeles County Fire Department, our station is committed to providing top-tier fire and emergency services to ensure the safety and well-being of our residents. Our firefighters are recognized globally for their exceptional skills and dedication. If you're inspired to join this prestigious team, we offer guidance on the steps to become a Los Angeles County firefighter or lifeguard, both renowned for their excellence in service. Our lifeguards are among the best in the world, safeguarding our beautiful coastlines with unmatched expertise.

Welcome to Los Angeles County Fire Dept. Station 160, a beacon of safety and community service located at 5323 Rosecrans Avenue, Hawthorne, California. As an integral part of the Los Angeles County Fire Department, Station 160 upholds the esteemed tradition of excellence that our firefighters and lifeguards are known for globally. Our dedicated team is committed to providing exemplary fire and emergency medical services, ensuring the safety and well-being of the residents and visitors in our community. We also emphasize the importance of fire safety education, helping you identify potential hazards in your home and teaching you how to respond effectively in emergencies.

Welcome to Los Angeles County Fire Dept. Station 106, proudly serving the community of Rolling Hills Estates and surrounding areas. Located at 27413 Indian Peak Road, Rolling Hills Estates, California 90274, our station is dedicated to providing top-notch fire protection and emergency medical services. Our team of highly skilled and dedicated firefighters is part of the internationally renowned Los Angeles County Fire Department, known for its excellence in fire and rescue operations. At Station 106, we are committed not only to emergency response but also to community education and involvement. We offer programs that introduce the youth of Los Angeles County to fire and emergency medical services, focusing on community service, civic involvement, and career development. Understanding fire safety is crucial for everyone, and we provide resources to help you identify potential safety issues in your home and know what to do in case of an emergency.

Welcome to Los Angeles County Fire Dept. Station 58, proudly serving our community from 5757 South Fairfax Avenue, Los Angeles, California 90056. As part of the internationally renowned Los Angeles County Fire Department, our station is committed to providing exceptional fire and emergency services to the residents of Los Angeles County. Our firefighters and lifeguards are recognized globally for their expertise and dedication, making our department one of the leading fire and ocean lifeguarding agencies worldwide. We are passionate about nurturing the next generation of fire service professionals through comprehensive training, education, and mentorship programs. Our initiatives emphasize community service and civic involvement, aiming to inspire the youth of Los Angeles County to pursue fulfilling careers in fire and emergency medical services.