Finance strategies in Pasadena, CA
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Tax Strategies, Inc.
● ClosedTax 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.
1260 Huntington Dr #201e, South Pasadena, CA 91030, United States -
The Accountancy
● OpenThe 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.
500 N Brand Blvd Ste 1930, Glendale, CA 91203, United States -
First Financial Consulting
● OpenFirst Financial Consulting is a reputable finance institution located at 517 South Lake Avenue in Pasadena, California, United States. Our team of experienced financial experts are dedicated to providing top-notch consulting services to help individuals and businesses achieve their financial goals. Whether you are looking for assistance with investment strategies, retirement planning, or budgeting, our knowledgeable staff is here to guide you every step of the way. Trust First Financial Consulting to provide you with personalized solutions to secure your financial future.
517 S Lake Ave, Pasadena, CA 91101, United States -
Morgan Stanley Financial Advisors
● OpenMorgan 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.
55 S Lake Ave Ste 700, Pasadena, CA 91101, United States -
JACKSON FINANCIAL ADVISORS
● OpenJackson Financial Advisors is a trusted finance institution located at 301 North Lake Avenue in Pasadena, California, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies, retirement planning, and wealth management services. With a commitment to excellence and integrity, we strive to provide our clients with expert guidance and support to secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
301 N Lake Ave #800, Pasadena, CA 91101, United States -
Beneficent Financial
● OpenBeneficent Financial, located at 3858 East Colorado Boulevard in Pasadena, California, is a finance institution that believes in the power of long-term relationships and personalized financial planning. Serving clients in the Greater Los Angeles Area, including Pasadena, La Canada, Glendale, and more, Beneficent Financial focuses on providing Financial Planning and Wealth Management strategies tailored to each individual's needs. With a commitment to financial literacy and personalized service, Beneficent Financial aims to take the stress out of financial planning and help clients achieve their desired results. Offering a complimentary first consultation, Beneficent Financial is dedicated to helping clients navigate important financial decisions and secure their financial future. Contact us at (626) 795-7210 or Info@SafeMoneyLady.com to schedule your consultation today.
3858 E Colorado Blvd #200, Pasadena, CA 91107, United States -
Tracy A. Chan, LPL Financial Advisor
● OpenTracy A. Chan, LPL Financial Advisor is a reputable finance institution located at 215 North Marengo Avenue in Pasadena, California, United States. With a strong focus on providing personalized financial advice and services, Tracy A. Chan helps clients navigate the complexities of investment and wealth management. With a commitment to integrity and professionalism, Tracy A. Chan, LPL Financial Advisor is dedicated to helping clients achieve their financial goals and secure their financial future.
215 N Marengo Ave 3rd floor, Pasadena, CA 91101, United States -
Merrill Lynch Financial Advisor Wen Lee
● OpenMerrill 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 wen.lee@ml.com. 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.
800 E Colorado Blvd, Pasadena, CA 91101, United States -
Shuster Advisory Group, LLC
● OpenShuster Advisory Group, LLC is a finance institution located at 155 North Lake Avenue in Pasadena, California, United States. With a team of experienced financial advisors, Shuster Advisory Group provides expert guidance and personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your future, Shuster Advisory Group is dedicated to providing you with the tools and strategies you need to succeed. Trust Shuster Advisory Group to help you navigate the complexities of the financial world and secure your financial future.
155 N Lake Ave #500, Pasadena, CA 91101, United States -
Merrill Lynch Financial Advisor Ken Park
● OpenMerrill 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.
800 E Colorado Blvd, Pasadena, CA 91101, United States -
CAPTRUST
● OpenCAPTRUST is a finance institution located at 2625 Townsgate Road in Westlake Village, California, United States. Our team of advisors in Westlake Village offers financial expertise to endowments, foundations, retirement plan sponsors, and nonprofit organizations in Los Angeles, Pasadena, and surrounding areas. We provide services such as committee education, donor development, OCIO services, performance reporting, and investment management to help our clients achieve their financial goals. We support thousands of employer organizations with fiduciary partnerships, plan design optimization, financial wellness programs, and more. Our team shares best practices, market insights, and financial planning strategies to help clients make informed decisions. We also offer webinars on various topics, such as fiduciary liability, industry insights for hospitals and healthcare systems, and navigating volatility for nonprofits.
2625 Townsgate Rd #330, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Norman S. Labrador
● OpenMerrill 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.
800 E Colorado Blvd, Pasadena, CA 91101, United States -
Merrill Lynch Financial Advisor Lorenzo P Detoma
● Opentax advisors before making any financial decisions. Merrill Lynch Financial Advisor Lorenzo P Detoma, located in Pasadena, California, is a trusted institution in the finance industry. Lorenzo is a Senior Vice President & Wealth Management Advisor with over 13 years of experience, dedicated to building and maintaining strong relationships with clients. He focuses on creating personalized financial strategies tailored to each client's needs, utilizing Merrill's extensive resources to assist in areas such as wealth preservation and estate planning. Lorenzo works closely with clients and their trusted advisors to address tax, trust, and estate issues, ensuring they receive the highest form of advice and recommendations.
800 E Colorado Blvd, Pasadena, CA 91101, United States -
Bank of America Private Client Advisor Maryam Shah Hosseini
● OpenBank 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.
333 S Hope St, Los Angeles, CA 90071, United States -
Jesse A Thurber - Wealth Financial Advisor
● OpenJesse A Thurber - Wealth Financial Advisor is a reputable finance institution located at 599 East Colorado Boulevard in Pasadena, California, United States. Specializing in wealth management and financial planning, their team of experienced advisors provide personalized strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Jesse A Thurber - Wealth Financial Advisor is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for tomorrow.
599 E Colorado Blvd, Pasadena, CA 91101, United States -
Jim Salsman - Wealth Financial Advisor
● OpenJim Salsman - Wealth Financial Advisor is a leading finance institution located at 599 East Colorado Boulevard in Pasadena, California, United States. With a team of experienced financial advisors, we specialize in helping individuals and families grow and protect their wealth through personalized investment strategies and financial planning. Whether you are looking to build a retirement portfolio, save for your children's education, or plan for major life events, our team is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
599 E Colorado Blvd, Pasadena, CA 91101, United States -
Philip Cheng - Wealth Financial Advisor
● OpenPhilip Cheng - Wealth Financial Advisor is a leading finance institution located at 2395 Huntington Drive in San Marino, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure a prosperous future. With personalized financial planning services, investment strategies, and wealth management solutions, we provide expert guidance to individuals and families looking to optimize their financial portfolios. Trust Philip Cheng - Wealth Financial Advisor to provide the expertise and support needed to navigate the complexities of the financial world and build a solid foundation for long-term financial success.
2395 Huntington Dr, San Marino, CA 91108, United States -
Duc Tran - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDuc 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.
242 S De Lacey Ave, Pasadena, CA 91105, United States -
Michelle Yazawa - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichelle Yazawa is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 462 South Marengo Avenue in Pasadena, California. With a strong background in finance and a commitment to helping clients achieve their financial goals, Michelle provides personalized guidance and strategies to help individuals and families plan for their future. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Michelle Yazawa is here to provide expert advice and support. Contact Michelle Yazawa at Ameriprise Financial Services, LLC for all your financial planning needs.
462 S Marengo Ave, Pasadena, CA 91101, United States -
Tyler Elder - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTyler Elder is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 462 South Marengo Avenue in Pasadena, California. With years of experience in the finance industry, Tyler is dedicated to helping individuals and families achieve their financial goals through personalized strategies and expert guidance. Whether you are planning for retirement, saving for education, or investing for the future, Tyler Elder can provide the support and expertise you need to secure your financial future. Contact Tyler today to schedule a consultation and start building a solid financial plan.
462 S Marengo Ave, Pasadena, CA 91101, United States -
Deny Delgadillo - TIAA Financial Consultant
● OpenDeny 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.
35 N Lake Ave Suite 800, Pasadena, CA 91101, United States -
Ling Wang - TIAA Financial Consultant
● OpenLing 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.
35 N Lake Ave Suite 800, Pasadena, CA 91101, United States -
Fiducia Wealth Management Investment Advisor Representative Juan Salazar
● OpenFiducia Wealth Management is a leading finance institution located at 150 South Los Robles Avenue in Pasadena, California. Our dedicated Investment Advisor Representative, Juan Salazar, provides expert guidance and personalized investment strategies to help clients reach their financial goals. With a focus on trust, integrity, and transparency, Fiducia Wealth Management is committed to delivering exceptional service and results for our clients. Contact us today to learn more about how we can help you secure your financial future.
150 S Los Robles Ave Suite 468, Pasadena, CA 91101, United States -
Merrill Lynch Financial Advisor Thomas Chang
● OpenMerrill Lynch Financial Advisor Thomas Chang is a finance institution located at 555 California Street, San Francisco, California, United States. Thomas Chang, originally from Taiwan and raised in South Pasadena, CA, is dedicated to helping clients achieve their financial goals by providing personalized service and building strong relationships. With a Chartered Retirement Planning Counselor designation, Thomas helps clients identify obstacles and transform challenges into opportunities. The institution focuses on community involvement and sponsors organizations such as the Mission Housing Development Corporation and Northern California National Multiple Sclerosis Society. Merrill Personal Wealth Analysis™ is used to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management is committed to understanding clients' priorities and helping them pursue their aspirations. By utilizing the Investment Personality Assessment, Thomas can customize financial approaches based on clients' preferences. The institution offers tools to track changes in clients' lives and update financial strategies accordingly. Thomas believes in designing personalized plans to help clients manage, grow, and preserve their wealth, while addressing their financial needs. The institution's goal is to help clients achieve their financial goals by providing tailored solutions and staying on track with their progress. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Thomas Chang is dedicated to helping clients live their best financial life.
555 California St, San Francisco, CA 94104, United States -
Los Angeles County Fire Dept. Station 72
● OpenWelcome 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.
1832 Decker Road, Malibu, California 90265, United States -
Los Angeles County Fire Dept. Station 99
● OpenWelcome 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.
32550 Pacific Coast Highway, Malibu, California 90265, United States -
La County Fire Department
● OpenWelcome 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.
1250 Encinal Canyon Road, Malibu, California 90265, United States -
Los Angeles County Fire Dept. Station #110
● OpenWelcome 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.
4433 Admiralty Way, Marina del Rey, California 90292, United States -
Los Angeles County Fire Dept. Station 2
● OpenWelcome 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.
340 Palos Verdes Drive West, Palos Verdes Estates, California 90274, United States -
Los Angeles County Fire Dept. Station 53
● OpenWelcome 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.
6124 Palos Verdes Drive South, Rancho Palos Verdes, California 90275, United States
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