TOP 30 Best Financial wellness in Pasadena, California

Beneficent 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.

Edelman Financial Engines is a leading finance institution located at 225 South Lake Avenue in Pasadena, California, United States. With a strong focus on providing personalized financial planning and investment management services, Edelman Financial Engines is dedicated to helping individuals and families achieve their financial goals. Their team of experienced financial advisors offers expert guidance and tailored solutions to help clients build and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your investments, Edelman Financial Engines is committed to helping you navigate the complexities of the financial landscape with confidence and peace of mind.

Tracy 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.

Kong Financial Services is a finance institution located at 2181 East Foothill Boulevard in Pasadena, California, United States. With alarming statistics showing that 40% of U.S. workers have saved less than $25,000 for retirement and only 42% of Americans know how much money to save for retirement, Kong Financial Services is here to help individuals plan for their financial future. Additionally, 43% of retirees have left the workforce earlier than planned, highlighting the importance of proper financial planning. As a Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), Kong Financial Services is dedicated to providing personalized financial solutions. Licensed to sell securities in the state of California, clients can trust in the expertise and professionalism of Kong Financial Services to help them achieve their financial goals.

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 Marlynn Ma is a finance institution located at 800 East Colorado Boulevard in Pasadena, California, United States. Marlynn Ma is dedicated to building and maintaining strong relationships with clients, offering personalized financial planning services tailored to individual goals and priorities. Supported by the global resources of Merrill Lynch, Marlynn and her team of experienced professionals provide trustworthy and personalized service to help clients make informed financial decisions. Through the Merrill Personal Wealth Analysis™, clients can create a customized plan focused on achieving their financial goals. Marlynn Ma offers advice and guidance based on each client's unique needs and priorities, helping them stay on track and adapt to changes in the market and in their personal lives. With a focus on understanding each client's personality and financial situation, Marlynn Ma aims to help clients achieve their financial goals and live their best financial life.

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.

Merrill 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.

Allan Cheng - State Farm Insurance Agent is a reputable insurance agency located at 430 West Route 66, Glendora, California, United States. Founded in 2008, this agency is dedicated to providing personalized auto, home, life, and health insurance, as well as retirement planning services to customers in the surrounding areas. Allan Cheng, the owner, has an impressive educational background with degrees from UC Berkeley, Stanford University, and UCLA Anderson School. He is actively involved in the community and believes in giving back through volunteering and donations to local schools and colleges. The agency prides itself on being in the top 5% of State Farm agencies nationwide, with a focus on helping customers protect their assets and plan for retirement. The team at Allan Cheng's office is committed to providing the right coverage at competitive prices for auto insurance, home/renter insurance, life insurance, and other financial needs. They also offer specialized insurance options for small business owners.

Gregory Kim - State Farm Insurance Agent is a well-established insurance agency located at 1925 West Temple Street in Los Angeles, California. With California Insurance Licensed since 1994 and insurance agent experience since 2001, we offer free quotes for auto insurance, homeowners insurance, business and commercial insurance, life insurance, condo insurance, and fire insurance. Our office is conveniently located across the street from Target on Bonnie Brae Street, with free parking available for our customers. We are proud to serve the diverse communities of Los Angeles, Burbank, Pasadena, Fullerton, Cerritos, Irvine, and all across California. Our team of bilingual English and Korean-speaking agents are dedicated to providing quality service, integrity, and building strong relationships with our State Farm customers. We offer a range of insurance products to protect your life and assets, including auto insurance, home insurance, business insurance, life insurance, and health insurance.

Rick Goree - State Farm Insurance Agent is an insurance agency located at 1947 Spring Street, Paso Robles, California, United States. The institution is dedicated to providing exceptional customer service and taking care of all insurance needs. With a team of passionate individuals who truly love what they do, they are committed to serving their customers and ensuring they are well-protected. The agency offers a range of insurance options and personalized recommendations without any pressure. Rick Goree, the owner, is a local agent who is accessible and always ready to help. Whether it's discussing insurance options or providing driving tips for traffic jams, Rick Goree - State Farm Insurance Agent is there to support their clients. For more information, visit their office or call (805) 227-1560.

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.

Welcome to Los Angeles County Fire Department Station 127, a cornerstone of safety and service in Carson, California. Located at 2049 East 223rd Street, our station is part of the esteemed Los Angeles County Fire Department, known worldwide for its exceptional firefighting and lifesaving capabilities. Our firefighters are celebrated for their skill and dedication, and we invite those interested in joining our ranks to learn more about the pathway to becoming a Los Angeles County firefighter. Our department is also home to one of the premier ocean lifeguarding agencies globally. Aspiring lifeguards can discover the steps to join this elite team and help continue our tradition of excellence in water safety.

Welcome to the Novak-Schultz Real Estate Group-COMPASS, your premier real estate agency located in the heart of Hermosa Beach, California. Situated at 1221 Hermosa Avenue, we proudly serve the vibrant community of Hermosa Beach and its surrounding areas with dedication and expertise in the real estate and finance sectors. Our team is committed to providing exceptional service and personalized attention to each of our clients. Whether you are buying, selling, or investing in property, our experienced professionals are here to guide you every step of the way. We leverage our extensive knowledge of the local market and our affiliation with leading real estate professionals, courtesy of renowned firms such as Sotheby's International Realty, Integrity Realtors Inc., and eXp Realty of Greater Los Angeles, among others.

Allan Cheng - State Farm Insurance Agent is a reputable insurance agency located at 130 East Valley Boulevard in Alhambra, California. The agency is conveniently situated near the corner of Valley and S Monterey St, just west of Savoy Kitchen. Allan Cheng, the owner, is a dedicated family man with a strong educational background, holding degrees from UC Berkeley, Stanford University, and UCLA Anderson School. He is actively involved in the community, volunteering with the Arcadia Educational Foundation and supporting local schools and colleges. The agency offers a range of insurance services, including auto, home, life, and health insurance, as well as retirement planning. Allan and his team are committed to providing personalized service to customers in cities near Los Angeles, such as Arcadia, Montebello, Pasadena, and many more. With a focus on customer satisfaction and competitive pricing, the agency strives to meet the needs of individuals, families, and small business owners.

PT Business Solutions is a reputable health and insurance agency located at 1039 Hope Street in South Pasadena, California. Our dedicated team of professionals is committed to providing top-notch services to our clients, ensuring they have access to the best health and insurance options available. With years of experience in the industry, we strive to offer personalized solutions that meet the unique needs of each individual. Whether you are looking for health coverage or insurance policies, PT Business Solutions is here to help you navigate the complex world of healthcare and insurance. Visit us today to learn more about how we can assist you in securing the coverage you need.

Mercado Insurance Services is a reputable health insurance agency located at 155 North Lake Avenue in Pasadena, California. With a commitment to providing personalized and comprehensive insurance solutions, Mercado Insurance Services helps individuals and families navigate the complex world of health insurance. Whether you are looking for coverage for yourself, your family, or your business, their team of experienced professionals is dedicated to finding the right plan for your needs. Trust Mercado Insurance Services to protect your health and financial well-being.

MyFreeTaxes.org is a financial institution located in South Pasadena, California, United States. This institution, run by United Way, offers free tax filing services to help families access new tax credits. By using MyFreeTaxes.org, individuals can easily file their taxes and potentially receive credits such as the Child Tax Credit. This service has been described as amazing by users, allowing them to save money and provide more for their families. Additionally, United Ways of California's MyFreeTaxes.org program aims to uplift families by connecting them to free tax filing services that can make a significant impact on their financial well-being. By improving the financial results for low-income families, United Ways of California is working to enhance the overall health and education outcomes for children in the state. To learn more about the tax filing process and access helpful resources, visit MyFreeTaxes.org today.

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 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 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.

Welcome to Los Angeles County Fire Dept. Station 172, proudly serving the vibrant community of Inglewood and beyond. Situated at 810 Centinela Avenue, Inglewood, California, our fire station is a crucial part of the renowned Los Angeles County Fire Department. With a reputation for excellence, our firefighters and lifeguards are among the best in the world, committed to ensuring the safety and well-being of our residents. At Station 172, we are dedicated to providing top-tier fire and emergency medical services, while also engaging with the community through education and career development programs. Our initiatives aim to introduce the youth of Los Angeles County to the rewarding field of fire and emergency services, emphasizing community service and civic involvement through positive mentoring and training.

Welcome to Los Angeles County Fire Dept. Station 171, proudly serving the community of Inglewood, California, and located at 141 West Regent Street. As part of the renowned Los Angeles County Fire Department, our station is committed to providing exemplary fire and emergency services to ensure the safety and well-being of our residents and visitors. Our dedicated team of firefighters and paramedics is recognized internationally for their expertise, professionalism, and bravery. We are proud to uphold the Department’s high standards and esteemed reputation as one of the foremost firefighting and emergency medical service providers in the world.

Welcome to Los Angeles County Fire Dept. Station 18, proudly serving the community with dedication and excellence. Located at 4518 Lennox Boulevard, Lennox, California, our fire station is a vital part of the Los Angeles County Fire Department (LACoFD), known globally for its exceptional service and commitment to safety. At Station 18, we are committed to providing top-notch fire and emergency medical services to our community. Our firefighters and paramedics are part of an internationally renowned team, celebrated for their skill, bravery, and dedication. We invite those interested in pursuing a career in firefighting or lifeguarding to explore the steps necessary to join our esteemed ranks.

Welcome to the Los Angeles County Fire Department Station 21, located at 4312 West 147th Street, Lawndale, California. As part of the renowned Los Angeles County Fire Department, Station 21 is committed to providing exceptional fire and emergency services to the community. Our firefighters are internationally recognized for their expertise, bravery, and dedication to public safety. At Station 21, we not only respond to emergencies but also emphasize the importance of fire safety education and community involvement. We offer programs that introduce the youth of Los Angeles County to fire and emergency medical services, fostering community service and civic engagement through mentoring and education.

Los Angeles County Fire Dept. Station 56 Welcome to Los Angeles County Fire Dept. Station 56, a proud member of the esteemed Los Angeles County Fire Department, renowned globally for its exceptional firefighting and emergency response services. Located at 12 Crest Road West, Rolling Hills, California, our station is committed to serving the community with the highest standards of safety and professionalism.