Personal financial management in Pasadena, CA
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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
● ClosedBeneficent 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
● ClosedTracy 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 -
Joe Regan - RBC Wealth Management Financial Advisor
● ClosedJoe Regan - RBC Wealth Management Financial Advisor is a trusted financial institution located at 300 North Lake Avenue in Pasadena, California. As a seasoned financial advisor, Joe Regan provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Joe Regan is dedicated to providing expert guidance and tailored solutions to meet your unique needs. With a focus on building long-lasting relationships based on trust and integrity, Joe Regan - RBC Wealth Management Financial Advisor is committed to helping clients secure their financial future.
300 N Lake Ave Suite 1010, Pasadena, CA 91101, United States -
Merrill Lynch Financial Advisor Wen Lee
● ClosedMerrill 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 -
Edelman Financial Engines
● ClosedEdelman 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.
225 S Lake Ave Suite 1185, Pasadena, CA 91101, United States -
Stratz & Company Financial Services
● ClosedStratz & Company Financial Services is a reputable finance institution located at 180 South Lake Avenue in Pasadena, California. With a team of experienced professionals, they offer a wide range of financial services including investment management, retirement planning, estate planning, and more. Their commitment to providing personalized and tailored financial solutions sets them apart in the industry. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Stratz & Company Financial Services is dedicated to helping you achieve your financial goals.
180 S Lake Ave # 400, Pasadena, CA 91101, United States -
Merrill Lynch Financial Advisor Alex J Baer
● ClosedMerrill 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.
800 E Colorado Blvd, Pasadena, CA 91101, United States -
Merrill Lynch Financial Advisor Heidi Leu
● ClosedMerrill 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.
800 E Colorado Blvd, Pasadena, CA 91101, United States -
Merrill Lynch Financial Advisor Norman S. Labrador
● ClosedMerrill 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
● Closedtax 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 -
Leah Burnett - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedLeah Burnett is a dedicated Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 180 South Lake Avenue in Pasadena, California. With a focus on providing personalized financial planning and investment strategies, Leah helps clients achieve their financial goals and secure their financial futures. With a commitment to integrity and client satisfaction, Leah offers a range of services including retirement planning, portfolio management, and wealth preservation. Contact Leah Burnett today to start planning for a secure financial future.
180 S Lake Ave # 540, Pasadena, CA 91101, United States -
Jesse A Thurber - Wealth Financial Advisor
● ClosedJesse 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
● ClosedJim 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
● ClosedPhilip 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
● ClosedDuc 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 -
Tony Lam - Wealth Financial Advisor
● ClosedTony Lam - Wealth Financial Advisor is a leading finance institution located at 587 East Colorado Boulevard in Pasadena, California, United States. With a team of experienced financial advisors, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, our team is dedicated to providing expert advice and guidance every step of the way. Trust Tony Lam - Wealth Financial Advisor to help you secure a prosperous financial future.
587 E Colorado Blvd, Pasadena, CA 91101, United States -
John Frederich - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJohn Frederich is a dedicated Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 462 South Marengo Avenue in Pasadena, California. With years of experience in the finance industry, John provides personalized financial planning and investment management services to help clients achieve their long-term financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, John Frederich is committed to guiding you every step of the way. Contact him today to schedule a consultation and start building a secure financial future.
462 S Marengo Ave, Pasadena, CA 91101, United States -
Raymond James Financial Services
● ClosedRaymond 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.
1414 Fair Oaks Ave #6, South Pasadena, CA 91030, 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 -
Amit R Patel - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAmit R Patel is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 221 East Walnut Street in Pasadena, California. With a focus on personalized financial planning and investment management, Amit helps clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Amit provides expert guidance and tailored solutions to meet your needs. With a commitment to integrity and client satisfaction, Amit R Patel is a trusted partner in navigating the complexities of the financial world.
221 E Walnut St Ste 226, Pasadena, CA 91101, United States -
Fiducia Wealth Management Investment Advisor Representative Juan Salazar
● ClosedFiducia 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 -
Junko Nagai - Wealth Financial Advisor
● ClosedJunko Nagai - Wealth Financial Advisor is a leading financial institution located at 587 East Colorado Boulevard in Pasadena, California. With a focus on helping clients achieve their financial goals and secure their financial future, Junko Nagai offers personalized financial planning and investment strategies tailored to each individual's needs. With a team of experienced and knowledgeable financial advisors, clients can trust in the expertise and guidance provided by Junko Nagai to help them make informed decisions and maximize their wealth potential. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Junko Nagai is dedicated to helping you succeed financially. Contact us today to schedule a consultation and take the first step towards financial security and prosperity.
587 E Colorado Blvd, Pasadena, CA 91101, United States -
Alisha Wesser - RBC Wealth Management Financial Advisor
● ClosedAlisha Wesser - RBC Wealth Management Financial Advisor is a reputable financial institution located at 300 North Lake Avenue in Pasadena, California, United States. As a dedicated financial advisor, Alisha Wesser provides expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement solutions, Alisha Wesser offers comprehensive services to individuals and families looking to secure their financial future. Trustworthy and experienced, Alisha Wesser is committed to providing top-notch financial advice and support to clients in the Pasadena area and beyond.
300 N Lake Ave Suite 1010, Pasadena, CA 91101, United States -
Lachlan Cameron - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLachlan Cameron - Financial Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 180 South Lake Avenue in Pasadena, California. With a focus on personalized financial planning and investment strategies, Lachlan Cameron provides expert guidance to clients looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Lachlan Cameron and his team are dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards financial success.
180 S Lake Ave UNIT 620, Pasadena, CA 91101, United States -
Vicky Rangsuebsin - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedVicky Rangsuebsin is a highly experienced Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 99 South Lake Avenue in Pasadena, California. With a focus on personalized financial planning and investment strategies, Vicky provides comprehensive services to help clients achieve their financial goals. From retirement planning to wealth management, Vicky Rangsuebsin is dedicated to helping individuals and families secure their financial future. Contact her today to schedule a consultation and start planning for tomorrow.
99 S Lake Ave Ste 500, Pasadena, CA 91101, United States -
Merrill Lynch Financial Advisor Thomas Chang
● ClosedMerrill 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 -
Green Dot Corporation
● OpenGreen Dot Corporation is a financial technology company located at 3465 East Foothill Boulevard in Pasadena, California. Founded in 1999, Green Dot is a leading provider of prepaid debit cards, mobile banking, and cash transfer services. The company's mission is to provide affordable and accessible financial services to underserved communities. With a focus on innovation and technology, Green Dot is dedicated to empowering individuals to take control of their finances and achieve financial independence.
3465 E Foothill Blvd, Pasadena, CA 91107, United States -
Kash 911
● OpenKash 911 is a finance institution located at 3219 East Colorado Boulevard in Pasadena, California. We provide a range of financial services to help individuals and businesses manage their money effectively. Our experienced team is dedicated to providing personalized assistance and guidance to help you achieve your financial goals. Whether you need assistance with budgeting, investing, or obtaining a loan, Kash 911 is here to help. Visit us today to learn more about how we can support your financial needs.
3219 E Colorado Blvd, Pasadena, CA 91107, United States
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