3 Best Financial Services in Glendale, CA

Expert-recommended Top 3 Financial Services in Glendale, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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LEGACY PARTNERS INSURANCE & FINANCIAL SERVICES, INC.

4.8 (116)
1101 North Pacific Avenue, Suite 303,
Glendale, CA 91202 Directions

Since 2013

Specialty:

Life and Term Life Insurance Whole Life Insurance Disability and Long Term Care Insurance Estate and Business Exit Planning Financial and Education Planning Tax Qualified Retirement Plan

Legacy Partners Insurance & Financial Services Inc. is a full-service financial planning firm that provides insurance and financial protection for individuals, families, businesses, business owners, and their employees. Paul Arakelyan is the CEO of Legacy Partners Insurance & Financial Services, Inc. Their mission is to provide a thorough audit of prospective clients' present financial situations, understand what clients' objectives are for themselves, their families, or their businesses, and then design a program specifically for them so that clients can achieve financial security in this complex and constantly changing world. Their goal is to help you achieve your financial objectives.

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License 3487546

Contact:

(818) 630-9205 (877) 406-7222

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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LIANA TOMEKYAN FINANCIAL SERVICES

4.8 (115)
225 East Broadway Street, Suite 106,
Glendale, CA 91205 Directions

Since 2017

Specialty:

Retirement and Estate Planning Business Strategy Term Life and Permanent Life Insurance Wealth Management Retail Investment Business and Tax Planning College Funding Traditional Financial Planning Investment Management

Liana Tomekyan Financial Services team takes the time to understand your financial needs and goals. Liana Tomekyan is the founder of this firm. Her love for helping people and her community makes her passionate about what she does. Liana Tomekyan Financial Services' array of products and services is just what you need to start working toward your goals. Their tailored insurance coverage options can help their clients protect their lives. In addition, they work with you to provide a clear financial strategy to go from where you are to where you want to be. Finally, their agents can work with their clients' legal and tax professionals as they prepare for their future.

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Contact:

(747) 240-0640

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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CASTLEWATCH WEALTH

4.8 (114)
AMERIPRISE FINANCIAL SERVICES, LLC
535 N Brand Blvd, Ste 1000 and 950,
Glendale, CA 91203 Directions

Specialty:

Financial Services Retirement Savings Protection Needs Estate and Multigenerational Planning Strategies Small Business Planning Tax Planning Strategies Executive Benefits

Castlewatch Wealth is providing comprehensive financial planning and investment management to multiple generations of clients. Gail D Reid is the president of Castlewatch Wealth. They have always believed financial advising is not just about reaching a destination but also keeping you as secure as possible along the way. They examine your finances and listen to your wants and needs to continually guide you to your financial goals. While you go about living your life, you can rest assured that Castlewatch Wealth strives to keep a watchful eye on your financial future. They help you feel more confident, connected, and in control of your financial life. They create a plan to pursue your goals through comprehensive financial advice.

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Contact:

(818) 662-1999

Mon-Fri: 8am - 6pm
Sat & Sun: By Appointment

TBR® Inspection Report: