Best Financial Services in Glendale, CA

Handpicked Top 3 Financial Services in Glendale, CA. How can we actually say this? Our 50-Point Inspection includes everything from checking customer reviews, history, complaints, ratings, satisfaction, trust and cost to the general excellence. You deserve only the best!


Since 1992

Retirement Planning, Wealth Preservation, Investments, Executive Compensation, Women's Financial Strategies, Benefit Strategies, Tax Planning Strategies & Estate Planning

Focuses on Wealth Preservation Strategies

By Appointment

If I could rate Gail Reid and Albert Alvarez with six stars I would. I've used them for several years now for financial advising, and they've helped me figure out how to proceed in some very tricky and uncertain times. They're thorough, knowledgeable, strategic, efficient, and truly have my best interest at heart. All the friends I've recommended them to have also been happy. I highly, highly recommend them!!!

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535 N Brand Blvd, Suite 101, Glendale, CA 91203


Since 2001

Business Succession, Retirement Planning, Investment, Tax Planning, Estate Planning, Business Agreements, Defined Contribution Plans, Asset Allocation, Trust Planning Design, Funding Agreements, Defined Benefit Plans, Asset Protection, Insurance & Stock Options

Specializes in Money Management & Charitable Planning

Monday - Friday 9:00 am - 5:00 pm

Harvey Jacobson, President & Ceo of California Financial Partners not only cares about the financial well being of CFP's clients...but the well being of others as well. Giving of his time, Harvey serves on several nonprofit boards, advises business students & assists wounded veterans returning from military service. Clearly, according to Harvey's calculations, a balance sheet is not all about finances and a successful business...but a true accounting includes the legacy we build in serving a

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505 N. Brand Blvd, Suite 1470, Glendale, CA 91203


Since 2016

Financial Advisor, Wealth Management, Insurance, Estate Planning, Financial Services, Investment & Retirement Planning

Team is well-versed in the full range of options available to those looking to make smart investments for the future

Monday - Friday 8:00 am - 6:00 pm Saturday 8:00 am - 4:00 pm

I had a great experience using San Fernando wealth Advisors here in Glendale. I live in Burbank and work in Glendale so I made an appointment to meet with them . I got a lot of free information from them and I decided to transfer my 401k over for them to manage. So far it's been a year and a half and things are working great.
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1255 Sonora Ave, Glendale, CA 91201