Here’s The Deal: Lake Avenue Financial is the Registered Investment and Financial Advisor in Pasadena, California. Their experienced independent financial advisors connect your current financial situation with your retirement, investment, tax, and estate goals. They partner with you for the long term and help you every step of the way for you to fulfill your financial goals and retire comfortably. The team assists their clients in every aspect of financial management and wealth building. They extend beyond the normal advisor/client relationship, providing unbiased advice and the most personal service available to ensure their clients are successful and enjoy a healthy level of financial literacy. They strive to help educate their valued clients to create financial stability and independence. Their financial advisors can help you navigate the intersection of life and money. They partner with you for the long term and help you live a confident, full, and purposeful life every step of the way. Together, they can take the guesswork out of your financial future.
3 Best Financial Services in Pasadena, CA
Expert recommended Top 3 Financial Services in Pasadena, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 LAKE AVENUE FINANCIAL REVIEWS
Alex and team at Lake Avenue Financial were amazing to work with! When we reached out to them, my wife and I knew we were generally doing “what we were supposed to do” in terms of saving for retirement, but we had no idea about specifics or even how to start thinking about future finances in a structured way. We wanted to know if we could upsize our housing, how many kids we could afford to have, and how much we could afford to spend on a new car. We also wanted to know how much doing those things now could affect the age we could retire and how much we could spend monthly in retirement. Alex and team helped us answer all those questions clearly for the first time. If you’re wondering the same things, I would highly recommend Alex’s team and their services.
I have had the privilege of working with Alex, Rosa, and their team for many many years. I can say with immense enthusiasm that you cannot a better firm to work with. They have been so tenacious, hard working, and determined to make sure your money is safe, secure, and in the best of hands, no matter what comes. Do not look anywhere else but here for incredible business.
I cannot begin to tell you how incredibly wise, competent and generous this financial advisor is, Alex Chalekian. We have had a top-notch experience at Lake Avenue Financial and completely trust Alex and his team to handle our family's finances. Working with money and finances can be extremely stressful and he has made our life so much easier by his effective, comprehensive and supportive counsel. We are so grateful to him for financial wisdom and counsel and to our family member who referred us to him.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![WEALTHARCH INVESTMENT SERVICES Pasadena Financial Services WEALTHARCH INVESTMENT SERVICES Pasadena Financial Services](https://threebestrated.com/images/WEALTHARCHINVESTMENTSERVICES-Pasadena-CA.jpeg)
Here’s The Deal: Wealtharch Investment Services is an independent financial advisor in Pasadena, California. As a fiduciary financial advisor, the team is your trusted partner in achieving your financial goals. At Wealtharch Investment Services, they are committed to providing extraordinary service and unique benefits to their clients. Their values are rooted in full transparency, timely updates, and personalized guidance at every stage. They are confident in their investment approach and proudly serve as their clients' portfolio anchors. Their clients receive advice and leadership that isn't a one-size-fits-all approach to building an investment portfolio. They'll create a blueprint for you and your family to ensure they touch on all aspects of your unique financial situation. Their primary goal is to meet or exceed your investment objectives. Their mission is to help you build a foundation for achieving financial independence and live your dreams. They pride themselves on having one of the most thorough research processes in the industry.
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TOP 3 WEALTHARCH INVESTMENT SERVICES REVIEWS
I contacted Earl about investing some funds I have in the bank. I was considering real estate but was open to anything and looking for advice on other options. Earl then proceeded to go over historic stock vs real estate data and his predictions for the future of those markets along with his reasoning for those prediction based solely on data. I left with way more information that I expected, and was better prepared to make my decision. I wanted to leave a review because Earl gave me so much more than I expected and put me in a position to make better decisions for my investment. I would absolutely recommend Earl to anyone looking to invest.
I've been working with Earl for a year now and it's been a honor. Earl truly has a passion for investment and it comes out in every communication from him. He's diligent about diving deep into research for every investment choice and does a wonderful job of keeping me informed. Even when I have more questions, he patiently and thoroughly explains his reasoning on any topic. From a financial standpoint I'm very thankful I started working with Earl before the market started to drop. No matter how shallow or deep you wish your financial knowledge to be, Earl is there to accommodate you.
Me and my husband have been blessed so much by talking to Earl! He gave us a lot of solid advices and also some simple steps to follow through. He listens to our financial needs/concerns and answered all of our questions! Hands down the best service in town! We can tell Earl is very knowledgeable about the financial management service. On top of that, he has a heart of gold and truly wants his client to succeed in life! Thank you so much Earl! We wish you all the best in the future and for sure we will go to you for any financial needs.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: First Financial Consulting is a fee-only financial planner in Pasadena, California. Greg Welborn, the principal of the firm, has over 35 years of experience and a strong track record of providing 100% objective advice focused on the client's best interests. He holds a bachelor's degree from Occidental College, an MBA from the University of Southern California specializing in finance and investments, and has pursued a master's degree in economics. The team at First Financial Consulting serves individual and corporate clients, including owners of closely held businesses, helping them achieve their financial goals. Their mission is to provide objective, non-biased advice on various personal financial issues, enabling clients to make wise decisions about their financial future. They assist in developing, implementing, and monitoring financial plans, maintaining the highest standards of trust, integrity, and service. Contact them to request a consultation.
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TOP 3 FIRST FINANCIAL CONSULTING REVIEWS
Highly recommend this company and Greg specifically! When it comes to investment and a tailored money management plan, his highly analytical and strategic mind creates a plethora of options that he thorough explains the pros to and risks (if any) associated with. He truly listened to and sought to fully understand our long-term objectives and helped us craft a plan to maximize our investments.
Danny Beckwith and the whole team are amazing and extremely knowledgeable. They prepared a tailored investment strategy for everything from my 25yr old daughters needs to my wifes and my retirement.
Started working with Greg about 15 years ago. He got us through the kids' education, several life changes, and we are now very comfortably retired. He is helpful, knowledgeable, and effective, and on top of all that he's a really nice person. Highly recommend.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.