3 Best Financial Services in Pasadena, CA

“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.”

Read more

“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.”

Read more

“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.”

Read more