Best Financial Services in Pasadena

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.

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.

Earl was really helpful. I contacted him for a consultation and received so much more than what I expected in a consultation. He is a true professional - a wealth of useful and practical financial knowledge, and above all a gracious being.

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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.

I can safely say, after meeting with the First Financial Consulting team, I wouldn't feel comfortable entrusting any other firm with our financial future. Unmatched knowledge and expert help. So thankful for this team.

We went to First Financial with some much needed investment management work and we couldn't be happier. Highly recommend their fiduciary approach.

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Working with Alex & Lake Avenue Financial has been incredible! I have had several virtual and in person meetings with Alex, each of which has left me feeling better and more confidant about my financial future and general outlook on life. In a very short period of time he has already reduced stress & complexities associated with my financial goals, and I'm super excited to continue working with him.

I have known Alex for years. He is honest, smart, and caring. With me he went through a kind of diagnostic test of the amount of risk I could comfortably sustain. He puts client need above his own. I find him a first rate financial planner who I trust. I recommend him without qualification.

Alex has built a phenomenal practice and is well known for his professionalism, honesty, and as an industry leader. I never doubt that Alex will always do the right thing and am proud to know the incredible value the Lake Avenue Financial team brings to their clients.

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