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The Hayes Law Firm - Estate Planning & Probate Attorneys

(48)

Asset Protection, Power of Attorney, Estate Plan

“Hayes was able to answer all my questions that I had during this difficult time of loosing my loved one and was able to tell me the next steps to take while others would have charged for such information I am grateful for how thorough he was although...”

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Figueroa & Co

(18)

Small Business Accounting, Payroll Services, Quickbooks Services

“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”

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Pacific Accounting Group

(31)

Bookkeeping, Tax Preparation

“Chris did an amazing job with my taxes as well as my family's returns where he quickly pinpointed errors on different documents and effectively completed filing with our best interests in mind.”

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Lake Avenue Financial

(28)

Estate Planning, Tax Planning, Financial Planning For the Lgbt Community

“I have been doing business with Lake Avenue Financial since they first opened I can't remember how long that's been but Alex has always been very honest and forward when it comes to giving me advice on things that "I think I can do with my money" He ...”

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Guardian - A Tax Solutions Company

(9)

Tax Services, Pay My Fee, Services For Individuals

“Hi,I would like to thank this company very much I had UK London taxes to report as well as my USA taxs & other USA company's quoted me so much money to do this I was completely stressed out until I found Helen at guardian she was very calm very perso...”

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Build a Better Financial Future

(12)

Goals
Understand
Questions

“Luis Rosa reviewed our portfolio, explained it to us in the simplest terms and he proposed different strategies in order for us to pursue our immediate and future financial goals.”

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First Financial Consulting

(10)

Investment Management, Wealth Planning, Insurance Planning

“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.”

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Tori and Alex Cetera Investors

(22)

Questions
Information
Retirement Plan

“I learned of the business run/managed by Tori and Alex at my last job about four years ago and was instantly drawn to their professionalism, warmth, diligence and environmental, social governance (ESG) investing and social responsibility investment (...”

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Wealtharch Investment Services

(5)

Investment Planning, Tax Planning, Emergency Fund Planning

“He caters to your needs in a very specific manner by providing a personalized and customized solution to your portfolio by aligning them with your current needs, as opposed to a “one size fits all” solution you find elsewhere.”

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Funding Suite

(1)

“Personal lines of credit - very generous credit lines and no interest for 12 months!”

FAQs

What is the application process?

The application process is straightforward and should take approximately five minutes. You can submit an application through our website to guide you through the process. Once we receive your full application and supporting documents, you will receive an offer within 24 hours.

Can you get me funding?

This is one of our most frequently asked questions and the answer is YES! If you have poor personal credit, or even have filed previously for bankruptcy, we can still provide you with working capital. The qualifications are 1) you have been in business for at least 3 months and 2) your business generates sales in excess of $4,000 per month. In over 90% of cases, if you meet these two requirements, we can provide you with funding!

How long does the approval process take?

Typically, approval is within 48 hours after we receive your full application, but it can take up to 72 hours, depending on how quickly you provide the required information, as well as the amount of funding being requested.

More detailed information is available on the FAQ page of our website.

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Derive Wealth

(4)

“Additionally, we scheduled quarterly touchpoints with Ryan to check in on our progress against our goals, talk through life milestones (how to financially prepare for our first kid, first home purchase, second home purchase).”

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Impact Fiduciary

(13)

Team
Wealth
Insights

“Note: while Impact Fiduciary doesn't handle the estate planning/will/health care directive directly, they partner with a business who's much more affordable than working with an attorney (by a significant amount, based on what average attorneys charg...”

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Patin & Associates

(7)

Team
Knowledge

“If you are looking to give your business a shot in the arm for whatever reason, place financial operations in a steady pair of hands, or just to have an invaluable outside perspective on how things are going with the day to day, Robert is your man.”

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Mission Street Wealth Planning

(6)

Confidence
Decision
Estate

“Gary and I have discussed all the transitions from my high wage earning years and focused investment period leading into my retirement in the nursing career.”

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Excellent Financial Solutions

(16)

We Specialize in:, Consulting, Credit Rehabilitation

“I just got a letter from the IRS asking that I pay a ridiculous amount of money because I didn't include some stock sales (my fault, not Armando's) and he helped me respond to them in a way that should reduce the amount tremendously.”

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The Sterling Group

(2)

Who We Serve, What to Expect

“The team that serves our account is smart, thorough, responsive, ethical, and caring.”

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Osher van de Voorde Investment Management

(1)

Investment Counsel, Financial Planning, Portfolio Construction

“It seems like an excellent place to me”

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Holly Street Wealth Advisors

(1)

“Very capable.”

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The Beringer Group, An Accountancy Corporation

“We are a full-service CPA firm based in Pasadena. We offer a broad spectrum of services that will suit your needs. We are lively, experienced, and friendly. Please contact us today!”

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Favor Wealth

(4)

Portfolio

“They helped me save on tax and various other things that quite honestly they really didn't need to do but as Ricky says, it's part of the service and they are happy to help.”

Featured

Bad News Sells: What the Media Doesn’t Tell You About Investing and Financial Planning There’s an old adage that says, “There’s no such thing as bad publicity.” When it comes to financial news, it seems to hold a similar sentiment. The media is constantly bombarding us with bleak financial information that can easily make us panic. When it comes to investing and financial planning, however, it’s important to recognize that the media often sensationalizes bad news. Let’s take a closer look at what you really need to know about investing and financial planning that will take you beyond the negative headlines.

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Garabedian Wealth Management

(2)

“When Covid hit the market in March 2020 our account dropped but Greg quickly put it all in cash.”

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Wescom Financial Services

(1)

“Awesome credit union, great benefits and rates Staff are all cool”

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Bernard & Johnson

(1)

“If you need family wealth management services, schedule an appointment.”

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Krost

(1)

Accounting, Consulting, Bookkeeping

“They go over and above for us, and even though we are a small business, they make us feel important all the time.”

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Average Cost	$3592
Minimum cost	$1198
Maximum cost	$10177
Avg Per Hour Rates	$360

Best Financial Advisors in Pasadena, CA

The highest-rated Financial Planning & Wealth Management companies out of 193 vetted & reviewed in the Pasadena area.

The Hayes Law Firm - Estate Planning & Probate Attorneys

Figueroa & Co

Pacific Accounting Group

Lake Avenue Financial

Guardian - A Tax Solutions Company

Build a Better Financial Future

First Financial Consulting

Tori and Alex Cetera Investors

Wealtharch Investment Services

Funding Suite

Derive Wealth

Impact Fiduciary

Patin & Associates

Mission Street Wealth Planning

Excellent Financial Solutions

The Sterling Group

Osher van de Voorde Investment Management

Holly Street Wealth Advisors

The Beringer Group, An Accountancy Corporation

Favor Wealth

Garabedian Wealth Management

Wescom Financial Services

Bernard & Johnson

Krost

Retirement Planning and Investment Management Services in Pasadena, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Pasadena

Popular in Pasadena