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The Hayes Law Firm

(30)

Asset Protection, Power of Attorney, Estate Plan

“Having a one-on-one mentorship with Bryan Fiorito for four months was a truly valuable experience, as I learned so much about SEO optimization, google analytics, email campaigns, webinar promotions, and estate planning from such a knowledgeable indiv...”

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Figueroa & Co

(16)

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

(30)

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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Guardian -Tax Advisory & Tax Resolution Specialist

(6)

Tax Services, Pay My Fee, Services For Individuals

“Very professional & knowledgeable about taxes, payroll services for a monthly flare fee, bookkeeping, business insurance protection in case I get injured, my business won't suffer & the bills will still get paid.”

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Lake Avenue Financial

(17)

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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First Financial Consulting

(7)

Benefits of Fee-Only, Financial Planning, Investment Management

“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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Avanta Financial Group

(2)

“He is very knowledgeable with all of the lending programs and know how to structure the transaction to make funding deals happen!”

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Build a Better Financial Future

(13)

Goals
Investment
Family

“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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Patin & Associates

(7)

Business
Knowledge
Team

“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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Beneficent Financial

(6)

“Cathy has helped me to build a comprehensive financial plan and, through the process, has provided me with a strong sense of comfort and piece of mind.”

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Derive Wealth

(2)

“I recently had more questions outside of the scope of what I am signed up for with Ryan but Ryan still helped me out with many queries and did not charge me for it and also replied to me very promptly.”

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Favor Wealth

(5)

“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

Is Your Portfolio Diversified? The Top Reasons Why it Should Be There’s a reason why they say “don’t put all your eggs in one basket.” This idiom is especially true when it comes to investing. This methodology is called diversification. When it comes to your finances, diversification can help decrease risk while helping you reach your goals with confidence. Even if your understanding of diversification is already solid, it’s helpful to review its benefits, which we discuss in this article.

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Wealtharch Investment Services

(4)

“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.”

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Excellent Financial Solutions

(13)

We Specialize in:, Consulting, Credit Rehabilitation

“This is my second year getting my taxes prepared by Raymond over at Excellent Financial Solutions, and I must say their ability to guide you through the process is by far the best out there.”

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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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The Sterling Group

(2)

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

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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 234 vetted & reviewed in the Pasadena area.

The Hayes Law Firm

Figueroa & Co

Pacific Accounting Group

Guardian -Tax Advisory & Tax Resolution Specialist

Lake Avenue Financial

First Financial Consulting

Avanta Financial Group

Build a Better Financial Future

Patin & Associates

Beneficent Financial

Derive Wealth

Favor Wealth

Wealtharch Investment Services

Excellent Financial Solutions

Garabedian Wealth Management

The Sterling Group

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