Banks, Credit Unions, Mortgage, Lending & Notary Services

Arroyo Village Escrow Services

Phone: (626) 396-9999
Fax Number: (626) 396-9980
Contact: Debra Fernandez

Berkshire Hathaway HomeServices Golden Properties

Phone: (626) 523-3453
Fax Number: (626) 797-3865
Contact: Aida Dimejian

Real Estate Brokerage Firm since 1987. Mortgage services and Escrow services

Citizens Business Bank

Phone: (626) 405-4915
Fax Number: (626) 568-0544
Contact: Greg Grande

City National Bank-Commercial Banking

Phone: (626) 365-5140
Fax Number: (626) 365-5150
Contact: Dena Harte

Los Angeles-based City National Bank offers a full complement of banking, trust and investment services through 72 offices, including 19 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis and Washington, D.C. Its more than 4,500 colleagues deliver highly personal service and complete financial solutions to entrepreneurs, professionals, their businesses and their families.

Cross Country Mortgage

Phone: (949) 482-6821
Contact: William Theriault

When you come to me for your mortgage, I begin by listening. Using my background as a Financial Advisor, I want to understand your goals and priorities so I can offer a home loan that’s right for your long-term financial health. You may be a first-time homebuyer or a long-time homeowner. You may be buying an investment property or looking for a renovation loan. As a direct lender, I offer a wide range of loan programs, from FHA and VA to conventional and jumbo, asset allocation, and rental income. You are an individual and my recommendations will respect your unique circumstances.

Communication is key, and sharing information is as important as listening. I will make sure you know what’s happening with your mortgage as it progresses through the process and will be available to answer your questions. I’ll be with you every step of the way, from application to closing and beyond.

Whether you are buying, refinancing, or renovating, I am ready to give you the outstanding home loan experience you deserve.

E-Central Credit Union

Phone: (626) 799-6000
Fax Number: (626) 799-6950
Contact: Evan Hitchcock

Based in Pasadena, E-Central Credit Union offers a wide range of affordable financial services, such as home and auto loans, checking and savings, and business accounts and loans. 

East West Bank

Phone: (626) 768-6072
Contact: Roger Huang

East West Bank, headquartered in Pasadena, CA, is the largest independent bank by asset size based in Southern California. It is a subsidiary of East West Bancorp, Inc. (NASDAQ: EWBC) and operates more than 125 locations in the United States and Greater China. As one of the few U.S. banks with a full banking license in China, East West Bank helps businesses meet their cross-border banking needs and achieve their financial goals. As the premier financial bridge between the East and West, the Bank offers commercial and retail banking, wealth management, and expertise in specialized verticals such as Real Estate, Entertainment, Technology, Private Equity, and Life Science.

Forbes has recognized East West Bank among the top 15 of “America’s 100 Best Banks” since 2010. Learn more at

F & M Business Center

Phone: (626) 796-7164
Fax Number: (626) 796-2960
Contact: Ishmael Trone

Taxation and Real Estate Comapany

First Bank

Phone: (408) 472-3582
Contact: Brian Mann

First Bank is one of the largest privately owned banks in the country. As a family-owned business with four generations of independent, single-family ownership, First Bank offers the stability and experience with long-term planning that helps businesses and the communities in which they operate grow and thrive. With $6.6 billion in assets and 79 locations throughout California, Missouri and Illinois, First Bank has developed a relationship-driven approach to offer comprehensive solutions for clients in commercial and consumer banking, wealth management, mortgage banking and more. For information, visit

First Choice Bank

Phone: (626) 714-3232
Contact: Doug Webb

First Choice Bank and our employees are committed to providing superior customer service and products to a much broader and more diverse population of businesses types and population of customers. Traditionally, large banks do not do an effective job of servicing the needs of small business owners. Their approach of “one size fits all” is applied to both large and small businesses with smaller businesses being less accommodated. 

Fundamental to the success of First Choice Bank is the understanding that as a community bank, we cannot take the “all things to all people” approach. Rather, we distinguish our Bank by providing a personalized approach to your banking needs whether business or personal. 

We are the home of “Relationship” Banking with our focus on service and professionalism. Visit us and tell us “Your Story” so that we can customize services and products for you.

Green Dot Corporation

Phone: (626) 765-2414
Contact: Peter Colantoni

Green Dot Corporation, along with its wholly owned subsidiary bank, Green Dot Bank, is a pro-consumer financial technology innovator with a mission to reinvent personal banking for the masses. Green Dot invented the prepaid debit card industry and is the largest provider of reloadable prepaid debit cards and cash reload processing services in the United States. Green Dot is also a leader in mobile technology and mobile banking with its award-winning GoBank mobile checking account. Through its wholly owned subsidiary, TPG, Green Dot is additionally the largest processor of tax refund disbursements in the U.S. Green Dot's products and services are available to consumers through a large-scale "branchless bank" distribution network of more than 100,000 U.S. locations, including retailers, neighborhood financial service center locations, and tax preparation offices, as well as online, in the leading app stores and through leading online tax preparation providers. Green Dot Corporation is headquartered in Pasadena, Calif., with additional facilities throughout the United States and in Shanghai, China.

Help With My Loan, Inc.

Phone: (818) 654-4951
Contact: Chris Karageuzian

J.P. Morgan Private Bank

Phone: (310) 345-3284
Contact: Austin Tipp

Wealth Management and Banking

L. A. Financial Credit Union

Phone: (800) 894-1200
Contact: Raul Vasquez

We are a full-service financial institution, providing everything from checking & savings to home, auto, and personal loans, while also offering online services, investment & retirement planning, and meeting your insurance needs. We offer our services to everyone who lives, works, worships, volunteers, or attends school in Los Angeles County. As a member of a CO-OP connected credit union, you gain access to our nearly 30,000 CO-OP surcharge-free ATMs and over 5,000 shared branching locations, nationwide. We're here to serve our member-owners by helping them to make the most of their money.

Lending Bricks

Phone: (323) 274-8921
Contact: Andres Epps

Luther Burbank Savings

Phone: (626) 373-0380
Fax Number: (626) 204-2190
Contact: Rita Guzman

Luther Burbank Savings ranks among the nation's most productive banks. Our efficiency allows us to offer high-yields on Certificates of Deposit, Money Market and Checking Accounts.

Merrill Lynch

Phone: (626) 817-6805
Fax Number: (626) 376-415
Contact: Ming Tommy Tam

As a Financial Advisor, I am a trusted member of the clients and businesses that I serve. My responsibility is to ensure that I manage my clients’ wealth in order for them to live their best financial lives possible. My specialty is making you feel comfortable with your finances by distilling the complex. My team takes complicated financials, organizes them, simplifies them into a manner that can be explained and understood, and creates financial plans so that you are protected and taken care of. I do this through a holistic approach by looking at your priorities, life goals, family dynamics, and many other factors to prepare your future, including transitioning wealth to the next generation.

Pacific Premier Bank

Phone: (626) 243-1932
Contact: Stefan Lehner

Pacific Premier Bank, is a California-based commercial bank focused on serving small, middle-market, and corporate businesses throughout the western United States in major metropolitan markets in California, Washington, Arizona, and Nevada. Founded in 1983, Pacific Premier Bank has grown to become one of the largest banks headquartered in the western region of the United States. Pacific Premier provides banking products and services, including deposit accounts, digital banking, and treasury management services to businesses, professionals, entrepreneurs, real estate investors, and nonprofit organizations. Pacific Premier also offers a wide array of loan products, such as commercial business loans, lines of credit, SBA loans, commercial real estate loans, agribusiness loans, franchise lending, home equity lines of credit, and construction loans.

Pacific Premier Bank is an Equal Housing Lender and Member FDIC. For additional information about Pacific Premier Bancorp, Inc. and Pacific Premier Bank, visit our website:

Pasadena Federal Credit Union

Phone: (626) 799-0882
Fax Number: (626) 799-2584
Contact: Jose Peralta

Named the SGV's Best Bank/Credit Union by readers of the Pasadena Star News and LA Times, Pasadena Federal Credit Union has been standing strong and serving our community since 1935. A non-profit financial co-op whose members have access to more than 4,000 walk-in branches nationwide, more than 28,000 surcharge-free ATMs and great loan and savings rates, PFCU is the credit union for employees of the cities of Pasadena, San Gabriel, South Pasadena and Sierra Madre plus dozens of local non-profits and businesses of all sizes. In the face of sky-rocketing bank fees, check out the How to Join section of our website and offer your employees the real benefit of PFCU membership at no cost to you!

Quest Financial Services

Phone: (626) 792-7363
Contact: Allen H. Clason

QUEST FINANCIAL SERVICES focuses on the commercial lending needs of companies in manufacturing, distribution and service industries. Invoices, purchase orders, inventory and real estate may be used to support these lending needs. Leasing programs are available for equipment used in offices, manufacturing, warehousing, and transportation [commercial and personal use].

Rate One Financial

Phone: (626) 807-9685
Contact: Aaron Howitt

Do you already have a loan but need to consolidate some debt? Do you want to get cash out of the equity in your property? Are you selling an investment property to buy a better investment property in a different area? Are you upgrading your home from a 2 bedroom condo to a 3 bedroom house with a backyard? If you answered yes to any of these questions, or have other questions related to mortgage financing, I may be able to help you. I handle a wide range of residential mortgage transactions all across California. No transaction is too large or too difficult for me and my team. Similarly, no transaction is too small and no question too insignificant. Some of our popular loan programs include all standard, conventional loans as well as FHA, VA, jumbo, reverse, interest only, adjustable-rate mortgages, bank statement income loans, investor cash flow qualifying loans, and more. If there is a mortgage product on the market, we most likely offer it. We also have access to specialty products that allow us to offer our clients a competitive advantage against other financial institutions.


How Business Creates Value:

Many people get frustrated with the home loan process for a number of reasons. For some, the mortgage process can take a long time and your application can drag on for months. Maybe the customer service representative you are dealing with won’t give you a clear answer or communicate with you effectively. Unlike other mortgage lenders, I stay in constant communication with my clients, helping them through the whole mortgage process. This means I take you from the initial loan application and issuing your pre-approval letter to signing the final loan documents and funding your loan. If there is a part of the mortgage process my clients find confusing or are unsure about, I make sure to answer their questions comprehensively and without any ambiguity.


How Member Creates Value: 

At Rate One Financial, Inc., mortgage broker since 2005, we specialize in finding creative solutions to your mortgage needs. No matter the loan scenario, we likely have experience dealing with it. We use our resources and experience to make sure you are satisfied with your mortgage product and service. I am available all hours of the day and week to answer your mortgage questions and service your mortgage needs. Our office is in Sierra Madre, CA where I meet with clients, but I also meet one on one with people at a place of their choice, sometimes in their own home or at an impromptu coffee shop. I have integrity and a straightforward business practice that allows people to make a decision without feeling pressured. I maintain a personal relationship with all my clients to make sure they don’t get lost throughout the mortgage process and are fully satisfied by the time their loan funds.

Shanghai Foreign Investment Development Board

Phone: (626) 688-2340
Contact: Stan Chen

Non-profit Investment Advisor

U. S. Bank

Phone: (626) 397-4924
Fax Number: (626) 397-4928
Contact: Caroline Jarkazian

We believe in putting people first, and our dedication to making ethical decisions & doing the right thing is at the heart of what we do. We have been named worlds most ethical company by Ethisphere, 3 years in a row.

U. S. Bank Home Mortgage

Phone: (323) 300-4538
Contact: Julie Davis

Union Bank

Phone: (626) 322-8450
Fax Number: (626) 309-506
Contact: Shelly Chia

Wells Fargo Bank-Central Pasadena

Phone: (626) 578-7820
Fax Number: (626) 578-7836
Contact: Brian Murphy

Wells Fargo Bank-Colorado Orange Grove Branch

Phone: (626) 449-3661
Fax Number: (626) 449-5092
Contact: Brian Murphy

Wells Fargo Bank-East Pasadena

Phone: (626) 351-4960
Fax Number: (626) 351-4965
Contact: Marciano Almeda

Wells Fargo Bank-Fair Oaks Ave.

Phone: (626) 685-9275
Contact: Brian Murphy

Wells Fargo Bank-Lake Ave.

Phone: (626) 449-8611
Contact: Brian Murphy

Wells Fargo Bank-North Pasadena

Phone: (626) 296-7340
Fax Number: (626) 296-7355
Contact: Brian Murphy