Financial Services & Advisors

Ameriprise Financial Services, Inc.-Richard Keelty

Phone: (424) 343-5122
Contact: Richard Keelty

Arroyo Financial & Insurance Solutions

Phone: (626) 314-2443
Fax Number: (866) 377-4170
Contact: Jeremy Baker

Jeremy Baker is a Financial Advisor with over 17 years of experience working with individuals, families and small businesses to create long-lasting relationships.  As a broker, Jeremy works for you and helps clients choose a suitable product and company for retirement planning, life insurance, Medicare coverage, health, and long term care insurance.


Phone: (770) 722-1924
Contact: Edward Bullard

ARYES sends your up-to-date cash flow, sales, and new customer data through a text message dashboard without any data entry. All of your financial accounts are automated together into an easy-to-read progress report, that updates all day as cash flows.


Click the link below and let's set up a 15 min conversation. We'd love to answer any questions.

Cetera Investors

Phone: (562) 685-4979
Fax Number: (626) 408-1343
Contact: Tori Gutierrez

Our team helps people who focus on serving their communities realize their own financial well-being in the Greater Los Angeles Area primarily through financial planning, insurance planning, and investment management.

Clifford Swan Investment Counselors

Phone: (626) 792-2228
Fax Number: (626) 792-2670
Contact: Lloyd Wong

RIA, Financial Planning, Investment Counseling, Portfolio Management.

D. A. Davidson & Co.

Phone: (626) 773-4233
Fax Number: (626) 795-6939
Contact: Steve Jackson

Financial advice for the long run-since 1935 the people of DA Davidson & Co. have built our business around the individual investor.  Our relationships-with clients, employees and communities-are built on genuine care and mutual respect.  We seek to contribute to those around us, to our communities, and to our region, everyday.

Diversified Securities, Inc.

Phone: (626) 712-4920
Fax Number: (626) 919-6127
Contact: Howard Raff

Edward Jones Investments-Marengo Ave.

Phone: (626) 744-2740
Fax Number: (888) 288-3250
Contact: Arnetta Tolley

Entertainment Wealth Management

Phone: (323) 512-4719
Contact: John Almaguer

Fidelity Investments

Phone: (626) 625-5586
Contact: Monte Gagnier

First Quadrant

Phone: (626) 795-8220
Fax Number: (626) 396-3110
Contact: Valerie Williams

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.


Phone: (626) 639-6695
Fax Number: (626) 639-6649
Contact: Helen Mathis

Founded in 2012, Guardian is a fourth-generation accounting and bookkeeping company, now located in California. We are a "full-service" accounting company, with offices in Pasadena, Los Angeles, and the High Desert area in California. Our services include tax planning and preparation, "financial health" analyses and consulting Sarbanes-Oxley  related consulting, management advisory and information services, estate planning, estate and trust administration, payroll and bookkeeping services. We specialize in accounting and payroll account numbers for new business. New and renewals for ITINs (Individual Tax Identification Number). We can serve all 50 states: Back taxes, individual, partnerships, corporations, tax preparations, business formation, offer-in-compromise.

Incentive Benefits, Inc.

Phone: (818) 515-7414
Contact: Brian Lamb

Insure Quality

Phone: (626) 206-0045
Contact: Stephen Anthony Gonzalez

At Insure Quality, we provide affordable and reliable insurance solutions. We are committed to keeping our customers safe and satisfied and ensuring they receive the right type of insurance for their needs.

LACERA (L.A. Co Employees Ret. Assoc.)

Phone: (626) 564-6000
Fax Number: (626) 564-6699
Contact: Annette Cleary

The Los Angeles County Employees Retirement Association (LACERA) administers and manages the retirement fund for the County of Los Angeles. We are the largest county retirement system in the U.S., serving more than 158,000 members. Our membership is comprised of individuals from a diverse range of careers, age groups, and ethnicities - all contributing to the greater welfare of Los Angeles County. LACERA has been providing retirement, disability, and death benefits to eligible County employees, retirees, and their beneficiaries since 1938.

LHC Capital Partners

Phone: (626) 658-8989
Contact: Lew Casey
Alternative investments

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.

Modern Woodmen of America

Phone: (626) 688-5404
Contact: Dylan Thai

At Modern Woodmen, we are prioritizing our time assisting Small Businesses to remain in compliance with the new state Legislation: CalSavers. As of June 30, 2022, employers with 5 or more employees (part-time and full-time) will be required to offer a retirement plan within their business. Please let me know how I can be of service to you and your organization.

Morgan Stanley

Phone: (626) 449-1240
Fax Number: (626) 397-4039
Contact: Dean Billman Financial Advisor

Financial Services & Advisors

New York Life, Southern California

Phone: (818) 519-4909
Contact: Michael Rahimzadeh

As a licensed Agent with New York Life and NYLIFE Securities LLC, I offer a variety of products that can help you meet a number of insurance and financial services’ needs, including, but not limited to Qualified/ Nonqualified plans, investments, retirement planning, Long Term Care Insurance/Strategies and lifetime income strategies. My services are specifically tailored to each individual, or individual business, to accomplish their overall financial and retirement goals. For the business owner, I provide products and strategies to increase their employee benefits packages without affecting their bottom line, or at cost if they so choose.

New York Life-Justin Lee

Phone: (626) 804-5567
Contact: Justin Lee

We deal in guarantees - with 175 years of financial success, New York Life has the highest rating from the nation's top four crediting agencies. We take the pain out of your planning and help you secure a stable financial future. We make your goals our goals and customize financial plans for each of our clients to fit their individual needs. We believe that it's all about the company you keep.

Northern Trust

Phone: (626) 583-5661
Contact: Stephen Miyabe

Northern Trust serves the world’s most successful individuals, families and institutions through deep expertise, a culture of unwavering values and operational precision—working closely with every client to help them achieve something greater. Our core principles of Service, Expertise and Integrity have remained constant since our founding in 1889, guiding us from our start as a Chicago bank to our current position as a multi-faceted global financial services provider with offices in Pasadena and across Southern California.

Online Trading Academy-Woodland Hills

Phone: (949) 431-1407
Contact: Ruel Rodgers

Pasadena Private Holdings

Phone: (626) 993-9310
Contact: Craig R. Colbath

We focus on helping you manage your entire wealth, not just your investment portfolio in isolation. Our approach incorporates a full review of your personal, professional, and family finances. What are the things you care about most — maintaining your family’s standard of living throughout your lifetime? Providing for future generations? Making a difference through philanthropic efforts? We advise you on how to manage your wealth, while helping you understand and control your risk, so you can pursue what is most important to you.

Phillips, Fractor & Company, LLC

Phone: (626) 744-3540
Contact: Ed Garcia

Phillips, Fractor, and Company is your expert solution for economic, financial, statistical, managerial, valuation, accounting, and complex analyses.  We are a boutique litigation support and consulting firm that specializes in providing creative, effective solutions tailored to our clients' unique analytic and research needs.  Our team is comprised of experts and consultants who blend active academic careers with real-world experience in a variety of fields.  We draw on economic theory, statistical analysis, survey research, mathematics, computer science, and business theories and best practices to conduct high quality research based on appropriate methodology to give precise insights into our clients' specific research problems. Because of our multidisciplinary and methodologically rich backgrounds, we excel at solving problems that are too difficult or complex for other research firms.


Phone: (626) 381-9463
Fax Number: (626) 463-1463
Contact: John G. Leano

Primerica Advisors

Phone: (805) 990-3946
Contact: Kat Rogers

As a financial advisor, it's my mission to empower individuals and small businesses when it comes to their money. I take away the overwhelm and with plain words, ensure you understand what’s going on with your money. For small businesses, doing CalSalvers as your retirement plan might make you compliant but it doesn’t help your business and it’s my job to help you find options that not only work for your business, but also help your employees thrive. If you’re looking to protect your assets, grow your money, save for retirement, and essentially get a game plan for your money - it would be my pleasure to help!

Retirement Benefits Consulting

Phone: (818) 668-8444
Fax Number: (818) 668-8388
Contact: Liz Schiller

Achieve your hopes and dreams -- at least the ones that cost money! Plan for short, medium and long range goals and protect your family. Individuals, families and small and medium sized businesses.

Robert Hall & Associates

Phone: (818) 242-4888
Fax Number: (818) 242-1060
Contact: Enzo Ricciardi

"Since 1971, Robert Hall & Associates has built a reputable track record helping individuals and businesses of all sizes with day-to-day accounting and tax issues. Our mission is to provide clients with innovative, yet practical solutions that will improve profitability, anticipate needs, and provide our clients with the highest level of customer service. With over 45 years of professional tax experience, we can identify a number of deductions to help you save on individual and business taxes."

Shuster Financial Group, LLC

Phone: (626) 578-0816
Fax Number: (626) 792-7567
Contact: Mark Shuster

Stanislawski & Company, Inc.-A Certified Public Accounting & Business Consulting Firm

Phone: (626) 441-0330
Fax Number: (626) 441-3933
Contact: Charles G. Stanislawski

Are you looking for a firm large enough to offer a full array of accounting, taxation, consulting, and business management services, but small enough to know you on a personal level? Then look no further. Stanislawski and Company, Inc. started over 50 years ago as a small operation, and has grown today to include numerous CPA's and Enrolled Agents with Master Degrees in Taxation, each offering top-notch credentials and experience. Whether you need accounting, tax planning, tax return preparation, personal financial planning, estate and trust, small business consulting, business management or a full complement of other individualized services, we will give you the full resources you would expect only from a large accounting firm while maintaining the personal touch.

Stewardship Financial

Phone: (888) 478-3934
Contact: David Medina

Stewardship Financial provides distinctive fiduciary advice dedicated to holistic wealth management and workplace retirement plans, prudently managing the resources entrusted to us for the benefit of our clients. I welcome the opportunity to provide a fully integrated wealth management proposal, or carefully examine how to enhance your qualified retirement plan.

Taylor Insurance & Financial Services

Phone: (626) 605-0031
Fax Number: (626 356-7668
Contact: Joel King

Taylor Insurance and Financial Services provide customized wealth management strategies for high net worth individuals, business owners, and families. Collectively, our firm has over 50 years of experience and maintains over one billion of in-force Life Insurance and over $100M of annuity and investment business. We team with experts such as CPAs, estate planning attorneys, and other financial services professionals to provide clients with the most up to date advice and strategies to meet their needs.

TD Ameritrade, Inc.

Phone: (626) 744-5939
Fax Number: (626) 744-5935
Contact: Matthew Crow

Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade's (NASDAQ: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade's newsroom or for more information.

Trusted Choice Agents of Burbank, Glendale, Pasadena

Contact: Julia Rabago

Trusted Choice Agents of Burbank, Glendale and Pasadena are insurance and financial services firms. They represent multiple insurance companies, offering individuals and business owners a variety of coverage choices, customized insurance plans to meet specialized needs as well as advocacy support. These firms adhere to a pledge of performance, committing them to providing excellent customer service. For more information, go to

UBS Financial Services, Inc.

Phone: (626) 449-1501
Contact: Raquel F. Andino

Assets Management, Brokerage & Financial Planning

Wealth Managers, Inc.

Phone: (626) 319-1919
Fax Number: (626) 628-3409
Contact: Justin Davis

Wells Fargo Advisors

Phone: (626) 449-7406
Fax Number: (626) 449-1532
Contact: Jeff Scofield

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. We also provide asset preservation strategies such as life insurance, long term care, and disability insurance. Contact me if you'd like me to help you develop strategies to meet your specific financial goals.