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.

Capstone Partners/MassMutual

Phone: (626) 737-9066
Contact: Shane Foley

Capstone Partners Financial and Insurance Services, LLC is a full-service financial service firm in Southern California committed to helping our clients pursue their financial goals. We are a general agency of Massachusetts Mutual Life Insurance Company. Capstone Partners offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide.

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) 449-0330
Fax Number: (626) 795-6939
Contact: David Medina

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
Website: www.divsecs.com
Contact: Howard Raff

Eddy and Schein Group

Phone: (626) 497-2081

Serving high-net-worth households, seniors and individuals in marital transition, The Eddy & Schein Group provide customized personal financial management through problem-solving that allows clients to lead less stressful and more fulfilling lives.

Edward Jones Financial Advising/Investments-Jon Lee

Phone: (626) 304-1039
Fax Number: (888) 288-3250
Contact: Jon Lee

Serving Pasadena families in financial advising with full-services in investing, wealth management, retirement planning, and estate considerations.

Edward Jones Investments-Marengo Ave.

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

Fidelity Investments

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

First Quadrant

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

Gemlife Financial

Phone: (626) 676-3766
Fax Number: (626) 227-9699
Contact: Gary Ybarra

Here at Gemlife Financial, we are dedicated to helping individuals, families and business owners understand how to reduce risk and minimize their tax burdens before and during retirement. We also help business owners by providing them with solutions that will save them money, time and give them peace of mind. Call us for a Free consultation.

Green Dot Corporation

Phone: (626) 765-2414
Website: www.greendot.com
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.

Guardian

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

Accounting, Financial Planning, ITINs (Individual Tax Identification Number), SEO Marketing, Staff Services, Vehicle Registration

We serve all 50 states: Back taxes, individual, partnerships, corporations, tax preparations, business formation, offer-in-compromise

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.

Morgan Stanley

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

Financial Services & Advisors

New York Life

Phone: (901) 497-9348
Contact: Jeremy Hui

New York Life

Phone: (901) 497-9348
Contact: Jeremy Hui

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: Charles Mustachia

Phillips, Fractor & Company LLC

Phone: (626) 744-3540
Website: www.rule26.com
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.

Primerica

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

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.

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 CPA’s, 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 www.amtd.com for more information.

Trusted Choice Agents of Burbank, Glendale, Pasadena

Phone:
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 www.TrustedChoice.com.

UBS Financial Services Inc.

Phone: (626) 449-1501
Website: www.ubs.com
Contact: Raquel F. Andino

Assets Management, Brokerage & Financial Planning

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.

World Financial Group

Phone: (818) 254-5999
Contact: Yervand Arjoyan