Financial Services & Advisors

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.

Life Insurance

Long Term Care Insurance

Disability Insurance

Health Insurance (Individual & Group)

Medicare

RIA, Financial Planning, Investment Counseling, Portfolio Management.

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.

Full-service brokerage firm with over 15,000 offices nationwide plus offices in Canada. We have been serving individual investors for more than 100 years. We bring Wall Street to Main Street.

Call Toll Free: (888) 744-7350

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.

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.

Logix Federal Credit Union (LFCU) remains one of the strongest financial institutions in the country, and the largest headquartered in the San Fernando Valley. In fact, the credit union has never reported a loss in its 78-year history. Logix offers a variety of services, such as checking and savings accounts, auto and mortgage loans, as well as credit cards. The credit union’s local branch in Pasadena is located at 180 S. Lake Ave. Branch hours are 9 a.m. to 6 p.m., Monday-Friday, and 9 a.m. to 4 p.m. Saturday. Branch Sales Manager Drew Barrett is available to answer questions at 818.565.2710.

Southern California residents are eligible to open an account. Savings are federally insured by the National Credit Union Administration, a U.S. Government Agency. Logix is an equal housing lender. For more information, visit www.lfcu.com.

Financial representative with Modern Woodmen Fraternal Financial, a member-owned financial services organization founded in 1883. I am passionate about helping individuals, families, and business owners achieve financial security and peace of mind. Growing up in a single-parent household with limited financial resources, I understand the power of proper financial planning and the difference it can make in people’s lives. I ensure my clients receive personalized and customized solutions, from life insurance to retirement planning, tailored to each client’s unique needs and goals. As a member of the Chamber of Commerce, I look forward to serving our community and helping the members of our community build a solid financial foundation.

Financial Services & Advisors

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.

Robert Hall & Associates has been offering professional tax preparation, and tax accounting services to individuals and businesses in California since 1971. Over that time, we have grown from a single-person firm to California’s best and most trusted tax firm processing more than 10,000 tax returns annually. If you are looking for a better tax preparation service, tax consulting, or tax advice, we invite you to see the Robert Hall & Associates difference for yourself.

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 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.

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.