Best Financial Advisors in Burbank, CA

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Burbank, CA Fiduciary Financial Advisors

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Financial Network Investment
SEC File# 801-118848
CRD# 113007
Location 290 E Verdugo Ave # 205, Burbank, CA 91502, USA
Phone (818) 841-1746
Directions
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Edward Jones - Financial Advisor: Joe Gitto, AAMS®
SEC File# 801-3297
CRD# 250
Location 3500 W Olive Ave Suite 1420, Burbank, CA 91505, USA
Phone (818) 840-8040
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Neal Eckerlin
SEC File# 801-3297
CRD# 250
Location 1112 W Burbank Blvd Suite 202, Burbank, CA 91506, USA
Phone (818) 840-2704
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Jill H Kasen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3500 W Olive Ave Ste 560, Burbank, CA 91505, USA
Phone (818) 752-9977
Directions
Financial Advisors in Burbank, CA

Where Certified Financial Advisors in Burbank, CA Serve

Burbank, located in the heart of Los Angeles County, is a bustling city with a rich history and diverse culture. Its landmarks include the iconic Warner Bros. Studio, the historic Burbank City Hall, and the popular Bob Hope Airport. The city is home to major employers such as Disney, NBCUniversal, and Warner Bros. Entertainment, making it a hub for the entertainment industry. Major highways and streets in Burbank include the 5 and 134 freeways, as well as thoroughfares like Olive Avenue and Magnolia Boulevard. The city is divided into several distinct neighborhoods, each with its own unique character and charm, including Magnolia Park, Rancho Adjacent, and the Media District. Bursting with energy and complexity, Burbank is a vibrant city that offers something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Burbank, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional brick and mortar branches, where customers can conduct transactions such as deposits, withdrawals, and loan applications. Additionally, many banks in Burbank offer online and mobile banking services, allowing customers to manage their accounts from the comfort of their own homes. A specific aspect of Burbank that sets it apart from other cities is its thriving entertainment industry. As a result, many banks in Burbank offer specialized services for entertainment professionals, such as production financing and talent payroll services.

Insurance Broker

Residents of Burbank, CA can benefit greatly from the services of an insurance broker. With its proximity to Hollywood, Burbank is home to many entertainment industry professionals who may require specialized insurance coverage for their unique needs. An insurance broker can help these individuals navigate the complex world of entertainment insurance and ensure they have the right coverage to protect their valuable assets. Additionally, Burbank is prone to earthquakes and wildfires, making homeowners and renters insurance a must-have for residents. An insurance broker can help residents find the best coverage for their specific needs and budget, giving them peace of mind in the event of a natural disaster. Overall, an insurance broker can provide valuable guidance and expertise to residents of Burbank, helping them protect their assets and plan for the future.

Retirement Planning

Residents of Burbank, CA can benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help them to develop a comprehensive plan for their retirement savings, taking into account their income, expenses, and long-term goals. Secondly, they can help residents of Burbank to navigate the complex world of retirement benefits and investment options, ensuring that they are making the most of their resources. Finally, a retirement planner can provide guidance and support as residents of Burbank navigate the unique challenges of retirement in Southern California, such as the high cost of living and the need to plan for healthcare costs. With the help of a skilled retirement planner, residents of Burbank can feel confident that they are on the right track to a secure and fulfilling retirement.

Wealth Management

Residents of Burbank, CA can benefit greatly from the services of a wealth manager. With the city's thriving entertainment industry, many residents may have unique financial situations that require specialized attention. A wealth manager can assist with investment strategies, tax planning, retirement planning, and estate planning. Additionally, Burbank is known for its high cost of living, and a wealth manager can help residents navigate these expenses and create a personalized financial plan to achieve their goals. Whether it's saving for a down payment on a home or investing in their children's education, a wealth manager can provide valuable guidance and support to help residents in Burbank achieve financial success.

Mortgage Loan Officer

Residents of Burbank, CA can benefit from the services of a mortgage loan officer in several ways. One of the most common ways is by helping them secure a mortgage loan to purchase a home in this beautiful city. Burbank is known for its thriving entertainment industry, and many residents work in this field. A mortgage loan officer can assist these individuals in finding the right loan program that fits their unique financial situation. Additionally, Burbank has a diverse population, and a mortgage loan officer can help individuals from different backgrounds navigate the home buying process. With the help of a mortgage loan officer, residents of Burbank can achieve their dream of homeownership and enjoy all that this vibrant city has to offer.

Tax Services

Residents of Burbank, CA can benefit from the expertise of a tax advisor in several ways. Firstly, Burbank is home to a thriving entertainment industry, and tax advisors can provide valuable guidance on tax deductions and credits specific to this industry. Additionally, Burbank has a high cost of living, and tax advisors can help residents navigate deductions related to housing expenses and property taxes. With the recent changes to tax laws, a tax advisor can also help residents stay up-to-date on any new tax regulations that could affect their financial situation. Overall, a tax advisor can provide valuable insights and personalized advice to help residents of Burbank optimize their tax returns and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Burbank, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Burbank is by assisting them in creating a comprehensive estate plan that takes into account their unique needs and circumstances. This can include drafting a will, establishing trusts, and ensuring that all assets are properly titled and designated to beneficiaries. Additionally, an estate planning lawyer can help Burbank residents navigate the complex legal and tax implications of estate planning, which can be particularly important given the high property values and tax rates in the area. Overall, working with an estate planning lawyer can provide peace of mind and ensure that Burbank residents' wishes are carried out in the event of their passing.

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