Insurance Broker in South Pasadena, CA

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Top South Pasadena, CA Insurance Brokerages

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David Morales - State Farm Insurance Agent
5 out of 5
Location 711 Mission St Ste A, South Pasadena, CA 91030, USA
Phone (626) 441-1163
Directions
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Farmers Insurance - Louis Zohrabian
5 out of 5
Location 1114 Fair Oaks Ave Ste B, South Pasadena, CA 91030, USA
Phone (626) 460-6055
Directions
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Insurance Services Center
Location 899 El Centro St, South Pasadena, CA 91030, USA
Phone (626) 463-6400
Directions
Insurance Brokers in South Pasadena, CA

Where South Pasadena, CA Auto, Life & Health Insurance Brokers Serve

South Pasadena, CA is a charming city located in Los Angeles County, known for its historic landmarks, diverse neighborhoods, and thriving business community. The city is home to several notable landmarks, including the Mission West District, the Fair Oaks Pharmacy and Soda Fountain, and the iconic Rialto Theatre. Top employers in South Pasadena include the South Pasadena Unified School District, the City of South Pasadena, and the Huntington Hospital. The city is also home to a variety of small businesses and independent shops, adding to its unique character. Major highways and streets in South Pasadena include the 110 Freeway, which runs through the center of the city, and Mission Street, which is lined with shops, restaurants, and cafes. The city is also easily accessible by public transportation, with several Metro Gold Line stations located within its borders. South Pasadena is divided into several distinct neighborhoods, each with its own unique character and charm.

South Pasadena, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of South Pasadena, CA can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance in the form of loans and credit cards to help residents purchase their dream homes, start businesses, or pay for their children's education. Additionally, banks can offer savings accounts, checking accounts, and investment options to help residents grow their wealth and plan for their future. Moreover, with South Pasadena being a small, tight-knit community, a local bank can provide personalized customer service and tailored financial solutions that cater to the unique needs and challenges of its residents. From helping residents navigate the complexities of the real estate market to providing financial education and resources, a bank can be an invaluable partner in helping South Pasadena residents achieve their financial goals.

Retirement Planning

Residents of South Pasadena, CA can benefit from a retirement planner in numerous ways. Firstly, a retirement planner can help them create a personalized retirement plan that takes into account their unique financial situation and goals. This is particularly important in South Pasadena, where the cost of living is higher than the national average. A retirement planner can help residents navigate the high cost of living and plan for retirement accordingly. Additionally, a retirement planner can assist residents in maximizing their Social Security benefits, which can be a complex process. They can also help residents plan for healthcare costs in retirement, which can be a significant expense. Overall, a retirement planner can provide invaluable guidance and support to residents of South Pasadena as they plan for their future.

Wealth Management

Residents of South Pasadena, CA could benefit from a wealth manager in numerous ways. One of the most common ways is through the creation of a personalized financial plan that takes into account their unique financial situation and long-term goals. The wealth manager can help them navigate the complex world of investments, taxes, and estate planning. Additionally, residents of South Pasadena, CA may have specific needs related to the local real estate market. The wealth manager can provide guidance on how to invest in property, whether it's a primary residence or rental property. Furthermore, the wealth manager can help residents of South Pasadena, CA manage their finances during times of economic uncertainty, such as during a pandemic or recession. With their expertise and experience, a wealth manager can provide valuable insights and guidance to help residents of South Pasadena, CA achieve their financial goals.

Financial Advisor

Residents of South Pasadena, CA can greatly benefit from the services of a financial advisor. With a population of just over 25,000 people, the city is known for its high cost of living and affluent residents. A financial advisor can assist individuals in creating a personalized financial plan that takes into account the unique financial challenges of living in South Pasadena. This may include strategies for managing high housing costs, navigating the local job market, and planning for retirement in a city where the median home value is over $1 million. Additionally, a financial advisor can help residents make informed decisions about investing their money, taking advantage of tax savings opportunities, and protecting their assets. With the right guidance, residents of South Pasadena can achieve financial stability and security in a city that is known for its wealth and high standard of living.

Mortgage Loan Officer

Residents of South Pasadena, CA would benefit greatly from the expertise of a mortgage loan officer. With the city's high property values and competitive real estate market, a loan officer can provide invaluable insight into the best mortgage options available. Additionally, South Pasadena's historic neighborhoods and strict zoning laws can make finding the right property a daunting task. A loan officer can guide residents through the intricacies of the home-buying process and help them secure the necessary financing. Furthermore, with the recent influx of tech companies to neighboring cities like Pasadena and Glendale, South Pasadena has become an increasingly desirable location for young professionals and families. A loan officer can assist in securing a mortgage for these individuals, allowing them to invest in the community and contribute to its growth.

Tax Services

Residents of South Pasadena, CA can greatly benefit from the services of a tax advisor. With the city's high cost of living and affluent population, tax planning and preparation are crucial for individuals and businesses alike. A tax advisor can help residents navigate the complex tax laws and regulations in California, ensuring that they are taking advantage of all available deductions and credits. Additionally, with South Pasadena's proximity to Los Angeles and its thriving entertainment industry, a tax advisor can provide specialized knowledge in areas such as royalties and residuals for actors, musicians, and other performers. The advisor can also assist small business owners in the city with tax planning, bookkeeping, and payroll services, allowing them to focus on growing their business. Overall, a tax advisor can provide invaluable expertise and guidance to residents of South Pasadena, helping them to maximize their financial well-being and minimize their tax liability.

Estate Planning Lawyer

Residents of South Pasadena, CA can benefit greatly from the services of an estate planning lawyer. One specific way that an estate planning lawyer can help is by assisting with the creation of a trust. Trusts are a popular estate planning tool in South Pasadena due to the high property values in the area. By creating a trust, residents can ensure that their assets are protected and distributed according to their wishes. Additionally, an estate planning lawyer can help with the drafting of a will, which is essential for anyone who wants to ensure that their assets are distributed fairly and in accordance with their wishes after they pass away. With the help of an estate planning lawyer, residents of South Pasadena can have peace of mind knowing that their assets are protected and their wishes will be carried out.

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