Retirement Planning in South Pasadena, CA

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Top Retirement Planners in South Pasadena, CA

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Mission Street Wealth Planning
Location 177 E Colorado Blvd 2nd floor, Pasadena, CA 91105, USA
Phone (626) 233-2645
Directions
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SFG Retirement Plan Consulting, LLC
Location 225 S Lake Ave #600, Pasadena, CA 91101, USA
Phone (626) 578-0816
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Guidant Planning, Inc.
5 out of 5
Location 1499 Huntington Dr #303, South Pasadena, CA 91030, USA
Phone (626) 396-1650
Directions
SEC File# 801-78343
CRD# 168329
Location 201 S Lake Ave, Pasadena, CA 91101, USA
Phone (626) 796-1860
Time Monday: Closed Tuesday: 12:00 – 6:00 PM Wednesday: 11:00 AM – 6:00 PM Thursday: 11:00 AM – 6:00 PM Friday: 11:00 AM – 6:00 PM Saturday: 12:00 – 6:00 PM Sunday: 2:30 – 5:00 PM
Directions
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Pasadena Group - Morgan Stanley
Location 55 S Lake Ave Ste 700, Pasadena, CA 91101, USA
Phone (626) 304-2400
Directions
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Duc Tran - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 242 S De Lacey Ave, Pasadena, CA 91105, USA
Phone (626) 799-2237
Directions
SEC File# 801-72262
CRD# 157222
5 out of 5
Location 790 E Colorado Blvd Suite 560, Pasadena, CA 91101, USA
Phone (323) 703-5750
Directions
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Preferred Wealth Management - Ameriprise Financial Services, LLC
Location 242 S De Lacey Ave, Pasadena, CA 91105, USA
Phone (626) 799-2237
Directions
Retirement Planning in South Pasadena, CA

About South Pasadena, CA for Those Planning to Retire

South Pasadena, CA is a charming city located in Los Angeles County, known for its historic landmarks, bustling economy, and diverse neighborhoods. One of the city's most iconic landmarks is the South Pasadena Station, a train depot built in 1890 that now serves as a museum. The city is also home to the beautiful Arroyo Seco Park, a popular destination for hiking, picnicking, and outdoor recreation. In terms of employment, South Pasadena boasts a thriving business community, with top employers including the South Pasadena Unified School District, the City of South Pasadena, and the Huntington Hospital. The city is also home to a number of small businesses and startups, adding to its vibrant economy. Major highways and streets in South Pasadena include the 110 Freeway, which runs through the city and connects it to nearby Los Angeles, as well as Fair Oaks Avenue, a bustling commercial street lined with shops, restaurants, and cafes.

Other Financial Planning Services for Retirement

Banks and Credit Unions

South Pasadena, CA is a city that is bustling with activity, and residents here have a wide range of financial needs. A bank can help them in many ways, including providing them with loans, managing their savings, and helping them invest their money. For example, a bank in South Pasadena, CA can offer loans to residents who are looking to start a business or buy a home. The bank can also help residents manage their savings by offering them various savings accounts and investment options. Additionally, a bank can provide residents with financial advice and guidance on how to grow their wealth. With the help of a bank, residents of South Pasadena, CA can achieve their financial goals and secure their financial future.

Insurance Broker

Residents of South Pasadena, CA could benefit from the services of an insurance broker in a multitude of ways. One specific area that an insurance broker could assist with is navigating the unique challenges of living in a high-risk earthquake zone. With the potential for earthquakes to strike at any moment, South Pasadena residents need to ensure that their insurance policies provide adequate coverage for any resulting damages. An insurance broker could assist with reviewing policies and identifying any gaps in coverage, as well as recommending additional coverage options such as earthquake insurance. Furthermore, an insurance broker could help residents understand the intricacies of insurance policies, such as deductibles and limits, and provide guidance on how to file a claim in the event of an earthquake. In a city where earthquakes are a constant threat, the expertise of an insurance broker could prove invaluable to South Pasadena residents.

Wealth Management

Residents of South Pasadena, CA can benefit from the expertise of a wealth manager in several ways. A wealth manager can provide tailored financial planning and investment strategies to help individuals and families achieve their long-term financial goals. In particular, South Pasadena is known for its high cost of living, with housing prices well above the national average. A skilled wealth manager can help residents navigate this challenging financial landscape by providing guidance on real estate investments, tax planning, and retirement planning. Additionally, wealth managers can help residents protect their assets through estate planning and insurance strategies, which are particularly important in a state like California with complex and ever-changing laws. Ultimately, a wealth manager can provide peace of mind to residents of South Pasadena by helping them achieve financial security and independence in an increasingly uncertain world.

Financial Advisor

Residents of South Pasadena, CA could benefit from the services of a financial advisor in a variety of ways. For example, a financial advisor could assist them in creating a budget and developing a savings plan that takes into account the high cost of living in the area. Additionally, a financial advisor could provide guidance on investing in the local real estate market, which is known for its high property values and competitive rental market. Furthermore, a financial advisor could help residents navigate the complexities of California tax laws and develop a strategy for minimizing their tax liability. With the help of a skilled financial advisor, residents of South Pasadena, CA can feel confident in their financial decisions and work towards achieving their long-term financial goals.

Mortgage Loan Officer

Residents of South Pasadena, CA may find themselves in need of a mortgage loan officer for a variety of reasons. One of the most common ways a mortgage loan officer can assist residents is by helping them navigate the complex process of purchasing a home in this highly sought-after area. With its picturesque tree-lined streets and historic homes, South Pasadena is a desirable place to live, but it can also be a challenging market to navigate. A skilled mortgage loan officer can help residents understand their financing options, negotiate the best possible terms, and secure the funding they need to make their dream home a reality. Additionally, a mortgage loan officer can help residents refinance their current homes, tap into their equity to fund home improvements, or consolidate debt to improve their financial situation. With the help of a knowledgeable and experienced mortgage loan officer, residents of South Pasadena can achieve their homeownership goals and build a bright future for themselves and their families.

Tax Services

Residents of South Pasadena, CA can benefit greatly from the services of a tax advisor. With the city's high median household income and property values, tax planning and preparation can be a complex and overwhelming task. A tax advisor can help residents navigate the intricacies of local tax laws and regulations, ensuring compliance and minimizing tax liability. Additionally, South Pasadena's proximity to Los Angeles and the entertainment industry can create unique tax situations for those in the entertainment field. A knowledgeable tax advisor can provide guidance on deductions and credits available to actors, musicians, and other industry professionals. Overall, the expertise of a tax advisor can provide peace of mind and financial security for residents of South Pasadena, CA.

Estate Planning Lawyer

Residents of South Pasadena, CA can benefit from the expertise of an estate planning lawyer in a variety of ways. With the city's diverse population and high property values, it is crucial for individuals to have a comprehensive plan in place to protect their assets and ensure their wishes are carried out after they pass away. An estate planning lawyer can assist with drafting wills, trusts, and powers of attorney, as well as navigating complex tax laws and minimizing estate taxes. Additionally, with many residents owning historic homes and properties, an estate planning lawyer can provide guidance on preserving and passing down these valuable assets to future generations. Whether it's protecting a family business or ensuring that charitable donations are made in accordance with one's wishes, an estate planning lawyer can provide invaluable assistance to residents of South Pasadena, CA.

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