Best Financial Advisors in Glendale, CA

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List of Firms

Glendale, CA Fiduciary Financial Advisors

SEC File# 801-114336
CRD# 285149
Location 230 N Maryland Ave, Glendale, CA 91206, USA
Phone (877) 786-8460
Directions
SEC File# 801-32095
CRD# 104759
Location 330 N Brand Blvd #1150, Glendale, CA 91203, USA
Phone (818) 563-5170
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
SEC File# 801-10970
CRD# 6413
Location 505 N Brand Blvd, Glendale, CA 91203, USA
Phone (818) 476-5262
Directions
SEC File# 801-10970
CRD# 6413
Location 520 E Broadway Suite 305, Glendale, CA 91205, USA
Phone (818) 476-5262
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-6358
CRD# 877
Location 411 N Central Ave #302, Glendale, CA 91203, USA
Phone (626) 200-8553
Time Monday: 7:00 AM – 6:00 PM Tuesday: 7:00 AM – 6:00 PM Wednesday: 7:00 AM – 6:00 PM Thursday: 7:00 AM – 6:00 PM Friday: 7:00 AM – 6:00 PM Saturday: 9:00 AM – 3:00 PM Sunday: Closed
Directions
SEC File# 801-10970
CRD# 6413
Location 410 Arden Ave # 202, Glendale, CA 91203, USA
Phone (818) 553-1626
Directions
Financial Group Broadway
Location Glendale, CA 91201, USA
Phone (818) 937-4734
Directions
Ivan Gonzalez Financial Services
5 out of 5
Location 100 N Brand Blvd Unit 503, Glendale, CA 91203, USA
Phone (818) 539-2241
Directions
Barouti Financial
SEC File# 801-118156
CRD# 143703
Location 655 N Central Ave 17th floor, Glendale, CA 91203, USA
Phone (424) 465-9000
Directions
California Financial Partners
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 700 N Brand Blvd #640, Glendale, CA 91203, USA
Phone (818) 550-9955
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
Blackstone Wealth & Insurance Solutions
5 out of 5
Location 500 N Brand Blvd, Glendale, CA 91203, USA
Phone (818) 660-6150
Directions
Chaney Financial Services, Inc.
Location 655 N Central Ave, Glendale, CA 91203, USA
Phone (626) 768-0080
Directions
Araik Petrosyan, Transamerica Financial Advisors, Inc.
5 out of 5
Location 425 W Broadway Suite #111, Glendale, CA 91204, USA
Phone (818) 572-3769
Directions
Coordinated Wealth Management
Location 3430 Ocean View Blvd, Glendale, CA 91208, USA
Phone (818) 248-2999
Directions
Maria Uribe - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 535 N Brand Blvd Ste 1000, Glendale, CA 91203, USA
Phone (818) 662-1999
Directions
Wiseman & Burke Inc.
5 out of 5
Location 750 Fairmont Ave, Glendale, CA 91203, USA
Phone (818) 247-1007
Directions
S P Financial & Co
Location Glendale, CA 91204, USA
Phone (818) 243-9311
Directions
Hall Hodges & Associates
SEC File# 801-62277
CRD# 13609
5 out of 5
Location 700 N Brand Blvd # 650, Glendale, CA 91203, USA
Phone (818) 244-8930
Directions
Jose L Godinez - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 535 N Brand Blvd Ste 1000, Glendale, CA 91203, USA
Phone (818) 662-1999
Directions
Gail D Reid - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 535 N Brand Blvd Ste 1000, Glendale, CA 91203, USA
Phone (818) 662-1999
Directions
Amber Robinson - Ameriprise Financial Services
SEC File# 801-28543
CRD# 6363
Location 535 N Brand Blvd # 101, Glendale, CA 91203, USA
Phone (818) 662-1999
Directions
Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 121 W Lexington Dr, Glendale, CA 91203, USA
Phone (818) 334-8246
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Johny Makhijani - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 450 N Brand Blvd # 600, Glendale, CA 91203, USA
Phone (818) 291-6320
Directions
Pacific Glen Oaks Investment
Location 501 W Glenoaks Blvd, Glendale, CA 91202, USA
Phone (818) 956-1347
Directions
RTA & Associates
SEC File# 801-118383
CRD# 283034
Location 701 N Brand Blvd Suite # 830, Glendale, CA 91203, USA
Phone (800) 570-5711
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
US Wealth of California
Location 200, 2303, 330 N Brand Blvd, Glendale, CA 91203, USA
Phone (818) 550-8222
Directions
Financial West Group
Location 100 N Brand Blvd # 2, Glendale, CA 91203, USA
Phone (818) 246-8818
Directions
Craig Harbin - BancWest Investment Services Financial Advisor
Location 400 N Glendale Ave, Glendale, CA 91206, USA
Phone (747) 215-0673
Directions
Ara Kachadourian Financial Advisor
Location 1413 1/2 W Kenneth Rd 2 Suite 215, Glendale, CA 91201, USA
Phone (818) 934-4146
Directions
Edward Jones - Financial Advisor: John C Juarez, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 700 N Brand Blvd #450, Glendale, CA 91203, USA
Phone (818) 507-0336
Directions
SP Financial Services
Location 100 N Brand Blvd STE 200, Glendale, CA 91203, USA
Phone (818) 243-9311
Directions
Impact Fiduciary
SEC File# 801-111055
CRD# 158043
Location 611 N Brand Blvd, Glendale, CA 91203, USA
Directions
Taylor Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 225 E Broadway Ste 108, Glendale, CA 91205, USA
Phone (818) 703-0172
Directions
Brilliant Financial Strategies, LLC
Location 315 Arden Ave Suite 20, Glendale, CA 91203, USA
Phone (818) 408-7117
Directions
Privilege Solutions
Location 201 N Brand Blvd Suite 200, Glendale, CA 91203, USA
Phone (424) 298-5119
Directions
John Mavyan - Thrivent
Location 330 N Brand Blvd Ste 630, Glendale, CA 91203, USA
Phone (747) 215-6915
Directions
Aaron Nosler - Thrivent
5 out of 5
Location 330 N Brand Blvd Suite 630, Glendale, CA 91203, USA
Phone (747) 215-6919
Directions
Mark Fielder Financial Plnning
Location 600 W Broadway # 300, Glendale, CA 91204, USA
Phone (818) 637-5555
Directions
Universal capital wealth management
Location 450 N Brand Blvd, Glendale, CA 91203, USA
Phone (800) 464-7511
Directions
Financial Advisors | U.S. Bancorp Investments
Location 600 N Brand Blvd, Glendale, CA 91203, USA
Phone (818) 937-5971
Directions
Jeffrey Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 225 E Broadway Ste 108, Glendale, CA 91203, USA
Phone (818) 703-0172
Directions
Financial Management Consultants
Location 111 N Jackson St # 220, Glendale, CA 91206, USA
Phone (818) 500-7884
Directions
Helen Lee - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 700 N Brand Blvd #460, Glendale, CA 91203, USA
Phone (818) 550-9980
Directions
Alberto Alvarez - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 535 N Brand Blvd Ste 1000, Glendale, CA 91203, USA
Phone (818) 662-1999
Directions
Betsy L Billard - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 535 N Brand Blvd Ste 1000, Glendale, CA 91203, USA
Phone (818) 662-1950
Directions
Chuck Wada - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 417 W Arden Ave #117, Glendale, CA 91203, USA
Phone (818) 549-1190
Directions
Legacy Wealth Group
Location 330 N Brand Blvd Ste 630, Glendale, CA 91203, USA
Phone (747) 215-6918
Directions
Advisory Group West
Location 330 N Brand Blvd Suite 910, Glendale, CA 91203, USA
Phone (818) 241-9061 ext. 114
Directions
Van Alex
Location 111 E Broadway STE 200, Glendale, CA 91205, USA
Phone (626) 281-8885
Directions
Jonathan Park - Thrivent
Location 200 W Milford St Unit 401, Glendale, CA 91203, USA
Phone (415) 767-8828
Directions
Arktos Wealth Management
Location 3436 N Verdugo Rd #210, Glendale, CA 91208, USA
Phone (818) 249-4984
Directions
Grandview Financial Services Inc
1 out of 5
Location 401 N Brand Blvd # 314, Glendale, CA 91203, USA
Phone (818) 241-2402
Directions
Resource Group
Location 130 N Brand Blvd # 400, Glendale, CA 91203, USA
Phone (818) 547-2464
Directions
Insight Asset Advisory Group
Location 620 N Brand Blvd #404, Glendale, CA 91203, USA
Phone (888) 962-8947
Directions
Luke Kloosterman - Thrivent
Location 330 N Brand Blvd Suite 630, Glendale, CA 91203, USA
Phone (909) 938-7957
Directions
Candace Brewington - Thrivent
Location 330 N Brand Blvd Suite 630, Glendale, CA 91203, USA
Phone (951) 223-4614
Directions
William P Foster - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 535 N Brand Blvd Ste 1000, Glendale, CA 91203, USA
Phone (818) 662-1950
Directions
Marc Henderson, MBA, CFP®, CLTC®, CKA® with Thrivent
Location 330 N Brand Blvd #630, Glendale, CA 91203, USA
Phone (747) 215-6918
Directions
Arftield Investments
Location Glendale, CA 91204, USA
Phone (818) 242-1490
Directions
John Ta - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 535 N Brand Blvd Ste 1000, Glendale, CA 91203, USA
Phone (818) 662-1999
Directions
Financial Advisors in Glendale, CA

Where Certified Financial Advisors in Glendale, CA Serve

Glendale, California is a vibrant city nestled in the heart of the San Fernando Valley. It boasts a rich history and a diverse population, with plenty of landmarks and attractions to explore. The city is home to several top employers, including Nestle USA, DreamWorks Animation, and Public Storage. Major highways and streets such as the 134, 5, and 2 freeways, as well as Brand Boulevard and Colorado Street, make it easy to navigate the city and access surrounding areas. Glendale is also known for its charming neighborhoods, such as Montrose, Rossmoyne, and Adams Hill, each with their own unique character and charm. Some of the city's most iconic landmarks include the Alex Theatre, the Americana at Brand shopping center, and the Glendale Galleria. With so much to offer, Glendale is a must-visit destination for anyone looking to experience the best of Southern California.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Glendale, CA are serviced by banks in a variety of ways, but perhaps the most common is through traditional brick-and-mortar branches. Glendale is home to a number of well-known banks, including Bank of America, Wells Fargo, and Chase, and residents can visit these branches to open accounts, deposit and withdraw money, and take out loans. In addition to physical branches, many banks offer online and mobile banking services, which allow residents to manage their finances from the comfort of their own homes. One thing that sets Glendale apart from other cities is its large Armenian population, and many banks in the area cater specifically to this demographic, offering services and resources tailored to their needs.

Insurance Broker

Residents of Glendale, CA can benefit greatly from the services of an insurance broker. With its diverse population and unique geography, Glendale presents a range of insurance needs that can be difficult to navigate without expert guidance. An insurance broker can help residents find the right policies to protect their homes, businesses, and personal property from the risks of earthquakes, wildfires, and other natural disasters that are common in the area. Additionally, brokers can help residents find affordable health insurance options, which is especially important in a city where healthcare costs can be high. With an insurance broker's help, residents of Glendale can feel confident that they are protected from the unexpected and can focus on enjoying all that this vibrant city has to offer.

Retirement Planning

Residents of Glendale, CA can benefit greatly from the services of a retirement planner. Glendale is known for its high cost of living and competitive job market, which can make saving for retirement challenging. A retirement planner can help residents navigate the complex world of investments, taxes, and social security to create a personalized plan that meets their financial goals. Additionally, Glendale has a large population of immigrants and non-native English speakers, which can make understanding retirement options and paperwork even more difficult. A retirement planner can provide guidance and translation services to ensure that all residents have access to the resources they need to secure their financial future.

Wealth Management

Residents of Glendale, CA could benefit greatly from the expertise of a wealth manager. With its diverse population and thriving economy, Glendale offers a unique set of financial challenges and opportunities. A skilled wealth manager can help residents navigate these challenges by providing personalized investment advice, creating a comprehensive financial plan, and helping to manage risk. For example, Glendale is home to a large Armenian community, and a wealth manager with experience serving this community could provide valuable insights into the unique financial needs and goals of Armenian-Americans. Additionally, with rising home prices and a competitive real estate market, a wealth manager can help residents make smart decisions about buying or selling property. Overall, a wealth manager can be an invaluable resource for anyone looking to build and protect their wealth in Glendale.

Mortgage Loan Officer

Residents of Glendale, CA can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the often complex process of obtaining a home loan, from pre-approval to closing. Specifically, residents of Glendale, CA may benefit from working with a mortgage loan officer who is familiar with the unique housing market in the area. With its close proximity to Los Angeles and its desirable location in the foothills of the San Gabriel Mountains, Glendale offers a wide range of housing options, from historic bungalows to modern high-rise apartments. A knowledgeable mortgage loan officer can help residents find the best loan products and rates to suit their specific needs and budget, whether they are first-time homebuyers or experienced investors.

Tax Services

Residents of Glendale, CA can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations that apply specifically to California. For example, Glendale residents may be subject to additional taxes or deductions related to the state's high cost of living or unique industries, such as entertainment or technology. A tax advisor can help residents understand these nuances and ensure they are taking advantage of all available tax breaks. Additionally, Glendale has a diverse population, including many immigrants and non-native English speakers. A tax advisor can provide valuable assistance in navigating language barriers and cultural differences to ensure that all residents are able to comply with tax laws and regulations.

Estate Planning Lawyer

Residents of Glendale, CA can benefit from the guidance of an estate planning lawyer in a variety of ways. One of the most common ways is by ensuring that their assets are distributed according to their wishes after they pass away. This is especially important in Glendale, where the cost of living is higher than the national average and property values are skyrocketing. An estate planning lawyer can help residents create a will or trust that protects their assets and ensures that their loved ones are taken care of. Additionally, an estate planning lawyer can assist with other important legal documents, such as power of attorney and healthcare directives, which can provide peace of mind and protection in case of unexpected illness or incapacity.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Glendale, CA