Best Financial Advisors in San Gabriel, CA

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List of Firms

San Gabriel, CA Fiduciary Financial Advisors

Abe Tax & Financial Services
2 out of 5
Location 288 S San Gabriel Blvd STE 201, San Gabriel, CA 91776, USA
Phone (626) 285-6612
Directions
Victoria Financial Corp.
4 out of 5
Location 217 W Las Tunas Dr, San Gabriel, CA 91776, USA
Phone (626) 576-0818
Directions
K E Financial
Location 717 W Santa Anita St, San Gabriel, CA 91776, USA
Phone (626) 570-1213
Directions
Financial Depot Inc
Location 9108 E Las Tunas Dr, Temple City, CA 91780, USA
Phone (626) 292-1111
Directions
Grattan Financial Strategies
Location 8814 Huntington Dr, San Gabriel, CA 91775, USA
Phone (800) 450-0840
Directions
Chan and Chen LLP
Location 1103 San Gabriel Blvd ste e&f, San Gabriel, CA 91776, USA
Phone (626) 572-8930
Directions
Royal Alliance Associates Inc
1 out of 5
Location 113 W Main St UNIT 228, Alhambra, CA 91801, USA
Phone (626) 588-2417
Directions
Financial Advisors in San Gabriel, CA

Where Certified Financial Advisors in San Gabriel, CA Serve

San Gabriel, CA is a city located in Los Angeles County, known for its rich history and diverse community. The city boasts a variety of landmarks, including the San Gabriel Mission, which was founded in 1771 and is one of the oldest structures in Southern California. Other notable landmarks include the San Gabriel Valley Medical Center and the historic San Gabriel Playhouse. Top employers in San Gabriel include the San Gabriel Unified School District, which employs over 500 people, as well as the San Gabriel Valley Medical Center and the City of San Gabriel. Major highways and streets in the area include the 10 and 210 freeways, as well as San Gabriel Boulevard and Las Tunas Drive. San Gabriel is made up of several distinct neighborhoods, each with its own unique character and charm. These include the historic Mission District, which features a variety of shops and restaurants, as well as the Rosemead Boulevard Corridor, which is home to a number of popular shopping centers and businesses.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of San Gabriel, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches, which can be found throughout the city. Additionally, many banks offer online banking services, allowing residents to manage their accounts from the comfort of their own homes. Another popular option is mobile banking, which allows customers to access their accounts and make transactions using their smartphones or tablets. One specific thing about San Gabriel is that it has a large Asian-American population, and many banks in the area offer services tailored to this demographic, such as Chinese language support and specialized investment products.

Insurance Broker

Residents of San Gabriel, CA can benefit greatly from the services of an insurance broker. With the high cost of living in the area, an insurance broker can help residents find affordable insurance policies for their homes, cars, and businesses. Additionally, San Gabriel is located in an earthquake-prone region, so a broker can help residents find insurance policies that provide adequate coverage in case of seismic activity. Furthermore, many residents of San Gabriel are bilingual, and an insurance broker who speaks Spanish or Mandarin can help them navigate the complex world of insurance policies more easily. Overall, an insurance broker can provide valuable assistance to the residents of San Gabriel, helping them find the best insurance policies to meet their specific needs and protect their assets.

Retirement Planning

Residents of San Gabriel, CA can greatly benefit from the services of a retirement planner. With the cost of living in California being notoriously high, many residents of San Gabriel may struggle to save enough money for retirement. A retirement planner can help residents create a personalized plan to save for their future, taking into account their unique financial situation and goals. Additionally, San Gabriel has a large population of seniors, many of whom may be facing health or financial challenges. A retirement planner can help these seniors navigate complex issues such as long-term care planning and estate planning, ensuring that they are able to live comfortably and with peace of mind in their golden years.

Wealth Management

Residents of San Gabriel, CA can benefit from the expertise of a wealth manager in several ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique needs and goals. This can include investment strategies, retirement planning, and tax optimization. Additionally, a wealth manager can provide guidance on managing debt and budgeting, which can be particularly helpful in a city like San Gabriel where the cost of living is higher than the national average. With a wealth manager's help, residents can feel more confident in their financial decisions and work towards achieving their long-term financial objectives.

Mortgage Loan Officer

Residents of San Gabriel, CA can benefit greatly from the expertise of a mortgage loan officer when it comes to purchasing a home. With its diverse population and thriving economy, San Gabriel offers a unique set of challenges and opportunities for homebuyers. A mortgage loan officer can help residents navigate the complex world of home financing, providing guidance on everything from credit scores and down payments to interest rates and closing costs. They can also help residents take advantage of local programs and incentives, such as the San Gabriel First-Time Homebuyer Program, which offers down payment assistance and other benefits to eligible buyers. With the help of a mortgage loan officer, residents of San Gabriel can achieve their dream of homeownership and build a brighter future for themselves and their families.

Tax Services

Residents of San Gabriel, CA could benefit from the guidance of a tax advisor in a variety of ways. One specific example is navigating the complex property tax laws in California. San Gabriel is a city with a diverse housing market, ranging from historic homes to new developments. A tax advisor can help homeowners understand their property tax assessments and exemptions, as well as advise on strategies for minimizing their tax burden. Additionally, San Gabriel has a large population of small business owners who could benefit from a tax advisor's expertise in navigating the state's tax laws and maximizing deductions. Overall, a tax advisor can provide valuable assistance to San Gabriel residents in navigating the often confusing world of taxes.

Estate Planning Lawyer

Residents of San Gabriel, CA can benefit greatly from the services of an estate planning lawyer. Specifically, the lawyer can help residents navigate the complex and unique laws surrounding estate planning in California. San Gabriel is a city with a rich history and diverse population, and an estate planning lawyer can help residents ensure that their assets and property are distributed according to their wishes, while also minimizing tax liabilities and avoiding legal disputes. Additionally, the lawyer can assist with creating wills, trusts, and other legal documents that are tailored to meet the specific needs of San Gabriel residents. By working with an estate planning lawyer, residents can have peace of mind knowing that their loved ones will be taken care of and their legacy will be preserved.

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FAQs About Personal Financial Advisors in San Gabriel, CA