Retirement Planning in Glendale, CA

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List of Firms

Top Retirement Planners in Glendale, CA

CalSTRS
4 out of 5
Location 505 N Brand Blvd, Glendale, CA 91203, USA
Phone (800) 228-5453
Language http://www.calstrs.com/general-information/glendale-member-service-center
Directions
Financial Planning
Location 655 N Central Ave, Glendale, CA 91203, USA
Phone (818) 528-3277
Directions
Dedicated Defined Benefit Services
5 out of 5
Location 550 N Brand Blvd # 1610, Glendale, CA 91203, USA
Phone (866) 269-2706
Language http://www.dedicated-db.com/
Directions
Principal Financial Group
1 out of 5
Location 500 N Brand Blvd #1800, Glendale, CA 91203, USA
Phone (818) 243-7141
Language https://www.principal.com/
Directions
A.A. Jones-Moore Insurance Agent
Location 801 N Brand Blvd, Glendale, CA 91203, USA
Phone (562) 653-6758
Directions
Castlewatch Wealth - Ameriprise Financial Services, LLC
5 out of 5
Location 535 N Brand Blvd Ste 1000, Glendale, CA 91203, USA
Phone (818) 662-1999
Language https://www.ameripriseadvisors.com/team/castlewatch/?cid=IP_local_google
Directions
Ocean View Investments Group
1 out of 5
Location 3525 Ocean View Blvd, Glendale, CA 91208, USA
Phone (818) 236-2920
Language http://www.ovig.us/
Directions
Calpars Wealth Management
Location 655 N Central Ave, Glendale, CA 91203, USA
Phone (818) 217-8400
Directions
Retirement Planning in Glendale, CA

About Glendale, CA for Those Planning to Retire

Glendale, CA is a vibrant city located in Los Angeles County, known for its stunning landmarks, bustling streets, and diverse neighborhoods. The city boasts several iconic landmarks, including the historic Alex Theatre, the Americana at Brand shopping center, and the stunning Forest Lawn Memorial Park. Some of the top employers in the area include Nestle USA, Glendale Adventist Medical Center, and the City of Glendale. Major highways and streets that run through the city include the 134, 2, and 5 freeways, as well as Brand Boulevard and Glendale Avenue. The city is also home to a variety of unique neighborhoods, including the upscale Montrose, the bustling Downtown Glendale, and the charming Adams Hill. With its rich history, stunning architecture, and thriving community, Glendale is a city that truly has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Glendale, CA can benefit from a bank in numerous ways. Firstly, banks in Glendale offer various financial services such as checking and savings accounts, loans, credit cards, and investment options. These services can help residents manage their finances more effectively and efficiently. Secondly, Glendale is home to a diverse population, including a large Armenian community. Banks in Glendale offer multilingual services, including Armenian, to cater to the needs of this community. This ensures that residents can access financial services and information in their preferred language, making banking more accessible and inclusive. Lastly, Glendale is known for its thriving business community, and banks in the area offer specialized services for small businesses and entrepreneurs. These services include business loans, merchant services, and cash management solutions, which can help businesses grow and succeed. Overall, banks in Glendale play a crucial role in supporting the financial needs of residents and businesses in the area.

Insurance Broker

Residents of Glendale, CA could greatly benefit from the services of an insurance broker. With the city's diverse population and varying economic backgrounds, an insurance broker could provide tailored insurance solutions for each individual's needs. For example, Glendale is home to a large Armenian community, and an insurance broker could assist with language barriers and cultural differences to ensure that these residents have access to the best insurance options. Additionally, with the city's proximity to the San Gabriel Mountains, an insurance broker could help residents navigate the complexities of insuring homes in high-risk wildfire areas. The broker could also assist with finding affordable health insurance options, as Glendale has a high percentage of uninsured residents. Overall, an insurance broker could provide invaluable support to the residents of Glendale, helping them navigate the complex world of insurance and ensuring that they have the coverage they need to protect themselves and their families.

Wealth Management

Residents of Glendale, CA could benefit from the expertise of a wealth manager in a multitude of ways. With its diverse population and booming economy, Glendale presents a unique set of financial challenges that require an experienced professional to navigate. A wealth manager can provide guidance on investment strategies tailored to the specific needs of Glendale residents, taking into account factors such as the city's high cost of living and volatile real estate market. Additionally, a wealth manager can assist with estate planning, tax optimization, and risk management, all of which are crucial components of a comprehensive financial plan. By working with a wealth manager, residents of Glendale can gain peace of mind knowing that their financial future is in capable hands.

Financial Advisor

Residents of Glendale, CA can benefit from the services of a financial advisor in various ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique circumstances of the individual or family. This can include setting financial goals, creating a budget, and developing a strategy for saving and investing. Additionally, a financial advisor can help residents of Glendale navigate the complex tax laws and regulations that are specific to California, such as Proposition 13, which limits property tax increases. Furthermore, a financial advisor can provide guidance on retirement planning, including how to maximize social security benefits and create a sustainable income stream during retirement. With the high cost of living in Glendale, CA, a financial advisor can also help residents make informed decisions about major purchases, such as buying a home, and provide advice on managing debt and improving credit scores.

Mortgage Loan Officer

Residents of Glendale, CA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the officer can help them navigate the complex and constantly evolving mortgage market, which can be particularly challenging in a city like Glendale, known for its diverse and dynamic real estate landscape. Secondly, the officer can assist residents in finding the best mortgage rates and terms that suit their financial goals and needs. This is especially important in Glendale, where the median home price is significantly higher than the national average, making it crucial for residents to secure the most favorable mortgage terms possible. Additionally, a mortgage loan officer can provide valuable guidance and support throughout the entire mortgage process, from pre-approval to closing, ensuring that residents are fully informed and prepared every step of the way. Overall, working with a mortgage loan officer can be a game-changer for Glendale residents seeking to purchase or refinance a home in this vibrant and competitive real estate market.

Tax Services

Residents of Glendale, CA can benefit greatly from the advice and services of a tax advisor. With its diverse population and thriving economy, Glendale presents unique challenges and opportunities for taxpayers. A tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation, whether they are self-employed, own a small business, or work for a large corporation. Additionally, a tax advisor can provide guidance on how to minimize tax liability and maximize deductions, which is especially important in a city like Glendale where the cost of living is high. With their expertise and knowledge of the tax code, tax advisors can help residents make informed decisions about their finances and plan for a secure financial future.

Estate Planning Lawyer

Residents of Glendale, CA can benefit from the expertise of an estate planning lawyer in several ways. With Glendale being a city that has a high population of immigrants, estate planning lawyers can help them navigate the complex legal system and ensure that their assets are distributed according to their wishes. Additionally, with the city being prone to earthquakes, estate planning lawyers can help residents prepare for unforeseen circumstances by creating trusts, wills, and powers of attorney. Furthermore, with the high cost of living in Glendale, estate planning lawyers can help residents minimize their tax liability and protect their assets from creditors. In short, an estate planning lawyer can provide invaluable assistance to residents of Glendale in safeguarding their assets and ensuring that their loved ones are taken care of.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services are essential for individuals who want to secure their future. A retirement planner in Glendale, CA can provide a wide range of services to help clients achieve their retirement goals. One specific feature of Glendale that a retirement planner can take advantage of is its diverse population. With a large number of immigrants and retirees from different cultures, a retirement planner can provide tailored retirement plans that cater to the unique needs of each client. Moreover, a retirement planner can help clients navigate the complex tax laws in California and ensure that they are taking advantage of all the tax-saving opportunities available to them. Additionally, a retirement planner in Glendale can provide investment advice and help clients create a diversified portfolio that will generate income during retirement. Overall, a retirement planner in Glendale, CA can provide comprehensive retirement planning services that will help clients achieve financial security and peace of mind.

Glendale, CA is the ideal location to find a retirement planner due to its diverse and thriving community. With a population of over 200,000 people, Glendale offers a vast array of financial institutions and advisors to choose from. Additionally, Glendale boasts a high median household income, making it a hub for financial planning services. One unique aspect of Glendale is its proximity to the entertainment industry, as it is home to numerous studios and production companies. This means that retirement planners in Glendale have experience working with high-net-worth individuals and can offer specialized services for those in the entertainment industry. Furthermore, Glendale is known for its strong Armenian community, and many retirement planners in the area are fluent in Armenian, making it easier for those in the community to communicate and understand complex financial concepts. Overall, Glendale's diverse community and proximity to the entertainment industry make it an excellent location to find a retirement planner who can cater to your unique financial needs.