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Best Financial Advisors in Alhambra

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Alhambra, CAAlhambra, CAInstagram
  • Tax Planning
  • Tax Preparation

Angel Zhen CPA caters to the residents of Alhambra and other areas in California. He is a business advisor and a certified public accountant. His services include tax planning and preparation, tax resolution, and bookkeeping and payroll. Clients may also avail of a la carte services involving real estate sales, cost segregation, and financial assurance. Zhen has helped medical and dental professional service providers, attorneys, and professionals in the hospitality and entertainment industries.

Alhambra, CAAlhambra, CA

InstagramWebsite(661) 375-7235

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

37 (Best)

Score Consistency:

Consistent (Best)

1840 Century Park East, Suite 300, Los Angeles, CA 90067
Los Angeles, CA 90067
  • Certified Financial Planner (CFP)
  • Financial Planning

Century City Team provides assistance to clients in Alhambra to help them meet their wealth-related goals. It works with individuals in setting their objectives, coaching them about the strategies they should follow to attain financial security. To create holistic financial plans, the company's advisors take into account the clients' lifestyle choices and finances. They direct them towards tools for success like asset maps and Riskalyze. Senior executive vice president John Lefferts has the Chartered Life Underwriter and Chartered Financial Consultant designations.

1840 Century Park East, Suite 300, Los Angeles, CA 90067
Los Angeles, CA 90067

Website(310) 231-7700

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Grand Blvd, Venice, CA 90291
Venice, CA 90291
  • Certified Financial Planner (CFP)

Established in 2015, Crafted Wealth is a financial advisory firm serving clients in Alhambra and the surrounding areas. Its founder, Gabriel Anderson, is a certified financial planner who has been in the industry since 2010. He offers financial planning services, which include budgeting, cash flow management, insurance review, investment advising, and retirement planning. Anderson also holds the CLU and ChFC designation. He has been quoted in various publications, including CNBC, The Simple Dollar, and the U.S. News.

Grand Blvd, Venice, CA 90291
Venice, CA 90291

Website(414) 813-0770

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

10866 Wilshire Blvd Suite 1600, Los Angeles, CA 90024
Los Angeles, CA 90024
  • Certified Financial Planner (CFP)
  • Financial Planning

HCR Wealth Advisor is a local firm that offers financial guidance to clients in Alhambra and the surrounding areas. Its financial advisors have the expertise and industry knowledge based on over 30 years of experience working with individuals and families. They form strong bonds with clients by sharing experiences and working with them to overcome obstacles, guiding them toward their ideal financial conclusion. They use a core-satellite investment method to manage risks in clients' portfolios.

10866 Wilshire Blvd Suite 1600, Los Angeles, CA 90024
Los Angeles, CA 90024

Website(310) 473-5445

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: A

1641 W Main St Suite 218, Alhambra, CA 91801
Alhambra, CA 91801
  • Finance Planning

Jeff Huang CPA & Company is an accounting firm that offers personal financial planning services for individuals based in Alhambra. Its team of professionals has financial knowledge and advanced training through investing in continuing education, commercial partnerships, and modern computer technology. They assist in developing a financial plan that manages risk, improves performance, and safeguards clients' growth and longevity. They guide clients on how to save for retirement, pay for their child's college tuition, protect the family in case of disability, and achieve investment goals.

1641 W Main St Suite 218, Alhambra, CA 91801
Alhambra, CA 91801

Website(626) 943-2888

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

95 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

909 N. Pacific Coast Highway, Suite 235, El Segundo, CA 90245
El Segundo, CA 90245
  • Investment Management
  • Wealth Management

Kaye Capital Management offers services in Alhambra to aid clients in accomplishing their financial objectives. Reviewing various aspects of its clients' financial situations, the company designs plans to make financial resources work efficiently for life events such as college education and retirement. Its advisors deal with investment management by assessing current portfolios, risks, and tax status. In addition, they provide institutional retirement plan services such as 401(k) and 403(b). Ken Watten, the company president, is a Certified Financial Planner and a Financial Planning Association of Los Angeles member.

909 N. Pacific Coast Highway, Suite 235, El Segundo, CA 90245
El Segundo, CA 90245

Website(310) 207-5293

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1045 W. Huntington Drive, Suite 200, Arcadia, CA 91007
Arcadia, CA 91007
  • Certified Financial Planner (CFP)

Since 1959, MassMutual Greater Los Angeles has been serving families, businesses, and individuals in the Alhambra metro. The firm assists clients throughout the entire process of financial, retirement, succession, and long-term care planning. It also offers a wide range of products, such as annuities, IRA, mutual funds, 529 college savings, and life insurance. Its team is composed of Chartered Financial Consultants, Special Care Planners, and Charter Life underwriters who have a combined industry experience of more than 250 years.

1045 W. Huntington Drive, Suite 200, Arcadia, CA 91007
Arcadia, CA 91007

Website(626) 639-1900

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

113 W Main St #228, Alhambra, CA 91801
Alhambra, CA 91801
  • Estate Planning

NWF Advisory Group - Alhambra provides services to clients in the metro. It focuses on assisting individuals in managing their finances and income to help them reach their goals and needs. It also offers educational funding, charitable giving, estate planning, wealth management, insurance planning, and tax preparation strategies. NWF Advisory Group has been providing services since 1969. The company's president and CEO, Shehab Mohammad, is also licensed to provide health, disability, and life insurance products to clients.

113 W Main St #228, Alhambra, CA 91801
Alhambra, CA 91801

Website(626) 588-2417

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

225 South Lake Avenue Suite 600, Pasadena, CA 91101
Pasadena, CA 91101
  • Certified Financial Planner (CFP)

The Sterling Group is an independent financial group that helps people in Alhambra. It offers financial and investment services in the areas of insurance, estate planning, investment, and retirement. It caters to individuals, couples, business owners, and organizations. The firm provides financial planning for high-net-worth clients. This entails sophisticated wealth management strategies that serve as the foundation for client-beneficial outcomes. C. Hunt Salembier is the firm's principal and has been working in the financial services industry since 1993.

225 South Lake Avenue Suite 600, Pasadena, CA 91101
Pasadena, CA 91101

Website(626) 440-5995

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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