Laurels

Best Financial Advisors in Glendale
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Glendale Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 53 34 7

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Advisory Group West

  • Estate Planning
  • Insurance Products
  • Certified Financial Planner (CFP)
  • Business Formation

Advisory Group West is an independent wealth management firm that serves individuals and businesses in the communities of Glendale. It helps clients in planning for their investments, business succession, retirement, estates, and insurance. Its team of financial advisors has a collective experience of 100 years. The founder and managing principal, Bob Donaldson, is an investment adviser representative who has been working in the industry since 1977. He is affiliated with the American Society of CLU and ChFC.

330 North Brand Boulevard
Glendale, CA 91203

Website

The Resource Group

  • Estate Planning
  • Retirement Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

The Resource Group offers financial advice to Glendale residents and nearby communities. The financial advisors provide personalized services in areas of estate planning, investment planning, retirement planning strategies, and insurance analysis. The firm also guides individuals in managing their finances no matter where they're at in life. John Marshall, the firm's founding partner, has been helping families build and transfer their wealth for over 30 years. He has been quoted in publications like Financial Times and Business Week.

3458 Ocean View Boulevard
Glendale, CA 91208

Website

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