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Best Financial Advisors in Glendale

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Glendale, CA
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Glendale, CA

Why choose this provider?

Need help contacting a Financial Advisor in Glendale? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
230 North Maryland Avenue, Glendale, CA 91206
  • Estate Planning
  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Heritage Financial is an independent firm that has been providing financial management services to Glendale clients for nearly two decades. Through mobile technology as its platform, the firm assists in various planning disciplines, covering areas of estate trusts, education, and both accumulation and distribution phases of retirement. It also helps select the most appropriate health and life insurance policies from universal, term, variable, or whole life. Its financial managers also integrate each aspect of planning with one another to craft structured objectives and holistic plans.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
330 North Brand Boulevard, Glendale, CA 91203
  • Estate Planning
  • Business Formation
  • Insurance Products
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Website
700 North Brand Boulevard, Glendale, CA 91203
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

California Financial Partners, Inc., is a team of advisors based in Glendale. Included in its service line is wealth management, which covers risk assessment, cash flow analysis, and retirement planning to asset protection and allocation. The company forms an advisory team for each client, which may comprise bankers, insurance agents, accountants, and attorneys. Firm president Harvey Jacobson started his financial services career in 1985. He was honored by Simon Business Magazine in 2013 as an Alumnus Leader.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3458 Ocean View Boulevard, Glendale, CA 91208
  • Estate Planning
  • Retirement Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Website
70 South Lake Avenue, Pasadena, CA 91101
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Why choose this provider?

Lake Avenue Financial is an advisory firm that serves Glendale residents. Its team assists clients in several areas, including retirement, tax, financial, and estate planning. Furthermore, it provides financial services that cater to the LGBTQ community and women undergoing life transitions that involve losing or divorcing spouses. In addition, Lake Avenue Financial provides wealth management assistance, offering different kinds of portfolios such as core portfolios aimed toward income generation, long-term asset preservation, and risk management.

Reputation:

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.
4.9
Google
4.8 / 5 (29)
Facebook
5.0 / 5 (27)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
611 North Brand Boulevard, Glendale, CA 91203
  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Impact Fiduciary is a financial planning and sustainable wealth management firm serving families, individuals, and businesses throughout the Greater Glendale metro area. Providing financial advice in areas such as estate planning, insurance, retirement planning, budgeting, and education planning, it strives to help clients take charge of their finances while investing in a better world. Patrick Dinan, the owner and president of the company, always acts as a fiduciary and is a seasoned advisor and Certified Financial Planner.

Reputation:

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.
5.0
Yelp
5.0 / 5 (16)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Is it beneficial to work with a financial advisor in Glendale?

    Working with a financial advisor in Glendale can have several advantages, especially if they have the expertise and the knowledge to guide you in managing your finances. Financial advisors can recommend products or services that can maximize your funds. You can also expect them to assess your current economic situation to create a financial plan to help you prepare for your future.

  • Are there differences between a financial advisor and a financial planner in Glendale?

    Both financial advisors and financial planners in Glendale offer economic management services. A financial advisor holds certifications and assists clients in making informed decisions in managing different aspects of their finances, like investment or insurance. On the other hand, financial planners assess their client's economic status to draft plans about budgeting, investing, and managing risks.

  • What credentials must you look for in a financial advisor in Glendale?

    When hiring a financial advisor in Glendale, they must pass the Series 65, Series 7, and Series 66 exams to get their license and start providing their services to their clients. The Securities Regulation Division of the California Department of Corporations and the Securities and Exchange Commission administer these exams. Other requirements stated by the state should be met by a financial advisor to avoid issues in the future.

  • Do financial advisors in Glendale handle cryptocurrency?

    Not all financial advisors in Glendale handle or recommend cryptocurrency, and those who do may help you understand the market's complexities, assess your risks, and create strategies to maximize them. On the other hand, financial advisors who don't handle cryptocurrency may tell you they are not familiar with it and won't even recommend it as there is no industry standard certification yet.

  • How can Glendale residents check or verify the legitimacy of a financial advisor?

    To verify the legitimacy of a financial advisor, residents in Glendale can visit FINRA's website or call (800) 289-9999 and provide the advisor's name. Another way to check is by contacting the Securities and Exchange Commission state regulator. Asking for referrals or recommendations from friends or relatives is also one way to get a financial advisor's background.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.