Expertise.com

Best Financial Advisors in Glendale

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Glendale, CA

Business Description

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!

Advisory Group West logo
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Advisory Group West

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

Business Description

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.

California Financial Partners, Inc. logo
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California Financial Partners, Inc.

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

Business Description

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
Heritage Financial logo
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Heritage Financial

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

Business Description

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
Impact Fiduciary logo
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Impact Fiduciary

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

Business Description

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
Lake Avenue Financial logo
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Lake Avenue Financial

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

Business Description

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 (26)
Facebook
5.0 / 5 (26)

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
The Resource Group logo
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The Resource Group

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

Business Description

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.