Best Financial Advisors in Glendale

2021

We scored 53 Financial Advisors in Glendale, CA and Picked the Top 7

Here are the Picks:

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.

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

Last Updated: October 28, 2021

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.

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330 North Brand Boulevard
Glendale, CA 91203

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(818) 241-9061 Website

Estate Planning
Retirement Planning
Certified Financial Planner (CFP)

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.

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700 North Brand Boulevard
Glendale, CA 91203

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(818) 550-9955 Website

Estate Planning
Certified Financial Planner (CFP)

Frank Virgallito is a Certified Financial Planner and the founder of Arktos Wealth Management, a financial services company serving clients in Glendale. He assists individuals and businesses in meeting their financial objectives by providing customized investment and financial planning solutions. He and his team provide and maintain clients with a personalized portal and investment platform where they can track their assets and liabilities in real-time. Virgallito has been working in the financial management industry since 1998, serving federal private sector organizations.

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3436 North Verdugo Road
Glendale, CA 91208

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(818) 249-4984 Website

Estate Planning
Insurance Products
Retirement Planning
Certified Financial Planner (CFP)

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.

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230 North Maryland Avenue
Glendale, CA 91206

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(877) 786-8460 Website

Estate Planning
Retirement Planning
Certified Financial Planner (CFP)

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.

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611 North Brand Boulevard
Glendale, CA 91203

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(323) 615-1427 Website

Reputation:A

More Info

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:

16 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Insurance Products
Retirement Planning
Certified Financial Planner (CFP)
Tax Planning

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.

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70 South Lake Avenue
Pasadena, CA 91101

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(866) 528-3660 Website

Reputation:A+

More Info

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 (Best)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

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.

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3458 Ocean View Boulevard
Glendale, CA 91208

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(818) 547-2464 Website