Laurels

Best Financial Advisors in Glendale
2022

Advisory Group West

Advisory Group West

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

Website
California Financial Partners, Inc.

California Financial Partners, Inc.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

700 North Brand Boulevard
Glendale, CA 91203

Website

Website

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)

Frank Virgallito

Frank Virgallito

  • 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.

3436 North Verdugo Road
Glendale, CA 91208

Website

Website

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+

Heritage Financial

Heritage Financial

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

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.

230 North Maryland Avenue
Glendale, CA 91206

Website

Website

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+

Impact Fiduciary

Impact Fiduciary

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

611 North Brand Boulevard
Glendale, CA 91203

Website

Website

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)

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+

Lake Avenue Financial

Lake Avenue Financial

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • 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.

70 South Lake Avenue
Pasadena, CA 91101

Website

Website

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:

4.9 / 5 ( Best)

Total Reviews:

39 (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+

The Resource Group

The Resource Group

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

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

Website

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