Pasadena Financial Planners

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Ameriprise Financial

2. Ameriprise FinancialServices

(1)

245 S Los Robles Ave Ste 420Pasadena, CA 91101

(626) 744-9766

Gail is amazing. Not only excellent at financial planning, savings, household finances, retirement savings but she is a great person with a welcomin…

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Wells Fargo Advisors

3. Wells Fargo Advisors

225 S Lake Ave Suite 700Pasadena, CA 91101

(626) 795-5115

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, servi…

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4. Merrill Lynch Wealth Management

800 E Colorado BlvdPasadena, CA 91101

(626) 356-2000

From Business: Welcome to Merrill Lynch in Pasadena, CA. Merrill Lynch is one of the premier providers of wealth management services. Contact our office for help with your financi…

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5. TIAA Financial Services

35 N Lake Ave Suite 800Pasadena, CA 91101

(626) 432-6300

From Business: At TIAA, our mission is clear: to help provide lifelong financial well-being for those we serve. Whether we’re helping clients plan retirement, save for college or …

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6. MHL Financial Inc.Services

133 N San Gabriel Blvd Ste 203Pasadena, CA 91107

(626) 795-4300

From Business: Based in Pasadena, Calif., MHL Financial Inc. is an investment banking and capital creation organization. It is a full-service firm, providing corporate management …

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The Legend Group

7. The Legend Group

3452 E Foothill Blvd Ste. 1140-BPasadena, CA 91107

(626) 795-2078

From Business: For over 40 years, The Legend Group has been helping investors to work toward their financial goals.

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8. Pasadena Capital Management

234 E Colorado Blvd Ste 200Pasadena, CA 91101

(626) 795-2963
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9. Cashion & GoServices

100 Corson St # 200Pasadena, CA 91103

(818) 507-6874
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ECI Financial Corp.

10. ECI Financial Corp.Services

127 N Madison Ave Ste 214Pasadena, CA 91101

(626) 440-5700
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11. Dave Penniall CfpServices

225 S Euclid AvePasadena, CA 91101

(626) 795-3063
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12. Hicok Financial Solutions

200 S. Los Robles Ave, Suite 200Pasadena, CA 91101

(626) 657-0260
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13. Charles Schwab

680 E Colorado Blvd Ste 100Pasadena, CA 91101

(626) 304-3814
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14. Sageview Advisory Group

140 S Lake AvePasadena, CA 91101

(626) 817-9734
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15. Total College Solutions

201 S Lake AvePasadena, CA 91101

(626) 744-0227
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16. Bastian Financial

995 E Green St # 450Pasadena, CA 91106

(626) 585-2330
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Beneficent Financial

17. Beneficent FinancialServices

3858 E Colorado BlvdPasadena, CA 91107

(626) 795-7210
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18. Highpoint Partners LLPServices

(1)

257 S Fair Oaks AvePasadena, CA 91105

(626) 793-2960

Denis at Highpoint Partners has been doing my tax returns and financial advising for years. He really takes the time to understand your goals and s…

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19. U.S. TrustServices

2 N Lake AvePasadena, CA 91101

(626) 844-8594

From Business: Welcome to U.S. Trust in Pasadena, CA home for a variety of your personal financial needs. Contact our friendly team of experts to help manage, preserve and enhance…

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20. Western Asset ManagementServices

385 E Colorado Blvd Ste 250Pasadena, CA 91101

(626) 844-9400

From Business: Western Asset is one of leading managers of fixed income in the world. The company has office locations in the United Kingdom, Japan and the United States. It has b…

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21. MassMutual Greater Los Angeles

70 S Lake Ave Suite 800Pasadena, CA 91101

(626) 639-1900

From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.

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Morgan Stanley

22. Morgan Stanley

55 S Lake Ave Ste 700Pasadena, CA 91101

(626) 449-1240

From Business: We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage …

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Morgan Stanley Wealth Management

23. Morgan Stanley Wealth Management

301 N Lake Ave # 1100Pasadena, CA 91101

(626) 304-2400

From Business: As one of the world's leading financial institutions, Smith Barney provides cash management, financial planning, brokerage, estate planning, block trading and alter…

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300 North Capital

24. 300 North CapitalServices

300 N Lake Ave Ste 1120Pasadena, CA 91101

(626) 449-8500

From Business: 300 North Capital is an institutional investment manager specializing in long-only mid cap, small cap and SMID cap US growth equity strategies, as well as a long/sh…

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25. Schnieders Capitol ManagementServices

201 S Lake Ave Ste 500Pasadena, CA 91101

(626) 584-6168

From Business: Schnieders Capital Management, LLC develops financial plans based upon the long term goals, risk tolerance and income needs of its clients. Its setting offers a sma…

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Del Rio Financial Planning

26. Del Rio Financial PlanningServices

140 S Lake AvePasadena, CA 91101

(626) 744-1236
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27. Edward Jones Investments

171 N Marengo AvePasadena, CA 91101

(626) 744-2740
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28. Globalink Securities IncServices

234 E Colorado BlvdPasadena, CA 91101

(626) 204-1280
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The Golub Group Corp.

29. The Golub Group Corp.Services

215 N Marengo AvePasadena, CA 91101

(626) 356-2400
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Helpful Reviews 
Ameriprise Financial
mulika rated
Great Financial Advisor Gail R Roque

Gail is amazing. Not only excellent at financial planning, savings, household finances, retirement savings but she is a great person with a welcoming and warm presence. She is a delight and we are happy to have her.

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