Pasadena, CA Investment Service

( 1 Reviews )
Junko Nagai - Wealth Financial Advisor Logo

Junko Nagai - Wealth Financial Advisor

Investment Service, Financial Consultant, Financial Planner

587 E Colorado Blvd Pasadena, CA 91101
( 2 Reviews )
The Sterling Group Logo

The Sterling Group

Investment Service

225 South Lake Avenue Suite 600 Pasadena, CA 91101
Tina D'Marco

My consultation was almost 2 hrs long, I was not charged, mr. Hunt Salembier was informative & sensitive to my needs. I highly recommend The Sterling Group.

( 35 Reviews )
Lake Avenue Financial Logo

Lake Avenue Financial

Investment Service

70 South Lake Avenue Suite 820 Pasadena, CA 91101
Patricia Kirkish

Alex and Rosa have taken care of me for several years now and have patiently walked me through all the financial pros and cons to navigating and updating all the electron ... more

( 0 Reviews )
Robertson Stephens - Pasadena Logo

Robertson Stephens - Pasadena

Investment Service

251 S. Lake Avenue, Suite 800 Pasadena, California 91101
( 1 Reviews )
Jesse A Thurber - Wealth Financial Advisor Logo

Jesse A Thurber - Wealth Financial Advisor

Investment Service, Financial Consultant, Financial Planner

599 E Colorado Blvd Pasadena, CA 91101
( 17 Reviews )
BitTrust IRA Logo

BitTrust IRA

Investment Service

177 E Colorado Blvd #200 Pasadena, CA 91105
Scott Nachatilo

I went to check in on my crypto investment I had custodied with this company and find out the website is down and the phones are all turned off. I was foolish to believe ... more

( 2 Reviews )
Arrowhead Wealth Advisors Logo

Arrowhead Wealth Advisors

Investment Service

70 South Lake Avenue Suite 700, Suite 700 Pasadena, CA 91101
Lee

This guy is an absolute fraud. Called him about his "advisory services" and he asked how I got his number. His number is ON HIS WEBSITE. Then he went on to ask me about p ... more

( 35 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

655 N FAIR OAKS AVE PASADENA, California 91103
Shelly Carrillo

I forgot tailer girl name... however she was so helpful friendly and more than anything patience. Sure is a small place with 4 windows inside a market. BUT I had Never re ... more

( 54 Reviews )
My Digital Money Logo

My Digital Money

Investment Service

1 S Fair Oaks Ave Suite 200-B Pasadena, CA 91105
Scorch

I have been working with Angie. She is great to work with. Was able to answer my questions and was prompt at returning my calls. Thank you for the level of service you pr ... more

( 3 Reviews )
Moy Wealth Advisors Logo

Moy Wealth Advisors

Investment Service

70 South Lake Avenue Pasadena, CA 91101
Benjamin Lee

Selling L Bond to retiree is not an ethical thing to do.

( 13 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

3701 E FOOTHILL BLVD PASADENA, California 91107
Andy An

great banking experience!

( 16 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

350 W COLORADO BLVD PASADENA, California 91105
Steve Dykstra

They only hire a single teller here so expect a ridiculous wait.

( 14 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

1739 E COLORADO BLVD PASADENA, California 91106
Corey Chi

This place is closed but we were able to go to the one on Lake and they helped us out.

( 29 Reviews )
Fidelity Investments Logo

Fidelity Investments

Investment Service

123 South Lake Avenue Pasadena, California 91101
Mojdeh

poor service

( 0 Reviews )
Humberto R Jimenez - Financial Advisor, Ameriprise Financial Services, LLC Logo

Humberto R Jimenez - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Financial Consultant, Investment Service

527 S Lake Ave Suite 100 Pasadena, California 91101
( 0 Reviews )
Greater Pacific Solutions - Shannon Pinder Logo

Greater Pacific Solutions - Shannon Pinder

Investment Service

150 South Los Robles Avenue Suite 750 Pasadena, CA 91101
( 0 Reviews )
LPL Financial Tracy Chan Logo

LPL Financial Tracy Chan

Investment Service

215 North Marengo Avenue Floor 3 Pasadena, CA 91101
( 0 Reviews )
Sea To Summit Wealth Management Logo

Sea To Summit Wealth Management

Investment Service

301 E Colorado Blvd Suite 400, Suite 400 Pasadena, CA 91101
( 0 Reviews )
Bedrock Wealth Managers Logo

Bedrock Wealth Managers

Investment Service

70 South Lake Avenue 7th floor Pasadena, CA 91101
( 0 Reviews )
Natasha A. Miller - Wealth Financial Advisor Logo

Natasha A. Miller - Wealth Financial Advisor

Investment Service

599 E Colorado Blvd Pasadena, California 91101
( 1 Reviews )
Osher Van de Voorde Investment Management Logo

Osher Van de Voorde Investment Management

Investment Service

125 N Raymond Ave UNIT 309 Pasadena, CA 91103
Carlos Robledo

Me parece un exelente lugar

( 3 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

225 S. Lake Avenue, Suite 700 Pasadena, California 91101
Kat P.

It seems like the previous reviewers from 5-8 years ago are not describing the office I've worked with on Lake in Pasadena.My first advisor was Curtis, who was except ... more

( 0 Reviews )
Arbor Financial Services Logo

Arbor Financial Services

Investment Service

500 East Cordova Street Pasadena, CA 91101
( 0 Reviews )
Angie Feng - Private Client Advisor Logo

Angie Feng - Private Client Advisor

Investment Service, Financial Consultant, Financial Planner

587 E Colorado Blvd Pasadena, CA 91101
( 2338 Reviews )
Wells Fargo Private Bank Logo

Wells Fargo Private Bank

Investment Service

350 West Colorado Blvd. Pasadena, California 91105
freg

Nice place to spend an hour or two. I enjoyed looking at the artworks and admiring the design of the building itself. There are also quite a few opportunities for free ad ... more

( 0 Reviews )
Tony Lam - Wealth Financial Advisor Logo

Tony Lam - Wealth Financial Advisor

Investment Service, Financial Consultant, Financial Planner

587 E Colorado Blvd Pasadena, CA 91101
( 0 Reviews )
Humberto R Jimenez - Financial Advisor, Ameriprise Financial Services, LLC Logo

Humberto R Jimenez - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Financial Consultant, Investment Service

527 S Lake Ave Suite 100 North Hollywood, California 91101
( 0 Reviews )
Tiffney Chang - Private Client Advisor Logo

Tiffney Chang - Private Client Advisor

Investment Service, Financial Consultant, Financial Planner

587 E Colorado Blvd Pasadena, CA 91101
( 14 Reviews )
Derive Wealth Logo

Derive Wealth

Financial Planner, Financial Consultant, Investment Service

35 N Lake Ave # 710 Pasadena, CA 91101
Quinton Allen

My wife and I worked with Ryan for just over 2 years. Although I would say that I'm intrinsically motivated when it comes to personal finance (i.e., regularly update our ... more

( 0 Reviews )
Karen McClintock, Robertson Stephens Logo

Karen McClintock, Robertson Stephens

Investment Service

251 S. Lake Avenue, Suite 800 Pasadena, California 91101
( 1 Reviews )
Quintus Investment Counsel Logo

Quintus Investment Counsel

Investment Service, Financial Consultant, Financial Institution

201 S Lake Ave #801 Pasadena, CA 91101
( 0 Reviews )
Christine Fuentes - Ameriprise Financial Services, Inc. Logo

Christine Fuentes - Ameriprise Financial Services, Inc.

Financial Planner, Investment Service

180 S Lake Ave # 540, Ste 540 Pasadena, CA 91101
( 0 Reviews )
Edward Jones - Financial Advisor: Jon Lee Logo

Edward Jones - Financial Advisor: Jon Lee

Investment Service

171 North Marengo Avenue Pasadena, CA 91101
( 0 Reviews )
Molly Sakahara - Morgan Stanley Logo

Molly Sakahara - Morgan Stanley

Financial Consultant, Investment Service

55 S Lake Ave Ste 700, Ste 700 Pasadena, CA 91101
( 0 Reviews )
Tracy A. Chan - Morgan Stanley Logo

Tracy A. Chan - Morgan Stanley

Financial Consultant, Investment Service

55 S Lake Ave Ste 700, Ste 700 Pasadena, CA 91101
( 0 Reviews )
Bruno Mendes - Morgan Stanley Logo

Bruno Mendes - Morgan Stanley

Financial Consultant, Investment Service

55 S Lake Ave Ste 700, Ste 700 Pasadena, CA 91101
( 0 Reviews )
McKee Group - Morgan Stanley Logo

McKee Group - Morgan Stanley

Financial Consultant, Investment Service

55 South Lake Ave, Ste 700 Pasadena, California 91101
( 1 Reviews )
Strong Wealth Management, LLC Logo

Strong Wealth Management, LLC

Financial Planner, Investment Service

199 S Los Robles Ave #535 Pasadena, CA 91101
Jason Stone

George and his team are very professional. I have had numerous conversations with George and he is very knowledgable. He explains complex concepts in a clear and understa ... more

( 0 Reviews )
Kevin Kang - Morgan Stanley Logo

Kevin Kang - Morgan Stanley

Financial Consultant, Investment Service

55 S Lake Ave Ste 700, Ste 700 Pasadena, CA 91101
( 0 Reviews )
Guido H. Jimenez, Jr. - Morgan Stanley Logo

Guido H. Jimenez, Jr. - Morgan Stanley

Investment Service

55 South Lake Ave, Ste 700 Pasadena, California 91101
( 2 Reviews )
Arroyo Investment Group Logo

Arroyo Investment Group

Investment Service

15 S Raymond Ave # 200 Pasadena, CA 91105
Al Capital Funding Services

Thank you, good work.

( 12 Reviews )
TD Ameritrade Logo

TD Ameritrade

Investment Service, Financial Consultant, Financial Planner

2 N Lake Ave # 100 Pasadena, CA 91101
Sandy Stewart

I have had excellent customer service experiences each and every time . I would like to say that Anthony is a " Rock star " !!!

( 0 Reviews )
Kathleen A. Burns, CFP, CRPC - UBS Financial Services Inc. Logo

Kathleen A. Burns, CFP, CRPC - UBS Financial Services Inc.

Investment Service

251 South Lake Avenue, 10th Floor Pasadena, CA 91101
( 4 Reviews )
WealthArch Investment Services Logo

WealthArch Investment Services

Investment Service, Investment Service

1122 E Green St Suite 206 Pasadena, CA 91106
Timothey Yanalunas

I've been working with Earl for a year now and it's been a honor. Earl truly has a passion for investment and it comes out in every communication from him. He's diligent ... more

( 5 Reviews )
Bridge Advisory Logo

Bridge Advisory

Investment Service

123 S Marengo Ave #200 Pasadena, CA 91101
Ryan Antoni P.

I've been looking for an advisor that really listened to my needs and goals. I was mainly looking for an advisor who really had a productive portfolio. In working wit ... more

( 5 Reviews )
Favor Wealth Logo

Favor Wealth

Investment Service, Insurance Broker, Investment Service

155 S El Molino Ave # 104 Pasadena, CA 91101
James Kenney

I have worked with this firm for over 5 years and they have always been extremely professional and responsive. They have the experience and white glove service I believe ... more

( 1 Reviews )
Leah Burnett - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Leah Burnett - Private Wealth Advisor, Ameriprise Financial Services, LLC

Investment Service, Financial Consultant, Investment Service

180 S Lake Ave # 540 Pasadena, CA 91101
Cristina Fuentes

Leah Burnett listened to my needs and concerns. She is very knowledgeable and guided me through the retirement process through a comprehensive analysis of my goals. She ... more

( 0 Reviews )
Henry Chang - Morgan Stanley Logo

Henry Chang - Morgan Stanley

Financial Consultant, Investment Service

55 S Lake Ave Ste 700, Ste 700 Pasadena, CA 91101
( 0 Reviews )
Peter J Frederich - Ameriprise Financial Services, LLC Logo

Peter J Frederich - Ameriprise Financial Services, LLC

Financial Planner, Financial Consultant, Investment Service

462 S Marengo Ave Pasadena, CA 91101
( 0 Reviews )
Deny Delgadillo - Financial Advisor Logo

Deny Delgadillo - Financial Advisor

Investment Service, Financial Consultant, Financial Planner

587 E Colorado Blvd Pasadena, CA 91101
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