Financial

Charlesworth & Rugg
77 Las Tunas Dr, #204, Arcadia, CA 91007
Financial Advisor

Founded in 1976, we are one of Los Angeles’ earliest pioneers of fee-only, independent investment advice.

Our Services

Investment Management

We build modern, cost effective portfolios rooted in academic theory and practical real-world experience. Our backgrounds range from academia to Wall Street.

Financial Planning

Whether you are looking for specific guidance or a comprehensive financial plan, we partner with you to address your unique goals and circumstances.

Retirement Plan Services

We offer transparent, low cost, institutional-class solutions and services to 401(k) plans of all sizes. We act as an ERISA 3(38) Fiduciary Investment Advisor.

CORPORATE SERVICES

www.crugg.com
626-373-373-6333
Shawn Hsieh
shawn@crugg.com
167 N. Marengo, Pasadena, CA 91101
Financial Services

You have specific financial objectives in mind – planning for retirement, creating a college savings strategy, perhaps opening your own business. We have the comprehensive suite of investment products and services you need to turn your goals into reality. Partnering with your financial advisor, you can build a diversified portfolio from a broad universe of quality investments, including stocks, bonds, mutual funds and ETFs, while our insurance and annuity products can help to protect your financial future. And if you have specific wealth strategies, trust management or business ownership needs, our convenient financial services offer the professional administration options you’re looking for.

www.edwardjones.com
626-304-1039
Jon Lee
jon.lee2@edwardjones.com
Morgan Stanley Wealth Management
55 South Lake Avenue, Suite 700, Pasadena, CA
Wealth Management

MORGAN STANLEY WEALTH MANAGEMENT

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

https://www.facebook.com/RKennallyMS/?ref=bookmarks

https://advisor.morganstanley.com/robert.kennally

https://www.linkedin.com/in/robert-kennally-bb176baa

www.morganstanley.com
626-584-3433
Robert Kennally
Pacific Advisors
8383 Wilshire Blvd., Suite 212, Beverly Hills, CA 90211
Financial Advisor

ABOUT PACIFIC ADVISORS

Our history dates back to 1862, with the first West-coast office of Guardian; today Pacific Advisors serves more than 46,000 clients throughout the country. Our team is comprised of more than 150 advisors and specialists, 2,000+ active brokers, dozens of staff, and an international network of resources and support.

We bring in-depth knowledge and understanding of tax laws, financial services, investments, insurance, and countless strategies needed to build an effective financial foundation for you. Our firm has access to a full range of investment, insurance, retirement, and enterprise products and services, which we combine into coordinated asset strategies tailored specifically to your objectives.

323-556-0213
Jae Roe
jae_roe@pacificadvisors.com
Roberta Bautista Armijo, CFP®, APMA® with Ameriprise Financial
225 E Santa Clara St., Ste 302, Arcadia, CA 91006
Financial Advisor
Our goal is to have our clients gain peace and confidence in the financial part of their life. We do this by managing your investment portfolio and income to achieve your goals and objectives, for no matter what is going on in the market.
626-623-6183
Roberta Armijo
roberta.b.armijo@ampf.com
New York Life & Eagle Strategy LLC
801 North Brand Blvd, Penthouse, Glendale, CA 91203
Financial Advisor

I am a Financial Adviser with Eagle Strategies, LLC (Registered Investment Adviser) a specialized division of New York Life, a fortune 100 company. We have 800 members and over 50 in-house counsels with certification in law and accounting for advanced planning. My associates and I serve and have insight consulting on estate and business plans at all levels of wealth. I have worked with clients in portfolio management, providing unbiased fee based financial planning, and implementing full asset protection plans. In addition, I have background in setting up pensions and qualified plans for maximum tax deductions for business owners.

We help clients to identify & prioritize their financial objectives and assist them to take action:
-Simple to advanced financial planning
-Retirement planning
-Estate planning
-Asset protection
-Tax saving strategies
-Defined Benefit / Pension set up
-Wealth management
-Insurance planning
-Risk management

 

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
801 N. Brand Blvd., Penthouse, Glendale, CA 91203
(818)662-7553

 

www.christinelee.nylagents.com

LinkedIN,  www.linkedin.com/in/chirstinelee

 

*************************************************************************************************************

Helping Individuals & Businesses Protect, Preserve and Accumulate Hard Earned Assets/Capital through Customized Wealth Strategies.

“I AM PASSIONATELY AND PURPOSEFULLY COMMITTED TO INCREASING THE STANDARD OF LIVING AND THE QUALITY OF LIFE FOR EVERYONE I WORK WITH THEIR FAMILIES AND THEIR FRIENDS. JOIN ME IN DOING WHAT YOU LOVE TODAY.”

 

Christine Lee (aka: Chin K. Sung), Ph.D., ChFC, LUTCF

Financial Adviser

Eagle Strategies LLC

 

New York Life Insurance Company

CA0E53707

Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC)

801 N. Brand Blvd, Penthouse, Glendale, CA 91203

(818) 662-7552/7553 (B);  (818) 662-7695 (F)

www.christinelee.nylagents.com

www.guaranteesmatter.com

www.nyladvisors.com for Trusted Advisors

http://bcove.me/tlgb7un8  for high net worth Intellectual Property video

 

If you do not wish to receive email communications from New York Life and/or NYLIFE Securities LLC, please reply to this email, using the words “Opt out” in the subject line.

Please copy email_optout@newyorklife.com

New York Life Insurance Company, 51 Madison Ave., New York, NY 10010

(626) 215-1271
Christine Lee
cksung@ft.nyl.com
MassMutual Greater Los Angeles – Francine Chiu
1045 W Huntington Dr. #200 Arcadia, ÇA 91007.
Financial Planning / Advisors
,
626-523-8032
Francine Chiu
francine.chiu@yahoo.com
Mark Schaefer Associates
200 East Del Mar Blvd. $320, Pasadena, CA 91105
Accounting / Financial / Tax Preperation

If you are looking for a CPA and Business Consulting Firm to help grow your business, manage it better and increase profitability, we hope you will consider us. Running a business and moving it in the direction you want is both challenging and time consuming. The many resources we offer can often make a big difference in assisting you on facing those challenges and allowing you more time to focus on your business. Please take a look through our website to see how the business and tax experience of our team members might be a good fit for what you need. You will find valuable business and tax information in our newsletters, financial tools and links.

In addition to our business services, we work closely with individuals on their personal income, trust and estate tax needs. While some tax areas have become simplified, others have become more complex. Please contact us to review your accounting, consulting and tax situations so we can suggest how best we can help you.

(626)-446-3126
Gil Stromsoe
gstromsoe@msaconsult.com
LMC Insurance & Financial Services
1245 W. Huntington Dr. #208, Arcadia, CA 91007
Insurance / Financial
,

 

“Because Quality Advice Is Your Most Valuable Asset.”

Let’s face it, today’s business owners, professionals, and retirees face tremendous challenges. Tax burdens, cost of living, and life expectrncies are increasing at the same time that many portfolios, savings accounts, pensions and other social safety-nets are decreasing.

Let’s face it together. Our mission is to successfully coach you through these challenges.

LMC Financial Services is a well established and independent financial service firm offering customized tax, investment*, retirement income and estate planning strategies. We have a select, well-educated and experienced team that blends formal credentials with years of practical, hands-on experience. Our unique problem-solving skills can help you successfully meet these challenges and help you go from where you are to where you want to be.

Call us for a complimentary consultation.

Whether you are an existing client, or have just discovered us, we encourage you to utilize all the resources provided on our website and welcome you to visit us often.

 

(626) 449-9865
Larry Costa
lmc@lmcfinancial.com
1180 Durfee Ave. #210, So. El Monte, CA 91733
Accounting, Accounting Services, Financial
(626) 442-4814
John Linn
jalcpa@aol.com
EH Financial Group
305 N. San Marino Avenue, San Gabriel, CA 91775
Financial Services/Estate Planning/Tax Services

Whether your goal is to preserve your wealth, create, or maintain your legacy, we are here to help you. The EH Financial Group is a comprehensive financial planning services firm specializing in various types of investments, wealth management, retirement planning, tax and estate planning. The EH Financial Group is committed to helping our clients improve their long-term financial success. Our customized investment strategies are designed to help grow, manage, and maintain our clients’ wealth by delivering an unprecedented level of personalized service and experience.

 

(626) 943-8833
Emmy Hernandez
emmy@ehfinancial.com
800 S Barranca Ave, # 220, Covina, CA 91723
Financial Services
(626) 320-4623
Cissy Huang
cissyhuang36@gmail.com
Translate »