Financial

440 East Huntington Drive, $300, Arcadia, CA 91006
Financial Services/Insurance
,
(626) 802-7536
Kathy Guo, Senior Advisor
dynastywealth88@gmail.com
World Financial Group  / Diana Sexton, Associate
255 East Santa Clara #310, Arcadia, CA 91006
Financial Services

At World Financial Group (WFG),* your dreams matter to us. We understand the financial challenges that make it harder to achieve your goals, and we’re ready to provide the assistance you need. We believe your financial success, no matter your current situation or economic status, is achievable.

Our mission, to help build and protect wealth for families and individuals from all walks of life, extends to you, so you don’t have to go it alone. Your WFG associate will walk alongside you in your journey to financial success, helping you assess your situation, understand how money works, and find the products and services that can best fit your needs. No matter what your goals, it’s important to start taking control of your money now and let it start working for you. Your better tomorrows can begin today.

*World Financial Group and/or WFG consist of World Financial Group, Inc., World Financial Group Canada Inc. and their affiliated companies.

www.worldfinancialgroup.com
(626) 316-0044
Diane Sexton, Associate
dsexton1944@gmail.com
4115 East Live Oak Ave., #3, Arcadia, CA 91106
Financial
(626) 823-6181 or (626) 202-5655
Becky Jan, Chris Lu
yilinlu86@gmail.com
Mass Mutual Financial Group
1045 W Huntington Dr. #200 Arcadia, ÇA 91007.
Financial Planning / Advisors
626-523-8032
Francine Chiu
fchiu@financialguide.com
Mark Schaefer Associates
PO Box 660848, Arcadia, CA 91066-0848
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.

www.msaconsult.com
(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.

 

www.lmcfinancial.com
(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
J.P. Morgan
860 east Colorado Blvd. Pasadena, CA 91101
Financial Investments
www.jpmorgan.com
(626) 278-7515 (626) 844-7283
Allen Tsay
allen.tsay@jpmorgan.com
6035 N. Bartlett, San Gabriel, CA 91775
Accounting, Financial, Notary Republic

With a Seabee Can Do attitude and spirit I get the job done!  I have over 35 years experience in well recognized trust tax departments and as many years in private practice accomplishments. I am well briefed on what it takes to prepare and complete a project, and am well recognized in the tax profession by IRS & Franchise Tax Board professionals.

Web site: http://www.frankruedel.com

Phone number: (626) 286-9662

Fax: (626) 285-2107

Address (street): 6035 N. Bartlett, San Gabriel, CA 91775

Contact person: Franklin Ruedel

Email: taxprofrank@charter.net

www.frankruedel.com
(626) 286-9662
Franklin Ruedel
taxprofrank@charter.net
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.

 

www.ehfinancial.com
(626) 943-8833
Mitchell Salem
mitchell.salem@natplan.com
13191 Crossroads Parkway N. #260 City of Industry, CA 91746
Financial Services
(626) 320-4623
Cissy Huang
cissyhuang36@gmail.com
Glendale, CA 91208
Financial Services
,
(818) 585-2994
Amy Abrahamian
kehribt1@sbcglobal.net
Translate »