Business in Financial planner:

First Financial Consulting
Gail R Roque - Private Wealth
Lin Thomas J
Helen Lee - Financial Advisor,

ADD MY BUSINESS

Verify

Not verified
This business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

Request your free profile now

Financial planner

1. First Financial Consulting - Pasadena

· 7 reviews

517 S Lake Ave, Pasadena, CA 91101

Address Website WhatsApp

1. 100% objective retirement planning and investment management, tailored to your unique needs and goals.
2. As a fee-only financial advisor, we provide unbiased advice, with no product sales or commissions.
3. Our comprehensive financial plans are based on understanding your total situation, helping you accomplish your goals.
4. Specializing in retirement planning, we offer exceptional personal service and maintain the highest professional standards.
5. We take the time to learn about you, providing customized financial solutions that fit your specific retirement planning needs.
6. Our fee-only planning ensures objective advice, with no hidden product sales or commissions.
7. We offer a holistic financial planning approach, including tax planning, wealth preservation, and legacy planning.
8. Our objective investment management is built on predictability, accountability, and always putting your interests first.
9. With our retirement planners, you'll have a dedicated team working tirelessly to help you successfully retire.
10. Our tax planning strategies can significantly decrease the taxes you pay, optimizing your financial plan.

Verified

Financial planner

2. Gail R Roque - Private Wealth Advisor, Ameriprise Financial Services, LLC - Pasadena

Verified

· 1 reviews

80 S Lake Ave Ste 555, Pasadena, CA 91101

Address Website WhatsApp

1. AAMS™ certification at Ameriprise.com - personalized financial advice, tailored to your unique goals through real-world investment strategies.
2. ADPA™ designation - comprehensive wealth management, addressing federal taxation, retirement planning, and end-of-life needs for domestic partners.
3. AEP® designation - specialized estate planning for attorneys, CPAs, trust officers, and financial advisors, ensuring a thorough and customized approach.
4. Accredited Investment Fiduciary® (AIF®) - demonstrating expertise in fiduciary practices, offering clients comprehensive and responsible investment management.
5. Behavioral Financial Advisor certification - enhancing decision-making and self-management skills, ensuring a tailored and empathetic approach to financial planning.
6. Chartered Advisor in Philanthropy® (CAP®) - empowering clients to articulate and advance their highest aspirations for self, family, and society through expert financial guidance.
7. CAS® designation - expertise and commitment to fixed-rate and variable annuities, offering clients specialized and dedicated annuity solutions.

Verify

Not verified
This business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

Request your free profile now

Financial planner

3. Lin Thomas J - Pasadena

· 9 reviews

217 S Marengo Ave, Pasadena, CA 91101

Address WhatsApp

Verify

Not verified
This business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

Request your free profile now

Financial planner

4. Helen Lee - Financial Advisor, Ameriprise Financial Services, LLC - Glendale

· 1 reviews

700 N Brand Blvd #460, Glendale, CA 91203

Address Website WhatsApp

1. AAMS™ certification at Ameriprise.com - personalized financial advice, tailored to your unique goals through real-world investment strategies.
2. ADPA™ designation - comprehensive wealth management, addressing federal taxation, retirement planning, and end-of-life needs for domestic partners.
3. AEP® designation - specialized estate planning for attorneys, CPAs, trust officers, and financial advisors, ensuring a thorough and customized approach.
4. Accredited Investment Fiduciary® (AIF®) - demonstrating expertise in fiduciary practices, offering clients comprehensive and responsible investment management.
5. Behavioral Financial Advisor certification - enhancing decision-making and self-management skills, ensuring a tailored and effective financial planning experience.
6. Chartered Advisor in Philanthropy® (CAP®) - empowering clients to articulate and advance their highest aspirations for self, family, and society.
7. CAS® designation - expertise and commitment to fixed-rate and variable annuities, offering clients specialized and dedicated annuity solutions.