Financial Planners in Monterey Park, CA

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1. Wells Fargo Advisors

Wells Fargo Advisors

2101 S Atlantic Blvd, Monterey Park, CA 91754

YP
14 Years
in Business

2. Allstate Personal Financial Representative: Ngan Chen

Allstate Personal Financial Representative: Ngan Chen

2410 Del Mar Ave Ste 101, Rosemead, CA 91770

OPEN NOW:9:00 am - 6:00 pm

From Business: As a Personal Financial Representative in Rosemead, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each…

3. Strategic Choices Financial

Strategic Choices Financial

1445 Huntington Dr, South Pasadena, CA 91030

OPEN NOW:9:00 am - 5:00 pm

From Business: Strategic Choices is an independent brokerage, representing over 75 different Financial and Insurance firms. We have nearly 100 financial advisors throughout California.

YP
14 Years
in Business

4. Koob, Thomas, AGT

Koob, Thomas, AGT

1000 Mission St, South Pasadena, CA 91030

OPEN NOW:8:30 am - 5:00 pm

From Business: The advisor listed is an Ameriprise financial advisor in South Pasadena. Comments are not verified, may not be accurate and are not necessarily representative of the…

7. Car Title Loans California

Car Title Loans California

9866 Garvey Ave Ste C, El Monte, CA 91733

OPEN NOW:8:00 am - 6:00 pm

10. Edward Jones - Financial Advisor: Tessa Dixon

Edward Jones - Financial Advisor: Tessa Dixon

2341 Huntington Dr, San Marino, CA 91108

OPEN NOW:8:00 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

11. Edward Jones

Edward Jones

2341 Huntington Dr, San Marino, CA 91108

OPEN NOW:8:00 am - 5:00 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

14. Edelman Financial Engines

Edelman Financial Engines

225 S Lake Ave Ste 1185, Pasadena, CA 91101

OPEN NOW:8:30 am - 5:00 pm

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

15. Mercer Advisors - Pasadena

Mercer Advisors - Pasadena

680 E Colorado Blvd # 2076, Pasadena, CA 91101

OPEN NOW:8:00 am - 5:00 pm

From Business: Mercer Advisors is proud to help families in Los Angeles with their comprehensive wealth management needs. With a local team of CFP® professionals, we provide tailored guidance…

YP
40 Years
in Business

16. The Legend Group

The Legend Group

3452 E Foothill Blvd Ste 1140-b, Pasadena, CA 91107

OPEN NOW:9:00 am - 5:00 pm

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

17. Jose S Ching - Private Wealth Advisor, Ameriprise Financial Services

Jose S Ching - Private Wealth Advisor, Ameriprise Financial Services

13200 Crossroads Pkwy N Ste 165, City Of Industry, CA 91746

OPEN NOW:8:30 am - 4:30 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

18. Janice Ebbert - Financial Advisor, Ameriprise Financial Services

Janice Ebbert - Financial Advisor, Ameriprise Financial Services

55 E Huntington Dr Ste 340, Arcadia, CA 91006

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

19. Bradley Scott - Private Wealth Advisor, Ameriprise Financial Services

Bradley Scott - Private Wealth Advisor, Ameriprise Financial Services

225 E Santa Clara St Ste 302, Arcadia, CA 91006

OPEN NOW:8:00 am - 4:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. Dominick M Divine - Financial Advisor, Ameriprise Financial Services

Dominick M Divine - Financial Advisor, Ameriprise Financial Services

527 S Lake Ave Ste 100, Pasadena, CA 91101

From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…

21. Giovanni Alvarez-Mena - Financial Advisor, Ameriprise Financial Services

Giovanni Alvarez-Mena - Financial Advisor, Ameriprise Financial Services

80 S Lake Ave Ste 555, Pasadena, CA 91101

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. David Escalante - Financial Advisor, Ameriprise Financial Services

David Escalante - Financial Advisor, Ameriprise Financial Services

242 S De Lacey Ave, Pasadena, CA 91105

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

23. Antonio Goodwin - Associate Financial Advisor, Ameriprise Financial Services

Antonio Goodwin - Associate Financial Advisor, Ameriprise Financial Services

242 S De Lacey Ave, Pasadena, CA 91105

OPEN NOW:8:00 am - 4:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

24. Kyle Nakano - Financial Advisor, Ameriprise Financial Services

Kyle Nakano - Financial Advisor, Ameriprise Financial Services

242 S De Lacey Ave, Pasadena, CA 91105

OPEN NOW:9:00 am - 4:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. Meisha Griffith - Financial Advisor, Ameriprise Financial Services

Meisha Griffith - Financial Advisor, Ameriprise Financial Services

242 S De Lacey Ave, Pasadena, CA 91105

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

26. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

800 E Colorado Blvd, Pasadena, CA 91101

CLOSED NOW:7:00 am - 3:00 pm

From Business: Welcome to Merrill Lynch in Pasadena, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
111 Years
in Business

27. Charles Schwab

Charles Schwab

680 E Colorado Blvd Ste 100, Pasadena, CA 91101

OPEN NOW:8:00 am - 5:00 pm

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

28. Joe Regan - RBC Wealth Management Financial Advisor

Joe Regan - RBC Wealth Management Financial Advisor

300 N Lake Ave Ste 1010, Pasadena, CA 91101

CLOSED NOW:6:00 am - 3:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

29. Julia Pearl - Financial Advisor, Ameriprise Financial Services

Julia Pearl - Financial Advisor, Ameriprise Financial Services

940 E 2nd St Apt 34, Los Angeles, CA 90012

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. Jeffrey Gundlach

Jeffrey Gundlach

225 S Grand Ave, Los Angeles, CA 90012

From Business: An American investor and businessman. He is the founder of DoubleLine Capital LP, an investment firm. DoubleLine Capital manages more than $140 billion in assets. Currently…

We found 185 results for Financial Planners in or near Monterey Park, CA.They also appear in other related business categories including Financial Planning Consultants, Financial Services, and Investments. 3 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Pasadena, Central LA, and City Center. These businesses offer their services in one-or-more of the following languages: Spanish, Chinese, and Russian.