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Map of San Marino, CAMap of San Marino, CA

Investment Management in San Marino, CA

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1. Karen McClintock, Robertson Stephens

Karen McClintock, Robertson Stephens

251 S Lake Ave Ste 800, Pasadena, CA, 91101

CLOSED NOW

From Business: Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide…

2. TNL Car Title Loans

TNL Car Title Loans

350 S Lake Ave Ste 272, Pasadena, CA, 91101

CLOSED NOW

From Business: The goal of TNL CAR title loans is to help YOU GET the loan YOU need AS efficiently and fast AS possible based on the Equity of your vehicle. Even if YOU have BAD credit or HAD…

3. Robertson Stephens - Pasadena

Robertson Stephens - Pasadena

251 S Lake Ave Ste 800, Pasadena, CA, 91101

OPEN 24 HOURS

From Business: The Robertson Stephens’ Pasadena office aims to transform the wealth management experience for our clients. We are industry veterans with particular expertise working with…

4. Apply 4 LTC

Apply 4 LTC

225 S Lake Ave, Pasadena, CA, 91101

CLOSED NOW

From Business: Full service long term care insurance.

5. Schnieders Capital Management

Schnieders Capital Management

201 S Lake Ave, Pasadena, CA, 91101

CLOSED NOW

From Business: Schnieders Capital Management, LLC develops financial plans based upon the long term goals, risk tolerance and income needs of its clients. Its setting offers a small, personal…

6. Quintus Investment Counsel

Quintus Investment Counsel

201 S Lake Ave Ste 801, Pasadena, CA, 91101

CLOSED NOW

From Business: An Independent firm founded in 2001 with an admirable record of delivering a high level of personal attention and unbiased investment advise. Quintus is committed first and…

18. Finagence

Finagence

406 San Marino Oaks, San Gabriel, CA, 91775

CLOSED NOW

21. Edward Jones - Financial Advisor: Tessa Dixon

Edward Jones - Financial Advisor: Tessa Dixon

2341 Huntington Dr, San Marino, CA, 91108

CLOSED NOW

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
102 Years
in Business

22. Edward Jones

Edward Jones

2341 Huntington Dr, San Marino, CA, 91108

CLOSED NOW

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…

23. Philip Cheng-Wealth Financial Advisor

Philip Cheng-Wealth Financial Advisor

2395 Huntington Dr, San Marino, CA, 91108

CLOSED NOW

From Business: Bank of the West Wealth Management delivers a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth.

24. First Financial Consulting

First Financial Consulting

517 S Lake Ave, Pasadena, CA, 91101

CLOSED NOW

From Business: First Financial Consulting is a Fee-Only financial advisor with personal financial consulting services in retirement planning, estate planning, tax planning and investment…

Amenities:
Wheelchair accessible

25. ALM Advisors, Inc.

ALM Advisors, Inc.

251 S Lake Ave Ste 520, Pasadena, CA, 91101

CLOSED NOW

From Business: Our approach to research is to quite simply put it into action. Research in Action is at the core of our securities selection. We believe that the value of relevant information…

26. Edelman Financial Engines

Edelman Financial Engines

225 S Lake Ave Ste 1185, Pasadena, CA, 91101

CLOSED NOW

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With…

27. Vicky Rangsuebsin - Private Wealth Advisor, Ameriprise Financial Services

Vicky Rangsuebsin - Private Wealth Advisor, Ameriprise Financial Services

99 S Lake Ave Ste 500, Pasadena, CA, 91101

CLOSED NOW

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…

28. Smansa Chu-Bancwest Investment Services Wealth Financial Advisor

Smansa Chu-Bancwest Investment Services Wealth Financial Advisor

2 S Garfield Ave, Alhambra, CA, 91801

CLOSED NOW

From Business: Bank of the West Wealth Management delivers a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth.