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Financial Advisors in Glendale, California (Los Angeles County)

Attainable Wealth
17 miles from Glendale, CA
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Inga Chira, CFP, PhD
Attainable Wealth is a fee-only, virtual, comprehensive financial planning and investment management firm with no asset minimums. I am an applied academic. I work with many people in their 30s and 40s whose life revolves around... See More

Duff Financial Advisory Services
18 miles from Glendale, CA

William Duff, BA, CFP, MBA
Duff Financial Advisory Services provides financial planning and investment management services. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, educators, and... See More

Ameriprise Financial Services, Inc.
18 miles from Glendale, CA

Comprehensive Financial planning.

Highlights: Fee Only, Investment Policy Statements, Estate Planning, Special Needs Planning, Trustee Services, IRA, Corporate Bonds, Investment Consulting, Job Transition Coaching, Charitable Planning, Socially Responsible Investments, Retirement Planning, Business Planning, Investment Services, Disability Income & Long Term Care Insurance, Wealth Management, Annuities & Life Insurance, Passive Investment Strategies, Debt Management, Professional Wealth Management
Taylor Wealth Management
23 miles from Glendale, CA
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Douglas Taylor, CFP, CPA/PFS
YOUR FINANCIAL GUIDE THROUGH YOUR LIFE'S JOURNEY
At Taylor Wealth Management, we believe planning for your financial future is not an event: it's a process. Our process is an ongoing dialogue that helps you identify your... See More

Abbas A. Heydari, CFP®
23 miles from Glendale, CA

My Mission:
To provide individuals and families with a trusted and enduring advisory relationship that empowers them to achieve financial independence and enjoy a more fulfilling life.

Highlights: Fiduciary, Retirement Planning, Comprehensive Financial Planning, Independent Investment Advisor, Retirement Distribution Plan, Investment Services, NAPFA Member, Certified Financial Planner, Fee Only
Dorsey Wealth Management
23 miles from Glendale, CA
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Angela Dorsey, CFP, Principal of Dorsey Wealth Management, is a fee only financial planner in Torrance, California specializing in comprehensive financial planning including retirement planning, tax planning, estate planning, budgeting, insurance and... See More

Highlights: Income Tax Planning, Retirement Planning, Retirement Planning Advice And Services, Investment Advice, Mutual Funds, Rollovers, Middle Income, Retirement Scenario Planning, Retirement Planning & Investing, Financial Planning Advice And Services, Investment Planning, Focus On Financial Planning For Women, Investment Consulting, Certified Financial Planner, Member Of NAPFA, Retirement Distribution Plan, Registered Investment Advisor, Fee-Only, MBA, NAPFA Member
Hartman Financial Planning
24 miles from Glendale, CA
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Hartman Financial Planning is an independent Fee-Only firm, we work solely for our clients. All prices are disclosed up front. Only 1% of the nation’s financial planning firms operate in this manner. We can provide an overall financial plan revi... See More

Highlights: As-Needed Planning, Mutual Funds, Certified Financial Planner, Investment Policy Statements, Socially Responsible Investments, Debt Management, Stocks, 401K Consulting, Fiduciary, Passive Investment Strategies, Synergistic Portfolio Planning, Investment Consulting, A La Carte Services, Investment Services, Fee Only, Asset Protection, Comprehensive Financial Planning, Retirement Planning, Income Tax Planning, No Minimums
New Wave Financial Services
24 miles from Glendale, CA

Greg Meyer, CPA
Greg Meyer founded New Wave Financial Services to help technology entrepreneurs and professionals make sense of their complicated finances. His goal was to bring a holistic approach to the industry that would allow him to alleviate th... See More

Thomas J Hartfield
28 miles from Glendale, CA
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Independent investment advice since 1994. HFIS, Inc is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. Helping Families Preserve Their Wealth.

Highlights: Family Financial Planning, Divorce Planning, Wealth Management, Rollovers, Investment Consulting, Retirement Planning, Annuities & Life Insurance, Estate Planning, Investment Services, Rollover, College Planning, Retirement Distribution Plan, Socially Responsible Investments, Disability Income & Long Term Care Insurance, IRA, Stocks, Mutual Funds, Independent Investment Advisor, Pension Plan Design & Management, Corporate Bonds
Martin James Flores
28 miles from Glendale, CA

Offering trusted guidance and objective advice, MJF Financial is committed to helping individuals, families and businesses navigate the complex investment, retirement and estate planning landscape.
Securities and Advisory services offered through LP... See More

Highlights: Wealth Management, Investment Services
Fernandez Financial Advisory,LLC
28 miles from Glendale, CA

Delia Fernandez, CFP, MBA

Lamia Financial Group, Inc
31 miles from Glendale, CA
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Jeffrey Borenstein
Lamia Financial Group, Inc. is an independent, fee-only wealth management firm with expertise in investment management, tax planning, and charitable planning. We are located in Thousand Oaks, California, serving the greater Los An... See More

Fischer Investment Strategies
31 miles from Glendale, CA
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Ted Fischer, CFP, QPFC

Goyette Financial Planning
31 miles from Glendale, CA

Stephan Goyette, CFP

Marco Scalco
31 miles from Glendale, CA
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Our purpose at Scalco Financial is to help provide our clients with clarity and peace of mind concerning their tax and financial affairs. We offer independent advice and services in the inter-related fields of income tax and wealth management. As our... See More

Highlights: Annuities & Life Insurance, Stocks, IRA, Special Needs Planning, Financial Planning, CFP ®, Investment Services, Income Tax Planning, Fiduciary, Retirement Income Planning, Retirement Planning, Financial Planning Advice And Services, Young Investors, Certified Financial Planner, Advisory And Investment Management, Women's Issues, Comprehensive Financial Planning, Disability Income & Long Term Care Insurance, Sustainability, Wealth Management

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