Find the Best 15 Finance services in Pasadena, CA

Michael Perelman Excellent customer service from the branch manager and employees.  Its definitely not a big bank atmosphere and they dont have a large staff - usually only one teller at a time.  There can be a decent line because of this, but the service is just so good I don’t mind.  Metered parking is on the street or behind in the large parking lot in the back.  There is also ONE space directly behind the back door.

Ching Chiao Our law firm has been using Arroyo Financial & Insurance Solutions for nearly a decade and theyre absolutely amazing! Our point of contact is Jeremy Baker. He is extremely knowledgeable and stays very in tuned with all the current trends, laws, and regulatory issues in the industry. As laid-back and funny as Jeremy is, he is a constant professional. He is very punctual and our employees appreciate his technical knowledge as well as his wit. We will continue to use Arroyo Finance for all our financial and insurance needs. They are the best!

Jenny Howard Thomas Lins financial services has been outstanding for over 20+ years that Ive used his services. I have reached my financial goal 10 years before retirement. I would highly, highly recommend him!

Scott Moe We have been working with Mission Street Wealth for several years now. Gary has been receptive, empathetic, and a responsive to all our questions and concerns. We debated a long time if working with a financial advisor was a worthwhile investment for us. Im so happy we decided to move forward. I would highly recommend Mission Street Wealth for financial advisement, wealth planning, and considering your future estate decisions. Garys decades of experience and genuine caring manner has been key to our confidence in planning our familys future.

S. Smith I am so happy I was referred to this business. I came to them with no CLUE and now I feel confident that I have a true partner in my financial future and wellbeing. Thank you Ryan and Erin for all you!!!

Dorothy Jackson I will begin with the responsiveness of this company. Every call that I have ever made to them has had a positive result, either in terms of investment choices or as it has related to lifetime business choices. They are a first-rate company, and they get to know their clients well enough to give solid economic advice at crucial times. I have trusted their advice as Ive made my investment choices for over fifteen years and have never known a better run business. Finally, they are personable and highly professional.

Fran Farrelly As a retired individual I have been more than happy with RPOA for my investments and financial advisor. Their investment strategy they call "invest and protect" is ideal for a retiree who wants a safety net in case of bear market reversals. My advisor is always on call with questions or if issues come up. Great company.

jazmine jimenez Nothing but great things to say about Lake View Financial . Alex and Rosa have been extremely supportive and helpful with tips on how I can better manage my money. They’re always accesible to me and easy to reach, whether it’s through email, phone call or video call . I appreciate how honest Alex is, he is always looking out for my best interest. Gives me a big peace of mind to run things by him whether that’s looking to buy a new car, renting a new apartment, or simply planning what life throws at you. Very pleased with their services !

Julie Bergmann I highly recommend Beacon Point Advisors for financial planning and management. Debra Curry is the definition of a professional, compassionate and educated advisor. Her constant follow up is incredibly helpful in navigating current financial changes not only in markets but in my own personal situation. She is very supportive and provides excellent service and advice at all times with great responsiveness. I have also worked closely with Tamara who is incredible at follow up and follow through as well. Working with Debra, Tamara and all of the caring and knowledgeable staff at Beacon Point Advisors has provided me with peace of mind money cant buy. They have also assisted my family during some challenging times and were always right there providing caring and knowledgeable support. Thank you Debra and all of the staff!

Jim Grasse Great bank for all needs Thank You Jim G

Ignacio Haro Excellent, wonderful service! Robert Thomas and the staff are highly professional, competent, and empathetic to the needs of their clients. I highly recommend this company to anybody who wishes to make sound, diversified portfolio investments!

Kate Poppins Every person was very polite and helpful in the office.

Rocky Love Dave is amazing he’s literally a tax whiz. Dave makes complicated Tax situation’s so simple to understand, and the team is a 10 out of 10. I highly recommend!!!!!! Thanks Dave for always being professional and providing excellent service.

Vivian Pine-White Rich McWhorter is superb. I wouldnt go anywhere else.

jacque gutierrez Tori and Alex are the absolute best! They will walk you through everything having to do with your financial well-being, and take their time to really provide you reassurance and knowledge, especially for someone like me who sometimes gets lost in the lingo of the finance world! They are the definition of professional, they’re so caring and have the greatest most solid team! I 100% recommend choosing Tori and Alex as your financial planners!