6 advisors with offices in Glendale. Credentials, fee structures, and minimums are disclosed on each listing.
Glendale, California
California Financial Partners is located in Glendale, California and offers estate planning and financial planning services. The firm specializes in estate planning matters for its clients.
View detailsGlendale, California
Enjoy Financial, based in Glendale, California, provides financial planning, insurance analysis, investment management, and retirement planning services. The firm specializes in insurance planning and retirement planning. Staff members serve clients in Chinese, English, Spanish, Tagalog, and Vietnamese.
View detailsGlendale, California
Insurance-Based
Jennifer Joseph, Financial Advisor at Eagle Strategies in Glendale, California, provides financial planning and insurance analysis services. The firm specializes in retirement planning and investment management for clients seeking guidance on insurance products and retirement strategy.
View detailsGlendale, California
Marshall Wealth Advisors is an investment advisory firm based in Glendale, California. The firm serves clients in English and operates as a registered investment advisor.
View detailsGlendale, California
Universal Capital Wealth Management, based in Glendale, California, provides financial planning, insurance analysis, and investment management services. The firm specializes in investment management and wealth management for its clients.
View detailsGlendale, California
WestPac Wealth Partners operates from Glendale, California, offering investment management and wealth management services. The firm serves clients in English and holds a 5-star rating based on 13 Google reviews.
View detailsAdvisors serving Glendale specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.