Income Tax Preparation Accounting/Bookkeeping Financial Planning Employee Retention Credit (ERC)
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First Financial Consulting is a pioneer in fee-only advisory services. Based in the heart of Pasadena, California, we provide comprehensive financial planning and investment consulting services and have an extensive history of helping our clients achieve their financial goals. Our clients face a wide variety of situations. Some trust our guidance to manage significant wealth, while others find themselves at other stages of wealth accumulation. We help our clients build, manage, and preserve their wealth, and are committed to putting our clients' interests first. From our beginnings over 35 years ago, we have been dedicated to the highest standards of trust, integrity, and service. In all the areas of our work with clients, we seek to educate as well as to advise. We have found that the best financial decisions are made when clients have participated in developing their financial plan, understand the reasons behind key recommendations and ultimately have confidence that they are financially prepared for the future. Put simply, our success is not measured by performance statistics but rather by the success of our clients in achieving their financial goals.
Impact Fiduciary specializes in financial planning and sustainable wealth management. Patrick Dinan and Chris Mastro, both Certified Financial Planner™ professionals, work directly with each client to develop a customized plan tailored to their unique goals and circumstances. Common questions and concerns addressed: When can I make work optional? What should I do with my company RSUs or stock options? How should I be investing my money right now? What should I do with my inheritance or windfall? How much should I be saving for retirement or my kid's college? Should I buy or rent a home? How can I save money on my taxes? How much life insurance should I have? How should I approach estate planning?
Whatever your life's goals, our financial professionals can help design a strategy tailored to your specific needs. As a Revolution Financial Professional, I'm focused on you and your needs, goals, and objectives. I strive to help individuals, families, and businesses create a sound strategy for the future focused on reducing debt, saving money, protecting those things that are most valuable to you, and helping entrepreneurs reach their dreams.
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Our organization is focused on teaching financial literacy and helping clients with the proper services needed in building a strong, solid financial plan. Knowing how money works is crucial in the world we live in. Our goal is to help our clients gauge where they stand with their understanding of finances and improve it.
Lake Avenue Financial is a Registered Investment Advisor (RIA) that provides a proactive approach to comprehensive wealth management. Our experienced independent financial advisors connect your current financial situation with your retirement, investment, tax and estate goals. We partner with you for the long term and help you every step of the way in order for you to fulfill your financial goals and retire comfortably. Find out how Lake Avenue Financial helps make your financial dreams a reality through comprehensive and independent advice. Together we can take the guesswork out of your financial future.
At Oliria Financial, we empower individuals, families, and business owners in LA County to achieve their financial goals through insights-driven wealth management.
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