Best Financial services in GLENDALE

Legacy Partners is a full service financial planning firm, that provides insurance and financial protection for individuals, families, businesses, business owners and their employees. Legacy Partners...

Legacy Partners is a full service financial planning firm, that provides insurance and financial protection for individuals, families, businesses, business owners and their employees. Legacy Partners Insurance & Financial Services Inc. has grown in financial strength and reputation by providing life and health insurance coverage to thousands of families across the State of California. The secret behind the success has always been company’s partnership with highest rated carriers who have at least 100 year history behind them.

Gail D Reid is a Private Wealth Advisor and President of Castlewatch Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. She has 38 years of professional experience and h...

Gail D Reid is a Private Wealth Advisor and President of Castlewatch Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. She has 38 years of professional experience and holds CFP®, ChFC®, and CLU® designations. Her professional background reflects a long-standing commitment to helping individuals and families plan for their financial futures. Gail D Reid's professional approach emphasizes understanding clients' individual circumstances, priorities, and long-term objectives. She describes her philosophy as maintaining a close watch over clients' financial futures while helping them pursue greater confidence and security. Her qualifications include extensive professional designations and financial industry credentials.

EnJoy Financial is a financial planning firm founded by Shelby J. Rothman, CFP®, CPFA, and AIF®. The firm was created from Rothman’s more than two decades of experience in the financial industry and h...

EnJoy Financial is a financial planning firm founded by Shelby J. Rothman, CFP®, CPFA, and AIF®. The firm was created from Rothman’s more than two decades of experience in the financial industry and her belief that financial planning should help people experience greater confidence and enjoyment in their lives. The company has a team of experienced professionals, including Adam Fallert, Binnie Phung, Julie Acosta, Irene Castellano, and Chase Paulson. Together, the team brings experience across financial advising, client relationships, operations, and marketing, while emphasizing a personalized and relationship-driven approach.