What’s New on South Lake Avenue
First Financial Consulting
First Financial Consulting is a financial planning firm that has been serving the Pasadena community for over 35 years. They provide their clients with 100% objective advice, working on a fee-only basis to remain free from any potential conflict of interest. They never sell any product and never take commissions. Simply put, their success is […]
Wells Fargo Advisors
Wells Fargo’s team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. They have access to a broad array of company resources — including research analysts and economic and market experts who help us make informed investment recommendations based on […]
Floe Financial Partners
Floe Financial Partners was founded with the goal of assisting their clients in every aspect of their financial lives. They have provided the most personal service available, aiming to earn a reputation for excellence in their industry. For each of their clients they strive to help create financial stability and security to provide financial independence. […]
Merrill Lynch
Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Working with their clients as strategic partners, they create and execute winning solutions, which address their clients’ most pressing strategic, financial and investment needs—anywhere in the world.
Murphy Investment Advisors, Inc.
In 1995, Murphy Investment Advisors was founded by E. David Murphy as a firm that specializes in managing portfolios for individuals and organizations interested in conservative growth as the primary objective. David Murphy Jr. joined the firm as President in March 2016. Prior to joining Murphy Investment Advisors, David Murphy Jr. was Senior Vice President […]
