What’s New on South Lake Avenue

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.

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. […]

DH Advisors

Vernon D. Baptiste, CPA

A full service tax preparation firm and offer a wide range of accounting services within a culture of integrity and professionalism.

Phillips & Company

During Phillips & Company’s 72 years of existence, they have provided various services to their Individual, Corporate, Partnership and Fiduciary Clients.  Services include preparation of income tax returns, tax planning, business financial planning, real estate analysis, preparation of financial statements, book keeping services and more.

Michael Di Pietro, CPA

Services encompass nearly every aspect of financial life.  They are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.

Assistance League Pasadena

Assistance League of Pasadena is one of the over 120 chapters of Assistance League – a national, nonprofit, volunteer organization with over 26,000 volunteers.  Founded in 1936, Assistance League of Pasadena is one of the longest standing chapters.  Their vision is to be a volunteer organization that serves the changing needs of the community with […]

Wells Fargo Bank

Wells Fargo is a leading provider of online financial services, offering individual consumers, small and middle market businesses and large corporattions a full range of banking, money movement, investing asset managment and other financial and risk management products and services through the online channel.