Glendale, California, a city known for its rich cultural landscape and proximity to Los Angeles, has also become a key location for individuals and families seeking professional investment advice. As the city attracts both established professionals and newer residents, the demand for investment services continues to rise. Investment firms in Glendale offer a variety of services, from portfolio management and retirement planning to wealth preservation and tax-efficient investment strategies. These firms vary in size, structure, and investment philosophy, ranging from independent advisors to larger institutions with local offices. This overview presents a neutral exploration of the investment firms in Glendale, helping potential clients better understand their options without endorsing any particular provider.
1. Universal Capital Wealth Management
Universal Capital Wealth Management is a financial advisory firm based in Glendale, California, specializing in personalized financial planning and portfolio management services. The firm aims to help clients grow and protect their wealth through tailored strategies that align with their unique financial goals. With a focus on long-term financial security, Universal Capital Wealth Management provides comprehensive services designed to navigate the complexities of wealth management. Their team of experienced professionals works closely with clients to develop customized solutions that address individual needs and objectives. The firm is committed to delivering high-quality financial advice and fostering lasting relationships with clients.
Phone: (818) 242-8242
Email: [email protected]
Address: 450 N Brand Blvd, Suite 600, Glendale, CA 91203, United States
Website: universalcapital.com
2. Sclafani Wealth Advisors
Sclafani Wealth Advisors is a comprehensive wealth management firm located in Glendale, California, dedicated to serving individuals, families, charities, and business owners. With a team of experienced financial professionals, they offer a range of services including retirement planning, investment management, estate planning, tax strategies, and insurance solutions. Their approach is centered on personalized strategies tailored to each client’s unique financial goals and circumstances. Sclafani Wealth Advisors is committed to providing transparent, objective advice and fostering long-term relationships built on trust and integrity.
Phone: (818) 249-2085
Email: [email protected]
Address: 3239 N Verdugo Rd, Glendale, CA 91208, United States
Website: sclafaniwealthadvisors.com
3. Arrowhead Wealth Partners
Arrowhead Wealth Partners is a financial advisory firm based in Glendale, Arizona, offering personalized wealth management services to individuals, families, and business owners. Founded in 2021, the firm specializes in comprehensive financial planning, including retirement strategies, investment management, tax optimization, estate planning, and insurance solutions. Their team of CERTIFIED FINANCIAL PLANNER™ professionals emphasizes a client-centric approach, focusing on understanding each client’s unique goals and circumstances to develop tailored financial strategies. Committed to building lasting relationships, Arrowhead Wealth Partners aims to provide clarity and confidence in navigating the complexities of financial planning.
Phone: (623) 440-1771
Email: [email protected]
Address: 7111 W Bell Rd, Suite 106, Glendale, AZ 85308, United States
Website: arrowheadwealthpartners.com
4. WJ Wealth Management
WJ Wealth Management is a registered investment advisory firm located in Glendale, Arizona, offering comprehensive financial planning and investment management services. With a team approach, the firm provides personalized strategies to help clients navigate the complexities of financial planning, including retirement, estate, tax, and insurance planning. The advisors at WJ Wealth Management emphasize a fiduciary standard, ensuring that clients’ interests are always the top priority. They are committed to delivering transparent, objective advice and fostering long-term relationships built on trust and integrity.
Phone: (602) 942-1321
Email: [email protected]
Address: 18275 North 59th Avenue, Suite B-110, Glendale, AZ 85308, United States
Website: wjwealthmanagement.com
5. Pacific Global Investment Management
Pacific Global Investment Management is a registered investment advisory firm located in Glendale, California. The firm specializes in focused value investing, employing a patient and disciplined approach to acquire high-quality, well-positioned companies at attractive prices. Each investment is actively monitored to respond to market opportunities, ensuring that client portfolios are tailored to individual objectives. With a commitment to personalized service, Pacific Global develops investment portfolios that are individually managed, reflecting the unique goals and interests of each client. The firm emphasizes long-term investment strategies and maintains a fiduciary responsibility to act in the best interests of its clients.
Phone: (800) 989-6693
Email: [email protected]
Address: 101 N Brand Blvd, Suite 1950, Glendale, CA 91203
Website: pacificglobal.us
6. Unionbanc Investment Services Glendale
U.S. Bancorp Advisors is a division of U.S. Bank, offering comprehensive wealth management services to individuals, families, and businesses. Located at 800 N Brand Blvd, 16th Floor, Glendale, CA 91203, the firm provides personalized financial strategies, including investment management, retirement planning, estate planning, and insurance solutions. Advisors like Juan Villavicencio work closely with clients to understand their unique financial goals and develop tailored plans to achieve them. As part of U.S. Bank, U.S. Bancorp Advisors ensures that clients receive trusted advice backed by the resources and stability of a leading financial institution.
Phone: (800) 634-1100
Email: [email protected]
Address: 800 N Brand Blvd, 16th Floor, Glendale, CA 91203, United States
Website: usbank.com
7. Stonetown Capital Group
Stonetown Capital Group is a Denver-based real estate investment firm specializing in yield-driven opportunities within the manufactured housing and recreational vehicle sectors. Founded in 2010 by Roy Lapidus, a former Goldman Sachs executive, the firm has raised approximately $750 million in private equity capital and currently manages over $200 million across its active funds, Stonetown 7 and Stonetown Development Ventures. With a portfolio exceeding 100 assets totaling approximately 13,000 lots across 11 states, Stonetown focuses on affordable housing investments, leveraging deep real estate private equity experience both domestically and abroad. The firm operates with a collaborative, office-focused culture that emphasizes a “work hard, play hard” mentality.
Phone: (303) 407-3031
Email: [email protected]
Address: 720 S Colorado Blvd, Suite 1150-N, Denver, CO 80246, United States
Website: stonetowncapital.com
Understanding Glendale’s Investment Firm Landscape
Selecting the right investment firm involves aligning your financial goals with the services and expertise provided by the firm. Glendale’s investment landscape offers diverse options that cater to different investor needs, whether you’re looking to grow wealth, plan for retirement, or safeguard assets. While this guide does not recommend specific firms, it highlights the variety of choices available in the city, providing a solid foundation for making informed decisions. Thorough research and comparing multiple firms can help you select an investment advisor that best aligns with your personal financial objectives. As Glendale continues to grow, its investment industry remains a valuable resource for those seeking to secure their financial futures.
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