Mutual Funds in South El Monte, CA

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1. Jose S Ching - Private Wealth Advisor, Ameriprise Financial Services

Jose S Ching - Private Wealth Advisor, Ameriprise Financial Services

13200 Crossroads Pkwy N Ste 165, City Of Industry, CA 91746

CLOSED NOW:8:30 am - 4:30 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

3. HSBC

HSBC

9601 Las Tunas Dr, Temple City, CA 91780

OPEN NOW:9:00 am - 5:00 pm

4. Allstate Personal Financial Representative: Ngan Chen

Allstate Personal Financial Representative: Ngan Chen

2410 Del Mar Ave Ste 101, Rosemead, CA 91770

OPEN NOW:9:00 am - 6:00 pm

From Business: As a Personal Financial Representative in Rosemead, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each…

5. Prudential Financial

Prudential Financial

2501 S 3rd Ave, Arcadia, CA 91006

OPEN NOW:9:00 am - 8:00 am

6. Bank of East Asia Limited

Bank of East Asia Limited

388 E Valley Blvd Ste 118, Alhambra, CA 91801

OPEN NOW:9:00 am - 5:00 pm
YP
23 Years
in Business

8. Sugar Noise

Sugar Noise

19 N Altadena Dr, Pasadena, CA 91107

9. Edward Jones - Financial Advisor: Emma J Aragon

Edward Jones - Financial Advisor: Emma J Aragon

7200 Greenleaf Ave Ste 140, Whittier, CA 90602

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

10. Edward Jones - Financial Advisor: Cirenia Amador

Edward Jones - Financial Advisor: Cirenia Amador

1059 Aldgate Ave, La Puente, CA 91744

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

11. Edward Jones - Financial Advisor: Tessa Dixon

Edward Jones - Financial Advisor: Tessa Dixon

2341 Huntington Dr, San Marino, CA 91108

OPEN NOW:8:00 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

12. Edward Jones - Financial Advisor: Ryan C Keene

Edward Jones - Financial Advisor: Ryan C Keene

8207 3rd St Ste 105, Downey, CA 90241

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

13. MassMutual Greater Los Angeles

MassMutual Greater Los Angeles

1045 W Huntington Dr Ste 200, Arcadia, CA 91007

OPEN NOW:9:00 am - 5:00 pm

From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The…

14. Janice Ebbert - Financial Advisor, Ameriprise Financial Services

Janice Ebbert - Financial Advisor, Ameriprise Financial Services

55 E Huntington Dr Ste 340, Arcadia, CA 91006

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

15. Bradley Scott - Private Wealth Advisor, Ameriprise Financial Services

Bradley Scott - Private Wealth Advisor, Ameriprise Financial Services

225 E Santa Clara St Ste 302, Arcadia, CA 91006

CLOSED NOW:8:00 am - 4:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

16. The Legend Group

The Legend Group

3452 E Foothill Blvd Ste 1140-b, Pasadena, CA 91107

OPEN NOW:9:00 am - 5:00 pm

From Business: For over 40 years, The Legend Group has been helping investors to work toward their financial goals.

17. Oscar Beltran: Primerica Financial Services

Oscar Beltran: Primerica Financial Services

11506 Telegraph Rd Ste 200, Santa Fe Springs, CA 90670

OPEN NOW:7:00 am - 9:00 pm

From Business: Primerica is a Main Street company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially…

YP
6 Years
in Business

18. Edelman Financial Engines

Edelman Financial Engines

225 S Lake Ave Ste 1185, Pasadena, CA 91101

OPEN NOW:8:30 am - 5:00 pm

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

19. Fidelity Investments

Fidelity Investments

123 S Lake Ave, Pasadena, CA 91101

OPEN NOW:8:30 am - 5:00 pm

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

YP
19 Years
in Business

20. Vicky Rangsuebsin - Private Wealth Advisor, Ameriprise Financial Services

Vicky Rangsuebsin - Private Wealth Advisor, Ameriprise Financial Services

99 S Lake Ave Ste 500, Pasadena, CA 91101

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

21. Gail R Roque - Private Wealth Advisor, Ameriprise Financial Services

Gail R Roque - Private Wealth Advisor, Ameriprise Financial Services

80 S Lake Ave Ste 555, Pasadena, CA 91101

OPEN NOW:9:00 am - 5:30 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

55 S Lake Ave, Pasadena, CA 91101

CLOSED NOW:7:00 am - 4:00 pm

From Business: As one of the world's leading financial institutions, Smith Barney provides cash management, financial planning, brokerage, estate planning, block trading and alternative…

23. John Frederich - Private Wealth Advisor, Ameriprise Financial Services

John Frederich - Private Wealth Advisor, Ameriprise Financial Services

462 S Marengo Ave, Pasadena, CA 91101

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

24. TIAA Financial Services

TIAA Financial Services

35 N Lake Ave Ste 800, Pasadena, CA 91101

From Business: Our wealth management advisors in TIAA’s Pasadena, CA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement,…

25. Allstate Personal Financial Representative: Mynor Lima

Allstate Personal Financial Representative: Mynor Lima

7427 Florence Ave, Downey, CA 90240

OPEN NOW:9:00 am - 6:00 pm

From Business: As a Personal Financial Representative in Downey, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each person’s…

26. Prudential Advisors - William Silesky

Prudential Advisors - William Silesky

17700 Castleton St Ste 228, Rowland Heights, CA 91748

OPEN NOW:8:30 am - 6:00 pm

From Business: Retirement Planning Strategies Retirement is important but do you have a solid plan in place? One that will provide you with the income you need to live the lifestyle you…

YP
149 Years
in Business

27. David Escalante - Financial Advisor, Ameriprise Financial Services

David Escalante - Financial Advisor, Ameriprise Financial Services

242 S De Lacey Ave, Pasadena, CA 91105

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

28. Kyle Nakano - Financial Advisor, Ameriprise Financial Services

Kyle Nakano - Financial Advisor, Ameriprise Financial Services

242 S De Lacey Ave, Pasadena, CA 91105

CLOSED NOW:9:00 am - 4:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

29. Meisha Griffith - Financial Advisor, Ameriprise Financial Services

Meisha Griffith - Financial Advisor, Ameriprise Financial Services

242 S De Lacey Ave, Pasadena, CA 91105

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. Gina Hsu - Financial Advisor, Ameriprise Financial Services

Gina Hsu - Financial Advisor, Ameriprise Financial Services

221 E Walnut St Ste 276, Pasadena, CA 91101

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

We found 89 results for Mutual Funds in or near South El Monte, CA.They also appear in other related business categories including Investments, Financial Planners, and Investment Management. 4 of these businesses have an A/A+ BBB rating. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Central LA, Downtown Pasadena, and Arcadia. These businesses offer their services in one-or-more of the following languages: Cantonese, Chinese, and Spanish.