Financial Planners in Glendale, CA — 19 Firms (2026)
19 financial planners in Glendale, California meet our listing bar — a website plus a public review record. They average 4.03★ across 19 rated firms, and 12 are rated 4.5★ or higher. The highest-rated is Legacy Partners Insurance & Financial Services, Inc. at 5.0★ across 157 Google reviews.
Showing 19 of 19 · sorted by Google rating
1.
Legacy Partners Insurance & Financial Services, Inc.
★★★★★★★★★★5.0(157 Google reviews)✓ Verified on Google
Financial Planning · 1101 N Pacific Ave #303, Glendale, CA 91202
2.
Ezfundings Home Loans
★★★★★★★★★★5.0(70 Google reviews)✓ Verified on Google
Financial Planning · 505 N Brand Blvd #240, Glendale, CA 91203
Services: advisory
3.
Araik Petrosyan - Insurance, Retirement & Financial Services
★★★★★★★★★★5.0(28 Google reviews)✓ Verified on Google
Financial Planning · 425 W Broadway Ste 111, Glendale, CA 91204
4.
Blackstone Insurance Services
★★★★★★★★★★5.0(23 Google reviews)✓ Verified on Google
Financial Planning · 145 N Maryland Ave # A, Glendale, CA 91206
5.
PortfolioLife Insurance & Financial Services
★★★★★★★★★★5.0(17 Google reviews)✓ Verified on Google
Financial Planning · 801 N Brand Blvd 14th floor, Glendale, CA 91203
Services: advisory
6.
Glenn Vallercamp - Thrivent
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 505 N Brand Blvd Ste 1225, Glendale, CA 91203
Services: advisory
7.
Araik Petrosyan, Retirement Planning Advisor | Immediate Annuity & 401K Rollover to IRA
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 500 N Central Ave #650, Glendale, CA 91203
8.
Universal capital wealth management
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 450 N Brand Blvd #600, Glendale, CA 91203
9.
Wiseman & Burke Inc.
★★★★★★★★★★5.0(5 Google reviews)
Financial Planning · 750 Fairmont Ave, Glendale, CA 91203
Services: advisory
10.
Sclafani Wealth Advisors
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 3239 N Verdugo Rd, Glendale, CA 91208
11.
Sterling Practice Management
★★★★★★★★★★4.8(113 Google reviews)✓ Verified on Google
Financial Planning · 350 Arden Ave #200, Glendale, CA 91203
Services: advisory
12.
Los Angeles Federal Credit Union
★★★★★★★★★★4.6(245 Google reviews)✓ Verified on Google
Financial Planning · 300 S Glendale Ave, Glendale, CA 91205
13.
Bank of America Financial Center
★★★★★★★★★★3.0(89 Google reviews)✓ Verified on Google
Financial Planning · 203 N Glendale Ave, Glendale, CA 91206
Services: advisory
14.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.8(89 Google reviews)✓ Verified on Google
Financial Planning · 3812 San Fernando Rd, Glendale, CA 91204
Services: advisory
15.
Grandview Financial Services Inc
★★★★★★★★★★2.6(71 Google reviews)
Financial Planning · 1111 N Brand Blvd #312, Glendale, CA 91202
16.
Bank of America Financial Center
★★★★★★★★★★2.5(112 Google reviews)✓ Verified on Google
Financial Planning · 345 N Brand Blvd, Glendale, CA 91203
Services: advisory
17.
Bank of America Financial Center
★★★★★★★★★★2.3(58 Google reviews)✓ Verified on Google
Financial Planning · 6400 San Fernando Rd, Glendale, CA 91201
Services: advisory
18.
BMO Bank N.A Branches
★★★★★★★★★★2.0(28 Google reviews)✓ Verified on Google
Financial Planning · 400 N Glendale Ave, Glendale, CA 91206
Services: advisory
19.
Green Road Finance
★★★★★★★★★★1.9(31 Google reviews)
Financial Planning · 1250 W Glenoaks Blvd #199, Glendale, CA 91201
Top financial planners in Glendale
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Legacy Partners Insurance & Financial Services, Inc. | Financial Planning | 5.0 / 5 | 157 |
| 2 | Ezfundings Home Loans | Financial Planning | 5.0 / 5 | 70 |
| 3 | Araik Petrosyan - Insurance, Retirement & Financial Services | Financial Planning | 5.0 / 5 | 28 |
| 4 | Blackstone Insurance Services | Financial Planning | 5.0 / 5 | 23 |
| 5 | PortfolioLife Insurance & Financial Services | Financial Planning | 5.0 / 5 | 17 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.