Lawrence Kelly & Associates

Hall Capital, located in Pasadena, CA, operates as a Registered Investment Advisor (RIA) committed to fiduciary standards, ensuring that clients' interests always come first. Unlike many RIAs that primarily rely on mutual funds and ETFs, Hall Capital emphasizes the selection of individual stocks and offers a long-term track record of its investment approach through its quarterly Focus List. In addition to traditional asset classes, Hall Capital explores alternative investments such as venture capital, private equity, private debt, and real estate, thereby providing a diversified approach tailored to clients' risk tolerances and tax circumstances. The firm also prioritizes transparent communication regarding portfolio progress and collaborates closely with both individual clients and non-profit institutional boards. Generated from the website

Ameriprise Financial in Pasadena, CA, offers personalized financial advice aimed at helping clients achieve their financial goals. The firm employs a team of highly qualified professionals with various designations, ensuring a comprehensive understanding of complex financial matters. The advisors at Ameriprise are equipped with advanced certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Accredited Wealth Management Advisor (AWMA), highlighting their dedication to ethical practices and continual professional development. This expertise allows them to provide tailored investment strategies, estate planning, and advisory services for diverse financial needs. Generated from the website

Our Philosophy ARBOR clients have come to expect a holistic approach to seeking their life goals. Through planning, asset and liability management, careful investment selection, periodic monitoring and review, and close client/consultant interaction, ARBOR strives to provide clients with an extremely positive experience. Our Commitment Money means something different to everyone, and what colors our attitudes toward it, or what we want from it, is highly subjective. That's why, at ARBOR Financial Services, our involvement with you doesn't end once we have completed the initial process of setting up your investments.