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Member Directory - Banking & Finance

Amalgamated Bank
Pasadena
Phone: (626)229-2180
Email: rodelhidalgo@amalgamatedbank.com

Bank of America Home Loans
Pasadena
Phone: (626) 405-7034
Website: www.bankofamerica.com/home-loans/overview.go
Email: eric.m@bankofamerica.com

Bank of the West
Pasadena
Phone: (626) 564-4006
Website: www.bankofthewest.com
Email: glenn.gomez@bankofthewest.com


Blossom Accountancy Corporation
Pasadena
Phone: (626) 817-3608
Website: www.blossomfinancial.com
Email: info@blossomfinancial.com

We Maximize your Tax Savings. Or it's FREE. LifeTime Guarantee. Blossom Accounting Specializes in Small Business Accounting & Taxes, Tax Planning & Preparation for Individual, Corporation, LLC, Partnership, Trust, Estate, Gift, and IRS Tax Negotiation & Representation. We also provide New Business Advisory Services; Incorporation, Entity Conversion & Corporate Dissolution; Tax Free & Tax Deferred Real Estate Investment Consultation; Retirement Plan Consultation & Set-up; Trust Consultation & Set-up. We are on time, all the time.

California Credit Union
Pasadena
Phone: (818)291-6770
Website: www.californiacu.org
Email: anetth@californiacu.org

California General Bank N.A.
Pasadena
Phone: (626) 683-9100
Website: www.calgenbank.com
Email: bill.hawkins@calgenbank.com


CapitalSource Bank
Pasadena
Phone: (626)432-9525
Website: www.capitalsourcebank.com
Email: aangel@capitalsourcebank.com

CapitalSource Bank is your community savings bank. We specialize in FDIC-insured Certificates of Deposit, IRAs, Savings and Money Market accounts. Visit us locally in Pasadena or Arcadia.

Charles Schwab
Pasadena
Phone: (626) 304-3802
Website: www.schwab.com
Email: douglas.wilson@schwab.com

Chelsea Management Co.
Los Angeles
Phone: (213) 362-9200
Website: www.chelseamanagement.com
Email: kenneth@chelseamanagement.com

Money Management

Citibank -- 161 California
Pasadena
Phone: (626)432-4311

Citibank -- 285 Lake
Pasadena
Phone: (626)795-9962
Email: linda.s.lim@citi.com

Citibank -- 315 Colorado
Pasadena
Phone: (626) 432-7161

Citibank -- 3677 Foothill
Pasadena
Phone: (626)351-8802
Website: www.citigroup.com
Email: anjik.vartanian@citi.com

Citizens Business Bank
Pasadena
Phone: (626)405-4915
Email: cecarroll@cbbank.com


Community Bank - Colorado Blvd.
Pasadena
Phone: (626)568-2265
Website: www.cbank.com
Email: cullenj@partnershipbanking.com

Community Bank, headquartered in Pasadena, is a proudly independent, full service bank dedicated to meeting the financial needs of small and middle market companies. For over sixty years, Community Bank has provided the communities of Southern California with the financial services they need. Our strong financial position earns your trust, while our commitment to customer service will gain your loyalty. We’ve committed ourselves to giving each customer the kind of responsive, personal attention that really makes a difference. The Bank provides Partnership Banking ® services through a high quality staff of professionals with thirteen local offices to serve you. For more information, visit the Community Bank Website at www.cbank.com.


Community Bank -- 790 Colorado
Pasadena
Phone: (626)577-1700
Website: www.cbank.com
Email: jcooper@cbank.com

Community Bank, headquartered in Pasadena, is a proudly independent, full service bank dedicated to meeting the financial needs of small and middle market companies. For over sixty years, Community Bank has provided the communities of Southern California with the financial services they need. Our strong financial position earns your trust, while our commitment to customer service will gain your loyalty. We’ve committed ourselves to giving each customer the kind of responsive, personal attention that really makes a difference. The Bank provides Partnership Banking ® services through a high quality staff of professionals with thirteen local offices to serve you. For more information, visit the Community Bank Website at www.cbank.com.


Crowell, Weedon & Co.
Pasadena
Phone: (626)449-0330
Website: www.crowellweedon.com
Email: sjackson@crowellweedon.com

Diversified Securities, Inc.
West Covina
Phone: (626)919-3456
Website: www.divsecs.com
Email: hraff@divsecs.com

E-Central Credit Union
Pasadena
Phone: (626)799-6000
Website: www.ecentralcu.org
Email: kandrae@ecentralcu.org


Edward Jones
Pasadena
Phone: (626)796-9541
Website: www.edwardjones.com
Email: thomas.buckley@edwardjones.com

Edward Jones, founded in 1922 and headquartered in St. Louis, is one of the nation’s largest suppliers of financial products for individual investors and business owners. The firm has more than 7 million clients. The Edward Jones philosophy is that service to the individual investor is of utmost importance. We provide long-term investment opportunities that include a broad mix of municipal, government and corporate bonds; mutual funds; common stocks; and tax-advantaged securities.

Encore Tax Consulting Group, Inc
Pasadena
Phone: (626) 577-1044
Website: www.etaxgroup.com
Email: ajamjian@taxgroup.com

Income Tax Consulting

Far East National Bank
Pasadena
Phone: (626)397-6300
Email: christina.ching@fenb-us.com

Financial Network Investment Corporation
Pasadena
Phone: (626)795-8896
Website: www.financialnetwork.com
Email: mackenziec@financialnetwork.com


Fire Family Foundation
Los Angeles
Phone: 888-5-FFF-Give (4483
Website: www.firefamilyfoundation.org
Email: dkuchler@firefamilyfoundation.org

The Fire Family Foundation (FFF) was established in the fall of 2007, to assist firefighters and their families in time of need. The FFF is a non-profit (c) (3) charitable organization. All contributions are tax deductible. Our purpose and mission is to: Provide financial assistance to firefighters, their families and to those charities that support the fire community. Promote educational support to firefighters. Provide financial assistance to underfunded fire departments. We truly believe that by coming together as a “Fire Family” we can assist our firefighters and their families throughout the state of California.

First Foundation
Pasadena
Phone: (949) 732-6272
Website: www.ff-inc.com
Email: chuntley@ff-inc.com

Investment Management / Banking


First Innovative Financial Group, Inc.
Monrovia
Phone: (626)256-8880
Website: www.fifginc.com
Email: nathaniel@fifginc.com

First Innovative Financial Group, Inc., provides a broad range of innovative business financing solutions to small to medium size businesses. We specialize in SBA loans.

Gross Domestic Product Inc
Pasadena
Phone: (626) 344-8884
Website: www.gdpwealth.com
Email: oliver@gdpwealth.com

Financial Services / Investment Management

HOTVET Financial Advisors
Pasadena
Phone: (626)792-4150
Website: www.hotvetfa.com
Email: info@hotvetfa.com

Independent Capital Management
South Pasadena
Phone: (626)441-1426
Website: www.icmfinancial.com

Inland Community Bank, N.A.
Duarte
Phone: (626) 357-9611 x 120
Website: www.icbbank.com
Email: dlien@icbbank.com

Interchange Reduction Service
Pasadena
Phone: (818) 515-7272
Website: www.interchangereduction.com
Email: mike@interchangereduction.com

Saving money for businesses on discount rates, swipe-fees and merchant services costs.

Janas Associates / Janas Consulting
Pasadena
Phone: (626)432-7000
Website: www.janascorp.com
Email: info@janascorp.com

John Hancock Financial Services
Pasadena
Phone: (626)568-8281
Website: www.pasadena.jhancock.com

Kennedy Capital
Pasadena
Phone: (626) 440-9430
Website: www.kennedycorp.com
Email: kenji@kennedycorp.com

Lockheed Federal Credit Union
Pasadena
Phone: (626)577-0748
Website: www.lfcu.com
Email: bmarentette@lfcu.com

Luther Burbank Savings
Pasadena
Phone: (626) 373-0380
Website: www.lutherburbanksavings.com
Email: rguzman@lbsavings.com

Luther Burbank Savings ranks among the nation's most productive banks. Our efficiency allows us to offer high-yields on Certificates of Deposit, Money Market and Checking Accounts.

Merrill Lynch Company
Pasadena
Phone: (626)356-2080
Email: tony_gendal@ml.com

Millennium Pension Services, Inc
Sierra Madre
Phone: (626)355-3039
Email: tara@mpssm.com


OneWest Bank
Pasadena
Phone: (626)351-4207
Website: www.owb.com
Email: anita.shaw@owb.com

Founded in 1929, for over 80 years OneWest Bank has been focused on meeting the banking needs of our community. Locally managed, we have thirty-nine branch locations and have been a proud member of the Pasadena area since 2007 at our Hastings Ranch location. We strive to you help our clients manage, save, and invest their resources better with our wide range of checking and savings solutions.


OneWest Bank
Pasadena
Phone: (626) 535-4930
Website: www.OWB.com
Email: gabriel.lopez@OWB.com

OneWest Bank, FSB is a regional bank focused on delivering personalized, relationship-based banking to its customers. The bank has 72 retail branches in Southern California with approximately $11 billion in deposits and total assets of $24 billion, including a loan portfolio, a securities portfolio, a servicing platform with mortgage servicing rights (MSRs) representing over 550,000 borrowers, and a reverse mortgage platform – Financial Freedom. OneWest is an FDIC-insured institution, and funds deposited in the bank are insured up to the FDIC’s insurance limit of $250,000 per depositor.

Pasadena Development Corp.
Pasadena
Phone: (626)398-9971
Website: www.pdcloans.org
Email: info@pdcloans.org

Pasadena Federal Credit Union
Pasadena
Phone: (626)799-0882

Pasadena Fire Fighters Local 809
Pasadena
Phone: (626)396-9010
Website: www.pasadenafirefighters.org
Email: pffainfo@pasadenafirefighters.org

Pasadena Service Federal Credit Union
Pasadena
Phone: (626)351-9651
Website: www.mypsfcu.org
Email: office@mypsfcu.org

Professional Business Bank
Pasadena
Phone: (626)395-7000
Website: www.probizbank.com
Email: rhunt@probizbank.com

Quest Financial Services
Pasadena
Phone: (626)792-7363
Website: www.quest4cash.biz
Email: allenclason@quest4cash.biz

QUEST FINANCIAL SERVICES focuses on the commercial lending needs of companies in manufacturing, distribution and service industries. Invoices, purchase orders, inventory and real estate may be used to support these lending needs. Leasing programs are available for equipment used in offices, manufacturing, warehousing, and transportation [commercial and personal use].

Retirement Benefits Consulting
Glendale
Phone: (818)330-0130
Website: www.rbcadvisors.com
Email: lschiller@gcsec.com

Achieve your hopes and dreams -- at least the ones that cost money! Plan for short, medium and long range goals and protect your family. Individuals, families and small and medium sized businesses.

Roni Deutch Tax Center
Pasadena
Phone: (626) 696-3312
Website: www.rdtc.com
Email: ray@rngmail.com

Shuster Financial Group, LLC
Pasadena
Phone: (626)578-0816
Website: www.shusterfinancial.com
Email: mshuster@shusterfinancial.com

Stratz & Company
South Pasadena
Phone: (626)799-5151
Email: timstratz@stratzco.com

TD Ameritrade, Inc.
Pasadena
Phone: (800)934-4448
Website: www.tdameritrade.com
Email: matthew.crow@tdameritrade.com

Tru Finance, Inc.
Pasadena
Phone: (626)397-9997
Website: www.trufinance.com
Email: amy.mekelburg@trufinance.com

UBS Financial Services, Inc.
Pasadena
Phone: (626)405-8204
Website: www.ubs.com/fa/ckeedy
Email: c.keedy@ubs.com

US Bank
Pasadena
Phone: (626)397-4924
Email: claudia.martinez1@usbank.com


W.J. Bradley Mortgage
Pasadena
Phone: (626) 689-4240
Email: michael.sohl@wjbradley.com

We are a direct mortgage lender

Wells Fargo Bank - East Pasadena
Pasadena
Phone: (626)351-4962
Website: www.wellsfargo.com
Email: elizabeth.sultanyan@wellsfargo.com

Wells Fargo Bank - West Pasadena
Pasadena
Phone: (626)449-3661
Email: kevin.tsui@wellsfargo.com

Wells Fargo Bank--1390 Allen
Pasadena
Phone: (626)296-7190
Email: roger.chan@wellsfargo.com

Wells Fargo Bank--1739 Colorado
Pasadena
Phone: (626)578-7820
Email: lina.azarian@wellsfargo.com

Wells Fargo Bank--1830 Washington
Pasadena
Phone: (626)296-7340
Email: rick.samuelson@wellsfargo.com

Wells Fargo Bank--655 Fair Oaks
Pasadena
Phone: (626)685-9275
Email: jessica.a.ortiz@wellsfargo.com

Wells Fargo Bank--82 S. Lake
Pasadena
Phone: (626)449-8611
Email: yus.samudro@wellsfargo.com

Wescom Credit Union
Pasadena
Phone: (888)493-7266

Wespac Advisors
Pasadena
Phone: (626) 304-9888
Website: www.wespac.net
Email: angie.s@wespac.net

We provide Investment Management and Financial Planning to our clients.

Western Asset Management Co.
Pasadena
Phone: (626)844-9400
Website: www.westernasset.com

Yale Street Mortgage, Inc
Pasadena
Phone: (626) 473-2000
Website: www.yalestreet.com
Email: svandell@yalestreet.com


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