What’s New on South Lake Avenue

Michael Di Pietro, CPA

Services encompass nearly every aspect of financial life.  They are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.

Mucha & Associates

Assistance League Pasadena

Assistance League of Pasadena is one of the over 120 chapters of Assistance League – a national, nonprofit, volunteer organization with over 26,000 volunteers.  Founded in 1936, Assistance League of Pasadena is one of the longest standing chapters.  Their vision is to be a volunteer organization that serves the changing needs of the community with […]

Wells Fargo Bank

Wells Fargo is a leading provider of online financial services, offering individual consumers, small and middle market businesses and large corporattions a full range of banking, money movement, investing asset managment and other financial and risk management products and services through the online channel.

Luther Burbank Savings

Luther Burbank Savings specializes in traditional real estate loans on all types of property, funded with local deposits.  They have never adopted alternative products such as sub-prime loans.  An emphasis is placed on operational excellence and high standards of business ethics.  Luther Burbank Savings ranks among the nation’s most productive banks.  Their efficiency allows us to offer […]

US Bank

Since the Lincoln administration signed their national bank charter No. 24 in 1863, US Bank has drawn on their financial strength to serve customers. This has been especially evident in times of need, such as during the COVID-19 pandemic. Their response by the end of 2020 included a $20 million premium pay program for our […]

Fidelity Investments

Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives.   They also offer discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, life insurance and much, much more.

First Financial Credit Union

First Financial Credit Union is proud to be a not-for-profit, cooperative financial institution that is owned by its members. The credit union’s members elect First Financial’s Board of Directors, and all Board members serve on a voluntary basis. The Board of Directors establishes the strategic direction and operating policies for First Financial to ensure that […]