Best Financial Advisors in Montebello

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.6/5.0
Average Rating

Montebello Financial Landscape

With a population of 63,495, Montebello is part of the Greater Los Angeles area, benefiting from a robust economy and diverse industries. The city serves as a hub for manufacturing, retail, and healthcare.

Major industries
Manufacturing, Retail, Healthcare
Population
63.5K (metro: 13.1M)
Median household income
$66,000
Unique needs
Montebello requires tailored financial advice to address its unique demographic and economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Montebello's economy has shown steady growth, driven by its manufacturing and retail sectors.
Wealth Demographics
According to Census (2023), the median income in Montebello is approximately $66,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Montebello are increasingly specializing in retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Montebello is slightly above the national average, influenced by housing and transportation costs.
Real Estate Market
According to Zillow (2024), the real estate market in Montebello is competitive, with home prices rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Montebello's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Montebello

AMV Financial Corp.
★ ★ ★ ★ ★ 5
Montebello Avenue Limited Company
★ ★ ★ ★ ★ 5
Optimized Financial and Insurance Services Inc.
★ ★ ★ ★ ★ 5
Galaxy Income Tax Center & Health Insurance
★ ★ ★ ★ ★ 5
Sadorian & Co
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Montebello, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Montebello-Specific Expertise
For Montebello residents working in Manufacturing, Retail, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Montebello's reliance on manufacturing poses economic risks; real estate values are volatile. Flooding and earthquakes are concerns—diversify investments to mitigate risks.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby California locations

Los Angeles San Diego San Jose San Francisco Fresno Sacramento Long Beach Oakland