First Foundation Bank

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Investment Advisory Service, Banks, Commercial & Savings Banks

13 Years

in Business

(626) 993-1326Call Visit WebsiteVisit Website Map & DirectionsDirections301 N Lake Ave Ste 100Pasadena, CA 91101 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 4:00 pm

Places Near Pasadena with Investment Advisory Service

Alhambra (6 miles)
San Gabriel (7 miles)
Arcadia (9 miles)
Rosemead (10 miles)
Monterey Park (10 miles)
Glendale (11 miles)
Monrovia (12 miles)
El Monte (13 miles)
South El Monte (14 miles)
Los Angeles (15 miles)

More Info

Extra Phones

Phone: (626) 993-1300

Phone: (626) 796-3857

Phone: (626) 204-0479

Payment method

visa, mastercard, discover, all major credit cards

AKA

First Foundation Advisor

1st Foundation Advisor

Other Links

http://www.ff-inc.com

http://www.firstfoundationinc.com

https://www.firstfoundationinc.com/find-location/pasadena-branch

Categories

Investment Advisory Service, Banks, Commercial & Savings Banks, Financial Planners, Financial Planning Consultants, Insurance, Investment Management, Retirement Planning Services

Other Information

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Reviews

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08/29/2016

Overall

Expertise

i like this bank a lot. Its close to my work and the staff is very helpful. Love this bank recommend highly.

Details

Phone: (626) 993-1326

Address: 301 N Lake Ave Ste 100, Pasadena, CA 91101

Website: http://www.ff-inc.com

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First Foundation Bank

Charitable Giving
Retirement Planning, Financial Markets, Economic Outlook, Trust and Estate Planning, Philanthropy and Charitable Giving, ESG Investing
Income Tax
Nevada has become a leader in favorable trust and fiduciary law. From asset protection to a state income tax free environment, utilizing a Nevada trust situs may be a powerful and strategic tool for your wealth plan. First Foundation Trust offers a strong partnership in several trust areas specific to Nevada.

Investment Management
As we strive to meet your investment objectives, First Foundation Advisors investment management team develops portfolios that use investments in equities, fixed income, and alternatives.
Wealth Management
Private Wealth Management services provided by First Foundation Advisors and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. Insurance services provided by First Foundation Insurance Services and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. First Foundation Inc. provides two separate and distinct services: (1) investment advisory services through First Foundation Advisors, as an SEC registered investment adviser, and (2) banking, trust services and philanthropic and family consulting through First Foundation Bank, Member FDIC and Equal Housing Lender, and insurance services through the bankâ€™s subsidiary, First Foundation Insurance Services. Clients may engage First Foundation for either or all services. The scope of the services to be provided depends upon the terms of the engagement.

Accounting Services
Research and nonprofit screening; Due diligence and site visits; Custom website and online application; Board meetings and selection process; Bookkeeping and disbursements; Grant agreements; Grant monitoring; State/federal filings

Financial Planning
FFA does not provide written opinions regarding tax matters and no part of FFA services or this document should be relied upon as a written tax opinion. To the extent that a client requires a written opinion regarding a specific tax matter, the client should consult with the certified public accounting or law firm of their choosing. Any insurance planning or advice provided by FFA is ancillary to its investment advisory and financial planning services and such advice should not be used as the primary basis for entering into any contemplated transaction. The content of this document is not a substitute for the advice of an insurance professional, accountant or attorney in the relevant jurisdiction. FFA does not sell insurance, practice public accounting or practice law. Planning in the areas of insurance, law, tax and accounting requires the advice of an experienced professional trained in the area under consideration. FFA recommends and expects the reader to engage an outside professional trained in the matters discussed in any FFA materials before undertaking any action.
Retirement Planning
Asset Management
As the needs of clients became more complex, First Foundation sought additional support to offer his clients true, comprehensive wealth management.Â In 2007, we started a bank and added it to the existing asset managementÂ platform. We would later add trust services, legacy planning, consulting, and insurance services. This was to be the core offering of our platform and delivered in a way that maintained a relentless focus on client service.Â I like to say that we have the capabilities of a multi-diversified financial institution, yet the personal touch of a boutique firm.
Asset Protection
Nevada is known for its friendly trust laws and asset protection benefits. Find out if this asset protection strategy is right for you.

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