Financial Pointe
3323 Old Conejo Road, Thousand Oaks, CA 91320
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Financial Pointe is a trusted finance and insurance agency located at 3323 Old Conejo Road in Thousand Oaks, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, insurance coverage, or retirement planning, Financial Pointe is here to provide personalized solutions tailored to your individual needs. Visit us today to learn how we can help secure your financial future.
Reviews
"I’ve had Elad as my financial advisor over 15 years and consider him also a good friend. He has managed my portfolio in some very tough times. His extensive knowledge of retirement financial issues allowed my accounts to generate a generous cash flow when needed. I allowed him to take over my mother’s retirement finances and we both were never disappointed with his reliability. He’s very easy to talk to, and takes the time to explain the process and choices to reach the client’s goals. The office staff is professional, friendly, and prompt responding to requests."
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