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Village Wealth Advisors
2945 Townsgate Road, Westlake Village, California, United States
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About the Village Wealth Advisors
Village Wealth Advisors, located at 2945 Townsgate Road in Westlake Village, California, is a finance institution that focuses on helping clients take control of their finances and live fulfilling lives. As registered investment advisors and fiduciaries, their goal is to assist clients in achieving their financial goals, whether it be helping family members, traveling, purchasing a vacation home, or simply enjoying the simple things in life. Their unconventional approach to financial planning includes a proprietary 6-step process that helps clients clarify their goals and develop a plan to achieve them.
The team at Village Wealth Advisors, including Financial Planners Nayivi, Jon, and Dru, have years of experience in the industry and specialize in working with retirees, professionals transitioning into retirement, and individuals looking to protect and grow their assets. Their personalized financial plans prioritize protecting assets to ensure clients can live the life they envision.
Please note that all content on the Village Wealth Advisors website is for informational purposes only, and clients are encouraged to consult with their own advisor, accountant, or legal counsel before implementing any financial strategies. The firm does not provide specific tax or legal advice, and clients should consult with their own tax/legal advisor regarding their specific situation. Additionally, product recommendations made by the firm are separate from the financial plan and clients are under no obligation to follow them. Life insurance products may contain fees and restrictions that should be carefully considered before purchasing.
2945 Townsgate Rd #120, Westlake Village, CA 91361, United States
Opening hours of Village Wealth Advisors
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Village Wealth Advisors
"I cannot say enough good things about Village Wealth Advisors. Jon Courtney is a kind and incredibly caring person and really generous with his time. His knowledge very impressive and he has great advice. The entire staff at Village Wealth is warm and friendly and makes us feel like part of the family."
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