TOP 10 Access management in Westlake Village, California
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Jeff Cordova - Associate Manager, Ameriprise Financial Services, LLC
● ClosedJeff Cordova is an Associate Manager at Ameriprise Financial Services, LLC located at 3027 Townsgate Road, Westlake Village, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. Jeff provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Jeff offers complimentary initial consultations to help clients plan for retirement, education, major purchases, and more. With a focus on financial planning concepts, Jeff helps clients navigate the complexities of retirement income, market fluctuations, and inflation. Investment products are not FDIC insured, involve risks, and may result in loss of principal. Ameriprise Financial Services, LLC is a registered investment adviser, offering securities through FINRA and SIPC. Jeff Cordova is registered in select states, as listed on FINRA's BrokerCheck website. Reach out to schedule a consultation and start planning for a more confident financial future.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Ventura Orthopedics | Therapy Services - Oxnard
● ClosedVentura Orthopedics | Therapy Services in Oxnard, California offers a wide range of orthopedic and therapy services to help patients with their musculoskeletal issues. From urgent ortho care to pain management, fracture care, and platelet-rich plasma therapy, the team at Ventura Orthopedics is dedicated to providing high-quality care to their patients. With locations in Ventura, Oxnard, Camarillo, Thousand Oaks, Simi Valley, and Westlake Village, patients can easily access their services. The institution also offers physical therapy and occupational therapy to help patients recover and improve their mobility. Contact Ventura Orthopedics | Therapy Services today to schedule an appointment and start your journey towards better musculoskeletal health.
2221 Wankel Way, Oxnard, CA 93030, United States -
Ventura Orthopedics - Thousand Oaks
● ClosedVentura Orthopedics - Thousand Oaks is a renowned institution located at 137 East Thousand Oaks Boulevard in Thousand Oaks, California, United States. With a rich history spanning eight decades, this institution has been a pillar of orthopedic excellence in Ventura County since the 1930s. Offering a wide range of services including general orthopedics, sports medicine, joint replacements, pain management, and therapy, Ventura Orthopedics is committed to providing exceptional patient care at multiple convenient locations across the county. At Ventura Orthopedics, patients have access to a team of dedicated physicians, physician assistants, therapists, and staff who are experts in their field. The institution also houses the first and largest orthopedic urgent care in Ventura County, UrgentOrtho, which offers specialized care with lower prices and shorter wait times compared to traditional ER or urgent care facilities.
137 E Thousand Oaks Blvd, Thousand Oaks, CA 91360, United States -
Los Angeles Gardens Apartments
● ClosedLos Angeles Gardens Apartments is a conveniently located institution offering great apartments at an affordable price. Situated at 3774 South Budlong Avenue in Los Angeles, California, United States, this property is managed by California Commercial Investment Group, Inc. With properties in 30 states, they are experienced in managing multi-faceted projects and always consider local needs. The apartments are ADA accessible and provide a comfortable living space for residents. For more information, visit their office at 4530 E. Thousand Oaks Blvd., Suite 100 in Westlake Village, CA 91362.
3774 S Budlong Ave, Los Angeles, CA 90007, United States -
Casa Development
● ClosedCasa Development is a leading institution located at 3774 South Budlong Avenue in Los Angeles, California. Our apartment homes are situated near markets, restaurants, and major public transportation, providing convenience and accessibility to our residents. With properties in 30 states, Casa Development excels in managing multi-faceted projects by implementing smart solutions that cater to local needs. As a part of California Commercial Investment Group, Inc., we strive to make our properties ADA accessible and ensure a high standard of living for all residents. Visit us at our Westlake Village office at 4530 E. Thousand Oaks Blvd., Suite 100 to learn more about our commitment to excellence in real estate development.
3774 S Budlong Ave A, Los Angeles, CA 90007, United States -
Patricia Apartments
● ClosedLocated at 1769 Patricia Avenue in Simi Valley, California, the Patricia Apartments offer the ultimate in convenient living. With shopping, schools, freeways, and public transportation all nearby, you'll enjoy a harmonious blend of accessibility and comfort in your daily life. Managed by California Commercial Investment Group, Inc., Patricia Apartments provide smart solutions that cater to local needs. Our properties span across 30 states, showcasing our expertise in managing multi-faceted projects. Visit us at our office in Westlake Village for more information on our ADA accessible apartments.
1769 Patricia Ave, Simi Valley, CA 93065, United States -
Adam Road
● ClosedAdam Road Apartments are conveniently located at 4250 Adam Road in Simi Valley, California. Situated in the heart of Simi Valley, our apartments are near shopping centers, schools, freeways, and public transportation, making it a convenient and desirable location for residents. As a part of the California Commercial Investment Group, Inc., Adam Road Apartments are managed with a focus on providing smart solutions that have a big impact while also considering the local needs of the community. With properties in 30 states, our experience in managing multi-faceted projects ensures that our residents receive top-notch service and amenities.
4250 Adam Rd #10, Simi Valley, CA 93063, United States -
Chris Bluth - State Farm Insurance Agent
● ClosedChris Bluth - State Farm Insurance Agent is a reputable insurance agency located at 650 South Westlake Boulevard, Westlake Village, California, United States. Situated next to the Tesla Supercharger stations, the Nike Store, and Cinepolis Luxury Cinema in The Westlake Village Promenade, this agency offers a wide range of insurance services to the local community and State Farm customers throughout California. Raised in the Thousand Oaks area, Chris Bluth is a second-generation State Farm Agent, following in the footsteps of his father who recently retired after over 50 years of service. With a commitment to continuing this legacy, Chris provides personalized insurance coverage for auto, homeowner's, renters, life, and various other insurance needs.
650 S Westlake Blvd UNIT 204, Westlake Village, CA 91362, United States -
Wells Fargo Bank
● ClosedWells Fargo Bank is a reputable financial institution located at 970 South Westlake Boulevard in Westlake Village, California, United States. This branch offers a wide range of banking services, including ATM access, personal and business accounts, loans, investments, and more. With a strong reputation for excellent customer service and innovative financial solutions, Wells Fargo Bank is a trusted choice for individuals and businesses in the Westlake Village area. Visit us today to experience the convenience and quality service that Wells Fargo is known for.
970 S Westlake Blvd, Westlake Village, CA 91361, United States -
First Bank
● ClosedFirst Bank, located at 925 South Westlake Boulevard in Westlake Village, California, is a full-service institution offering ATM, banking, and finance services. With Personal eBanking and the First Bank On The Go Mobile App, customers can easily access their accounts and manage their finances on-the-go. Some consumer accounts are eligible for online account opening, and individuals can also visit a branch to establish an account. The institution provides resources to help customers achieve their financial goals and prides itself on being there for families in times of need. Please note that by clicking on external third-party websites, you are leaving the First Bank website, and the institution is not responsible for the content or policies of these sites. Let First Bank help you write your success story.
925 S Westlake Blvd, Westlake Village, CA 91361, United States -
FedEx Office Ship Center
● ClosedFedEx Office Ship Center at 2801 Townsgate Road in Westlake Village, California is your go-to destination for all your printing, packing, and shipping needs. Whether you need to print a presentation, ship a gift, or create a new banner, we have you covered. Our self-serve machines allow you to copy, print, and scan quickly and easily. With FedEx Office Print & Go, you can print from the cloud, USB, or email. Enjoy free AT&T Wi-Fi access while you check email, browse the web, print copies, or scan photos at our all access stations. You can upload your files online and pick up your order at our Westlake Village location or any of our 2,000 locations nationwide.
2801 Townsgate Rd Suite 137, Westlake Village, CA 91361, United States -
Jason Sliwoski - State Farm Insurance Agent
● ClosedJason Sliwoski - State Farm Insurance Agent is a trusted insurance agency located at 2801 Townsgate Rd, Westlake Village, California, United States. As March approaches, it's a great time to plan for the unexpected. Our office is offering no-obligation life insurance consultations to ensure your family is protected in case of emergencies. We also provide pet insurance to safeguard your furry friends against unexpected expenses. With our holiday saving tips, you can be eco-friendly, save on gifts, and keep extra money in your pocket. We believe in being an integral part of the community and making a difference in the lives of our customers. Our mission is to guide you in protecting your assets and securing a stable future. In times of need, we are here to help you recover and navigate life's challenges.
2801 Townsgate Rd Ste 128, Westlake Village, CA 91361, United States -
George Pond - State Farm Insurance Agent
● OpenGeorge Pond - State Farm Insurance Agent is a reputable insurance agency located at 910 Hampshire Road in Westlake Village, California, United States. With over 50 years of experience as a State Farm Agent, we specialize in providing Auto, Home, and Business insurance needs for clients in California. Our dedicated team offers insurance quotes for various areas including Woodland Hills, Encino, Calabasas, Chatsworth, Thousand Oaks, Simi Valley, and more. In the month of April, we are offering complimentary life insurance consultations to ensure that you have adequate coverage for your family in case of unforeseen circumstances. Our knowledgeable staff, with over 30 years of experience in the insurance industry, is here to assist you in creating a customized insurance plan that meets your specific needs.
910 Hampshire Rd Ste S, Westlake Village, CA 91361, United States -
Neuro Wellness Spa Psychiatrist & TMS Therapy - Dr. Todd Hill, D.O.
● ClosedNeuro Wellness Spa Psychiatrist & TMS Therapy, led by Dr. Todd Hill, D.O., is a cutting-edge healthcare institution located at 5743 Corsa Avenue, Westlake Village, California. Dr. Hill, a board-certified psychiatrist with nearly 20 years of experience, believes in common sense psychiatry and providing patients with as much information as possible about their illness. The institution is in-network with nearly every insurance provider, making it accessible to a wide range of patients. The team at Neuro Wellness Spa includes Ranita Hahm, a Dual Board Certified Adult-Gerontology and Psychiatric Mental Health Nurse Practitioner, who is committed to patient-centered care and holistic treatment approaches. The institution offers a variety of innovative treatments, including TMS therapy, ketamine therapy, MeRT treatments, IV nutrition, genetic testing for medication management, and Spravato therapy.
5743 Corsa Ave #107, Westlake Village, CA 91362, United States -
After Surgery Pet Recovery
● ClosedAfter Surgery Pet Recovery (A.S.P.R) is a veterinary care institution located at 1014 South Westlake Boulevard, Westlake Village, California, United States. We specialize in providing post-surgical care for pets, focusing on canine and feline surgeries such as spaying, neutering, dental procedures, tumor removal, orthopedic surgeries, and gastrointestinal surgeries. Our dedicated team of veterinary nurses brings exceptional care right to your doorstep, ensuring that your beloved pets receive the attention and support they need in the comfort of their own homes. At A.S.P.R, we believe that familiar surroundings contribute to a faster and smoother recovery process for pets, reducing stress and anxiety for both pets and their owners. Our mobile pet nurse service offers a range of services including wound management, medication administration, monitoring vital signs, and providing personalized attention and TLC. We are committed to ensuring the well-being and speedy recovery of your furry family members, going above and beyond to provide compassionate care.
1014 S Westlake Blvd 14 420, Westlake Village, CA 91361, United States -
Cal Lutheran Center for Entrepreneurship
● ClosedThe Cal Lutheran Center for Entrepreneurship, located at 31416 Agoura Road in Westlake Village, California, is dedicated to helping individuals unleash their creativity and innovation to change the world. Through courses focused on innovation, independent thinking, and creative problem solving, students are encouraged to think outside the box and bring their ideas to life. The institution offers opportunities to turn ideas into successful business ventures, products, and start-ups, with the chance to compete for cash prizes in the New Venture Fair. Through the Steven Dorfman Center for Innovation and Entrepreneurship, students have access to events, networking opportunities, educational ventures, and Hub101, a collaborative space for entrepreneurs to launch start-ups and receive expert advice from community members. Hub101 also provides valuable student internship opportunities. With the support of the Center for Entrepreneurship, students like Molly Strawn, a Communication Major and Marketing Manager at PureSpectrum, are able to pursue their passion and find purpose in their innovative ideas.
31416 Agoura Rd Suite #105, Westlake Village, CA 91361, United States -
Orlovich Pain MD
● ClosedOrlovich Pain MD is a premier pain management institution located at 375 Rolling Oaks Drive in Thousand Oaks, California. Specializing in providing expert care for a variety of pain conditions, including back pain, neck pain, whiplash, shoulder, knee, and hip pain, Dr. Orlovich and his team are dedicated to helping individuals regain control of their lives. Serving Los Angeles County, Ventura County, and the San Fernando Valley, Orlovich Pain MD offers accessible and compassionate care in multiple locations, including Simi Valley, Westlake Village, and Thousand Oaks. Dr. Orlovich, a Qualified Medical Evaluator, Agreed Medical Evaluator, and Independent Medical Evaluator, is experienced in handling personal injury cases on lien, making the medical process less overwhelming for patients. With a reputation for reliability and expertise, Dr. Orlovich provides defensible medical opinions in a timely manner.
375 Rolling Oaks Dr # 210, Thousand Oaks, CA 91361, United States -
Merrill Lynch Financial Advisor Henry Hosung Byun
● ClosedMerrill Lynch Financial Advisor Henry Hosung Byun is a finance institution located at 2815 Townsgate Road, Suite 300, Westlake Village, California, United States. Henry Byun believes that everyone deserves the opportunity to improve their financial future, regardless of their current circumstances. He values working with clients who are striving towards goals such as supporting their families, communities, businesses, and legacies. Henry Byun understands that achieving financial goals can be challenging, but he believes that open conversations and personalized financial planning are key to success. By utilizing tools such as the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, he works with clients to create tailored financial strategies focused on their aspirations and priorities. Whether clients are planning for retirement, saving for a home, or funding education, Henry Byun aims to help them make informed investment decisions that align with their objectives.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Bob Clark
● ClosedMerrill Lynch Financial Advisor Bob Clark, located at 2815 Townsgate Road in Westlake Village, California, is dedicated to helping clients prioritize and pursue their financial goals. Bob, a Senior Financial Advisor with Merrill Lynch Wealth Management, believes in a personalized wealth management process that focuses on each client's individual needs and long-term goals. With a background in operational experience at Time Warner, Bob brings a disciplined approach to financial strategies, helping clients navigate the complexities of investing with a focus on achieving meaningful outcomes. Bob understands that life and financial goals are constantly evolving, which is why he takes the time to listen and understand each client's unique situation. Through Merrill Personal Wealth Analysis™, Bob works with clients to build a personalized plan centered on their priorities and aspirations. By gaining a deeper understanding of each client's investment personality, Bob can customize a financial approach that aligns with their goals and values.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Dane M Johnson
● ClosedMerrill Lynch Financial Advisor Dane M Johnson is a finance institution located at 2815 Townsgate Road, Suite 300, Westlake Village, California, United States. They specialize in managing wealth by creating personalized strategies tailored to each client's financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, they offer comprehensive financial services to help clients achieve their objectives. Dane Johnson believes in building long-term relationships with clients, taking the time to understand their unique needs and providing customized solutions. As a Chartered Retirement Planning Counselor, Dane Johnson is registered to do business in multiple states and offers expertise in retirement planning and investment strategies. By staying updated on the latest investment insights and strategies, clients can trust Merrill Lynch Financial Advisor Dane M Johnson to help them live their best financial life.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Michael J McGovern
● ClosedMerrill Lynch Financial Advisor Michael J McGovern is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. Michael is dedicated to building and maintaining strong relationships with clients, offering accessible, knowledgeable, and experienced financial advice. The institution works with corporations, business owners, individuals, and families to tailor appropriate retirement and capital strategies. Services include investment management, asset allocation strategies, trust management, estate planning, retirement planning, insurance planning, and more. Michael McGovern, Senior Financial Advisor, brings over 20 years of experience in the financial services industry and is committed to helping clients achieve their financial goals. The institution follows the Merrill tradition of community involvement and offers personalized financial plans through Merrill Personal Wealth Analysis™. Clients can expect a customized approach to address their financial needs and pursue their goals. With a focus on understanding clients' priorities and goals, Merrill Lynch Financial Advisor Michael J McGovern is dedicated to helping clients achieve financial success.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Paul E Bartschi
● ClosedMerrill Lynch Financial Advisor Paul E Bartschi is a finance institution located at 2815 Townsgate Road, Suite 300, Westlake Village, California, United States. The institution offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on your goals, priorities, and family needs. The advisors at Merrill Lynch Wealth Management are dedicated to understanding your financial situation and helping you achieve your aspirations, whether it's retirement planning, education funding, or wealth transfer. By utilizing the Investment Personality Assessment, they tailor their approach to match your investing preferences and goals. With access to Merrill's investment insights and Bank of America's banking solutions, they work with you to develop a comprehensive financial strategy designed to address your needs. The advisors at Merrill Lynch prioritize your goals and provide ongoing support to help you navigate life changes and market fluctuations. Their mission is to help you create a financial approach that reflects your personality and life priorities, guiding you towards achieving your financial goals. Contact Paul Bartschi, a registered advisor, to learn more about how Merrill Lynch can help you build a customized investment approach to address your financial needs and pursue your goals.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
James Thomas Carter - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJames Thomas Carter is a Financial Advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road, Westlake Village, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James provides personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. He helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. James offers complimentary initial consultations to help clients achieve a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. James Thomas Carter is registered in states where securities business can be conducted. Contact James to discuss your financial goals and begin planning for a secure future.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor David J Eagle
● ClosedMerrill Lynch Financial Advisor David J Eagle, located at 2815 Townsgate Road in Westlake Village, California, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a financial strategy tailored to your investment style and life plan. With access to Merrill's investment insights and Bank of America's banking convenience, they help you plan for your financial future while providing transparency on potential risks and opportunities. The team believes in helping you make investment decisions that align with your goals, whether it's planning for retirement, buying a home, or funding education. By getting to know you through the Investment Personality Assessment, they customize a financial approach to help you pursue what matters most to you. The Merrill Personal Wealth Analysis™ helps document a personalized plan centered on your goals. They understand that life and markets change, so they regularly check in to discuss adjustments needed to keep you on track toward achieving your goals. With a focus on personalized service and attention to your financial needs, Merrill Lynch Financial Advisor David J Eagle is committed to helping you reach your financial goals.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Katayoon Bahadorani
● Closeded team at Merrill Lynch Financial Advisor Katayoon Bahadorani located at 2815 Townsgate Road in Westlake Village, California, you can expect personalized financial advice tailored to your unique goals and values. Katayoon Bahadorani, a Vice President and Wealth Management Advisor, brings over 15 years of experience in banking and wealth management to help high-net-worth and ultra-high-net-worth individuals and families grow and preserve their wealth effectively. Through one-on-one conversations and in-depth discovery, Katayoon and her team strive to understand your financial aspirations and concerns, providing you with a detailed wealth-management strategy to help you reach your short-term and long-term goals. Whether you are planning for retirement, saving for a home, or funding your child's education, the team at Merrill Lynch is dedicated to helping you pursue what matters most to you.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Private Wealth Advisor Spencer M Miller
● OpenMerrill Lynch Private Wealth Advisor Spencer M Miller, located at 2815 Townsgate Road in Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The Miller | Asher Group specializes in working with ultra-affluent clients, particularly those who operate family-owned or privately-held businesses. The institution provides a boutique-like, concierge-style wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. The private wealth advisors at Merrill Private Wealth Management are dedicated to meeting specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a focus on a goals-based wealth management approach. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on individual goals. The institution is committed to providing highly personalized one-on-one service to a select group of clients, offering investment insights from Merrill and banking solutions from Bank of America. The institution strives to help clients pursue their financial goals today while planning for future generations. With a combination of personalized attention and global financial insights, Merrill Lynch Private Wealth Advisor Spencer M Miller aims to create tailored financial strategies for each unique situation.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Private Wealth Advisor Abigail Shek
● OpenMerrill Lynch Private Wealth Advisor Abigail Shek is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. The Miller | Asher Group works with ultra-affluent clients, offering a boutique-like, concierge-style wealth advisory experience. The institution provides comprehensive wealth management and estate planning services, with an emphasis on tax-minimization strategies. The private wealth advisors are rigorously trained to meet specialized needs with personalized service. Clients have access to industry-leading research and expert analysis to help them stay ahead in their financial goals. The institution works with individuals, families, business owners, and executives, using a goals-based wealth management approach. Merrill Private Wealth Management is committed to providing highly personalized one-on-one service to a select group of clients, with a focus on developing multigenerational wealth strategies. Clients can expect a powerful and personal experience, with financial strategies tailored to their unique situation. The institution offers investment insights, tips, and strategies to help clients achieve their financial goals. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making any financial decisions.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Michelle Gruber
● ClosedMerrill Lynch Financial Advisor Michelle Gruber is located at 2815 Townsgate Road, Suite 300, Westlake Village, California, United States. This finance institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is committed to providing exemplary client service, focusing on building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch Wealth Management are dedicated to helping clients achieve their goals, whether it's funding their children's education, planning for retirement, or managing wealth transfer to the next generation. The institution offers personalized investment strategies and financial solutions tailored to each client's unique needs and priorities. With access to global resources, Merrill Lynch Financial Advisor Michelle Gruber is dedicated to helping clients navigate the complexities of finance and plan for a secure financial future.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
EPIC Wealth Partners - Ameriprise Financial Services, LLC
● ClosedEPIC Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 250 North Westlake Boulevard, Westlake Village, California, United States. Recognized as one of the Forbes Best-In-State Wealth Management Teams for 2024, we offer personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works with you to document your goals, track your progress, and adjust your approach as life changes. With easy access to your investments and accounts from any device, we prioritize security and transparency in our client relationships. Join us for informative events like the virtual April Market Snapshot seminar presented by industry experts, and schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Our President and CEO, Joel Boyce, is available to discuss EPIC's core beliefs and business practices with you. Whether you are a seasoned investor or just starting out, we cater to all levels of expertise.
250 N Westlake Blvd STE 200, Westlake Village, CA 91362, United States -
Merrill Lynch Financial Advisor Brendan James Lynch
● ClosedMerrill Lynch Financial Advisor Brendan James Lynch is located at 2815 Townsgate Road, Suite 300, Westlake Village, California, United States. As a Vice President and experienced financial advisor, Brendan is committed to building a strong relationship with clients and helping them make important financial decisions. He focuses on wealth management strategies tailored to individual needs, using a comprehensive approach that includes listening to clients and guiding them towards informed decisions. Brendan Lynch follows the Merrill tradition of community involvement and volunteers with local organizations. He offers personalized financial planning through Merrill Personal Wealth Analysis™, centered on clients' goals and priorities. By understanding each client's unique situation, Brendan designs and implements a personalized plan to help them pursue financial goals while managing investment risk.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States
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