TOP 30 Banking solutions provider in Westlake Village, California

22 results found

Leading Tax Group is a premier institution located at 2625 Townsgate Road in Westlake Village, California. Specializing in accounting, finance, and legal services, our team of expert tax resolution professionals, including Mr. Michael W and Gary M, are dedicated to helping clients resolve their tax delinquencies with expertise, not salesmanship. We offer personalized services to individuals and businesses in California and nationwide, working tirelessly to achieve the best results on every case. Featured on major news outlets as top tax experts, Leading Tax Group is committed to providing immediate help to those facing tax issues, wage garnishments, bank levies, and asset seizures. Our team of tax experts is here to guide you through the process and represent you in front of the IRS or any other tax agency.

Paul Ricatto - State Farm Insurance Agent is a reputable insurance agency located at 141 Duesenberg Drive in Westlake Village, California. Situated next to the Fire Station and just down the street from the Post Office, our office is conveniently located on the border of Westlake Village and Thousand Oaks. With over 48 years of experience in the insurance industry, Paul Ricatto and his team are dedicated to providing personalized insurance solutions for you and your family's future. As a long-time resident of Thousand Oaks, Paul Ricatto has deep roots in the community and a strong commitment to helping his neighbors protect what matters most. Whether you are looking for auto, home, life, or business insurance, our team is here to help you find the right coverage to meet your needs.

Dennis Predmore - State Farm Insurance Agent is an insurance agency located at 2659 Townsgate Road, Westlake Village, California, United States. Their goal is to help you save money while protecting what's important to you - your family, belongings, and finances. With customizable coverage plans, safe driving rewards, bundling options, and discounts, Dennis Predmore can create a solution tailored to your needs. They offer auto insurance options that fit your needs, whether it's for new drivers, business travelers, collectors, or more. They are also the largest auto insurance provider in the U.S. In addition to auto insurance, Dennis Predmore offers coverage for recreational vehicles, homeowners, renters, personal property, small businesses, life insurance, health insurance, and pet medical insurance. They work with U.S. Bank to provide banking products such as checking accounts, savings accounts, CDs, retirement CDs, and credit cards. They also partner with Trupanion to offer high-quality pet medical insurance.

Merrill 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.

Merrill 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.

Merrill 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.

Merrill 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.

Capstone Partners is a finance institution located at 31111 Agoura Road in Westlake Village, California, United States. Specializing in investment banking and financial advisory services, Capstone Partners offers expert guidance and strategic solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Capstone Partners is dedicated to providing top-notch service and personalized support to each client. Whether you are looking to grow your wealth, secure funding for a project, or navigate complex financial transactions, Capstone Partners is here to help you succeed.

ed 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.

Merrill 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.

Merrill 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.

Merrill 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.

Merrill Lynch Financial Advisor Joshua Cummins is a prestigious finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. The team at Merrill Lynch takes pride in their advisors who have received recognition from financial industry publications and Bank of America Corporation. They are dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. The institution offers a range of financial services, including wealth management, investment strategies, and financial planning. The team at Merrill Lynch is committed to helping clients achieve their financial goals, whether it be funding their children's education, planning for retirement, or managing wealth transfer. By utilizing the global resources of Merrill Lynch, the team is able to provide tailored financial solutions to meet each client's individual needs and priorities. With a focus on simplicity and transparency, Merrill Lynch Financial Advisor Joshua Cummins aims to make the often daunting task of financial planning an exciting journey towards reaching your goals. Contact Merrill Lynch Financial Advisor Joshua Cummins today to start planning for your financial future.

Daniel Shuler - Morgan Stanley is a reputable financial institution located at 100 North Westlake Boulevard in Westlake Village, California, United States. As part of the global Morgan Stanley brand, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, Daniel Shuler - Morgan Stanley is dedicated to providing personalized financial solutions to clients to help them achieve their financial goals.

Merrill Lynch Private Wealth Advisor Cindy Georghiou, 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 institution, part of The Miller | Asher Group, specializes in working with ultra-affluent clients, many of whom own family businesses. They provide a boutique-like wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. The private wealth advisors at Merrill Private Wealth Management are highly trained to meet 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. The team at Merrill Private Wealth Management is committed to providing highly personalized service, helping clients develop multigenerational wealth strategies. They offer a range of financial services, including investment insights from Merrill and banking solutions from Bank of America. The institution aims to help clients pursue their financial goals, providing personalized financial strategies tailored to each client's unique situation. Clients can expect dedicated and personalized service from a team of specialists focused on simplifying personal and business finances. Merrill Private Wealth Management offers a powerful and personal experience for clients of substantial means, with a focus on supporting clients and their families for the long term. The institution provides financial strategies designed to meet evolving needs and offers the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch does not provide legal, tax, or accounting advice and recommends consulting with legal and tax advisors before making any financial decisions.

Stifel is a leading financial institution located at 3075 Townsgate Road in Westlake Village, California, United States. Specializing in finance, Stifel offers a wide range of services including investment banking, wealth management, and asset management. With a reputation for excellence and a commitment to client satisfaction, Stifel provides personalized financial solutions to individuals, families, and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Visit Stifel at their Westlake Village location to learn more about how they can help you with your financial needs.

Merrill Lynch Financial Advisor Zachary Anargiros Frangos is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. With over 40 years of experience in the financial services industry, Zach Frangos specializes in advising clients on Portfolio Management and estate planning. He holds the Chartered Retirement Planning Counselor, CRPC designation and is a qualified Portfolio Manager who can help clients pursue their objectives by building and managing personalized investment strategies. Zach is also actively involved in the community, volunteering with organizations such as the Boy Scouts of America and the Coast Guard Academy Alumni Association. Alongside Diana Santana, a Registered Senior Wealth Management Client Associate, Zach provides personalized financial solutions tailored to each client's unique needs and priorities. By understanding your goals and priorities, Zach works to design a financial approach that reflects your personality and helps you achieve your financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Zach and his team are dedicated to helping you navigate the complexities of your financial life and pursue your goals. As a Merrill Lynch Wealth Management Advisor, Zach is committed to putting you first and providing personalized investment strategies to address your financial needs. Whether you are planning for retirement, saving for a home, funding education, or passing on wealth to future generations, Zach and his team are here to help you every step of the way. Contact Merrill Lynch Financial Advisor Zachary Anargiros Frangos today to start building a personalized financial plan centered on your goals and priorities.

Tax Hardship Center, LLC is a trusted institution located at 30700 Russell Ranch Road in Westlake Village, California, United States. Specializing in accounting and finance, the center offers a range of services including Business Tax Relief, Personal Tax Relief, Paycheck Garnishments, Unfiled taxes, IRS Penalties, Payroll Taxes, Audit Defense, and Bank Levies. If you find yourself in a situation where you are facing tax issues and need help navigating the complex world of the IRS, Tax Hardship Center is here to assist you. With a focus on transparency and education, the center ensures that every client is well-informed and supported throughout the process.

Robert L. Johnson - Morgan Stanley is a finance institution located at 100 North Westlake Boulevard in Westlake Village, California, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services including wealth management, investment banking, and asset management. With a focus on providing personalized financial solutions for individuals, businesses, and institutions, Robert L. Johnson - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals are committed to providing exceptional service and expertise in the field of finance.

South Coast Tax Resolution, located at 5716 Corsa Avenue in Westlake Village, California, is a Christian-based accounting and finance institution that specializes in helping clients resolve their tax issues with a 97% reduction rate. With over 13 years of experience, the team at South Coast Tax Resolution treats each client like family, providing personalized solutions tailored to their unique situation. By offering services such as releasing bank levies and submitting Offers in Compromise, they have helped clients pay as little as 3 cents on the dollar of taxes owed. Clients have praised the team for their professionalism, knowledge of tax laws, and ability to navigate complex IRS processes. Whether you are facing tax debt or need assistance with tax planning, South Coast Tax Resolution is dedicated to helping you achieve financial freedom.

Welcome to Zoom Electricians, your fast and dependable electrical contractor in Thousand Oaks, California. Conveniently located at 1746 North Moorpark Road, we have been proudly serving the Thousand Oaks community and surrounding areas for over a decade. Our commitment to excellence and customer satisfaction has made us a trusted name in electrical services throughout the region. Why Choose Zoom Electricians?

Welcome to Priority Home Buyers: Your Trusted Partner in Selling Your Home Fast for Cash in San Fernando Valley and Thousand Oaks At Priority Home Buyers, located at 3541 Old Conejo Road, Thousand Oaks, California, we specialize in providing homeowners with a seamless, stress-free option to sell their homes quickly and for cash. With a focus on the San Fernando Valley and Thousand Oaks, our mission is to prioritize your needs and offer you the best possible all-cash deal for your property.