TOP 30 Brokercheck in Thousand Oaks, California

10 results found

Farmers Insurance - John Colby is an insurance agency located at 25 Rolling Oaks Drive in Thousand Oaks, California. As a local Farmers® agent, John Colby helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, or business insurance, John Colby has the knowledge and experience to help clients understand their coverage options. By offering personalized and straightforward service, John Colby aims to make clients smarter about insurance. Clients can contact John Colby for answers to any insurance-related questions they may have. From comprehensive coverage to deductibles and medical payments, John Colby can help take the mystery out of selecting the right insurance coverage for each individual's needs and budget. By offering online quotes and insurance discounts, John Colby helps clients save money while ensuring they have the coverage they need.

Farmers Insurance - Mark Young is an insurance agency located at 187 East Wilbur Road, Thousand Oaks, California, United States. As a local Farmers® agent, Mark Young helps customers identify the insurance coverage that best fits their needs. Mark offers personalized and straightforward assistance to make customers smarter about insurance. With knowledge and experience, Mark helps customers understand their coverage options, including auto, home, renters, business insurance, and more. Customers can contact Mark Young for any insurance-related questions. The agency provides comprehensive coverage, collision coverage, deductibles, and more. Mark can assist in selecting the right car insurance coverage tailored to individual needs and budgets. Farmers Insurance has been in the industry for over 80 years, providing insurance products to protect homes and belongings in case of disasters. The agency offers competitive rates and multi-line insurance discounts. Mark Young recommends reviewing life insurance policies to ensure financial support for dependents. Renters insurance is also available to protect personal belongings in case of unforeseen events. For small businesses, Farmers Insurance offers customized business insurance packages to reduce risks and protect investments. Condo insurance is also available to protect personal belongings.

Farmers Insurance - Mark Williams is an insurance agency located at 2814 Camino Dos Rios, Thousand Oaks, California, United States. With over 32 years of experience, Mark Williams is your local Farmers agent in Newbury Park, offering expertise in handling all your insurance needs. As a long-time resident of Newbury Park, Mark is dedicated to guiding you in the right direction for your insurance coverage. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Mark can help you navigate the complexities of selecting the right insurance plan for your budget. Protect your most valuable possessions with Farmers Insurance, a company with over 80 years of experience providing insurance products. Whether it's your home, life, rental property, business, or condo, Mark Williams can customize an insurance package to suit your unique needs and reduce your risk. With competitive rates and multi-line insurance discounts, Farmers Insurance can help you save money while ensuring your assets and future earnings are protected.

Sandra Matson is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 275 East Hillcrest Drive, Thousand Oaks, California, United States. She offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Sandra documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts securely from any device. To schedule a complimentary initial consultation or learn more about financial planning concepts, contact Sandra Matson. She is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Member FINRA and SIPC.

Lars H Jorgensen is a financial advisor at Ameriprise Financial Services, LLC located at 100 East Thousand Oaks Boulevard in Thousand Oaks, California. With a focus on helping clients achieve their financial goals, Lars provides personalized services tailored to each individual's needs. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Lars and Ameriprise Financial Services. Visit the FINRA's BrokerCheck website for background and qualification information. Schedule a consultation to discuss your financial priorities and gain insight into the current market trends. Please note that securities business can only be conducted with residents of certain states where Lars is registered. Contact Lars H Jorgensen today to start planning for a secure financial future.

Coastal Wealth Advisors, located at 3255 Old Conejo Road, Thousand Oaks, California, United States, is a finance institution with a mission to improve the quality of life for clients, families, and the community. With over 30 years of experience, their team works to simplify financial lives and maximize opportunities by providing holistic planning, advice, and consistent execution. They offer personalized solutions focused on financial security, tax efficiency, and caring for others, tailored to each client's goals and needs. Services include strengthening financial positions, protecting futures, accumulating wealth, tax-efficient money management, retirement planning, and creating a meaningful legacy. Managed accounts, investment advice, insurance, banking, and generosity programs are available to help clients make the most of their resources. As part of Thrivent, a Fortune 500 company with a long history of financial strength and community involvement, Coastal Wealth Advisors is dedicated to empowering individuals and developing prosperous communities. Thrivent's financial professionals do not provide legal, accounting, or tax advice, and licensing information can be found through state insurance departments. Clients can access a range of products, programs, and services through Thrivent's Financial Planning Framework and Dedicated Planning Services. Thrivent Financial for Lutherans offers insurance products, while Thrivent Investment Management Inc. provides securities and investment advisory services. Financial advisors at Thrivent are credentialed to offer investment advisory services, and more information can be found on Thrivent's website or FINRA's BrokerCheck.

Erik Lundring - Thrivent is a financial institution located at 3255 Old Conejo Road in Thousand Oaks, California, United States. Our mission is to enhance the quality of life for our clients, their families, and the community by providing personalized financial solutions focused on security, tax efficiency, and philanthropy. With over 30 years of experience, we aim to simplify and maximize our clients' financial opportunities through holistic planning, advice, and consistent execution. We believe in integrating our clients' objectives into a personalized roadmap that evolves with their changing needs and goals. Our customized solutions cover various key areas such as strengthening financial positions, protecting financial futures, accumulating wealth, tax-efficient money management, long-term care planning, retirement income preparation, legacy planning, and more. We offer comprehensive advice and financial strategies that are in the best interest of our clients.

Welcome to Colby John Insurance, your trusted local Farmers® Insurance agency in Thousand Oaks, CA. Conveniently located at 555 Saint Charles Drive, Thousand Oaks, California 91360, we are dedicated to helping you navigate the complex world of insurance with ease and confidence. As your local Farmers® agent, Colby John is committed to providing you with personalized and straightforward guidance to identify the insurance coverage that best fits your unique needs. With extensive knowledge and experience, we offer a range of insurance solutions including auto, home, renters, business, and more, ensuring you are well-protected in all aspects of your life.

Welcome to Munro Insurance, your trusted local Farmers® Insurance agency in Thousand Oaks, California. Conveniently located at 25 Rolling Oaks Drive, we specialize in helping you identify the insurance coverage that best fits your needs. With a personalized and straightforward approach, we aim to make you smarter about insurance. Our experienced team is here to guide you through a variety of coverage options, including auto, home, renters, business, and more. Whether you're looking for comprehensive car insurance, protection for your home, or a plan to safeguard your business, we have the knowledge to help you understand your choices and make informed decisions.

Welcome to Farmers Insurance - William Parry, your trusted local insurance agency located at 100 North Rancho Road, Thousand Oaks, California. Since 2000, Bill Parry has been dedicated to providing exceptional customer service and expert insurance advice to the Thousand Oaks community. With a diverse background that spans from the PGA Apprentice Program to commercial airlines, real estate, and even catering, Bill brings a wealth of experience and a unique perspective to his role as a Farmers® agent. At Farmers Insurance - William Parry, we understand that navigating the world of insurance can be overwhelming. Whether you're looking for auto, home, life, renters, business, or condo insurance, we're here to simplify the process and tailor coverage to fit your needs and budget. With over 80 years of experience, Farmers® is a name you can trust to protect what matters most.