Comprehensive estate planning services in Thousand Oaks, CA
20 results found
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Hermance Law - Estate Planning Mom
● ClosedHermance Law - Estate Planning Mom is a legal institution specializing in estate planning services, located at 4165 East Thousand Oaks Boulevard in Thousand Oaks, California, United States. Led by a dedicated team of lawyers, this institution focuses on providing personalized and comprehensive estate planning solutions to help individuals protect their assets and ensure their wishes are carried out. With a compassionate approach and a commitment to client satisfaction, Hermance Law - Estate Planning Mom is a trusted partner in planning for the future.
2829 Townsgate Rd STE 100, Westlake Village, CA 91361, United States -
Nicholas Carrillo - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenNicholas Carrillo is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 100 East Thousand Oaks Boulevard, Thousand Oaks, California, United States. Nicholas Carrillo holds various certifications including AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and many more. These certifications demonstrate his expertise in various aspects of financial planning and asset management. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, Nicholas Carrillo can provide you with comprehensive and personalized financial advice to help you achieve your financial goals. Contact Nicholas Carrillo today for expert financial guidance and support.
100 E Thousand Oaks Blvd STE 290, Thousand Oaks, CA 91360, United States -
Sarah Reznick - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSarah Reznick - Financial Advisor, Ameriprise Financial Services, LLC, located at 275 East Hillcrest Drive in Thousand Oaks, California, is a finance institution specializing in providing comprehensive financial planning and investment management services. Sarah Reznick holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Sarah Reznick's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Sarah Reznick provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
275 E Hillcrest Dr #223, Thousand Oaks, CA 91360, United States -
KAD Investments LLC - Licensed General Building Contractor & Licensed Real Estate Broker
● ClosedWelcome to KAD Investments LLC, your trusted partner in building and real estate solutions in Thousand Oaks, California. Conveniently located at 1336 North Moorpark Road, KAD Investments LLC stands as a beacon of excellence in the realms of general contracting and real estate brokerage. As a Licensed General Building Contractor, we specialize in delivering top-notch construction services tailored to meet the unique needs of our clients. Whether you're planning a new construction project, a renovation, or a commercial build-out, our team of skilled professionals is dedicated to bringing your vision to life with precision and quality craftsmanship.
1336 North Moorpark Road, Thousand Oaks, California 91360, United States -
Magaldi Financial Services
● OpenWelcome to Magaldi Financial Services, your trusted partner in comprehensive financial management located in the heart of Thousand Oaks, California. Situated at 206 Bainbridge Court, our firm is dedicated to providing expert financial solutions tailored to meet the unique needs of individuals, families, and businesses. At Magaldi Financial Services, we pride ourselves on offering a wide range of services including financial planning, investment management, tax strategies, retirement planning, and estate planning. Our team of experienced professionals is committed to guiding you through every financial decision with personalized attention and strategic insight.
206 Bainbridge Court, Thousand Oaks, California 91360, United States -
The Law Offices of David R. Schneider, APC
● ClosedThe Law Offices of David R. Schneider, APC, located in Thousand Oaks, California, is a client-oriented law firm dedicated to providing personal service to individuals facing estate planning and probate needs. With over two decades of experience, attorney David R. Schneider offers personalized solutions to fit each family's unique situation. The practice also assists families with probate and conservatorship needs, guiding them through the legal process with efficiency and care. Whether it's setting up living trusts, wills, powers of attorney, or advanced healthcare directives, David Schneider ensures that each client receives the best service possible. By working directly with clients to establish the best plan to fit their family needs, the firm aims to prevent the expensive and lengthy probate proceedings that can occur without proper planning.
325 E Hillcrest Dr # 195, Thousand Oaks, CA 91360, United States -
Law Office of Edward S. Matisoff
● ClosedThe Law Office of Edward S. Matisoff is a reputable legal institution located at 3625 Thousand Oaks Boulevard in Westlake Village, California, United States. Specializing in various areas of law, including but not limited to personal injury, family law, and estate planning, Edward S. Matisoff and his team are dedicated to providing top-notch legal services to their clients. With a commitment to excellence and a track record of success, clients can trust the Law Office of Edward S. Matisoff to handle their legal matters with professionalism and expertise.
3625 Thousand Oaks Blvd #113, Westlake Village, CA 91362, United States -
Todd W. Goodman
● ClosedTodd W. Goodman is a reputable law firm located at 2325 Mountain Crest Circle in Thousand Oaks, California. Specializing in various areas of law, the institution is known for its dedication to providing high-quality legal services to clients in the United States. With a team of experienced lawyers, Todd W. Goodman offers expert advice and representation in legal matters, ensuring that clients receive the best possible outcomes. Whether you are in need of assistance with personal injury, family law, estate planning, or any other legal issue, Todd W. Goodman is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
2325 Mountain Crest Cir, Thousand Oaks, CA 91362, United States -
Sternberg & Associates, APLC
● ClosedSternberg & Associates, APLC is a professional institution located at 4195 Thousand Oaks Boulevard in Thousand Oaks, California, United States. Specializing in accounting, finance, and legal services, we offer a wide range of solutions to meet the needs of our clients. At Sternberg & Associates, APLC, we provide businesses with top-notch services typically offered by in-house counsel, but without the high overhead costs. Our approach, known as "litigation avoidance," focuses on preventing legal disputes before they arise by choosing the right attorney and establishing a solid client-attorney relationship.
4195 Thousand Oaks Blvd STE 250, Thousand Oaks, CA 91362, United States -
Revolution Financial Management
● ClosedRevolution Financial Management is a reputable insurance agency located at 515 Marin Street in Thousand Oaks, California. Our dedicated team of professionals is committed to providing top-notch financial management services to our clients. With a focus on revolutionizing the way insurance is handled, we offer personalized solutions tailored to meet the unique needs of each individual or business. Whether you are looking for life, health, property, or auto insurance, Revolution Financial Management is here to help you secure your future and protect what matters most. Contact us today to learn more about how we can assist you in achieving your financial goals.
515 Marin St, Thousand Oaks, CA 91360, United States -
Palamar Tax
● OpenPalamar Tax, located at 470 South Rancho Santa Fe Road in San Marcos, California, is a premier accounting and finance institution. With over 30 years of experience, ABMG has been providing top-notch accounting services in the Los Angeles area, catering to entertainment professionals such as actors, writers, producers, musicians, and those in the sports industry. At Palamar Tax, we understand that financial management goes beyond just numbers. Our team of experts works closely with assistants, agents, managers, attorneys, and families to provide comprehensive tax, estate, financial, and investment guidance. We strive to reduce the amount of taxes owed and ensure a comfortable future for our clients.
470 S Rancho Santa Fe Rd, San Marcos, CA 92078, United States -
Jennifer Brown - Thrivent
● ClosedJennifer Brown - Thrivent is a finance institution located at 3255 Old Conejo Road, Thousand Oaks, California, United States. They are dedicated to working together with clients to help achieve their financial goals. Licensed in multiple states, including AZ, CA, ID, MA, OR, WA, and WI, Jennifer Brown focuses on building relationships with clients to understand their values and priorities. By educating and empowering clients, she helps them make decisions that align with their financial goals. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services and investment advisory services through Thrivent Investment Management Inc. Clients can further their planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services. Visit their website for more information on professional designations and services provided.
3255 Old Conejo Rd Suite 101, Newbury Park, CA 91320, United States -
Artists Business Management Group - Woodland Hills
● ClosedLocated in Woodland Hills, California, the Artists Business Management Group (ABMG) has been a trusted provider of accounting services for entertainment professionals for over 30 years. Specializing in tax, estate, financial, and investment guidance, ABMG prides itself on offering personalized and comprehensive plans to help clients achieve financial success. Led by founder Larry Lerner, the team at ABMG consists of industry experts who are dedicated to providing top-notch consulting, tax, and advisory services to clients in the entertainment and artist industry. From tax planning and preparation to estate and trust management, ABMG offers a wide range of services to help clients navigate the complexities of financial management. With a commitment to accuracy and quality, ABMG is the go-to firm for all your business and personal financial needs. Visit us at our Woodland Hills location or reach out to us at our other offices in Carlsbad and Thousand Oaks.
5950 Canoga Ave Suite 417, Woodland Hills, CA 91367, United States -
1 Method Drug and Alcohol Rehab
● OpenWelcome to 1 Method Drug and Alcohol Rehab, a premier luxury rehab center located at 2210 Selby Ave, Los Angeles, CA 90064. Our center offers a transformative approach to healing and mental health support, providing a sanctuary for those seeking recovery from addiction. At 1 Method, we understand that taking the first step toward recovery can be daunting, but you are not alone. Our team of dedicated experts is here to guide, support, and uplift you, alongside a community of individuals who have walked the same path. Nestled in the heart of Los Angeles, our facility combines the tranquility of nature with the comforts of a high-end retreat, ensuring an atmosphere of serenity and elegance. We believe that the environment plays a crucial role in the healing process. Our luxury rehab experience goes beyond top-tier medical treatments, catering to both the body and soul. From the moment you enter our facility, you will notice the difference. Our meticulously designed rooms offer a blend of comfort and sophistication, while our gourmet dining options provide nutritious, delicious meals tailored to your dietary needs.
2210 Selby Ave, Los Angeles, CA 90064, United States -
General Pavement Management (GPM)
● ClosedWelcome to General Pavement Management (GPM), your trusted partner in paving excellence located at 850 Lawrence Drive, Thousand Oaks, California. As a premier general contractor specializing in paving, we proudly serve Central and Southern California with over 30 years of industry expertise. At GPM, we believe in building strong partnerships with our clients to meticulously plan every aspect of your project, ensuring a seamless and stress-free experience that meets your needs—on time, on schedule, on spec, and on budget. Our comprehensive services cover a wide range of paving needs, including pothole repair, reconstruction, fabric overlays, and new construction. We also offer specialized solutions such as cement treatment, speed bumps, concrete repair, trip hazard elimination, and ADA compliance. Enhance the appeal and longevity of your asphalt with our decorative stamped and interlocking pavers. Whether you're managing residential, commercial, mobile estates, industrial properties, hotels, or institutions, GPM is equipped to handle it all.
850 Lawrence Drive, Thousand Oaks, California 91320, United States -
Ricarda L Bennett & Associates
● OpenWelcome to Ricarda L. Bennett & Associates, your trusted legal partner located in the heart of Thousand Oaks, California. Situated at 3075 Thousand Oaks Boulevard, our esteemed law firm is dedicated to providing comprehensive and personalized legal services to meet your unique needs. With a commitment to excellence and a wealth of expertise, Ricarda L. Bennett & Associates specializes in a wide range of legal fields, ensuring that you receive the highest level of representation and guidance. Whether you require assistance with family law, estate planning, business law, or any other legal matter, our experienced team is here to support you every step of the way. At Ricarda L. Bennett & Associates, we pride ourselves on fostering strong client relationships built on trust, integrity, and clear communication. Contact us today to schedule a consultation and discover how we can help you navigate the complexities of the legal system with confidence and peace of mind.
3075 Thousand Oaks Boulevard, Thousand Oaks, California 91362, United States -
Farmers Insurance - William Parry
● ClosedWelcome 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.
100 North Rancho Road, Thousand Oaks, California 91362, United States -
Joshua Gray Electric Co.
● ClosedWelcome to Joshua Gray Electric Co. Located at 425 Bard Road, Port Hueneme, California, Joshua Gray Electric Co. is your trusted local electrician, proudly serving Ventura and Los Angeles Counties. Whether you're in need of a minor wiring repair or a comprehensive installation of a cutting-edge smart home system, our team is committed to delivering exceptional electrical solutions tailored to your needs.
425 Bard Road, Port Hueneme, California 93041, United States -
Dave Crowell American Dream Realty a Top Producing Camarillo Realtor
● ClosedWelcome to Dave Crowell American Dream Realty, your premier real estate agency located at 360 Mobil Avenue, Camarillo, California. As a top-producing realtor in Camarillo and Ventura County, Dave Crowell is renowned for his expertise, professionalism, and dedication to client satisfaction. Whether you are buying or selling a home, Dave is committed to making your real estate dreams a reality. With years of experience in the Ventura County real estate market, Dave Crowell has built a reputation as a consummate professional who is a joy to work with. His clients appreciate the depth of his involvement and his ability to make the real estate process seamless and stress-free. Testimonials from satisfied clients highlight his exceptional marketing skills, effective communication, and strategic negotiation capabilities.
360 Mobil Avenue, Camarillo, California 93010, United States -
Newbury Park Realty & Investments
● OpenWelcome to Newbury Park Realty & Investments, your trusted partner in navigating the dynamic real estate market of Thousand Oaks, California. Situated conveniently at 3303 Kimber Drive, our agency is committed to providing exceptional real estate services tailored to meet your unique needs. Whether you are buying, selling, or investing in properties, our team of experienced professionals is dedicated to delivering personalized solutions and expert guidance every step of the way. At Newbury Park Realty & Investments, we pride ourselves on our deep local knowledge and a strong network that enables us to connect clients with the best opportunities in the area. Our comprehensive approach combines market analysis, strategic planning, and attentive customer service to ensure a seamless and rewarding real estate experience.
3303 Kimber Drive, Thousand Oaks, California 91320, United States
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