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TOP 30 Comprehensive financial planning services in Westlake Village, CA
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Julie C Lin - Financial Advisor, Ameriprise Financial Services, LLC
Julie C Lin is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3027 Townsgate Road, Westlake Village, California, United States. Julie specializes in providing comprehensive financial planning services to individuals and small business owners. She holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in areas such as asset management, retirement planning, estate planning, and investment strategies. Julie is dedicated to helping her clients achieve their financial goals and navigate complex financial situations. Contact Julie C Lin today for personalized financial advice and guidance.
Doug Messner - Financial Advisor, Ameriprise Financial Services, LLC
Doug Messner is a financial advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road in Westlake Village, California. With a focus on providing personalized financial planning services, Doug helps clients navigate the complexities of investing and retirement planning. As a member of FINRA and SIPC, Doug is dedicated to helping clients achieve their financial goals while adhering to strict industry regulations. Clients can expect a comprehensive overview of financial planning concepts during their initial consultation, with the opportunity to discuss personalized strategies for building wealth and securing their financial future.
Edward Jones - Financial Advisor: Regina Korossy, CEPA®|AAMS™|CRPC™
Edward Jones - Financial Advisor: Regina Korossy, CEPA®|AAMS™|CRPC™ is a reputable finance institution located at 2625 Townsgate Road in Westlake Village, California, United States. Specializing in financial planning and advising, Regina Korossy holds certifications as a Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™). With a commitment to personalized service and a comprehensive approach to financial management, clients can trust in Regina Korossy and the team at Edward Jones to provide expert guidance and support in achieving their financial goals.
Smart Choice Accounting Services
Smart Choice Accounting Services is a reputable institution located at 2629 Townsgate Road in Westlake Village, California. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial solutions tailored to meet the specific needs of our clients. With years of experience and expertise in the field, we strive to help individuals and businesses make smart financial decisions. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, Smart Choice Accounting Services is your go-to destination for all your accounting needs. Contact us today to learn more about how we can help you achieve your financial goals.
Cargo Insurance Center
Cargo Insurance Center is a leading insurance agency located at 4607 Lakeview Canyon Road in Westlake Village, California. We specialize in providing comprehensive insurance coverage for cargo shipments, ensuring that your goods are protected against any unforeseen risks during transit. Our experienced team of insurance professionals will work closely with you to tailor a customized insurance plan that meets your specific needs. Whether you are a small business owner or a large corporation, Cargo Insurance Center is dedicated to providing you with peace of mind and financial protection for your valuable cargo. Contact us today to learn more about our services and how we can help safeguard your shipments.
Johnsen Insurance Solutions
Johnsen Insurance Solutions is a reputable insurance agency located at 888 Rim Crest Drive in Westlake Village, California. With a team of experienced agents, we provide personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. Our commitment to exceptional customer service sets us apart from the rest. Contact us today to receive a quote and start protecting what matters most to you.
Nir Sadeghan - Family First Life
Nir Sadeghan - Family First Life is an insurance agency located in Westlake Village, California. Our dedicated team is committed to putting families first and providing them with the best insurance coverage to protect their loved ones. With a focus on customer service and personalized solutions, we strive to help our clients navigate the complexities of insurance and find the right policies to meet their needs. Visit us at 30700 Russell Ranch Road to learn more about how we can help you safeguard your family's future.
City National Bank
City National Bank, located at 2655 Townsgate Road in Westlake Village, California, offers a full suite of personal banking products and services. Our experienced Relationship Managers are ready to assist you in achieving your financial goals. Our private banking office is dedicated to supporting your vision of a rich life, with wealth advisors who will help you design a comprehensive plan to achieve your objectives. From risk management to estate planning, our team is committed to helping you preserve your family's wealth for generations to come. In addition to personal, private, and business banking, City National Bank also offers wealth management, brokerage, leasing services, and software solutions. As a subsidiary of Royal Bank of Canada, one of the world's largest banks, we prioritize integrity and strong client relationships. Choose City National Bank for a personalized experience that goes beyond the competition to help you thrive.
Farmers Insurance - Maryam Tahirkheli
Farmers Insurance - Maryam Tahirkheli is an insurance agency located at 1120 2nd Street in Brentwood, California, United States. As a local Farmers® agent, Maryam Tahirkheli helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, and more, Maryam has the knowledge and experience to assist you in understanding your coverage options. The office is conveniently located across from Wells Fargo, and you are welcome to stop by for personalized assistance. If you have questions about comprehensive coverage, collision coverage, deductibles, medical payments, or any other insurance-related inquiries, Maryam is happy to help. With over 80 years of experience, Farmers® has been a trusted provider of insurance products. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or condo insurance, Maryam can help tailor a policy to suit your unique needs and budget.
National College Planners
National College Planners is a reputable institution located at 890 Hampshire Road in Westlake Village, California, United States. As a finance university, we specialize in providing comprehensive guidance and support to students and families as they navigate the complex process of planning and financing higher education. Our experienced team of advisors is dedicated to helping students make informed decisions about college selection, financial aid options, and scholarship opportunities. With a commitment to personalized service and expertise in the field of college planning, National College Planners is the go-to resource for individuals seeking to achieve their academic and financial goals.
Acorn Law
Acorn Law, located at 310 North Westlake Boulevard in Westlake Village, California, is a trusted institution specializing in estate planning, trusts, and probate expertise to protect your family's future. Their team of extremely knowledgeable and friendly lawyers ensure that everything is done in a timely manner, providing you with peace of mind knowing that your loved ones will be taken care of when you pass away. Acorn Law offers personalized services to craft solid and comprehensive estate plans, ensuring that your assets are preserved and your family's financial stability is maintained. With a focus on professionalism and compassion, Acorn Law guides you through the complexities of estate planning, trusts, and probate, providing clarity and direction every step of the way. Whether you need assistance with setting up a trust, reviewing and updating your estate plan, or minimizing estate taxes, Acorn Law is the right fit for you. Schedule a free discovery call today to start planning for your family's future with Acorn Law.
Farmers Insurance - John Pless
Farmers Insurance - John Pless is an insurance agency located at 555 Saint Charles Drive, Thousand Oaks, California, United States. With over 30 years of experience, our agency serves Thousand Oaks, Westlake Village, Moorpark, Simi Valley, Ventura County, and all counties in the State of California. We offer tailored coverage with concierge service, treating our clients like hotel guests with personalized service for all their insurance needs. Specializing in identifying and providing proper insurance coverage for each individual exposure, we have superb product knowledge and experience to ensure our clients fully understand their needs. Our coverage options include auto, home, condominium, renters, landlord, business, and life insurance, with additional expertise in HOA Master policies and EQ coverage throughout California. Contact us for comprehensive coverage, collision coverage, deductibles, medical payments, and more. We also offer competitive rates for Home insurance, Renters insurance, Business insurance, Condo insurance, and Life insurance. Our goal is to help you build a solid financial plan and provide added protection for your assets with a Personal Umbrella insurance policy. Contact us today for a consultation and let us help you reach your goals.
Farmers Insurance - Lisa Leonard
Farmers Insurance - Lisa Leonard is an insurance agency located at 5743 Corsa Ave in Westlake Village, California. With over 30 years of experience, Lisa Leonard specializes in workers comp, employment practices, and liability insurance. She is dedicated to custom fitting a policy to meet your individual needs, whether it's for life, auto, home, renters, business, commercial insurance, or workers compensation. As a Farmers® agent, Lisa Leonard is committed to helping you understand your coverage options and providing personalized service to make you smarter about insurance. She can help you navigate through comprehensive coverage, collision coverage, deductibles, and medical payments, ensuring that you get the right insurance for your needs and budget.
Farmers Insurance - Greg Safady
Farmers Insurance - Greg Safady is a family-oriented insurance agency located at 2625 Townsgate Road, Westlake Village, California. As a local Farmers agent with over a decade of experience in the insurance industry, Greg Safady provides a one-stop shop for all insurance needs, including auto, home, life, earthquake, and business insurance. The agency is community service-driven and a member of the Conejo Valley Chamber. Greg Safady takes pride in offering comprehensive coverage and personalized service to clients in Thousand Oaks, CA, and invites you to join the Farmers Family. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, Greg Safady can help you customize a plan to protect your assets and provide financial support for your loved ones. Contact Greg Safady today for a consultation and learn about insurance discounts that can help you save money.
Farmers Insurance - Erika Cardenas
Farmers Insurance - Erika Cardenas is an insurance agency located at 31225 La Baya Drive, Westlake Village, California, United States. As your local Farmers agent, Erika Cardenas helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Erika has the knowledge and experience to help you understand your coverage options. She can assist with comprehensive coverage, collision coverage, deductibles, medical payments, and more. Protect your most valuable possessions with Farmers insurance products that have been providing coverage for over 80 years. Erika Cardenas can help you with home insurance, renters insurance, life insurance, condo insurance, and personal umbrella insurance. She can also help you customize a business insurance package to reduce risk and protect your investment.
Filippini Wealth Management, Inc.
Filippini Wealth Management, Inc. is a full-service finance, insurance, and real estate agency located at 319 East Carrillo Street in Santa Barbara, California. As a family-owned and independent institution, we offer a comprehensive range of services to meet all of our clients' financial needs. Our experienced team works closely with clients to manage investments, retirement planning, tax planning, estate planning, insurance, and real estate. With offices in Santa Barbara and Westlake Village, we are dedicated to providing personalized and professional financial guidance to help clients achieve their goals. Please note that we have separate entities for each service area, and important disclosures can be found on our website.
SageView Advisory Group
SageView Advisory Group is a leading finance institution located in Westlake Village, California. Our team of experienced advisors provides comprehensive financial planning and investment management services to individuals, families, and businesses. With a focus on personalized solutions and a commitment to excellence, we help our clients achieve their financial goals and secure their financial future. Visit us at 3075 Townsgate Road to learn more about how SageView Advisory Group can help you navigate the complexities of the financial world.
First Capital Benefit Advisors, Inc.
First Capital Benefit Advisors, Inc. is a finance institution located at 4385 Ambercrest Place in Westlake Village, California, United States. They specialize in providing comprehensive financial planning and investment management services to individuals and businesses. With a team of experienced professionals, they help clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, First Capital Benefit Advisors, Inc. is dedicated to providing personalized solutions to meet your unique needs.
Kendyl Roundtree, CFP , MBA, MFP
Kendyl Roundtree, CFP, MBA, MFP is a premier finance institution located at 31111 Agoura Road in Westlake Village, California, United States. With a team of highly qualified professionals, including Certified Financial Planners, Masters of Business Administration, and Masters of Financial Planning, we provide top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, our experts are here to help you achieve your financial goals. Trust Kendyl Roundtree, CFP, MBA, MFP for all your financial needs.
The Warren Group Wealth Management, Inc.
The Warren Group Wealth Management, Inc. is a respected finance institution located at 31365 Oak Crest Drive in Westlake Village, California. With a focus on providing comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your individual needs. Trust The Warren Group Wealth Management, Inc. to guide you towards a secure financial future.
Filippini Wealth Management, Inc.
Filippini Wealth Management, Inc. is a finance institution located at 2945 Townsgate Road in Westlake Village, California, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Filippini Wealth Management, Inc. offers comprehensive financial solutions tailored to meet your individual needs. Contact us today to learn more about how we can help you secure a stable financial future.
Retirement Wealth Advisors, LLC. - Jonathan & Alexis Vasquez
Retirement Wealth Advisors, LLC. - Jonathan & Alexis Vasquez is a finance institution located at 5743 Corsa Avenue in Westlake Village, California, United States. Specializing in retirement planning and wealth management, this institution offers personalized financial advice and strategies to help individuals achieve their financial goals for retirement. With a focus on customer service and expertise in the field, Jonathan & Alexis Vasquez provide comprehensive financial planning services to clients looking to secure their financial future.
Williams & Novak Wealth Management, LLC.
Williams & Novak Wealth Management, LLC. is a leading finance institution located at 30700 Russell Ranch Road in Westlake Village, California, United States. Our team of experienced professionals provides personalized wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we offer a comprehensive range of investment solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Williams & Novak Wealth Management, LLC. is committed to helping you secure a prosperous financial future.
Horizon Family Office
Horizon Family Office is a premier finance institution located at 2945 Townsgate Road in Westlake Village, California, United States. Specializing in providing comprehensive financial services to high-net-worth individuals and families, Horizon Family Office offers tailored solutions to help clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to excellence, Horizon Family Office is dedicated to providing top-notch financial planning, investment management, and wealth preservation services to its clients.
Merrill Lynch Private Wealth Advisor Spencer M Miller
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 Private Wealth Advisor Abigail Shek
Merrill 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.
Merrill Lynch Private Wealth Advisor Brandon T. Asher
Merrill Lynch Private Wealth Advisor Brandon T. Asher, located at 2815 Townsgate Road, Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead. The Miller | Asher Group specializes in working with ultra-affluent clients, many of whom are family-owned or privately-held business owners. Their mission is to provide a boutique-like, concierge-style wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. Their private wealth advisors are rigorously trained to meet specialized needs with personalized service. Clients have access to services typically reserved for large institutions, with a focus on a goals-based wealth management approach. Merrill Private Wealth Management is committed to providing highly personalized service to a select group of clients, helping them develop multigenerational wealth strategies and investment insights.
Merrill Lynch Private Wealth Advisor Cindy Georghiou
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.
Sessa Wealth Management Group
Sessa Wealth Management Group is a leading financial institution located at 2555 Townsgate Road in Westlake Village, California, United States. As a trusted name in the finance industry, Sessa Wealth Management Group offers expert financial planning and investment management services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, personalized strategies, and a commitment to excellence, Sessa Wealth Management Group is dedicated to providing comprehensive financial solutions tailored to each client's unique needs.
Glickman Tax Solutions
Glickman Tax Solutions is a leading accounting and finance institution located at 3717 Thousand Oaks Boulevard in Westlake Village, California. Our team of experts specializes in providing comprehensive tax solutions for individuals and businesses, ensuring compliance with all relevant laws and regulations. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maximize their tax savings. Contact us today to learn more about how Glickman Tax Solutions can assist you with all your accounting and finance needs.
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