Customized financial consulting in Thousand Oaks, CA
33 results found
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Davidson Insurance & Financial Services, Inc.
● ClosedDavidson Insurance & Financial Services, Inc. is a reputable insurance agency located at 25 West Rolling Oaks Drive in Thousand Oaks, California. With a strong commitment to providing personalized and reliable insurance solutions, they offer a wide range of services to meet the diverse needs of their clients. Whether you are looking for auto, home, life, or business insurance, the experienced team at Davidson Insurance & Financial Services, Inc. is dedicated to helping you find the best coverage at competitive rates. Trustworthy, professional, and customer-focused, this institution is your go-to destination for all your insurance needs in the Thousand Oaks area.
25 W Rolling Oaks Dr #110, Thousand Oaks, CA 91361, 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 -
Christopher Cordeiro - Prudential Financial
● ClosedChristopher Cordeiro - Prudential Financial is a reputable finance and insurance agency located at 516 Pennsfield Place in Thousand Oaks, California, United States. With a team of experienced professionals, they provide a wide range of financial services including investment planning, retirement planning, and insurance solutions. Their personalized approach and commitment to client satisfaction make them a trusted choice for individuals and businesses looking to secure their financial future. Visit Christopher Cordeiro - Prudential Financial today to discuss your financial goals and create a customized plan tailored to your needs.
516 Pennsfield Pl #204, Thousand Oaks, CA 91360, United States -
Edward Jones - Financial Advisor: Giancarlo G Hamner, CFP®|CRPS™
● ClosedEdward Jones - Financial Advisor: Giancarlo G Hamner, CFP®|CRPS™ is a reputable financial institution located at 3145 Old Conejo Road in Thousand Oaks, California. As a Certified Financial Planner and Chartered Retirement Plans Specialist, Giancarlo G Hamner offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a commitment to providing top-notch customer service and a deep understanding of the intricacies of the financial industry, clients can trust Edward Jones to provide them with the guidance and support they need to secure their financial future.
3145 Old Conejo Rd, Newbury Park, CA 91320, United States -
BOH Services | Restaurant Accounting, Bookkeeping, Payroll, Human Resources, Consulting
● ClosedAbout BOH Services Welcome to BOH Services, your trusted partner in restaurant accounting and financial management, located at 1000 Business Center Circle, Thousand Oaks, California. Specializing exclusively in the hospitality industry, we provide comprehensive bookkeeping, payroll, human resources, and consulting services tailored to the unique needs of independent restaurants. Our mission is to deliver two invaluable resources to restaurant owners: Time and Information.
1000 Business Center Circle, Thousand Oaks, California 91320, United States -
Risk Finance Consulting LLC
● ClosedWelcome to Risk Finance Consulting LLC, your trusted partner in financial risk management and strategic consulting. Conveniently located at 1445 White Feather Court, Thousand Oaks, California, we specialize in providing tailored financial solutions to help businesses and individuals navigate the complexities of today's economic landscape. At Risk Finance Consulting LLC, our team of experienced professionals is dedicated to offering comprehensive services that include risk assessment, financial planning, investment analysis, and regulatory compliance. We pride ourselves on our personalized approach, ensuring that each client receives customized strategies that align with their unique goals and needs.
1445 White Feather Court, Thousand Oaks, California 91320, United States -
Aaron Keeley - State Farm Insurance Agent
● ClosedAaron Keeley - State Farm Insurance Agent is a licensed insurance agency located at 500 East Esplanade Drive in Oxnard, California. Our office is situated on the twelfth floor of the City Bank building, allowing us to serve clients in Oxnard, Goleta, Santa Barbara, Camarillo, Ojai, Ventura, Thousand Oaks, Moorpark, Fillmore, and surrounding areas. Additionally, we are licensed to do business anywhere in the state of California, offering free insurance quotes online and virtual consultations. Aaron Keeley, the founder of the agency, started his State Farm career in New Mexico and relocated to Ventura County in 2021. He is dedicated to providing exceptional service to clients, ensuring they have the proper coverage for their homes, vehicles, health, life, and pets. The team at Aaron Keeley State Farm values building strong relationships with customers, offering clear communication, and personalized financial protection options.
500 E Esplanade Dr Ste 1275, Oxnard, CA 93036, United States -
Breathe-Rite Air
● OpenBreathe-Rite Air is a multifaceted institution located at 3271 Grande Vista Drive in Thousand Oaks, California. As a finance, health, pharmacy, and store all rolled into one, we offer a wide range of services to cater to our customers' needs. From financial planning and investment advice to health consultations and pharmaceutical products, Breathe-Rite Air is your one-stop shop for all things related to your well-being. Our knowledgeable staff is dedicated to providing top-notch service and assistance to ensure that you leave our institution feeling satisfied and taken care of. Visit us today to experience the convenience and excellence that Breathe-Rite Air has to offer.
3271 Grande Vista Dr, Newbury Park, CA 91320, United States -
Jason Giambi - State Farm Insurance Agent
● ClosedJason Giambi - State Farm Insurance Agent is an insurance agency located at 501 Marin Street in Thousand Oaks, California. Conveniently situated across the street from the Oaks Mall, next to Lazy Dog Restaurant and the Cheesecake Factory, this agency offers a range of insurance services to help you prepare for the unexpected. Whether you need life insurance, auto insurance, home insurance, or financial services, Jason Giambi and his team are here to assist you. With a focus on providing outstanding customer service and protecting the local community, this agency is dedicated to ensuring that you have the coverage you need. Whether you are a long-time resident of Thousand Oaks or a newcomer to the area, Jason Giambi - State Farm Insurance Agent is ready to help you navigate the world of insurance. Contact the office today for a no-obligation consultation and make sure you are prepared for whatever life may bring.
501 Marin St STE 103, Thousand Oaks, CA 91360, United States -
Paul Panico - State Farm Insurance Agent
● ClosedPaul Panico - State Farm Insurance Agent is a trusted insurance agency located at 1712 East Thousand Oaks Boulevard in Thousand Oaks, California. As a proud California resident, Paul Panico graduated from C.S.U.N. with a Bachelor of Arts degree in Speech and Communication and has been serving the community since 1983. With a passion for helping customers protect what matters most, Paul and his experienced team are dedicated to providing auto insurance, homeowners insurance, renters insurance, life insurance, and more. Whether you need insurance for your home, vehicle, or business, the team at Paul Panico - State Farm Insurance Agent is ready to help. Visit their office in Thousand Oaks, CA for a personalized consultation to ensure you have the right coverage for your needs. Additionally, the agency is offering no-obligation life insurance consultations to help you prepare for life's unexpected events. Contact Paul Panico - State Farm Insurance Agent today for reliable insurance coverage you can count on.
1712 E Thousand Oaks Blvd #115, Thousand Oaks, CA 91362, United States -
Zonder Family Law Group
● ClosedZonder Family Law Group, located in Westlake Village, California, is a team of experienced and results-driven family law and divorce attorneys. Specializing in quarterbacking your legal path forward to a good life after divorce, Zonder Family Law Group offers a holistic "3D" approach that focuses on increasing your courage, confidence, and financial and emotional well-being during and after the divorce process. With a team of experts in legal, financial, and emotional aspects of divorce, Zonder Family Law Group ensures that you have the support and guidance you need to navigate through this challenging time. By utilizing an interdisciplinary approach to family law, their attorneys act as "quarterbacks" who formulate legal strategies and assemble the right team of professionals to help you achieve the best outcome for your unique situation.
3625 Thousand Oaks Blvd Ste 123, Westlake Village, CA 91362, United States -
Apex Law APC
● ClosedApex Law APC is a legal institution located in Thousand Oaks, California, with additional offices in Santa Monica and Westlake Village. Specializing in Real Estate, Environmental, Construction, Financial Services, Insurance, and Complex Commercial Litigation, Apex Law is dedicated to understanding the client's goals to provide customized and efficient legal representation. Founder Tom FitzGibbon brings a wealth of experience in federal court, technology-related matters, and a range of environmental and construction disputes. With a strong focus on delivering timely and successful results, Apex Law offers fair and reasonable fee arrangements tailored to each client's needs. The firm's commitment to excellence and client satisfaction is evident in their track record of successfully handling cases in various industries across California. Contact Apex Law APC for expert legal representation in a wide range of litigation matters.
199 W Hillcrest Dr Suite 115, Thousand Oaks, CA 91360, United States -
Cory Hancox - State Farm Insurance Agent
● ClosedCory Hancox - State Farm Insurance Agent is a reputable insurance agency located at 187 East Wilbur Road in Thousand Oaks, California, United States. With over 20 years of industry experience, our agency offers a wide range of insurance services including auto, home, renters, life, and small business insurance. We specialize in providing personalized insurance consultations to ensure that you have adequate coverage for your family in the event of an emergency. In addition to traditional insurance services, our agency also offers Pet Insurance for cats and dogs in California, as well as Personal Liability Umbrella policies and coverage for new construction homes. Our team is dedicated to helping our customers manage the risks of everyday life, recover from the unexpected, and achieve their dreams.
187 E Wilbur Rd #12, Thousand Oaks, CA 91360, United States -
Kurt Weston - State Farm Insurance Agent
● ClosedKurt Weston - State Farm Insurance Agent is a reputable insurance agency located at 516 Pennsfield Place, Thousand Oaks, California, United States. Just one block east of Moorpark Rd, between Wilbur Rd and Brazil St. on Pennsfield Pl., Kurt Weston and his experienced team are dedicated to providing exceptional customer service for all your insurance needs. Whether you need auto, home, condo, renters, small business, life, or health insurance, we are here to help protect you and your family. With a focus on helping people manage risks, recover from the unexpected, and achieve their dreams, our agency offers no-obligation life insurance consultations to ensure you have adequate coverage. Contact us today for personalized assistance and a remarkable customer experience. Our team is ready to assist you with any questions or concerns you may have. Remember, we are just a call, text, or email away.
516 Pennsfield Pl STE 201, Thousand Oaks, CA 91360, United States -
Advisor's Choice Insurance Brokerage Services
● ClosedAdvisor's Choice Insurance Brokerage Services is a top-notch insurance agency located at 515 Marin Street in Thousand Oaks, California. Our team of experienced brokers is dedicated to providing personalized insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we have got you covered. With a commitment to exceptional customer service and a wide range of insurance options, Advisor's Choice Insurance Brokerage Services is the ideal choice for all your insurance needs. Contact us today to learn more about how we can help protect what matters most to you.
515 Marin St, Thousand Oaks, CA 91360, United States -
Abraham Ryngler Insurance
● ClosedAbraham Ryngler Insurance is a trusted insurance agency located at 315 Arneill Road in Camarillo, California. With over 20 years of experience in the industry, our team of experts can help you find the right insurance products to meet your needs. As an independent agency, we have access to a variety of insurers and coverages, ensuring that we can tailor a policy specifically for you. Abraham Ryngler himself started the agency in 1990 in Thousand Oaks, California, and has since worked in all lines of insurance as an owner producer. Our team also includes Rafael, who values honesty and hard work in the insurance industry, and Robert, who started as a Customer Service Rep in 2014.
315 Arneill Rd #202, Camarillo, CA 93010, United States -
Farmers Insurance - Mark Williams
● ClosedFarmers 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.
2814 Camino Dos Rios Ste 409, Newbury Park, CA 91320, United States -
Rick Hore - State Farm Insurance Agent
● ClosedRick Hore - State Farm Insurance Agent is an insurance agency located at 2448 East Thousand Oaks Boulevard, Thousand Oaks, California, United States. They provide tips for safe rural road driving and information on detecting radon gas. They also address the retirement race gap for BIPOC individuals. They offer various insurance products, including life insurance and annuities issued by State Farm Life Insurance Company. They also offer pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. The institution provides investment information and guidance, as well as mortgage services through Rocket Mortgage, LLC. State Farm VP Management Corp. is a separate entity that provides banking and insurance products. Customers are advised to consult a tax or legal advisor for personalized advice. For more information, visit their website or contact them at (805) 379-0100.
2448 E Thousand Oaks Blvd, Thousand Oaks, CA 91362, United States -
Mike Kevorken - State Farm Insurance Agent
● ClosedMike Kevorken - State Farm Insurance Agent is an insurance agency located at 4580 Thousand Oaks Boulevard in Westlake Village, California, United States. In addition to offering traditional insurance services, the agency now also provides Pet Insurance to help protect your beloved furry family members. Whether you're looking to sell your car privately or carve pumpkins safely during Halloween, State Farm has tips and advice to help you along the way. The agency's team is dedicated to providing excellent customer care and helping clients navigate the risks of everyday life through personal relationships. For any inquiries or assistance, feel free to contact the agency at (818) 889-4775. Please note that State Farm Life Insurance Company and U.S. Bank National Association are separate entities providing various financial products and services. Make sure to consult with a tax or legal advisor for personalized advice.
4580 Thousand Oaks Blvd ste 345, Westlake Village, CA 91362, United States -
Farmers Insurance - Greg Safady
● ClosedFarmers 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.
2625 Townsgate Rd STE 220, Westlake Village, CA 91361, 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 -
Charles Schwab
● ClosedCharles Schwab is a well-known financial institution located at 650 South Westlake Boulevard in Thousand Oaks, California, United States. Specializing in finance, Charles Schwab offers a wide range of services including investment advice, brokerage services, and retirement planning. With a reputation for excellent customer service and a commitment to helping clients achieve their financial goals, Charles Schwab is a trusted name in the industry. Visit their office in Thousand Oaks to learn more about how they can help you manage your finances effectively.
650 S Westlake Blvd, Thousand Oaks, CA 91362, United States -
Mona Payment Solutions
● ClosedMona Payment Solutions is a leading financial institution located at 1325 East Thousand Oaks Boulevard in Thousand Oaks, California, United States. Specializing in innovative payment solutions, Mona Payment Solutions offers a wide range of financial services to individuals and businesses alike. With a commitment to excellence and customer satisfaction, Mona Payment Solutions is dedicated to providing reliable and secure financial solutions tailored to meet the unique needs of each client. Trust Mona Payment Solutions for all your financial needs and experience the difference of working with a top-tier financial institution.
1325 E Thousand Oaks Blvd, Thousand Oaks, CA 91362, United States -
Sherith Squires - Thrivent
● ClosedSherith Squires - Thrivent is a finance institution located at 3255 Old Conejo Road, 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 compassion. With over 30 years of experience, we work to simplify financial matters and maximize opportunities through holistic planning and consistent execution. Our approach involves creating customized solutions across various areas such as financial strengthening, wealth accumulation, retirement planning, and legacy building. At Thrivent, we believe in using money as a tool for a greater purpose. We offer comprehensive advice, managed accounts, investments, insurance, banking, and generosity programs to help individuals make the most of their financial resources. As a member of Thrivent, you become part of a community dedicated to looking out for others and giving back to the neighborhoods we serve.
3255 Old Conejo Rd Suite 201, Newbury Park, CA 91320, United States -
Erik Lundring - Thrivent
● ClosedErik 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.
3255 Old Conejo Rd Suite 201, Thousand Oaks, CA 91320, United States -
Bank of America ATM (Drive-thru)
● OpenThe Bank of America ATM (Drive-thru) located at 2345 Borchard Road in Thousand Oaks, California, United States, provides convenient access to banking services for customers on the go. As a self-service kiosk, this ATM allows users to withdraw cash, check account balances, transfer funds, and more. With its drive-thru feature, customers can easily access their accounts without leaving the comfort of their vehicle. This institution is a reliable and secure option for all your financial needs.
2345 Borchard Rd, Newbury Park, CA 91320, United States -
Artists Business Management Group - San Diego
● ClosedThe Artists Business Management Group - San Diego, located at 5973 Avenida Encinas, Carlsbad, California, is a premier accounting and finance institution serving entertainment professionals in the Los Angeles area for over 30 years. Specializing in tax, estate, financial, and investment guidance, ABMG offers customized plans to ensure financial health and stability for clients in the entertainment and artist industry. Led by Larry Lerner, the experienced team at ABMG provides industry-leading consulting, tax, and advisory services, as well as assistance with IRS representation, business restructuring, estate planning, bookkeeping, retirement planning, and IRS audit mediation. With a commitment to high-quality work and accurate results, ABMG is dedicated to helping clients achieve financial success and security in a rapidly changing business landscape. Visit our offices in Woodland Hills, Carlsbad, and Thousand Oaks for expert financial services tailored to your needs.
5973 Avenida Encinas STE 200, Carlsbad, CA 92008, United States -
Deliko Brun Inc.
● OpenDeliko Brun Inc. is a reputable institution located at 3295 Thousand Oaks Boulevard in Westlake Village, California, United States. Specializing in accounting, finance, and legal services, our team of professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with tax preparation, financial planning, or legal advice, Deliko Brun Inc. has the expertise and experience to meet your needs. Trust us to handle your financial and legal matters with precision and care.
3295 Thousand Oaks Blvd, Westlake Village, CA 91362, United States -
Sunshine Foundation Repairs of Torrance
● ClosedWelcome to Sunshine Foundation Repairs of Torrance, your trusted partner for comprehensive foundation solutions in Southern California. Located at 1609 Lockness Place, Torrance, California, we are a family-owned and operated general contracting business dedicated to providing high-quality and professional foundation repair services. At Sunshine Foundation Repairs, we specialize in a wide array of services including foundation seismic retrofitting, foundation replacement, slab repair, home leveling, helical piers installation, and structural support. Our mission is to deliver top-notch foundation repairs to homeowners throughout So-Cal, ensuring your home stands strong and secure.
1609 Lockness Place, Torrance, California 90501, United States
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