TOP 30 Customized tax strategies in Thousand Oaks, California

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Summit Property Management, located at 99 Long Court in Thousand Oaks, California, is the premier choice for property management services in Southern California. Our experienced team is dedicated to maximizing the rewards of your real estate investment while handling all the details, from marketing and leasing to maintenance and tenant management. We offer our clients a secure online web portal for 24/7 access to accounting and statements, as well as a regularly updated list of available properties. Our goal is to lease your property quickly to a well-qualified tenant, ensuring that your investment produces income and is well-cared for.

Revolution 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.

Jennifer 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.

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 BMO, your trusted financial partner located at 180 North Moorpark Road, Thousand Oaks, California 91360, United States. As a full-service branch, we cater to both personal and commercial clients, offering a comprehensive suite of banking services. Whether you need everyday banking, investment advice, or lending products, our experienced team is here to assist you with all your financial needs. At BMO, we are committed to ensuring the highest standards of security and compliance. In accordance with federal regulations, we take necessary measures to verify and record information to prevent funding of terrorism and money laundering activities. When you open an account with us, we will request information such as your name, address, and date of birth. For businesses, additional documentation may be required. Please be aware that if the necessary information is not provided within 30 days, the account may be closed.

Welcome 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.