Estate planning advice in Westlake Village, CA
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Schneiders & Associates LLP - business / Estate Planning Law firm Westlake Village, CA
● ClosedSchneiders & Associates LLP is a prestigious business and estate planning law firm located in Westlake Village, California. Their team of experienced lawyers specializes in providing expert legal advice and services in the areas of accounting, finance, and estate planning. Located at 2945 Townsgate Road, their firm is dedicated to helping clients navigate complex legal matters with professionalism and expertise. Whether you are a business owner looking to protect your assets or an individual planning for the future, Schneiders & Associates LLP is committed to providing top-notch legal representation tailored to your specific needs.
2945 Townsgate Rd #200, Westlake Village, CA 91361, United States -
Rounds & Sutter LLP
● ClosedRounds & Sutter LLP is a team of skilled and experienced lawyers located at 674 County Square Drive in Ventura, California. With over 25 years of combined experience, our attorneys provide professional and trustworthy legal representation in various areas of law. We specialize in bankruptcy and debt resolution, auto shop defense, consumer advocacy, business law, real estate, employment law, estate planning, and personal injury cases. Our firm is dedicated to helping individuals and businesses in Ventura, Santa Barbara, and Westlake Village navigate their legal challenges with confidence. Whether you are facing overwhelming debt, business disputes, consumer fraud, employment issues, or personal injury claims, our team is here to provide you with the peace of mind you deserve.
674 County Square Dr STE 108, Ventura, CA 93003, United States -
Rounds & Sutter LLP
● ClosedRounds & Sutter LLP is a professional law firm located at 827 State Street in Santa Barbara, California. Our experienced team is dedicated to providing the professionalism and integrity that your case deserves. With over 25 years of combined experience, our attorneys have helped thousands of individuals and businesses in southern California with a wide range of legal needs. We offer services in areas such as bankruptcy and debt resolution, auto shop defense, consumer advocacy, business law, real estate, employment law, estate planning, and personal injury. Our team is committed to helping clients navigate complex legal issues and find effective solutions.
827 State St #4, Santa Barbara, CA 93101, United States -
Law Offices of Kent W Keating
● ClosedThe Law Offices of Kent W Keating is a reputable law firm located at 2625 Townsgate Road in Westlake Village, California. Specializing in various areas of law, including estate planning, probate, and business law, the firm is dedicated to providing high-quality legal services to clients in the United States. With a team of experienced and knowledgeable lawyers, the Law Offices of Kent W Keating is committed to delivering personalized and effective legal solutions to meet the diverse needs of its clients. Whether you are seeking legal advice for your business or personal matters, you can trust the expertise and professionalism of the lawyers at this esteemed institution.
STE 330, 2625 Townsgate Rd, Westlake Village, CA 91361, United States -
Cohen Law Firm
● ClosedCohen Law Firm is a reputable legal institution located at 2945 Townsgate Road in Westlake Village, California. Specializing in various areas of law, their team of experienced lawyers provides expert legal advice and representation to clients in need. With a commitment to professionalism and integrity, Cohen Law Firm is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, the skilled attorneys at Cohen Law Firm are here to help. Contact them today to schedule a consultation and discuss your legal needs.
2945 Townsgate Rd STE 200, Westlake Village, CA 91361, 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 -
Law Offices Of Michael Labrum
● ClosedThe Law Offices Of Michael Labrum, located at 2625 Townsgate Road in Thousand Oaks, California, is dedicated to providing personalized legal services to help you navigate through your legal challenges. With a focus on understanding your unique situation, we work with you to develop a strategic plan to achieve the best possible outcomes. Our team is committed to guiding you through the legal process and ensuring that you are well-informed about your options every step of the way. While our office is located in Westlake Village, California, we are licensed to practice law only within our jurisdiction. We greatly appreciate client referrals and strive to provide exceptional legal services to all those we serve. Please note that communication through our website does not establish an attorney-client relationship, and our office does not provide legal, tax, or real estate advice outside of our licensed jurisdiction. Thank you for considering the Law Offices Of Michael Labrum for your legal needs.
2625 Townsgate Rd #330, Thousand Oaks, CA 91361, United States -
Oak Crest Law Group
● ClosedOak Crest Law Group is a trusted law firm located at 31355 Oak Crest Drive in Westlake Village, California. Our experienced team of lawyers specializes in various legal services, with a focus on estate planning and trust administration. As a client-centered firm, we are dedicated to providing personalized and comprehensive legal solutions to meet the unique needs of each individual. Whether you are looking to create a trust or need assistance with trust management, our team is here to help. Contact us today or fill out the form on our website to download your free Successor Trustee Manual. Oak Crest Law Group - where your peace of mind is our priority.
31355 Oak Crest Dr #125, Westlake Village, CA 91361, United States -
Garry S Malin Law Offices
● ClosedGarry S Malin Law Offices is a prestigious legal institution located at 2660 Townsgate Road in Westlake Village, California, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, the experienced team at Garry S Malin Law Offices is dedicated to providing top-notch legal representation and guidance to their clients. With a strong track record of success and a commitment to excellence, this law firm is trusted by individuals and businesses alike to handle their legal matters with skill and professionalism. Contact Garry S Malin Law Offices today for expert legal assistance.
2660 Townsgate Rd #600, Westlake Village, CA 91361, United States -
Larry A. Rothstein
● ClosedLarry A. Rothstein is a highly respected lawyer located at 2945 Townsgate Road in Westlake Village, California. With years of experience and a strong track record of success, Mr. Rothstein is dedicated to providing top-notch legal services to his clients. Specializing in a variety of practice areas, including business law, real estate law, and estate planning, Larry A. Rothstein offers personalized and effective representation for individuals and businesses alike. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, Larry A. Rothstein is here to help. Trust in his expertise and professionalism to guide you through any legal challenges you may be facing.
2945 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Miyamoto Law
● OpenMiyamoto Law, located at 2625 Townsgate Road in Westlake Village, California, is a reputable law firm specializing in various legal services. Our team of experienced lawyers is dedicated to providing top-notch legal representation and advice to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with business law matters, Miyamoto Law is here to help. Contact us today to schedule a consultation and let us guide you through the legal process with professionalism and expertise.
2625 Townsgate Rd #330, Westlake Village, CA 91361, United States -
Pollock Law Firm
● ClosedPollock Law Firm is a reputable legal institution located at 5743 Corsa Avenue in Westlake Village, California, United States. Specializing in a wide range of legal services, our experienced team of attorneys is dedicated to providing high-quality representation and personalized solutions to each client. With a track record of success and a commitment to excellence, Pollock Law Firm is here to assist you with all your legal needs. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the legal system.
5743 Corsa Ave #213, Westlake Village, CA 91362, United States -
Wakeman Law Group, Inc.
● ClosedWakeman Law Group, Inc. is a reputable law firm located at 4500 Thousand Oaks Boulevard in Westlake Village, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are in need of assistance with estate planning, business law, or real estate matters, we are here to help. With a commitment to professionalism and integrity, Wakeman Law Group, Inc. strives to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
4500 Thousand Oaks Blvd #101, Westlake Village, CA 91362, United States -
Masry Law Firm, A.P.C.
● OpenMasry Law Firm, A.P.C. is a prestigious law firm located in Westlake Village, California. Specializing in various legal matters, their team of experienced attorneys provide exceptional legal services to their clients. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Masry Law Firm, A.P.C. is a trusted name in the legal community. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Masry Law Firm, A.P.C. is there to help. Contact them today at 2629 Townsgate Road for expert legal advice and representation.
2629 Townsgate Rd Suite 205, Westlake Village, CA 91361, United States -
Nevers, Palazzo, Packard, Wildermuth & Wynner, PC
● ClosedNevers, Palazzo, Packard, Wildermuth & Wynner, PC is a prestigious law firm located at 31248 Oak Crest Drive in Westlake Village, California. With a team of experienced and skilled attorneys, they provide exceptional legal services in various practice areas. Whether you need assistance with personal injury, family law, business litigation, or estate planning, the professionals at Nevers, Palazzo, Packard, Wildermuth & Wynner, PC are dedicated to providing top-notch representation and achieving the best possible outcomes for their clients. Contact them today for expert legal advice and guidance.
31248 Oak Crest Dr Suite 200, Westlake Village, CA 91361, United States -
Rounds & Sutter LLP
● ClosedRounds & Sutter LLP is a respected law firm located at 141 Duesenberg Drive, Westlake Village, California. Our skilled team of attorneys delivers professionalism and integrity to every case we handle. With over 25 years of combined experience, we have helped thousands of individuals and businesses in Ventura, Santa Barbara, and Westlake Village with their legal needs. Our areas of expertise include bankruptcy and debt resolution, auto shop defense, consumer advocacy, business law, real estate, employment law, estate planning, and personal injury. Whether you are facing overwhelming debt, legal disputes, or personal injury claims, our team is dedicated to providing sound advice and effective representation.
141 Duesenberg Dr #7b, Westlake Village, CA 91362, United States -
Taylor Law Group, PC
● OpenTaylor Law Group, PC is a reputable law firm located at 920 Hampshire Road in Westlake Village, California. Our team of experienced attorneys is dedicated to providing high-quality legal services to clients throughout the United States. Specializing in a wide range of practice areas, including business law, real estate law, and estate planning, we strive to provide personalized solutions to meet the unique needs of each client. With a commitment to excellence and a track record of success, Taylor Law Group, PC is your trusted partner for all your legal needs.
91362, 920 Hampshire Rd Suite S, Westlake Village, CA 91361, United States -
Lahana James R
● OpenLahana James R is a prestigious law firm located at 5655 Lindero Canyon Road in Westlake Village, California. With a team of highly skilled and experienced lawyers, Lahana James R specializes in providing expert legal services to clients in need of representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, the professionals at Lahana James R are dedicated to offering top-notch legal counsel and representation. Trust Lahana James R to handle your legal needs with professionalism and expertise.
5655 Lindero Canyon Rd #405, Westlake Village, CA 91362, United States -
Hippocratic Financial Advisors
● OpenHippocratic Financial Advisors is a leading financial institution located at 30700 Russell Ranch Road in Westlake Village, California, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions tailored to each client's unique needs and goals. With a focus on integrity, transparency, and ethical practices, we strive to help our clients achieve financial success and security. Whether you are planning for retirement, investing for the future, or managing your wealth, Hippocratic Financial Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
30700 Russell Ranch Rd Suite 1000, Westlake Village, CA 91362, United States -
SABRE Financial Services
● ClosedSABRE Financial Services is a leading finance institution located at 2945 Townsgate Road in Westlake Village, California. With a commitment to providing top-notch financial services, SABRE specializes in investment management, retirement planning, estate planning, and more. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Contact SABRE Financial Services today to learn more about how they can help you reach your financial objectives.
2945 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Kendyl Roundtree, CFP , MBA, MFP
● ClosedKendyl 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.
31111 Agoura Rd, Westlake Village, CA 91361, United States -
Exencial Wealth Advisors
● ClosedExencial Wealth Advisors is a finance institution located at 100 North Westlake Boulevard in Westlake Village, California. We provide financial advice and execution to clients across the U.S., offering customized portfolios, tax and accounting services. Our core philosophy is "Integrated beats fragmented," as we believe in coordinating investment management with other areas of your financial picture to improve outcomes. With our E3 process of Evaluate, Execute, and Evolve, we bring your integrated plan to life as your needs change. Our experienced team of CPAs and CFPs will guide you through every step of the process, offering services such as tax planning, retirement planning, and estate planning. With locations across the country, including Dallas, Austin, Charlotte, and Tampa, we are here to help you achieve your financial goals. Contact us at (805) 435-0030 to learn more about our services.
100 N Westlake Blvd # 203, Westlake Village, CA 91362, United States -
Hoss Financial
● ClosedHoss Financial is a leading finance institution located at 30700 Russell Ranch Road in Westlake Village, California, United States. With a reputation for providing top-notch financial services, Hoss Financial offers a wide range of solutions to meet the unique needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, Hoss Financial has the expertise and resources to help you achieve your financial goals. Trust in Hoss Financial for all your financial needs and experience the difference that personalized service and expert guidance can make.
30700 Russell Ranch Rd #250, Westlake Village, CA 91362, United States -
Advisory Group For Life
● ClosedAdvisory Group For Life is a finance institution located at 370 North Westlake Boulevard in Westlake Village, California, United States. Our team of experienced financial advisors are dedicated to helping clients navigate life's financial challenges and opportunities. Whether you are planning for retirement, managing investments, or seeking advice on insurance and estate planning, our experts are here to provide personalized solutions tailored to your unique needs and goals. Trust Advisory Group For Life to guide you towards a secure and prosperous financial future.
370 N Westlake Blvd STE 140, Westlake Village, CA 91362, United States -
Merrill Lynch Financial Advisor Michael J McGovern
● ClosedMerrill Lynch Financial Advisor Michael J McGovern is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. Michael is dedicated to building and maintaining strong relationships with clients, offering accessible, knowledgeable, and experienced financial advice. The institution works with corporations, business owners, individuals, and families to tailor appropriate retirement and capital strategies. Services include investment management, asset allocation strategies, trust management, estate planning, retirement planning, insurance planning, and more. Michael McGovern, Senior Financial Advisor, brings over 20 years of experience in the financial services industry and is committed to helping clients achieve their financial goals. The institution follows the Merrill tradition of community involvement and offers personalized financial plans through Merrill Personal Wealth Analysis™. Clients can expect a customized approach to address their financial needs and pursue their goals. With a focus on understanding clients' priorities and goals, Merrill Lynch Financial Advisor Michael J McGovern is dedicated to helping clients achieve financial success.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Nicholas Nino - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenNicholas Nino - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3027 Townsgate Road, Westlake Village, California, United States, is a finance institution that offers a range of specialized certifications and designations to ensure top-notch financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the advisors at this institution are equipped to handle various financial needs and situations. Whether it's retirement planning, estate planning, investment management, or specialized financial planning for specific groups such as domestic partners or military personnel, Nicholas Nino - Private Wealth Advisor has the expertise and knowledge to provide comprehensive and tailored financial solutions. The advisors at this institution are committed to upholding high ethical standards and staying current with industry best practices to ensure the best outcomes for their clients.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Victoria Lynne Black - Financial Advisor, Ameriprise Financial Services, LLC
● OpenVictoria Lynne Black is a Financial Advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road in Westlake Village, California, United States. Victoria holds various certifications including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Victoria specializes in helping individuals with asset management, retirement planning, estate planning, investment strategies, and insurance products. With a focus on providing personalized financial advice tailored to each client's unique needs, Victoria is dedicated to helping clients achieve their financial goals.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Joel E Boyce - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJoel E Boyce - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 250 North Westlake Boulevard in Westlake Village, California, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management and financial planning. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the team at Ameriprise Financial Services is dedicated to providing expert guidance and support in areas such as asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, or high net worth individual, the advisors at Joel E Boyce are equipped with the knowledge and expertise to help you navigate the complexities of financial planning. Additionally, the institution offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst, and more, ensuring that clients receive personalized and comprehensive financial advice tailored to their unique circumstances. With a commitment to ethical standards and ongoing professional development, Joel E Boyce - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
250 N Westlake Blvd STE 200, Westlake Village, CA 91362, United States -
Mahyar Mohammadzadeh - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMahyar Mohammadzadeh is a Financial Advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road, Westlake Village, California, United States. Mahyar holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, indicating expertise in various aspects of finance such as asset management, estate planning, investment strategies, retirement planning, and insurance products. Additionally, Mahyar is trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and other specialized areas of financial planning. With a commitment to providing comprehensive and personalized financial advice, Mahyar is dedicated to helping individuals and small business owners achieve their financial goals.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Scott Wilcox - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedScott Wilcox is a Financial Advisor at Ameriprise Financial Services, LLC located at 250 North Westlake Boulevard, Westlake Village, California, United States. Scott Wilcox 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Scott Wilcox's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical standards and continuing education, Scott Wilcox is dedicated to providing comprehensive and personalized financial advice to clients.
250 N Westlake Blvd STE 200, Westlake Village, CA 91362, United States
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