Family wealth management in Simi Valley, California

Carmen B Marquez, PC is a trusted law firm specializing in estate planning services in Simi Valley, California. Located at 2655 First Street, their team of experienced lawyers is dedicated to helping clients create comprehensive estate plans to protect their assets and ensure their wishes are carried out. Whether you need assistance with wills, trusts, or probate matters, Carmen B Marquez, PC is committed to providing personalized and professional legal services to meet your unique needs. Contact them today to schedule a consultation and start planning for your future.

U.S. Bancorp Investments - Financial Advisors in Simi Valley, California, is a trusted institution offering expert financial advice and services to help individuals and businesses achieve their financial goals. Located at 1445 East Los Angeles Avenue, their team of experienced advisors is dedicated to providing personalized guidance and solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, U.S. Bancorp Investments is committed to helping you navigate the complexities of the financial world with confidence and clarity. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Geisbauer Wealth Management is a leading finance institution located at 2655 First Street in Simi Valley, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, Geisbauer Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you secure a prosperous financial future.

Probate Lawyers of Werner Law Firm is a renowned estate planning and living trust law firm located in Newport Beach, California. Our team of experienced lawyers specializes in helping families navigate the complexities of the inheritance process and plan for the future. Whether you have a large estate or just a few assets, our attorneys can assist you in creating a comprehensive estate plan that meets your unique needs. With multiple office locations throughout California, including Santa Clarita, Los Angeles, Bakersfield, Lancaster, Pasadena, Simi Valley, Encino, Oxnard, and Santa Barbara, our award-winning probate attorneys are dedicated to providing top-notch legal services to clients across the state.

Kaeser Law Firm is a reputable legal institution located at 1445 East Los Angeles Avenue in Simi Valley, California. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-quality legal services to clients in need of representation. From personal injury cases to family law matters, Kaeser Law Firm is committed to achieving the best possible outcomes for their clients. With a strong reputation for professionalism and expertise, clients can trust Kaeser Law Firm to handle their legal needs with care and precision.

Randy Harano - State Farm Insurance Agent is a trusted insurance agency located at 1985 Yosemite Avenue in Simi Valley, California, United States. Conveniently situated behind Jack in the Box at the intersection of Los Angeles Ave. and Yosemite Ave., our agency is dedicated to helping clients with their insurance needs. As April is National Financial Literacy Month, we are committed to raising awareness about the importance of financial literacy and smart money management. Let our State Farm Agency assist you in reviewing your financial plan and ensuring that you have the right coverage for your future and your family's well-being.

Jeri Miller, EA is a reputable institution located at 1445 East Los Angeles Avenue in Simi Valley, California, United States. Specializing in accounting, finance, and legal services, Jeri Miller, EA offers expert guidance and support to individuals and businesses seeking assistance with their financial and legal matters. With a team of highly qualified professionals, clients can trust in the expertise and experience provided by Jeri Miller, EA to help navigate complex financial and legal issues effectively.

Welcome to the practice of Dr. Behnam (Ben) Sharareh, MD, located at 3525 Loma Vista Road, Ventura, California. Dr. Sharareh is a highly skilled orthopedic surgeon specializing in upper extremity conditions, with a focus on the shoulder and elbow. Raised in Laguna Niguel, CA, he brings a wealth of expertise and compassionate care to his patients. Dr. Sharareh's educational journey began at the University of California, Los Angeles, where he earned a Bachelor of Science in Bioengineering. He then pursued his medical degree at the University of California, Irvine, gaining membership in both the Alpha Omega Alpha Medical Honor Society and the Gold Humanism Honor Society. His training continued at Baylor College of Medicine with a residency in orthopedic surgery, followed by a fellowship in shoulder and elbow surgery at the University of Washington.

Karen Calderon-Parocua: Primerica - Financial Services is an insurance agency located at 2259 Ward Avenue in Simi Valley, California. Our dedicated team is committed to helping individuals and families achieve financial security through a range of services including insurance, investments, and retirement planning. With a focus on education and personalized solutions, we strive to empower our clients to make informed decisions about their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Samantha Irenea Campos: Primerica - Financial Services is a reputable insurance agency located at 2259 Ward Avenue in Simi Valley, California. Our dedicated team provides a wide range of financial services to help individuals and families secure their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, we are here to assist you every step of the way. Trust Samantha Irenea Campos: Primerica - Financial Services to provide personalized and professional advice to meet your financial goals.

American Legacy Solutions is a reputable insurance agency located at 5775 East Los Angeles Avenue in Simi Valley, California. We specialize in providing a wide range of insurance solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to help. Contact us today to schedule a consultation and discover how American Legacy Solutions can help you achieve peace of mind and financial security.

Christopher Goodenough is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3713 Alamo Street, Simi Valley, California, United States. He 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®, CFP®, 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®. He specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Goodenough is dedicated to upholding the highest standards of ethics and professionalism in the finance industry.

Gregory Lewandowski, a Financial Advisor at Ameriprise Financial Services, LLC located at 2655 First Street in Simi Valley, California, United States, is dedicated to helping clients achieve their financial goals. As a recipient of the 2023 Ameriprise Client Experience Award, Gregory provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies, and track goals. With secure online access, clients can monitor investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how Gregory can help you plan for a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for a list of states where Gregory is registered to conduct securities business. Let Gregory help your friends and family members achieve their financial goals by referring them for a consultation.

U.S. Bancorp Investments - Financial Advisors, headed by Mark Velador, is a finance institution located at 1445 East Los Angeles Avenue in Simi Valley, California. With a team of experienced financial advisors, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for a major purchase, Mark Velador and his team are dedicated to providing expert guidance and support every step of the way. Visit their office in Simi Valley to learn more about how they can help you secure your financial future.

Triumvirate Advisors Group, Inc is a leading finance institution located at 2655 First Street in Simi Valley, California, United States. With a team of experienced financial advisors, Triumvirate Advisors Group, Inc offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experts at Triumvirate Advisors Group, Inc are dedicated to providing personalized solutions tailored to your individual needs. Trust in Triumvirate Advisors Group, Inc for all your financial planning needs.

Welcome to Breanna Langel Physiotherapy, your trusted partner in health and wellness located in the heart of Camarillo, California. Situated at 3901 Las Posas Road, our practice is dedicated to providing exceptional physiotherapy services tailored to meet your individual needs. Breanna Langel, an esteemed physiotherapist, holds a bachelor’s degree from the University of California, Santa Barbara, and a master’s degree in physical therapy from California State University, Northridge. She is an Orthopedic Certified Specialist, having completed an orthopedic residency through Kaiser Permanente. Breanna brings a wealth of experience to her practice, with a diverse background that includes interning at Children’s Hospital Los Angeles, volunteering at DaNang Rehabilitation in Vietnam, and working in outpatient orthopedics at Kaiser Permanente in Downey, California.

Welcome to Irit Moryles Physical Therapy, where your path to recovery is guided with expertise and compassion. Conveniently located at 3901 Las Posas Road, Suite 8, Camarillo, California, we are proud to be part of the Ventura Orthopedics family, offering top-notch physiotherapy services to our community. Irit Moryles, a dedicated physiotherapist born and raised in Haifa, Israel, brings a wealth of experience and a personal touch to her practice. With a Bachelor of Science in Physical Therapy from Tel Aviv University, Irit began her illustrious career at the renowned Chaim Sheba Medical Center. Her journey in the United States includes significant tenures at Interface Rehab, Inc. and Studio City Rehab Center, culminating in her leadership role at Ortho Pro Physical Therapy since 2018.