Financial access in Westlake Village, California
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Merrill Lynch Private Wealth Advisor Abigail Shek
● OpenMerrill 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.
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Merrill Lynch Private Wealth Advisor Brandon T. Asher
● OpenMerrill 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.
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Simple Wealth
● ClosedSimple Wealth is a finance institution located at 2555 Townsgate Road in Westlake Village, California, United States. Our mission is to provide our clients with straightforward and effective financial solutions to help them achieve their wealth management goals. With a team of experienced professionals, we offer personalized investment strategies, retirement planning, and asset management services. At Simple Wealth, we strive to make the complex world of finance simple and accessible for all of our clients.
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Merrill Lynch Private Wealth Advisor Cindy Georghiou
● OpenMerrill 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.
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Tax Hardship Center, LLC
● ClosedTax Hardship Center, LLC is a trusted institution located at 30700 Russell Ranch Road in Westlake Village, California, United States. Specializing in accounting and finance, the center offers a range of services including Business Tax Relief, Personal Tax Relief, Paycheck Garnishments, Unfiled taxes, IRS Penalties, Payroll Taxes, Audit Defense, and Bank Levies. If you find yourself in a situation where you are facing tax issues and need help navigating the complex world of the IRS, Tax Hardship Center is here to assist you. With a focus on transparency and education, the center ensures that every client is well-informed and supported throughout the process.
30700 Russell Ranch Rd fl 2 ste 250, Westlake Village, CA 91362, United States -
Logistic Designs
● ClosedLogistic Designs is a reputable institution specializing in accounting and finance services, located at 5716 Corsa Avenue in Westlake Village, California, United States. With a team of experienced professionals, they offer a wide range of financial solutions tailored to meet the needs of businesses and individuals alike. Whether you require assistance with bookkeeping, tax preparation, or financial planning, Logistic Designs is dedicated to providing top-notch services to help you achieve your goals. Their convenient location in Westlake Village makes them easily accessible to clients in the surrounding areas. Trust Logistic Designs to handle all of your accounting and financial needs with precision and expertise.
5716 Corsa Ave #106, Westlake Village, CA 91362, United States -
ATM
● OpenWelcome to ATM at 395 Hampshire Road, Westlake Village, California! Conveniently located in the heart of Westlake Village, our ATM provides quick and easy access to your financial needs. Whether you're withdrawing cash, checking your balance, or managing your accounts, our state-of-the-art machine ensures secure and efficient service. Open 24/7, our ATM is designed to accommodate your busy schedule, offering reliability and convenience at any hour. Visit us today at 395 Hampshire Road and experience hassle-free banking in a prime location. Your financial well-being is our priority!
395 Hampshire Road, Westlake Village, California 91361, United StatesAdvertisements -
ATM
● OpenWelcome to ATM, your convenient and reliable financial partner located at 225 Hampshire Road, Westlake Village, California 91361. Our ATM services are designed to provide quick and easy access to your banking needs, whether you’re withdrawing cash, checking your account balance, or managing your finances on-the-go. Situated in the heart of Westlake Village, our ATM is easily accessible and available 24/7, ensuring you have access to your funds whenever you need them. We prioritize your security and privacy, employing the latest technology to safeguard your transactions. Visit us today and experience hassle-free banking at ATM, where your financial convenience is our top priority.
225 Hampshire Road, Westlake Village, California 91361, United States -
Farmers Insurance - Marta Blumka
● ClosedWelcome to Farmers Insurance - Marta Blumka, your trusted insurance agency located at 28441 Highridge Road, Rolling Hills Estates, California 90274. At our agency, we are committed to providing you with the freedom and flexibility to manage your insurance needs your way. Whether you're interested in building or buying an agency, we offer various programs, including Retail, Acquisition, and Protégé, to support your journey with the guidance of experienced professionals. As a Farmers® agency owner, you have the opportunity to achieve unlimited income potential through residual income and quarterly bonuses, along with the chance to qualify for exclusive rewards and destination trips through Farmers Achievement Clubs. Our agency is more than just a business; it's a chance to create a family legacy and establish generational wealth.
28441 Highridge Road, Rolling Hills Estates, California 90274, United States -
Farmers Insurance - Jonathan Axtell
● ClosedWelcome to Farmers Insurance - Jonathan Axtell, your trusted local insurance agency in Palos Verdes Estates, California. Conveniently located at 2550 Vía Tejon, we are dedicated to helping you navigate the ever-changing landscape of insurance needs. As your local Farmers® agent, Jonathan Axtell is committed to providing you with personalized service to ensure you have the right coverage for your unique situation. Whether you're looking for auto, home, renters, business, or life insurance, we offer comprehensive solutions to protect what matters most to you. With years of experience as a Palos Verdes resident, Jonathan has the knowledge and expertise to guide you through the complexities of insurance policies and help you make informed decisions.
2550 Vía Tejon, Palos Verdes Estates, California 90274, United StatesAdvertisements -
Farmers Insurance - Rogelio Corral
● ClosedWelcome to Farmers Insurance - Rogelio Corral, your trusted insurance agency located at 8640 Florence Avenue, Downey, California 90240. As a proud member of the Farmers Insurance Group of Companies®, we are dedicated to providing you with comprehensive insurance solutions tailored to meet your needs. With over 85 years of experience, Farmers® offers a wide range of products including home, auto, business, life, and financial services. At Farmers Insurance - Rogelio Corral, we believe in empowering our agency owners with the freedom to manage their business their way. Whether you choose to build or buy an agency through our Retail, Acquisition, or Protégé program, you'll have access to experienced professionals and our award-winning University of Farmers® training program. This support, combined with the strength of a reputable brand, ensures you have the tools necessary to succeed.
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Farmers Insurance - Steve Garcia
● ClosedWelcome to Farmers Insurance - Steve Garcia, your trusted local insurance agency in Downey, California. Conveniently located at 8648 Florence Avenue, we specialize in helping you find the perfect insurance coverage tailored to your unique needs. As your dedicated Farmers® agent, Steve Garcia brings a wealth of knowledge and experience to guide you through the complexities of insurance, ensuring you understand your options for auto, home, renters, business insurance, and more. Choosing the right car insurance can be overwhelming, but with our assistance, you can confidently select the coverage that fits your needs and budget. Begin with an online auto insurance quote and explore our insurance discounts that could help you save money.
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Farmers Insurance - James Farr
● ClosedWelcome to Farmers Insurance - James Farr, your trusted local insurance agency in La Palma, California. Conveniently located at 7872 Walker Street, we are dedicated to providing personalized insurance solutions to meet your unique needs. As a proud representative of Farmers Insurance, we offer a wide range of insurance products, including auto, home, life, and business insurance, underwritten by reputable insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and more. Our knowledgeable team is here to help you navigate the complexities of insurance and ensure you have the right coverage for your peace of mind. Whether you're looking to protect your car, home, or family, or explore financial solutions, we are committed to delivering exceptional service and support.
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Farmers Insurance - Agency Development Center
● ClosedWelcome to Farmers Insurance - Agency Development Center, located at 5455 Garden Grove Boulevard, Westminster, California 92683. As a premier insurance agency, we offer one of the best small business opportunities in America. Whether you're looking to start your own agency from scratch, take over an existing agency, or gain experience by working with a seasoned agent, our district provides unparalleled support and expertise to help you succeed as a small business owner. Farmers Insurance Group of Companies® boasts over 85 years of experience and offers a diverse range of over 50 products, including home, auto, business, life, and financial services. As a Farmers® agency owner, you have the opportunity to maximize your personal income through residual income, quarterly bonuses, and various rewards, including destination trips for Farmers Achievement Clubs.
5455 Garden Grove Boulevard, Westminster, California 92683, United States
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