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TOP 30 Financial decisions in Thousand Oaks, CA
15 results found
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Eagleson Arndt Financial Advisors, LLC
Eagleson Arndt Financial Advisors, LLC is a reputable finance institution located at 100 Thousand Oaks Boulevard in Thousand Oaks, California, United States. Our team of experienced financial advisors offers personalized services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, we are dedicated to providing expert guidance and assistance every step of the way. Trust Eagleson Arndt Financial Advisors, LLC to help you make informed decisions and secure your financial future.
Pence Wealth Management - Financial Advisors
Pence Wealth Management - Financial Advisors is a privately-held wealth management firm located in Thousand Oaks, California. With additional offices in Newport Beach and Torrance, our team of experienced professionals is dedicated to creating practical goal-based financial plans for our clients. As an independent firm, we focus on achieving the best outcomes for our clients and their families. Our goal-driven approach starts with mapping out your future and defining your goals and dreams, guiding you towards making informed decisions. With over 30 years of experience, we have developed the Pence Principles and Pence Process to drive how we treat our clients and design portfolios that align with your personal goals. Our CHOKE-POINT INVESTINGTM strategy is based on strategic economic analysis and tactical execution, ensuring we select investments that stand the test of time. We believe in tax-efficient investment management and provide resources for financial planning and investment clarity. Our team speaks nine different languages and is committed to providing the best possible experience for our clients. We have been recognized by Barron's Hall of Fame and Forbes America's Top RIA Firms, showcasing our dedication to excellence in financial management. Join us at our upcoming events to learn more about our specialized process and how we can help you achieve your financial goals.
GuideWell Financial
GuideWell Financial is a finance institution located at 3625 Thousand Oaks Boulevard in Westlake Village, California, United States. As a provider of securities and advisory services through LPL Financial, a Registered Investment Adviser, GuideWell Financial aims to help investors make informed decisions about their financial future. With a focus on building relationships with clients and understanding their individual needs, GuideWell Financial offers personalized recommendations on investment products that are most suitable for each situation. Investors can trust in the expertise of the professionals at GuideWell Financial, who are committed to helping clients navigate the complexities of the financial market. Additionally, the institution provides informative videos on their website to further educate investors on various financial topics. Visit GuideWell Financial to explore all available opportunities and secure a reliable partner for your financial journey.
Strategic Financial
Strategic Financial is a leading financial institution located at 1 Boardwalk Avenue in Thousand Oaks, California, United States. Specializing in ATM services and finance solutions, we offer expert guidance and support for all your financial needs. Our experienced team is dedicated to helping you achieve your financial goals and make informed decisions. Visit us today to experience the convenience and professionalism of Strategic Financial.
WealthSource Partners, LLC Thousand Oaks
WealthSource Partners, LLC in Thousand Oaks, California, is a finance institution located at 3255 Old Conejo Road, Suite 107. Our dedicated team of financial advisors is committed to helping clients solve their toughest financial challenges and achieve their goals. We offer investment management, financial planning, retirement income planning, and tax planning services to local families. Our founder, Alan, is passionate about helping business owners and entrepreneurs make informed decisions about their assets for security, growth, and inter-generational continuity. With a background in mathematics and military service, Alan brings a unique perspective to wealth management. Our team includes Client Relationship Associates like Michael, who bring expertise in office management and business administration. We also have financial planners like Zak, who specialize in helping business owners navigate their financial lives. With a focus on personalized financial solutions and a commitment to our clients' success, WealthSource Partners is here to help you achieve financial clarity, confidence, and action. Contact us today to learn more about how we can help you reach your financial goals.
Moy Serrano - State Farm Insurance Agent
Moy Serrano - State Farm Insurance Agent is a trusted insurance agency located at 216 Moorpark Avenue in Moorpark, California. With over 35 years of experience, Moy Serrano proudly serves the residents of Moorpark and surrounding areas, including Simi Valley, Camarillo, Somis, Newbury Park, and Thousand Oaks. The agency offers a range of insurance services including auto, home, life, and business insurance, catering to both English and Spanish speakers. Moy Serrano and his team are dedicated to providing personalized service and helping customers achieve financial independence. They prioritize building strong relationships with clients to ensure their needs are met and they are prepared for any uncertainties that may arise. Outside of the office, Moy Serrano is actively involved in the community, serving in local organizations and starting a youth mentoring nonprofit called Help Our Youth.
Eric Miner Insurance
Eric Miner Insurance is an insurance agency located at 1000 Business Center Circle in Thousand Oaks, California. Led by Eric D. Miner, CLTC, LUTCF, the agency is dedicated to helping clients make informed financial decisions. With a focus on providing simple and effective techniques, Eric Miner Insurance aims to help clients achieve their financial goals. As a Representative of Massachusetts Mutual Life Insurance Company (MassMutual) and offering securities through MML Investors Services, LLC, Eric Miner is committed to providing personalized service to meet the unique needs of each client. Whether you have questions about insurance coverage or want to discuss your specific financial goals, Eric Miner is available for a complimentary meeting to address your concerns.
Mortgage Wise with Mike Wise
Mortgage Wise with Mike Wise is a finance institution located at 3285 Old Conejo Road, Thousand Oaks, California, United States. Led by experienced professionals like Mike Wise and Jessica, the institution specializes in providing loans for home buyers and homeowners nationwide. With a focus on delivering the right loans for the right reasons, Mortgage Wise with Mike Wise aims to exceed all expectations and help borrowers make informed decisions. The institution offers a diverse mortgage menu to find financing solutions for almost every borrower. The CMG HOME mobile app guides clients through the home search and mortgage financing process, connecting them directly to their loan officer and REALTOR®. With a commitment to customer service and professionalism, Mortgage Wise with Mike Wise is dedicated to opening more doors for home buyers and ensuring a smooth loan process. With a strong emphasis on integrity and transparency, the institution strives to provide exceptional service to all clients.
US Bank Mortgage
US Bank Mortgage is a leading institution in the finance industry, located at 1790 North Moorpark Road, Thousand Oaks, California, United States. Whether you are looking to buy a new home or refinance your current property, US Bank Mortgage offers a wide range of mortgage loans to meet your needs. Military members have the option to make $0 down payments on their loans. With a focus on customer satisfaction, US Bank Mortgage provides tools and resources to help you navigate the home-buying process with confidence. You can use affordability calculators to estimate your monthly payments and get prequalified for a loan.
Mission Wealth Management
Mission Wealth Management is a leading finance institution located at 370 North Westlake Boulevard in Thousand Oaks, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and a comprehensive approach to wealth management, we provide tailored solutions to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for college, or looking to grow your investments, Mission Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you navigate the complexities of the financial world and make informed decisions that will lead to long-term success.
Bob Knutsen - State Farm Insurance Agent
Bob Knutsen - State Farm Insurance Agent is a trusted insurance agency located at 1601 Carmen Drive in Camarillo, California, United States. With over 100 years of experience as a Good Neighbor, Bob Knutsen is dedicated to providing personalized insurance solutions to clients in Oxnard, Ventura, Newbury Park, Thousand Oaks, and surrounding communities. Specializing in auto insurance, small business insurance, homeowner's insurance, and more, Bob and his team are committed to helping clients protect their financial security. As the longest-tenured State Farm agent in the area, Bob Knutsen takes the time to understand each client's specific needs and goals in order to offer tailored insurance options. Whether you need coverage for your classic car, motorcycle, recreational vehicle, or jewelry, Bob Knutsen - State Farm Insurance Agent has you covered.
The Law Offices of Robert F. Sommers
The Law Offices of Robert F. Sommers is a legal institution located at 2625 Townsgate Road in Thousand Oaks, California, United States. Specializing in bankruptcy and DUI defense, Mr. Sommers has the experience and knowledge to help individuals and businesses navigate the legal complexities of these processes successfully. With a focus on guiding clients through their rights and options, the firm aims to secure a stable financial future for those struggling with debt or facing criminal charges. Mr. Sommers personally handles every case, ensuring that clients receive dedicated and personalized legal representation. Whether you are considering Chapter 7, Chapter 13, or Chapter 11 bankruptcy, the firm can help you understand the requirements and implications of each option. Additionally, if you are facing a DUI charge, the firm can provide a customized defense strategy to protect your rights and driver's license.
Jennifer Brown - Thrivent
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.
Bowers Investment Management, Inc.
Bowers Investment Management, Inc. is a renowned finance institution located at 199 West Hillcrest Drive in Thousand Oaks, California, United States. With a reputation for excellence in financial management, Bowers Investment Management, Inc. offers a wide range of services to help clients achieve their investment goals. Their team of experienced professionals provides personalized guidance and expertise to ensure clients make informed decisions and maximize their financial potential. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Bowers Investment Management, Inc. is dedicated to helping you succeed.
Numberwise Accounting
Numberwise Accounting, located at 360 Via Las Brisas in Thousand Oaks, California, is your go-to institution for all your accounting and finance needs. With over 11 years of experience, our team of experts is dedicated to providing top-notch support for your accounting and bookkeeping requirements. During these challenging times of COVID-19, we are here to offer helpful information and guidance to improve your business and make your life easier. Our clients rave about our responsiveness, great attitude, and willingness to explain the details. We go beyond just filing taxes and provide fantastic advice to help you succeed. We believe that anyone can build a better business with the right financial information, and we only work with clients who share our values.
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