Financial planning for businesses in Thousand Oaks, CA
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The Benefit Center Insurance & Financial Services
● ClosedThe Benefit Center Insurance & Financial Services is a reputable insurance agency located at 3625 Thousand Oaks Boulevard in Westlake Village, California, United States. We specialize in providing a wide range of insurance products and financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses find the right insurance coverage and financial solutions to protect their assets and achieve their goals. Whether you are looking for auto, home, life, health, or business insurance, we are here to help you navigate the complex world of insurance and financial planning. Visit us today to learn more about how we can assist you in securing your future.
3625 Thousand Oaks Blvd #253, Westlake Village, CA 91362, United States -
Revolution Financial Management
● ClosedRevolution 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.
515 Marin St, Thousand Oaks, CA 91360, United States -
Pacific Financial Strategies, inc
● ClosedPacific Financial Strategies, Inc. is a leading finance and insurance agency located at 223 Thousand Oaks Boulevard in Thousand Oaks, California, United States. With a team of experienced professionals, they provide comprehensive financial planning and insurance solutions to individuals and businesses. Whether you are looking to invest, protect your assets, or plan for retirement, Pacific Financial Strategies, Inc. offers personalized services to help you achieve your financial goals. Contact them today to schedule a consultation and start building a secure financial future.
223 Thousand Oaks Blvd, Thousand Oaks, CA 91360, United States -
Christopher Cordeiro - Prudential Financial
● ClosedChristopher Cordeiro - Prudential Financial is a reputable finance and insurance agency located at 516 Pennsfield Place in Thousand Oaks, California, United States. With a team of experienced professionals, they provide a wide range of financial services including investment planning, retirement planning, and insurance solutions. Their personalized approach and commitment to client satisfaction make them a trusted choice for individuals and businesses looking to secure their financial future. Visit Christopher Cordeiro - Prudential Financial today to discuss your financial goals and create a customized plan tailored to your needs.
516 Pennsfield Pl #204, Thousand Oaks, CA 91360, United States -
Westlake Financial Management
● ClosedWestlake Financial Management is a premier finance and insurance agency located at 3625 East Thousand Oaks Boulevard in Thousand Oaks, California, United States. With a commitment to providing top-notch financial services and insurance solutions, Westlake Financial Management is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to risk management, their team of experts is here to guide you every step of the way. Trust Westlake Financial Management for all your financial and insurance needs.
3625 E Thousand Oaks Blvd Suite 208, Thousand Oaks, CA 91362, United States -
NBS Financial Services
● ClosedNBS Financial Services is a leading finance institution located in Thousand Oaks, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, NBS Financial Services is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.
Thousand Oaks, CA 91362, United States -
Artists Business Management Group - Thousand Oaks
● ClosedThe Artists Business Management Group in Thousand Oaks, California, has been providing top-notch accounting services to entertainment professionals for over 30 years. Our team of experts specializes in tax, estate, financial, and investment guidance to ensure a comfortable and stable future for our clients. With transparent reporting and online access to financial accounts, we strive to provide personalized solutions for all your business and personal financial needs. Led by founder Larry Lerner, our team at ABMG is dedicated to helping clients achieve financial success and stability. With a diverse background in the business world, we offer industry-leading consulting, tax, and advisory services to businesses and individuals in the entertainment and artist industry.
925 Broadbeck Dr # 225, Thousand Oaks, CA 91320, United States -
Lars H Jorgensen - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLars H Jorgensen is a financial advisor at Ameriprise Financial Services, LLC located at 100 East Thousand Oaks Boulevard in Thousand Oaks, California. With a focus on helping clients achieve their financial goals, Lars provides personalized services tailored to each individual's needs. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Lars and Ameriprise Financial Services. Visit the FINRA's BrokerCheck website for background and qualification information. Schedule a consultation to discuss your financial priorities and gain insight into the current market trends. Please note that securities business can only be conducted with residents of certain states where Lars is registered. Contact Lars H Jorgensen today to start planning for a secure financial future.
100 E Thousand Oaks Blvd STE 290, Thousand Oaks, CA 91360, United States -
Mitch Rosenberg, Financial Adviser - Mdr Insurance & Financial Services
● OpenMitch Rosenberg, Financial Adviser at MDR Insurance & Financial Services, located at 889 Pierce Court in Thousand Oaks, California, is dedicated to helping clients navigate the complex world of finance. With a range of qualifications including CFP®, CLU®, ChFC®, CPA, MSFS, AEP®, Mitch is well-equipped to provide expert advice on life and health insurance. At MDR Insurance & Financial Services, the focus is on helping clients accumulate funds, minimize taxes, and protect their income, lifestyle, business, and estate. Mitch aims to ensure that money is available when it is needed most. As a licensed agent with New York Life Insurance Company, Mitch can offer a variety of insurance products to clients in several states including AZ, CA, CO, IN, MI, NJ, NV, NY, OR, SD, TX, and WA.
889 Pierce Ct #102, Thousand Oaks, CA 91360, United States -
Edward Jones - Financial Advisor: James Shipe
● ClosedEdward Jones - Financial Advisor: James Shipe is a reputable financial institution located at 100 East Thousand Oaks Boulevard in Thousand Oaks, California, United States. Specializing in personalized financial planning and investment services, James Shipe and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: James Shipe provides expert advice and guidance to individuals, families, and businesses looking to grow and protect their wealth. Contact them today to schedule a consultation and start planning for a brighter financial future.
100 E Thousand Oaks Blvd Suite 124, Thousand Oaks, CA 91360, United States -
Daniel Bodemeijer - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel Bodemeijer, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 100 East Thousand Oaks Boulevard in Thousand Oaks, California, offers a range of financial services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, Daniel Bodemeijer is equipped to provide expert advice on asset management, estate planning, retirement planning, investment opportunities, insurance products, and more. As a Chartered Financial Consultant and Certified Financial Planner™, Daniel Bodemeijer upholds the highest standards of excellence and ethics in the financial industry. Whether you are planning for retirement, managing investments, or navigating the complexities of estate planning, Daniel Bodemeijer has the expertise to help you achieve your financial goals.
100 E Thousand Oaks Blvd STE 290, Thousand Oaks, CA 91360, United States -
WealthSource Partners, LLC Thousand Oaks
● OpenWealthSource 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.
3255 Old Conejo Rd Suite 107, Newbury Park, CA 91320, United States -
Mark Smith Financial Services
● ClosedMark Smith Financial Services is a reputable institution located at 925 Broadbeck Drive in Thousand Oaks, California. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help you achieve your financial goals. Trust Mark Smith Financial Services for all your accounting and finance needs.
925 Broadbeck Dr #230, Thousand Oaks, CA 91320, United States -
KYR Financial Services
● OpenKYR Financial Services is a leading finance institution located at 4283 Silverado Drive in Thousand Oaks, California. Our team of experienced financial experts is dedicated to providing top-tier financial services to individuals and businesses in the United States. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Visit us today to see how KYR Financial Services can help you achieve your financial goals.
4283 Silverado Dr, Thousand Oaks, CA 91360, United States -
Artists Business Management Group - San Diego
● ClosedThe Artists Business Management Group - San Diego, located at 5973 Avenida Encinas, Carlsbad, California, is a premier accounting and finance institution serving entertainment professionals in the Los Angeles area for over 30 years. Specializing in tax, estate, financial, and investment guidance, ABMG offers customized plans to ensure financial health and stability for clients in the entertainment and artist industry. Led by Larry Lerner, the experienced team at ABMG provides industry-leading consulting, tax, and advisory services, as well as assistance with IRS representation, business restructuring, estate planning, bookkeeping, retirement planning, and IRS audit mediation. With a commitment to high-quality work and accurate results, ABMG is dedicated to helping clients achieve financial success and security in a rapidly changing business landscape. Visit our offices in Woodland Hills, Carlsbad, and Thousand Oaks for expert financial services tailored to your needs.
5973 Avenida Encinas STE 200, Carlsbad, CA 92008, United States -
Artists Business Management Group - Woodland Hills
● ClosedLocated in Woodland Hills, California, the Artists Business Management Group (ABMG) has been a trusted provider of accounting services for entertainment professionals for over 30 years. Specializing in tax, estate, financial, and investment guidance, ABMG prides itself on offering personalized and comprehensive plans to help clients achieve financial success. Led by founder Larry Lerner, the team at ABMG consists of industry experts who are dedicated to providing top-notch consulting, tax, and advisory services to clients in the entertainment and artist industry. From tax planning and preparation to estate and trust management, ABMG offers a wide range of services to help clients navigate the complexities of financial management. With a commitment to accuracy and quality, ABMG is the go-to firm for all your business and personal financial needs. Visit us at our Woodland Hills location or reach out to us at our other offices in Carlsbad and Thousand Oaks.
5950 Canoga Ave Suite 417, Woodland Hills, CA 91367, United States -
Magaldi Financial Services
● OpenWelcome to Magaldi Financial Services, your trusted partner in comprehensive financial management located in the heart of Thousand Oaks, California. Situated at 206 Bainbridge Court, our firm is dedicated to providing expert financial solutions tailored to meet the unique needs of individuals, families, and businesses. At Magaldi Financial Services, we pride ourselves on offering a wide range of services including financial planning, investment management, tax strategies, retirement planning, and estate planning. Our team of experienced professionals is committed to guiding you through every financial decision with personalized attention and strategic insight.
206 Bainbridge Court, Thousand Oaks, California 91360, United States -
Aaron Keeley - State Farm Insurance Agent
● ClosedAaron Keeley - State Farm Insurance Agent is a licensed insurance agency located at 500 East Esplanade Drive in Oxnard, California. Our office is situated on the twelfth floor of the City Bank building, allowing us to serve clients in Oxnard, Goleta, Santa Barbara, Camarillo, Ojai, Ventura, Thousand Oaks, Moorpark, Fillmore, and surrounding areas. Additionally, we are licensed to do business anywhere in the state of California, offering free insurance quotes online and virtual consultations. Aaron Keeley, the founder of the agency, started his State Farm career in New Mexico and relocated to Ventura County in 2021. He is dedicated to providing exceptional service to clients, ensuring they have the proper coverage for their homes, vehicles, health, life, and pets. The team at Aaron Keeley State Farm values building strong relationships with customers, offering clear communication, and personalized financial protection options.
500 E Esplanade Dr Ste 1275, Oxnard, CA 93036, United States -
Farmers Insurance - Jill Mongeon
● ClosedFarmers Insurance - Jill Mongeon is a trusted insurance agency located at 99 North Reino Road in Thousand Oaks, California. With over 55 years of experience as a California resident, Jill Mongeon is proud to serve Ventura, LA, and Santa Barbara Counties, as well as the surrounding areas. The agency specializes in providing exceptional service and understanding your insurance needs. Whether you're looking for auto, home, renters, life, or business insurance, Jill Mongeon and her team are dedicated to helping you understand your coverage options and find the most affordable premiums. Conveniently located in the local Trader Joe's Shopping Center near Newbury Park High School, the agency is easily accessible to residents of Lake Sherwood, Dos Vientos, Westlake, Agoura Hills, and Thousand Oaks. The team at Jill Mongeon Insurance & Financial Services treats their clients like family, offering dedicated annual policy reviews to ensure that you have a complete understanding of your insurance needs.
99 N Reino Rd, Newbury Park, CA 91320, United States -
Susan Erkfritz - State Farm Insurance Agent
● ClosedSusan Erkfritz - State Farm Insurance Agent is an insurance agency located at 501 Marin St, Thousand Oaks, California, United States. With over 30 years of experience, Susan Erkfritz and her team offer a wide range of insurance services including Auto, Homeowners, Renters, Business, Life Insurance, and now, Pet Insurance. The agency is committed to helping families protect their furry loved ones and offers a kid and pet-friendly office environment. Susan Erkfritz is dedicated to serving the community and is actively involved in supporting local schools, charities, and organizations such as Manna, the local food bank. She holds multiple degrees and insurance credentials, ensuring that she can provide the best service to her clients.
501 Marin St Ste 103, Thousand Oaks, CA 91360, United States -
Jessica Sawyer - State Farm Insurance Agent
● ClosedJessica Sawyer - State Farm Insurance Agent is an insurance agency located at 175 East Wilbur Road in Thousand Oaks, California, United States. Conveniently situated next to Daland Swim and around the corner from Whole Foods, we are here to help you with all of your insurance needs. Whether you are looking for auto, life, homeowners, or small business insurance, our experienced team is dedicated to providing you with the best coverage options. March is a great time to make plans for the future, and being prepared for emergencies is essential. Consider investing in life insurance for added protection in 2024. Our team, led by Jessica Sawyer, is committed to helping you and your family stay protected and secure.
175 E Wilbur Rd STE 102, Thousand Oaks, CA 91360, United States -
HUB International
● ClosedHUB International Insurance Services Inc. in Thousand Oaks, California, is a leading finance and insurance agency located at 2393 Townsgate Road. Our office is comprised of several local insurance agencies that have joined forces to better serve our clients and employees. With a diverse team of professionals specializing in industries such as manufacturing, construction, gaming, financial services, real estate, restaurants, and more, we offer a wide range of insurance products including business insurance, workers compensation, professional liability, bonding, employee benefits, and individual medical plans. Additionally, we provide services for private clients and personal lines insurance. Securities are offered through Cambridge Investment Research Inc., while advisory services are provided by Cambridge Investment Research Advisors, Inc. Insurance services are offered through HUB International. Please note that Cambridge and HUB International are not affiliated.
2393 Townsgate Rd #101, Thousand Oaks, CA 91361, United States -
Ryan Charlon - State Farm Insurance Agent
● ClosedRyan Charlon - State Farm Insurance Agent is a second-generation State Farm Agent located at 340 Rosewood Avenue in Camarillo, California. As a proud father, husband, son, friend, and small business owner, Ryan Charlon is dedicated to making a positive impact in the lives of his customers, team, and community. The agency serves Camarillo, Oxnard, Newbury Park, Thousand Oaks, Westlake Village, Malibu, and surrounding areas, offering a variety of insurance and retirement plans tailored to individual needs. Whether you're looking for life insurance, small business insurance, car insurance, homeowners insurance, or any other type of coverage, the Ryan Charlon State Farm Agency is here to help. With a focus on understanding your goals and providing personalized service, Ryan and his team are committed to helping you plan, save, and grow for the future.
340 Rosewood Ave STE I, Camarillo, CA 93010, United States -
Cary Runnells - State Farm Insurance Agent
● ClosedCary Runnells - State Farm Insurance Agent is a trusted insurance agency located at 100 East Thousand Oaks Boulevard in Thousand Oaks, California. With over 20 years of experience in the industry, Cary believes in the State Farm good neighbor mission of helping people plan for the future and recover from the unexpected. Serving the greater Conejo Valley area, including Newbury Park, Westlake Village, Oak Park, and Agoura Hills, Cary and his professional team offer a holistic approach to insurance coverage and risk management. They provide a range of insurance services including auto, home, property, business, and life insurance, as well as financial services. Cary is dedicated to supporting his community, and outside the office, enjoys spending time with his family and serving as a member of the local Rotary Club. Whether you need a free quote or have questions about insurance, Cary Runnells - State Farm Insurance Agent is here to help.
100 E Thousand Oaks Blvd #144, Thousand Oaks, CA 91360, United States -
Farmers Insurance - Timothy Neal
● ClosedFarmers Insurance - Timothy Neal is a local insurance agency located at 325 East Hillcrest Drive in Thousand Oaks, California. Timothy Neal, a resident of California for nearly 45 years, takes pride in serving the Thousand Oaks community and surrounding areas. With over 10 years of experience as a former business owner in the restaurant industry, Timothy understands the importance of finding the right insurance coverage tailored to each client's needs. Whether you are looking for home insurance, earthquake insurance, auto insurance, recreational vehicle coverage, or business insurance, Timothy Neal is dedicated to ensuring that his clients are well taken care of. Conveniently located just off the 101 Freeway at Moorpark Road, Timothy's office is easily accessible for all your insurance needs.
325 E Hillcrest Dr STE 180, Thousand Oaks, CA 91360, United States -
Moy Serrano - State Farm Insurance Agent
● ClosedMoy 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.
216 Moorpark Ave UNIT 204, Moorpark, CA 93021, United States -
New York Life
● ClosedNew York Life, located at 1534 North Moorpark Road in Thousand Oaks, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide coverage for everyday tasks assistance, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. The institution offers bundled investments with low fees, designed to help pay for college or other education expenses, and even allows you to start receiving income now with the potential for additional earnings. New York Life provides expertise and guidance to create an investment strategy tailored to your needs, as well as help with estate planning to protect your legacy.
1534 N Moorpark Rd, Thousand Oaks, CA 91360, United States -
Aflac Insurance: Wayne Hagler
● OpenAflac Insurance: Wayne Hagler is an insurance agency located at 2710 Cedarwood Place, Thousand Oaks, California, United States. At our institution, we offer a wide range of insurance policies to help you feel confident about your coverage. We provide cash benefits for covered accidents, serious health events, and positive diagnoses to alleviate financial worries. Our services also include assistance with deductibles, co-pays, hospital stays, dental coverage, and eye care. Aflac allows you to provide essential financial protection for your loved ones and employees. Explore the opportunity to become an Aflac insurance agent and discover the unlimited potential and flexibility that comes with it. Please note that individual insurance and group dental and vision insurance are offered by American Family Life Assurance Company of Columbus, except in New York where both group and individual coverage is offered by American Family Life Assurance Company of New York. Group policies are offered by Continental American Insurance Company (CAIC). Aflac Benefit Solutions, Inc. administers dental and vision plans. Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, or the Virgin Islands and are offered by Continental American Insurance Company (CAIC). Tier One Insurance Company underwrites Direct to Consumer Business in California.
2710 Cedar Wood Pl, Thousand Oaks, CA 91362, United States -
KCruz LLC
● OpenKCruz LLC is a finance institution located at 1534 North Moorpark Road in Thousand Oaks, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, KCruz LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
1534 N Moorpark Rd, Thousand Oaks, CA 91360, United States -
Slack & Associates
● ClosedSlack & Associates is a reputable institution located at 515 Marin Street in Thousand Oaks, California, United States. Specializing in providing top-notch financial and business consulting services, Slack & Associates is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized and tailored solutions to meet the unique needs of each client. Whether you are looking for tax planning, investment advice, or business strategy development, Slack & Associates is the go-to institution for expert guidance and support. Reach out to them today to learn more about how they can help you succeed financially.
515 Marin St #400, Thousand Oaks, CA 91360, United States
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