Financial services for businesses in Agoura Hills, CA
48 results found
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Brett Lantz - PCF Insurance Services
● ClosedBrett Lantz - PCF Insurance Services is a reputable insurance agency located at 30495 Canwood Street in Agoura Hills, California, United States. With a focus on providing personalized insurance solutions to meet the unique needs of each client, our team of experienced professionals is dedicated to helping individuals and businesses protect what matters most. Whether you are looking for auto, home, life, health, or business insurance, we are committed to finding the right coverage at the best possible rates. Contact us today to learn more about how we can help you secure your future.
30495 Canwood St Suite 211, Agoura Hills, CA 91301, United States -
Sequoia Financial Services
● ClosedSequoia Financial Services is a leading finance institution located at 28632 Roadside Drive in Agoura Hills, California, United States. With a commitment to providing top-notch financial services, Sequoia offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Sequoia Financial Services has a team of experienced professionals ready to help you navigate the complexities of the financial world. Trust Sequoia Financial Services to provide you with personalized financial solutions tailored to your specific needs.
28632 Roadside Dr #110, Agoura Hills, CA 91301, United States -
Jack B. Murad, CPA, MBT Financial Services
● ClosedJack B. Murad, CPA, MBT Financial Services is a reputable accounting and finance institution located at 28632 Roadside Drive in Agoura Hills, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, accounting, and financial planning. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Jack B. Murad, CPA, MBT Financial Services is dedicated to providing expert guidance and support to help you achieve your financial goals.
28632 Roadside Dr #267, Agoura Hills, CA 91301, United States -
Melissa Oliver - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMelissa Oliver is a Financial Advisor at Ameriprise Financial Services, LLC located at 29899 Agoura Road, Agoura Hills, California, United States. Melissa holds various certifications such as 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 Melissa's expertise in various financial planning areas including asset management, investment strategies, retirement planning, estate planning, risk management, and more. Melissa is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Melissa Oliver for expert financial guidance tailored to your specific needs.
29899 Agoura Rd Ste 112, Agoura Hills, CA 91301, United States -
Maria Tagliaferri - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMaria Tagliaferri - Financial Advisor, Ameriprise Financial Services, LLC, located at 29899 Agoura Road, Agoura Hills, California, United States, offers a wide range of financial services. Maria Tagliaferri holds various certifications such as 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Maria Tagliaferri is dedicated to providing top-notch financial advice and services to individuals and businesses. Whether you are looking for help with your investments, retirement planning, or estate planning, Maria Tagliaferri - Financial Advisor, Ameriprise Financial Services, LLC, has the knowledge and experience to guide you towards financial success.
29899 Agoura Rd Ste 112, Agoura Hills, CA 91301, United States -
Michael S Anton - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMichael S Anton - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 29899 Agoura Road, Agoura Hills, California, United States, offers a wide range of financial services. Michael S Anton holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. With a focus on providing tailored financial solutions for individuals, retirees, small business owners, and high net worth clients, Michael S Anton is committed to upholding ethical standards and staying updated on industry best practices. Whether you are looking for retirement planning, investment strategies, or assistance with complex financial situations, Michael S Anton can provide expert guidance and support to help you achieve your financial goals.
29899 Agoura Rd Ste 112, Agoura Hills, CA 91301, United States -
Lincoln Financial Advisors
● OpenLincoln Financial Advisors is a reputable finance and insurance agency located at 5210 Lewis Road in Agoura Hills, California, United States. With a team of experienced financial advisors, they specialize in providing comprehensive financial planning and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Lincoln Financial Advisors is dedicated to providing personalized services to meet your specific needs. Trust in their expertise and commitment to helping you secure a stable financial future.
5210 Lewis Rd # 9, Agoura Hills, CA 91301, 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 -
The UPS Store
● ClosedThe UPS Store located at 5627 Kanan Road in Agoura Hills, California, is a trusted institution offering a wide range of financial services and products. From shipping and packaging to printing and document services, The UPS Store is your one-stop shop for all your business and personal needs. With friendly and knowledgeable staff, convenient hours of operation, and a reputation for excellent customer service, The UPS Store is the go-to destination for residents and businesses in the area. Visit us today and experience the convenience and reliability that The UPS Store is known for.
5627 Kanan Rd, Agoura Hills, CA 91301, 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 -
Alla Bezkrovny Insurance Agency
● ClosedAlla Bezkrovny Insurance Agency is a trusted insurance provider located at 30423 Canwood Street in Agoura Hills, California. As a reliable insurance agency, we offer a wide range of insurance products and services to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, our experienced agents are here to help you find the right coverage at the best possible rates. With a commitment to exceptional customer service and personalized attention, Alla Bezkrovny Insurance Agency is dedicated to providing peace of mind and financial protection for individuals and businesses in the United States. Contact us today to learn more about our insurance options and how we can help you protect what matters most.
30423 Canwood St # 228, Agoura Hills, CA 91301, United States -
The Live Scan Agency & Notary Public
● ClosedThe Live Scan Agency & Notary Public is a trusted financial institution located at 30423 Canwood Street in Agoura Hills, California, United States. We specialize in providing Live Scan fingerprinting services and notary public services to individuals and businesses in the area. Our experienced staff is dedicated to ensuring a smooth and efficient process for all of your fingerprinting and notarization needs. Visit us today for reliable and professional services.
30423 Canwood St # 228, Agoura Hills, CA 91301, United States -
Spaulding Managed Credit
● ClosedSpaulding Managed Credit, located at 30423 Canwood Street, Agoura Hills, California, is a finance institution dedicated to empowering business success through expert funding and credit solutions. Their services include securing business loans, optimizing credit strategies, and providing ongoing advisory and support to ensure financial prosperity. With a focus on tailored funding solutions, personalized credit expertise, and a dedicated team of experienced advisors, Spaulding Credit Management is committed to helping business owners, professionals, athletes, entertainers, and individuals achieve and maximize credit success. Contact them today for a complimentary consultation and start your journey towards financial empowerment.
30423 Canwood St #112, Agoura Hills, CA 91301, United States -
Wells Fargo Bank
● ClosedWells Fargo Bank is a trusted financial institution located at 5823 Kanan Road in Agoura Hills, California, United States. As a full-service bank, Wells Fargo offers a wide range of banking and financial services to meet the needs of individuals, businesses, and communities. From personal checking and savings accounts to business loans and investment services, Wells Fargo is dedicated to helping customers achieve their financial goals. With convenient ATM locations and a commitment to excellent customer service, Wells Fargo Bank is a reliable partner for all your banking needs.
5823 Kanan Rd, Agoura Hills, CA 91301, United States -
Direct Recovery Associates
● ClosedDirect Recovery Associates is a reputable finance institution located at 5737 Kanan Road in Agoura Hills, California. Specializing in debt recovery services, they are dedicated to helping individuals and businesses navigate the complexities of financial obligations. With a team of experienced professionals, Direct Recovery Associates works diligently to provide personalized solutions for their clients, ensuring a smooth and efficient recovery process. Trustworthy and reliable, this institution is committed to delivering exceptional service and results for all their clients.
5737 Kanan Rd Suite 350, Agoura Hills, CA 91301, United States -
Mortgage Mavens Inc
● ClosedMortgage Mavens Inc is a leading finance institution located at 28720 Roadside Drive in Agoura Hills, California, United States. Specializing in mortgage services, our team of experts are dedicated to helping clients secure the best financing options for their home purchases or refinancing needs. With a commitment to excellence and personalized service, Mortgage Mavens Inc is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can assist you with your mortgage needs.
28720 Roadside Dr UNIT 229, Agoura Hills, CA 91301, United States -
Lira Funding LLC
● ClosedLira Funding LLC is a finance institution located at 28720 Roadside Drive in Agoura Hills, California, United States. We specialize in providing funding solutions for individuals and businesses in need of financial assistance. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized services and competitive rates. Whether you are looking for a loan, investment opportunities, or financial advice, Lira Funding LLC is here to support you every step of the way. Contact us today to learn more about how we can help you secure your financial future.
28720 Roadside Dr # 225, Agoura Hills, CA 91301, United States -
U.S. Bank Branch
● ClosedThe U.S. Bank Branch located at 29015 Thousand Oaks Boulevard in Agoura Hills, California is a trusted financial institution that offers a wide range of banking services to individuals and businesses. With a commitment to providing excellent customer service and innovative financial solutions, this branch is dedicated to helping customers achieve their financial goals. Whether you need assistance with personal banking, loans, investments, or business banking, the knowledgeable staff at this branch is here to assist you. Visit the U.S. Bank Branch in Agoura Hills for all of your banking needs.
29015 Thousand Oaks Blvd, Agoura Hills, CA 91301, United States -
Farmers Insurance - Lisa Vermette
● ClosedFarmers Insurance - Lisa Vermette is an insurance agency located at 30851 Agoura Road, Agoura Hills, California, United States. The agency offers a variety of programs for individuals looking to build or buy their own agency, with options such as Retail, Acquisition, and Protégé programs. Agency owners have the opportunity to maximize their personal income through residual income and quarterly bonus opportunities, as well as qualify for rewards and bonuses, including destination trips for Farmers Achievement Clubs. With over 85 years of experience, Farmers Insurance Group of Companies offers a range of insurance and financial services products for the community. Agency owners also receive support from the award-winning University of Farmers training program and access to knowledgeable professionals. By supporting local schools, youth programs, sports teams, and charity organizations, agency owners can become valued community leaders. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other specific insurers underwrite the insurance offered by the agency. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance products. Customers who switch their Home and Auto insurance policies to Farmers branded policies may realize savings.
30851 Agoura Rd #109, Agoura Hills, CA 91301, United States -
Farmers Insurance - Fariba Alikhani
● ClosedFarmers Insurance - Fariba Alikhani is a trusted insurance agency located at 29800 Agoura Road, Agoura Hills, California. As a local Farmers® agent with over 11 years of experience, Fariba Alikhani is committed to helping clients understand their coverage options to make informed decisions. Located next to Agoura Hills City Hall and Agoura Hills Library, the agency offers a variety of insurance options including auto, home, renters, business insurance, workers compensation, and more. Whether you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Fariba Alikhani can help take the mystery out of selecting the right insurance coverage for your needs and budget. With competitive rates and multi-line insurance discounts, Farmers Insurance has been providing quality insurance products for over 80 years.
29800 Agoura Rd Ste 108, Agoura Hills, CA 91301, United States -
Farmers Insurance - Ian Rubin
● ClosedFarmers Insurance - Ian Rubin is an insurance agency located at 28310 Roadside Drive, Agoura Hills, California, United States. As your local Farmers® agent in Agoura Hills, CA, Ian Rubin helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Ian has the knowledge and experience to help you understand your coverage options. With over 80 years of experience, Farmers® has been providing insurance products to protect your assets and provide financial support for your loved ones. Ian Rubin can also help you customize a business insurance package to reduce risk and protect your investment. Additionally, Farmers Insurance and Financial Services can help you build a solid financial plan for a secure future. Contact Ian Rubin for personalized insurance quotes and advice on how to reach your goals.
28310 Roadside Dr Ste 133, Agoura Hills, CA 91301, United States -
Farmers Insurance - Richard Becker
● ClosedFarmers Insurance - Richard Becker is an insurance agency located at 28025 Dorothy Drive, Agoura Hills, California, United States. As a lifelong California resident, Richard Becker proudly serves Westlake Village, CA and the San Fernando Valley as a local Farmers Insurance® Agent. The agency focuses on providing outstanding customer service and ensuring that each client is educated on their specific coverage options. With over 25 years of experience in the sales and marketing industries, Richard Becker has the knowledge and skillset to help clients understand their insurance needs. The agency offers a range of insurance products including life, auto, home, business, and commercial insurance. Whether you need comprehensive coverage, collision coverage, or medical payments, the Richard Becker Agency can help you select the right insurance solutions for your family. They also offer renters insurance, condo insurance, and personal umbrella insurance policies. Contact Richard Becker for a personalized insurance quote and to discuss your financial goals. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliates underwrite the insurance policies offered by the agency. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance products. Contact Richard Becker at Farmers Insurance for all your insurance needs in California.
28025 Dorothy Dr Ste 205, Agoura Hills, CA 91301, United States -
Mike Martinek - State Farm Insurance Agent
● ClosedWelcome to the Mike Martinek Agency located in Calabasas, CA 91302. Since 2011, we have proudly served as State Farm agents, connecting and assisting people every day. Our goal is to help individuals and families recover from various situations such as home fires, burst pipes, car accidents, and to assist them in saving money for their future. Through meaningful conversations, we strive to understand what is important to our customers, enabling us to find tailored results that protect their assets and help them reach their financial goals. Community involvement is a core value for our team. We actively give back by volunteering with organizations like Habitat for Humanity and participating in local events where we can educate residents about the insurance options available through State Farm. We deeply appreciate the hard work of our local Police and Fire Departments and contribute our time and efforts to support their charities and causes.
5000 Parkway Calabasas UNIT 109, Calabasas, CA 91302, United States -
Farmers Insurance - Jorge Sanchez-Perez
● ClosedFarmers Insurance - Jorge Sanchez-Perez is a local insurance agency located at 5933 Kanan Road in Agoura Hills, California. As a Farmers® agent, Jorge Sanchez-Perez helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, life, renters, business insurance, or more, Jorge has the knowledge and experience to assist you in understanding your coverage options. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products. Whether you are looking for comprehensive car insurance, home insurance to protect your valuable possessions, or life insurance to provide financial support for your loved ones, Jorge Sanchez-Perez can help tailor a plan to meet your specific needs.
5933 Kanan Rd Ste 209, Agoura Hills, CA 91301, United States -
Farmers Insurance - Kevin Carmichael
● ClosedFarmers Insurance - Kevin Carmichael is an insurance agency located at 28914 Roadside Drive in Agoura Hills, California. As a local Farmers® agent, Kevin Carmichael helps customers identify the insurance coverage that best fits their needs. The process is personalized and straightforward to make customers smarter about insurance. Kevin has the knowledge and experience to help customers understand their coverage options, whether it's auto, home, renters, business insurance, and more. Customers can get in touch with Kevin to get answers to any questions they might have. Whether it's comprehensive coverage, deductibles, or medical payments, Kevin can help take the mystery out of selecting the right car insurance coverage. Customers can also get started with an online auto insurance quote and learn about insurance discounts that can help them save money.
28914 Roadside Dr Ste E2, Agoura Hills, CA 91301, United States -
NaviGuide Wealth Partners, Inc.
● ClosedNaviGuide Wealth Partners, Inc. is a leading finance institution located at 5016 Chesebro Road in Agoura Hills, California, United States. We specialize in providing comprehensive wealth management services to individuals, families, and businesses. Our team of experienced financial advisors are dedicated to helping our clients navigate their financial journey and achieve their long-term financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, NaviGuide Wealth Partners, Inc. is here to provide personalized solutions tailored to your unique needs. Visit us today to start planning for a more secure financial future.
5016 Chesebro Rd STE 200, Agoura Hills, CA 91301, United States -
Total Wealth Group
● ClosedTotal Wealth Group, located at 30423 Canwood Street in Agoura Hills, California, is a finance and lawyer institution that specializes in providing tax solutions for both businesses and individuals. Their unique tax planning process ensures that clients pay the minimum tax required by law, effectively reducing their tax bill. In addition to tax services, Total Wealth Group offers strategic guidance and deep analysis to help businesses make sound decisions and alleviate the stress of running a company. They also provide bookkeeping services to manage cash flow and ensure outgoing payments are made on time.
30423 Canwood St Ste 227, Agoura Hills, CA 91301, United States -
Teresita Espinoza CFG Insurance Agency
● ClosedTeresita Espinoza CFG Insurance Agency is a finance institution located at 28310 Roadside Drive in Agoura Hills, California, United States. Specializing in insurance services, our agency offers personalized and comprehensive coverage options to meet the needs of our clients. With a focus on customer service and satisfaction, we strive to provide the best insurance solutions for individuals and businesses alike. Contact us today to learn more about how we can help protect what matters most to you.
28310 Roadside Dr Suite 141, Agoura Hills, CA 91301, United States -
Howard Fox & Associates
● OpenHoward Fox & Associates is a well-established accounting and finance institution located at 5835 Kanan Road in Agoura Hills, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. Whether you need help with managing your personal finances or navigating complex tax laws, Howard Fox & Associates is dedicated to providing top-notch service and expertise to meet your financial needs.
5835 Kanan Rd, Agoura Hills, CA 91301, United States -
David R Flamer An Accountancy
● ClosedDavid R Flamer An Accountancy is a reputable accounting firm located at 28720 Roadside Drive in Agoura Hills, California. Specializing in accounting and finance services, our experienced team is dedicated to providing high-quality financial solutions to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our professionals are here to help. Trust David R Flamer An Accountancy for all your accounting needs in the Agoura Hills area.
28720 Roadside Dr # 325, Agoura Hills, CA 91301, United States
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