Financial wellness in Westlake Village, California
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Wells Fargo Bank
● ClosedWells Fargo Bank is a reputable financial institution located at 970 South Westlake Boulevard in Westlake Village, California, United States. This branch offers a wide range of banking services, including ATM access, personal and business accounts, loans, investments, and more. With a strong reputation for excellent customer service and innovative financial solutions, Wells Fargo Bank is a trusted choice for individuals and businesses in the Westlake Village area. Visit us today to experience the convenience and quality service that Wells Fargo is known for.
970 S Westlake Blvd, Westlake Village, CA 91361, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 2829 Townsgate Road in Westlake Village, California. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services including wealth management, investment advice, retirement planning, and more. With a team of experienced financial advisors, they are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Wells Fargo Advisors in Westlake Village today to learn more about their personalized financial solutions.
2829 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Sherwood Financial Partners
● ClosedSherwood Financial Partners, located at 2900 Townsgate Road in Westlake Village, California, is a finance institution dedicated to helping clients navigate complex wealth and legacy decisions. Our team of experienced financial planners, attorneys, accountants, and investment professionals is here to provide expertise and support as you plan for your future and the future of your loved ones. We believe that a well-lived legacy should be accompanied by a well-planned legacy, and we are committed to helping you achieve both. Serving clients throughout North Los Angeles, Ventura, and Santa Barbara Counties, we strive to give you the confidence to enjoy a great life now and in the years to come. Let us partner with you to implement a living legacy plan that reflects your values and goals.
2900 Townsgate Rd UNIT 213, Westlake Village, CA 91361, United States -
Garrett De Buiser - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedGarrett De Buiser - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 31351 Via Colinas, Westlake Village, California, United States, offers comprehensive financial planning services. Whether you are concerned about retirement income, market fluctuations, or inflation, Garrett De Buiser can help you navigate these challenges. The institution provides a complimentary initial consultation to discuss your financial goals and create a personalized plan for your future. With expertise in investment products and services, Ameriprise Financial Services, LLC ensures that your financial well-being is in good hands. Schedule a meeting with Garrett De Buiser today to secure a more confident financial future.
31351 Via Colinas Ste 104, Westlake Village, CA 91362, United States -
Elite Financial
● ClosedWelcome to Elite Financial, your trusted partner in mortgage lending and insurance services located at 2239 Townsgate Road, Westlake Village, California. With over 30 years of experience, we have proudly served individual homebuyers, real estate professionals, and home builders throughout California. Our commitment to integrity and exceptional client service has earned us a stellar reputation in the industry. At Elite Financial, we offer a comprehensive range of loan options with highly competitive rates and fees to suit your unique needs. Whether you are embarking on the journey of buying your first home or looking to refinance your current mortgage, our team of licensed and experienced mortgage professionals is here to guide you every step of the way. We believe in building lasting relationships with our clients and strive to provide personalized solutions that go beyond mere transactions.
2239 Townsgate Road, Westlake Village, California 91361, United States -
JVRC Insurance Services
● ClosedJVRC Insurance Services is a leading health insurance agency located at 5707 Corsa Avenue in Westlake Village, California, United States. With a focus on providing personalized and comprehensive insurance solutions, JVRC Insurance Services is dedicated to helping individuals and families navigate the complex world of healthcare coverage. Our team of experienced agents is committed to finding the right plan for each client's unique needs and budget. Contact us today to learn more about how we can help you protect your health and financial well-being.
5707 Corsa Ave #105, Westlake Village, CA 91362, 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 -
Geldin Insurance Services
● ClosedGeldin Insurance Services is a top-rated health insurance agency located in the heart of Westlake Village, California. Our experienced team is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on quality service and competitive rates, we strive to ensure that our clients have the coverage they need to protect their health and financial well-being. Visit us at 5707 Corsa Avenue to learn more about how we can help you find the right insurance plan for your needs.
5707 Corsa Ave # 107, Westlake Village, CA 91362, United States -
Steve Smith - State Farm Insurance Agent
● ClosedSteve Smith - State Farm Insurance Agent is a well-established insurance agency located at 2801 Townsgate Road in Westlake Village, California, United States. Our team of experienced professionals offers a range of insurance services, including Auto, Life, Motorcycle, Health Insurance, and more. We serve clients not only in California, but also in Oregon, Arizona, and Nevada. As a State Farm Insurance Agent with over 44 years of experience, I, Steve Smith, lead a dedicated team that is committed to providing outstanding customer service. Our agency has been recognized as the Preferred Insurance Agent in Ventura County and the Outstanding Insurance Team in Conejo Valley. We are here to help you review your financial plan and ensure you have the right coverage for your family's future.
2801 Townsgate Rd Ste 128, Westlake Village, CA 91361, United States -
Barri Hollander - State Farm Insurance Agent
● ClosedBarri Hollander - State Farm Insurance Agent" located at 32107 Lindero Canyon Road, Westlake Village, California) is an insurance agency dedicated to providing top-notch insurance and financial services to clients in California, Oregon, Nevada, and Arizona. Led by Barri Hollander, a seasoned professional with a background in advertising and a passion for the arts, the team at Barri Hollander - State Farm is committed to helping individuals and families protect what matters most to them. Specializing in auto, home, life, health, and disability insurance, the team at Barri Hollander - State Farm is well-equipped to assist with a variety of insurance needs. Whether you're looking to protect your home, your vehicle, or your loved ones, the experienced and licensed team at Barri Hollander - State Farm is here to help.
32107 Lindero Canyon Rd # 208, Westlake Village, CA 91361, United States -
Community First Mortgage
● ClosedCommunity First Mortgage is a well-established finance institution located at 4165 East Thousand Oaks Boulevard in Westlake Village, California. Our experienced mortgage lenders are dedicated to guiding you through the purchase or refinance process with ease, ensuring a smooth and successful transaction. Whether you prefer to meet your loan officer in person, discuss your favorite TV shows, or simply hand over your confidential documents, our team is here to provide personalized service and support. With a strong focus on customer satisfaction, Community First Mortgage has earned a reputation for excellence in the local community. Our commitment to delivering competitive rates sets us apart from the competition, as we work with top national lenders to offer the best terms for your unique loan needs. Since our founding in 1986, we have specialized in purchase loans and have grown alongside our clients, building lasting relationships based on trust and reliability.
4165 E Thousand Oaks Blvd Suite 258, Westlake Village, CA 91362, United States -
Farmers Insurance - Maryam Tahirkheli
● ClosedFarmers Insurance - Maryam Tahirkheli is an insurance agency located at 1120 2nd Street in Brentwood, California, United States. As a local Farmers® agent, Maryam Tahirkheli helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, and more, Maryam has the knowledge and experience to assist you in understanding your coverage options. The office is conveniently located across from Wells Fargo, and you are welcome to stop by for personalized assistance. If you have questions about comprehensive coverage, collision coverage, deductibles, medical payments, or any other insurance-related inquiries, Maryam is happy to help. With over 80 years of experience, Farmers® has been a trusted provider of insurance products. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or condo insurance, Maryam can help tailor a policy to suit your unique needs and budget.
1120 2nd St Ste 101, Brentwood, CA 94513, United States -
Zonder Family Law Group
● ClosedZonder Family Law Group, located in Westlake Village, California, is a team of experienced and results-driven family law and divorce attorneys. Specializing in quarterbacking your legal path forward to a good life after divorce, Zonder Family Law Group offers a holistic "3D" approach that focuses on increasing your courage, confidence, and financial and emotional well-being during and after the divorce process. With a team of experts in legal, financial, and emotional aspects of divorce, Zonder Family Law Group ensures that you have the support and guidance you need to navigate through this challenging time. By utilizing an interdisciplinary approach to family law, their attorneys act as "quarterbacks" who formulate legal strategies and assemble the right team of professionals to help you achieve the best outcome for your unique situation.
3625 Thousand Oaks Blvd Ste 123, Westlake Village, CA 91362, United States -
Leigh Law Firm
● ClosedLeigh Law Firm is a reputable lawyer institution located at 3625 East Thousand Oaks Boulevard, Westlake Village, California, United States. With a successful track record of recovering millions of dollars for their clients, Leigh Law Firm is dedicated to advocating for the recoveries that their clients rightfully deserve. Specializing in workers' compensation cases, their experienced attorneys serve Los Angeles and surrounding Southern California areas. Choosing the right legal representation after an accident or work-related injury is crucial, and Leigh Law Firm prides itself on providing personalized attention to each client. They understand the stress and challenges that injuries can bring, and are committed to helping clients plan for the future. Their attorneys are well-versed in both federal and state laws regarding workers' compensation in San Diego, ensuring that clients receive the compensation they are entitled to.
3625 E Thousand Oaks Blvd Unit 214, Westlake Village, CA 91362, United States -
Farmers Insurance - John Pless
● ClosedFarmers Insurance - John Pless is an insurance agency located at 25 Rolling Oaks Drive in Thousand Oaks, California. Serving clients in Thousand Oaks, Westlake Village, Moorpark, Simi Valley, Ventura County, and all counties in the State of California for the past 30 years, this agency provides tailored coverage with concierge service. Clients are treated with personalized service daily for all their insurance needs, with a focus on identifying and providing proper insurance coverage for each individual exposure. The agency specializes in auto, home, condominium, renters, landlord, business, and life insurance, as well as HOA Master policies and EQ coverage throughout California. With over 80 years of experience, Farmers Insurance offers competitive rates and multi-line insurance discounts for home insurance, renters insurance, life insurance, business insurance, and more. Clients can also receive assistance in building a solid financial plan for a secure future. For added coverage, a Personal Umbrella insurance policy can provide protection for assets and future earnings. Securities are offered through Farmers Financial Solutions, LLC. Contact Farmers Insurance - John Pless for a personalized insurance quote and financial consultation.
25 Rolling Oaks Dr #203, Thousand Oaks, CA 91361, United States -
Jason Sliwoski - State Farm Insurance Agent
● ClosedJason Sliwoski - State Farm Insurance Agent is a trusted insurance agency located at 2801 Townsgate Rd, Westlake Village, California, United States. As March approaches, it's a great time to plan for the unexpected. Our office is offering no-obligation life insurance consultations to ensure your family is protected in case of emergencies. We also provide pet insurance to safeguard your furry friends against unexpected expenses. With our holiday saving tips, you can be eco-friendly, save on gifts, and keep extra money in your pocket. We believe in being an integral part of the community and making a difference in the lives of our customers. Our mission is to guide you in protecting your assets and securing a stable future. In times of need, we are here to help you recover and navigate life's challenges.
2801 Townsgate Rd Ste 128, Westlake Village, CA 91361, United States -
SageView Advisory Group
● ClosedSageView Advisory Group is a leading finance institution located in Westlake Village, California. Our team of experienced advisors provides comprehensive financial planning and investment management services to individuals, families, and businesses. With a focus on personalized solutions and a commitment to excellence, we help our clients achieve their financial goals and secure their financial future. Visit us at 3075 Townsgate Road to learn more about how SageView Advisory Group can help you navigate the complexities of the financial world.
3075 Townsgate Rd Suite 180, Westlake Village, CA 91361, United States -
CAPTRUST
● ClosedCAPTRUST is a finance institution located at 2625 Townsgate Road in Westlake Village, California, United States. Our team of advisors in Westlake Village offers financial expertise to endowments, foundations, retirement plan sponsors, and nonprofit organizations in Los Angeles, Pasadena, and surrounding areas. We provide services such as committee education, donor development, OCIO services, performance reporting, and investment management to help our clients achieve their financial goals. We support thousands of employer organizations with fiduciary partnerships, plan design optimization, financial wellness programs, and more. Our team shares best practices, market insights, and financial planning strategies to help clients make informed decisions. We also offer webinars on various topics, such as fiduciary liability, industry insights for hospitals and healthcare systems, and navigating volatility for nonprofits.
2625 Townsgate Rd #330, Westlake Village, CA 91361, United States -
The Wealth Collaborative
● ClosedThe Wealth Collaborative, located in Westlake Village, California, is a finance institution dedicated to helping individuals create lasting wealth and well-being by aligning their values, desires, and behavior. Unlike traditional financial advisors, The Wealth Collaborative focuses on the complex relationship between money and happiness, emphasizing the importance of aligning financial goals with personal values and aspirations. Through their unique alignment model, The Wealth Collaborative helps clients discover their core values and desires, design a plan to achieve their financial goals, and select a portfolio that matches their risk tolerance and investment temperament. By focusing on structural factors that drive portfolio performance, rather than stock selection or market timing, The Wealth Collaborative aims to maximize returns and help clients achieve financial success while maintaining peace of mind.
30699 Russell Ranch Rd, Westlake Village, CA 91362, United States -
Moyen & Co Jewellers
● ClosedMoyen & Co Jewellers is a prestigious finance and jewelry store located at 2806 Townsgate Road in Westlake Village, California, United States. Our institution specializes in providing exquisite and high-quality jewelry pieces, as well as offering financial services to our valued customers. With a reputation for excellence and a commitment to customer satisfaction, Moyen & Co Jewellers is the ultimate destination for those seeking luxury and sophistication in their jewelry purchases. Visit us today to experience the finest in jewelry and financial services.
2806 Townsgate Rd, Westlake Village, CA 91361, United States -
ClearCoast Wealth Management
● OpenClearCoast Wealth Management is a premier finance institution located at 31365 Oak Crest Drive in Westlake Village, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial futures. We offer a wide range of wealth management services, including investment planning, retirement planning, estate planning, and more. At ClearCoast Wealth Management, we prioritize transparency, integrity, and personalized service to ensure that our clients receive the best possible financial advice and guidance. Trust us to help you navigate the complexities of the financial world and make informed decisions for your financial well-being.
31365 Oak Crest Dr, Westlake Village, CA 91361, United States -
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 -
SHM Tax Advisors
● OpenSHM Tax Advisors is a leading accounting and finance institution located at 5706 Corsa Avenue in Westlake Village, California, United States. With a team of experienced tax advisors and financial experts, we provide comprehensive services to individuals and businesses alike. Our services include tax planning, preparation, and consulting, as well as financial analysis and management. Trust SHM Tax Advisors to help you navigate the complexities of the financial world and maximize your financial success.
5706 Corsa Ave, Westlake Village, CA 91362, United States -
Kaminskiy Care & Repair Handyman Service
● OpenWelcome to Kaminskiy Care & Repair Handyman Service Located at 275 East Hillcrest Drive, Thousand Oaks, California, Kaminskiy Care & Repair Handyman Service is your trusted local general contractor, proudly serving Ventura County. Whether you're looking to enhance the quality and functionality of your home or simply need help finishing projects, our skilled team is here to assist. No job is too big or too small for us.
275 East Hillcrest Drive, Thousand Oaks, California 91360, United States -
Farmers Insurance - Steven Guinn
● ClosedWelcome to Farmers Insurance - Steven Guinn, your trusted local insurance agency located at 2851 North Ventura Road, Oxnard, California 93036. As part of the renowned Farmers Insurance Group of Companies®, we offer a comprehensive range of over 50 insurance products tailored to meet your unique needs, including home, auto, business, life, and financial services. With over 85 years of industry experience, our agency is dedicated to providing exceptional service and personalized insurance solutions to our community. At Farmers Insurance - Steven Guinn, we believe in building a legacy and fostering generational wealth. Our agency owners are empowered to grow their businesses with unlimited income potential, while also contributing positively to the local community. We proudly support schools, youth programs, sports teams, and various charity organizations, establishing ourselves as valued community leaders.
2851 North Ventura Road, Oxnard, California 93036, United States -
Colby John Insurance
● ClosedWelcome to Colby John Insurance, your trusted local Farmers® Insurance agency in Thousand Oaks, CA. Conveniently located at 555 Saint Charles Drive, Thousand Oaks, California 91360, we are dedicated to helping you navigate the complex world of insurance with ease and confidence. As your local Farmers® agent, Colby John is committed to providing you with personalized and straightforward guidance to identify the insurance coverage that best fits your unique needs. With extensive knowledge and experience, we offer a range of insurance solutions including auto, home, renters, business, and more, ensuring you are well-protected in all aspects of your life.
555 Saint Charles Drive, Thousand Oaks, California 91360, 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 States -
Farmers Insurance - Axel De Place
● ClosedWelcome to Farmers Insurance - Axel De Place, your trusted local insurance agency located at 6060 West Manchester Avenue, Los Angeles, California 90045. As your dedicated Farmers® agent, I am committed to helping you understand and choose the insurance coverage that best suits your needs. Whether you're looking for auto, home, renters, business, or life insurance, I offer personalized and straightforward guidance to make you smarter about your insurance choices. Navigating the complexities of insurance can be daunting, but I am here to simplify the process. From comprehensive and collision coverage to deductibles and medical payments, I can help you select the right car insurance that fits your budget. Start with an online auto insurance quote and explore our discounts to save money.
6060 West Manchester Avenue, Los Angeles, California 90045, 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 - Steven Almanza
● ClosedWelcome to Farmers Insurance - Steven Almanza, your trusted local insurance agency located at 22939 Hawthorne Boulevard, Torrance, California 90505. As a dedicated Farmers® agent, Steven Almanza is committed to helping you navigate the complex world of insurance with ease and confidence. Whether you are seeking coverage for your auto, home, renters, or business, Steven provides personalized service to identify the insurance solutions that best fit your unique needs and budget. With extensive knowledge and experience, Steven is here to demystify insurance and guide you in understanding your coverage options. From comprehensive and collision coverage for your vehicle to protecting your personal belongings with renters or condo insurance, Steven ensures that you are well-informed and adequately protected.
22939 Hawthorne Boulevard, Torrance, California 90505, United States
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