Goal based financial planning in Ventura, California
18 results found
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Swan Retirement Planning
● ClosedSwan Retirement Planning is a boutique financial planning firm located at 56 East Main Street in Ventura, California. As a finance and insurance agency, we specialize in providing personalized, goal-based financial solutions for individual families. Our experienced advisors work closely with clients to create customized plans that align with their unique financial goals, whether it be retirement planning, education funding, or legacy building. With a focus on building enduring relationships, our team at Swan Retirement Planning offers steadfast support and guidance as your financial needs evolve over time. With over two decades of industry expertise, you can trust us to help you secure a prosperous financial future.
56 E Main St UNIT 205, Ventura, CA 93001, United States -
The Ventura Legacy Group, APC
● ClosedThe Ventura Legacy Group, APC is a renowned financial institution located at 1823 Knoll Drive in Ventura, California, United States. Specializing in wealth management, estate planning, and investment strategies, our team of experienced professionals is dedicated to helping clients secure their financial futures and leave a lasting legacy for generations to come. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients based on trust, integrity, and expertise. Contact us today to learn more about how we can help you achieve your financial goals.
1823 Knoll Dr, Ventura, CA 93003, United States -
Edward Jones - Financial Advisor: Deborah S Zuniga, AAMS™
● ClosedEdward Jones - Financial Advisor: Deborah S Zuniga, AAMS™ is a trusted financial institution located at 3140 Telegraph Road in Ventura, California. Specializing in providing personalized financial advice and services, Deborah S Zuniga, AAMS™ is 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, clients can feel confident in their financial decisions with the expertise and guidance of Edward Jones. Whether you are planning for retirement, saving for college, or investing for the future, Deborah S Zuniga, AAMS™ is committed to helping you navigate the complex world of finance with clarity and confidence.
3140 Telegraph Rd Suite G, Ventura, CA 93003, United States -
Edward Jones - Financial Advisor: Jonathan Morton, CFP®
● ClosedEdward Jones - Financial Advisor: Jonathan Morton, CFP® is a reputable financial institution located at 11420 North Ventura Avenue in Ojai, California. Jonathan Morton, a Certified Financial Planner (CFP®), offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families in the Ojai area. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Jonathan Morton and the team at Edward Jones are dedicated to helping you secure a solid financial future.
11420 N Ventura Ave #104, Ojai, CA 93023, United States -
Edward Jones - Financial Advisor: Roman Kisz, AAMS™
● ClosedEdward Jones - Financial Advisor: Roman Kisz, AAMS™ is a reputable finance institution located at 400 West Ventura Boulevard in Camarillo, California, United States. Roman Kisz, an Accredited Asset Management Specialist, is dedicated to providing personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Roman Kisz offers a wide range of services including retirement planning, wealth management, and education planning. Whether you are looking to plan for your future or simply want to secure your financial stability, Edward Jones - Financial Advisor: Roman Kisz, AAMS™ is committed to helping you navigate the complexities of the financial world with confidence.
400 W Ventura Blvd # 115, Camarillo, CA 93010, United States -
Reverse Mortgage Advisor -C2 Financial
● ClosedReverse Mortgage Advisor - C2 Financial is a finance institution located at 237 South La Esperanza, San Clemente, California, United States. As a licensed provider of reverse mortgage services, we aim to educate and provide expert advice to help you make informed decisions about your retirement goals. Our services are available in Arizona, California, Colorado, Florida, Idaho, New Mexico, Oregon, Texas, and Washington. Please note that the material on our website is not provided or approved by HUD or FHA, and should not be considered a substitute for legal, tax, or financial advice. It is important to consult with qualified professionals for additional guidance. Our team is committed to helping you navigate the complexities of reverse mortgages and ensure that you meet all requirements to avoid default.
237 S La Esperanza, San Clemente, CA 92672, United States -
Edward Jones - Financial Advisor: Omid Sasson
● OpenEdward Jones - Financial Advisor: Omid Sasson is a reputable finance institution located at 16501 Ventura Boulevard in Los Angeles, California. Omid Sasson is a dedicated financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Omid Sasson is committed to providing top-notch financial advice and guidance to individuals and families in the Los Angeles area. Whether you are looking to plan for retirement, save for your child's education, or build a diversified investment portfolio, Omid Sasson and his team at Edward Jones are here to help you every step of the way. Contact them today to schedule a consultation and start securing your financial future.
23548 Calabasas Rd Suite 101, Calabasas, CA 91302, United States -
Farmers Insurance - Sean Patten
● ClosedFarmers Insurance - Sean Patten is an insurance agency located at 374 Poli Street in Ventura, California, United States. As your local Farmers® agent, Sean Patten helps customers identify the insurance coverage that best fits their needs. Sean offers a personalized and straightforward process to make customers smarter about insurance. With knowledge and experience in auto, home, renters, business, and life insurance, Sean is a one-stop shop for all insurance needs. Customers can contact Sean for any questions they may have. Sean Patten can help customers understand coverage options such as comprehensive coverage, collision coverage, deductibles, and more for car insurance. By providing online auto insurance quotes and insurance discounts, Sean helps customers save money on their coverage.
374 Poli St Ste 100, Ventura, CA 93001, United States -
Farmers Insurance - Karen Pena
● ClosedFarmers Insurance - Karen Pena is an insurance agency located at 5811 Olivas Park Drive in Ventura, California, United States. Karen Pena is a local Farmers® agent based in sunny Oxnard, CA, dedicated to helping clients prepare for bright and secure futures. She is committed to ensuring that clients are covered for any unexpected events that life may present, offering a range of insurance options including auto, home, renters, and business insurance. Karen Pena takes pride in guiding clients through a straightforward process to find the best coverage that suits their needs and budget. Clients can expect personalized service and expert advice to protect their assets and loved ones. Whether you are looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Karen Pena is here to help. She also offers life insurance, renters insurance, business insurance, condo insurance, and personal umbrella insurance to provide added protection for your assets and future earnings. As a Farmers Insurance and Financial Services agent, Karen Pena can help you build a solid financial plan to reach your goals. To learn more about the insurance products offered by Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliates, contact Karen Pena for a consultation. Securities are offered through Farmers Financial Solutions, LLC, with each insurer having sole financial responsibility for its own insurance products. Contact Karen Pena today to discuss your insurance needs and find the best coverage for your lifestyle.
5811 Olivas Park Dr Ste 203, Ventura, CA 93003, United States -
Integrity Wealth Advisors
● ClosedIntegrity Wealth Advisors is a reputable finance institution located at 196 South Fir Street in Ventura, California, United States. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a strong focus on integrity and transparency, we strive to build long-lasting relationships based on trust and sound financial advice. Contact us today to schedule a consultation and take the first step towards securing your financial future.
196 S Fir St #140, Ventura, CA 93001, United States -
Achilles Neurology Clinic
● ClosedWelcome to Achilles Neurology Clinic, your premier destination for Multiple Sclerosis (MS) care in Beverly Hills and Los Angeles. Located at 433 N Camden Dr Suite 610, Beverly Hills, CA 90210, our clinic is dedicated to providing exceptional neurological health services with a compassionate touch. Led by Dr. Achillefs Ntranos MD, a board-certified neurologist with distinguished credentials from top institutions, our clinic specializes in comprehensive MS care. Dr. Ntranos is renowned for his empathetic approach and profound expertise, ensuring you receive personalized attention during every visit. Whether in-person or via telehealth throughout California, our goal is to make expert MS care accessible and convenient.
433 N Camden Dr Suite 610, Beverly Hills, CA 90210, United States -
Record Nations
● ClosedWelcome to Record Nations Ventura – Your Premier Document Scanning & Management Partner Located at 1710 Donlon Street, Ventura, California 93003, Record Nations specializes in transforming your document management practices through cutting-edge digital solutions. Whether you're a business seeking to streamline operations or a homeowner looking to secure personal information, we have the expertise and services to meet your needs.
1710 Donlon Street, Ventura, California 93003, United States -
Los Angeles County Fire Dept. Station 56
● OpenLos Angeles County Fire Dept. Station 56 Welcome to Los Angeles County Fire Dept. Station 56, a proud member of the esteemed Los Angeles County Fire Department, renowned globally for its exceptional firefighting and emergency response services. Located at 12 Crest Road West, Rolling Hills, California, our station is committed to serving the community with the highest standards of safety and professionalism.
12 Crest Road West, Rolling Hills, California 90274, United States -
Los Angeles County Fire Dept. Station 16
● ClosedWelcome to the Los Angeles County Fire Department Station 16, located at 8010 Compton Avenue, Los Angeles, California 90001. As a vital part of the community, our station is dedicated to providing exceptional fire and emergency services to the residents of Los Angeles County. Our firefighters are internationally renowned for their expertise, commitment, and bravery. At Station 16, we take pride in our long-standing tradition of excellence in both firefighting and ocean lifeguarding services. Our team is composed of highly trained professionals who are passionate about community service and public safety. We offer guidance and mentorship for those interested in pursuing a career as a Los Angeles County firefighter or lifeguard, helping to shape the next generation of emergency service professionals.
8010 Compton Avenue, Los Angeles, California 90001, United States -
Los Angeles County Fire Dept. Station 164
● OpenWelcome to Los Angeles County Fire Dept. Station 164, dedicated to serving the community of Huntington Park and surrounding areas through exceptional fire and emergency services. Located at 6301 Santa Fe Avenue, Huntington Park, California, our station is part of the renowned Los Angeles County Fire Department, known globally for its excellence in firefighting and emergency response. Our team of highly skilled firefighters and paramedics is committed to protecting lives and property with the utmost professionalism and dedication. We offer comprehensive training programs for aspiring firefighters and lifeguards, ensuring that our personnel are among the best equipped and prepared in the world.
6301 Santa Fe Avenue, Huntington Park, California 90255, United States -
Los Angeles County Fire Dept. Station 122
● OpenWelcome to Los Angeles County Fire Dept. Station 122, proudly serving the Lakewood community and beyond. Located at 2600 Greenmeadow Road, Lakewood, California, our station is an integral part of the renowned Los Angeles County Fire Department, recognized globally for its excellence in fire and emergency services. Our dedicated team of highly trained firefighters and paramedics is committed to ensuring the safety and well-being of our community through rapid response, fire prevention, and emergency medical services. We also provide specialized services such as ocean lifeguarding, hazardous materials management, and urban search and rescue, keeping our residents safe across various environments.
2600 Greenmeadow Road, Lakewood, California 90712, United States -
Nasif, Hicks, Harris & Co., LLP
● ClosedWelcome to Nasif, Hicks, Harris & Co., LLP, your trusted partner in accounting and finance solutions. Located in the heart of Ventura, California, at 200 East Santa Clara Street, we are committed to providing exceptional financial services to individuals and businesses in our community and beyond. With decades of experience in the industry, our team of dedicated professionals offers a comprehensive range of services, including tax planning and preparation, auditing, bookkeeping, and financial consulting. We pride ourselves on our personalized approach, ensuring that each client receives tailored advice and strategies to meet their unique financial goals.
200 East Santa Clara Street, Ventura, California 93001, United States -
Ten Key Accounting Solutions
● ClosedWelcome to Ten Key Accounting Solutions, your trusted partner in accounting and finance located in the heart of Ventura, California. Situated at 2674 East Main Street, our firm is dedicated to providing personalized and comprehensive financial services to individuals and businesses alike. At Ten Key Accounting Solutions, we understand that managing finances can be complex and time-consuming. Our team of experienced and professional accountants is here to simplify the process, offering a wide range of services tailored to meet your unique needs. Whether you're looking for assistance with tax preparation, bookkeeping, payroll management, or financial planning, we have the expertise to help you achieve your financial goals.
2674 East Main Street, Ventura, California 93003, United States
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