Independent financial in Thousand Oaks, California

Davidson Insurance & Financial Services, Inc. is a reputable insurance agency located at 25 West Rolling Oaks Drive in Thousand Oaks, California. With a strong commitment to providing personalized and reliable insurance solutions, they offer a wide range of services to meet the diverse needs of their clients. Whether you are looking for auto, home, life, or business insurance, the experienced team at Davidson Insurance & Financial Services, Inc. is dedicated to helping you find the best coverage at competitive rates. Trustworthy, professional, and customer-focused, this institution is your go-to destination for all your insurance needs in the Thousand Oaks area.

PeachTree Financial is a reputable finance institution located at 100 North Westlake Boulevard in Thousand Oaks, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, PeachTree Financial offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit PeachTree Financial today to experience top-notch financial services tailored to your specific needs.

Revolution 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.

Financial Pointe is a trusted finance and insurance agency located at 3323 Old Conejo Road in Thousand Oaks, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, insurance coverage, or retirement planning, Financial Pointe is here to provide personalized solutions tailored to your individual needs. Visit us today to learn how we can help secure your financial future.

University Village Thousand Oaks is a premier retirement community located at 3415 Campus Drive in Thousand Oaks, California. This elegant and simple retirement plan offers beautiful homes, attractive amenities, helpful services, and convenient access to long-term care if needed. Whether you're looking for entry-level or executive opportunities in various fields, University Village provides a supportive environment for learning and career development. With a focus on active senior living, University Village offers a range of options for residents to enjoy their retirement to the fullest. From personalized tours to financial statements with supplementary information, the institution is committed to providing the best possible experience for its residents.

Pence Wealth Management - Financial Advisors is a privately-held wealth management firm located in Thousand Oaks, California. With additional offices in Newport Beach and Torrance, our team of experienced professionals is dedicated to creating practical goal-based financial plans for our clients. As an independent firm, we focus on achieving the best outcomes for our clients and their families. Our goal-driven approach starts with mapping out your future and defining your goals and dreams, guiding you towards making informed decisions. With over 30 years of experience, we have developed the Pence Principles and Pence Process to drive how we treat our clients and design portfolios that align with your personal goals. Our CHOKE-POINT INVESTINGTM strategy is based on strategic economic analysis and tactical execution, ensuring we select investments that stand the test of time. We believe in tax-efficient investment management and provide resources for financial planning and investment clarity. Our team speaks nine different languages and is committed to providing the best possible experience for our clients. We have been recognized by Barron's Hall of Fame and Forbes America's Top RIA Firms, showcasing our dedication to excellence in financial management. Join us at our upcoming events to learn more about our specialized process and how we can help you achieve your financial goals.

Westlake 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.

NBS 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.

Nicholas Carrillo is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 100 East Thousand Oaks Boulevard, Thousand Oaks, California, United States. Nicholas Carrillo holds various certifications including AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and many more. These certifications demonstrate his expertise in various aspects of financial planning and asset management. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, Nicholas Carrillo can provide you with comprehensive and personalized financial advice to help you achieve your financial goals. Contact Nicholas Carrillo today for expert financial guidance and support.

Edward Jones - Financial Advisor: Chelsea L Henriod, AAMS™ is a reputable financial institution located at 299 West Hillcrest Drive in Thousand Oaks, California. Specializing in providing personalized financial planning and investment services, Chelsea L Henriod, AAMS™ is dedicated to helping clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and transparency, clients can expect expert guidance and tailored solutions to meet their individual needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Chelsea L Henriod, AAMS™ is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward 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.

Sarah Reznick - Financial Advisor, Ameriprise Financial Services, LLC, located at 275 East Hillcrest Drive in Thousand Oaks, California, is a finance institution specializing in providing comprehensive financial planning and investment management services. Sarah Reznick holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Sarah Reznick's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Sarah Reznick provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

Daniel 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.

Edward Jones - Financial Advisor: Stuart M Laba, AAMS™ is a reputable finance institution located at 171 East Thousand Oaks Boulevard in Thousand Oaks, California. Stuart M Laba, a knowledgeable and experienced financial advisor, is dedicated to providing personalized financial solutions to help clients achieve their goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services, including investment planning, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, Stuart M Laba and Edward Jones are here to help you navigate the complexities of the financial world. Contact them today to schedule a consultation and take the first step towards financial success.

WealthSource Partners, LLC in Thousand Oaks, California, is a finance institution located at 3255 Old Conejo Road, Suite 107. Our dedicated team of financial advisors is committed to helping clients solve their toughest financial challenges and achieve their goals. We offer investment management, financial planning, retirement income planning, and tax planning services to local families. Our founder, Alan, is passionate about helping business owners and entrepreneurs make informed decisions about their assets for security, growth, and inter-generational continuity. With a background in mathematics and military service, Alan brings a unique perspective to wealth management. Our team includes Client Relationship Associates like Michael, who bring expertise in office management and business administration. We also have financial planners like Zak, who specialize in helping business owners navigate their financial lives. With a focus on personalized financial solutions and a commitment to our clients' success, WealthSource Partners is here to help you achieve financial clarity, confidence, and action. Contact us today to learn more about how we can help you reach your financial goals.

Sherfina Advisors - Ameriprise Financial Services, LLC, located at 275 East Hillcrest Drive, Thousand Oaks, California, is a trusted finance institution dedicated to helping clients achieve their financial goals. With personalized advice and over 125 years of history, our financial advisors provide tailored investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. We believe in building a 1-to-1 relationship with our clients to help set them up for financial success. Our services include regular goal documentation, progress analysis, and updates to adapt to life changes. Clients can access their investments and accounts securely from any device, track progress towards their goals, and receive ongoing support from our team. We offer complimentary initial consultations to discuss financial planning concepts and explore how we can help you reach your goals.

Edward Jones - Financial Advisor: Scott K Gunn is a trusted financial institution located at 4580 East Thousand Oaks Boulevard in Westlake Village, California. Specializing in providing personalized financial planning and investment services, Scott K Gunn is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Scott K Gunn offers comprehensive financial solutions tailored to each individual's unique needs. Whether you are planning for retirement, saving for college, or investing for the future, Scott K Gunn and his team are committed to guiding you towards financial success. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Bumbarger Financial Partners Inc. is a leading finance institution located at 3075 Thousand Oaks Boulevard in Westlake Village, California, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated advisors are here to provide personalized solutions tailored to your specific needs. Trust Bumbarger Financial Partners Inc. to guide you towards a secure financial future.

Welcome to RENET Financial (Keith Geller Team), your trusted partner in finance and real estate located at 1000 Business Center Circle, Thousand Oaks, California. Since 1997, we have proudly served our community with a steadfast commitment to honesty, integrity, and competence. Our mission is to provide our clients with the best home loan solutions, offering the lowest interest rates and closing costs available. Whether you're purchasing a new home or refinancing, our team is here to guide you every step of the way, helping you navigate any roadblocks that may arise during the loan process. At RENET Financial, we specialize in a wide range of loan products, including Jumbo Loans up to $3,000,000, Conforming Loans up to $726,200, and High Balance Conforming Loans up to $1,089,300. We also offer VA and FHA options to suit your unique needs. Please note that loan limits vary by county, and some restrictions may apply—contact us for more details.

Senior Concerns Bargain Boutique is a store located at 80 East Hillcrest Drive in Thousand Oaks, California, United States. As a part of the Senior Concerns organization, our boutique offers high-quality, affordable items for seniors and their families. Our mission is to provide support services that promote independence, well-being, and self-esteem for the aging population in eastern Ventura County and western Los Angeles County. At Senior Concerns, seniors are our top priority. We believe in challenging traditional views of aging and strive to create a community where seniors can thrive with enjoyment, affection, and contentment. Our boutique is a place where community members come together to serve those who have contributed so much to society. Family caregivers are valued and celebrated, and we offer financial assistance to those in need.

SLX Insurance Agency Inc is a trusted insurance agency located at 761 Thousand Oaks Boulevard in Thousand Oaks, California, United States. Our dedicated team can help you find the perfect insurance policy for your needs, whether it's for your car, home, or business. Give us a call at (805) 870-4413 to speak with one of our knowledgeable agents. New clients can also receive $100 off their new policy when they mention our website. We offer a variety of insurance products and can help you find the right coverage for you. You can also apply online through our website. Visit us at 761 E Thousand Oaks Blvd, Thousand Oaks, CA 91360.

F & I Insurance Services is an Independent Insurance Agency located at 99 Long Court in Thousand Oaks, California. We offer a variety of insurance services to clients in California and throughout the Western United States. Our experienced agents can provide quick online quotes from some of the best insurance companies in the industry. We specialize in Personal Insurance coverages such as Auto Insurance, Homeowners Insurance, Individual Life Insurance, Motorcycle Insurance, and Individual Health Insurance. Additionally, we offer a range of Commercial insurance options including Business Owners Policy (BOP), General Liability, Commercial Auto, Workers Compensation, and Bonds.

SH Insurance Services is a reputable insurance agency located at 25 West Rolling Oaks Drive in Thousand Oaks, California. With a team of experienced professionals, we offer a wide range of insurance services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to provide you with personalized and reliable coverage. Our commitment to excellent customer service sets us apart from other agencies, ensuring that you receive the attention and support you deserve. Visit us today to learn more about how SH Insurance Services can help protect you and your assets.

The American Association for Long-Term Care Insurance is a leading institution located at 3835 Thousand Oaks Boulevard in Thousand Oaks, California, United States. As a finance, health, and insurance agency, the association specializes in providing expert guidance and resources for individuals seeking long-term care insurance solutions. With a commitment to helping individuals plan for their future healthcare needs, the American Association for Long-Term Care Insurance offers valuable insights and support in navigating the complex world of long-term care insurance.

Seascape Private School, located at 235 North Moorpark Road in Thousand Oaks, California, offers a personalized and customized educational experience for students. With a top-rated curriculum and support from certified Academic Advisors, students receive a high-quality education tailored to their individual goals, skill levels, and pace. Regardless of their location worldwide, students can access this flexible learning experience. Each student at Seascape Private School is assigned a dedicated teacher who provides assistance and guidance whenever needed. The curriculum and schedule are fully accommodated to meet the needs and abilities of each child, allowing them to progress at their own pace. Students are encouraged to explore their passions and talents, fostering independent learning and a love for education.

James Storehouse is a non-profit organization located at 3543 Old Conejo Road in Thousand Oaks, California. Our mission is to provide resources that will ease transitions and improve living conditions for foster youth in Ventura County and Los Angeles County. In 2023, we served 19,821 people at appointments and deliveries for children and their caregivers. As a 501(c)3 organization, your donation to James Storehouse is tax-deductible. We have earned a 2023 Gold Seal of Transparency with Candid, as well as a Charity Navigator score of 100%, earning a Four-Star rating. You can give with confidence knowing that your support is going to a highly reputable organization.

Efrain Cazares - State Farm Insurance Agent is a reputable insurance agency located at 4300 Tradewinds Drive in Oxnard, California. Situated off of Wooley Rd. between Harbor and Victoria in Westport Mandalay, this agency specializes in providing a wide range of insurance services to individuals and businesses in the area. Whether you are looking for auto insurance, homeowners insurance, renters insurance, life insurance, or business insurance, Efrain Cazares and his team are dedicated to helping you find the right coverage to protect what matters most to you. Efrain Cazares became a State Farm agent in 2018, bringing with him years of experience in the insurance industry. His agency serves residents in Oxnard and surrounding areas such as Los Angeles, Hollywood, Thousand Oaks, West Hollywood, Malibu, and Ventura. Fluent in both English and Spanish, the team at Efrain Cazares - State Farm Insurance Agent is committed to providing personalized service and attention to detail for every client.

Moy Serrano - State Farm Insurance Agent is a trusted insurance agency located at 216 Moorpark Avenue in Moorpark, California. With over 35 years of experience, Moy Serrano proudly serves the residents of Moorpark and surrounding areas, including Simi Valley, Camarillo, Somis, Newbury Park, and Thousand Oaks. The agency offers a range of insurance services including auto, home, life, and business insurance, catering to both English and Spanish speakers. Moy Serrano and his team are dedicated to providing personalized service and helping customers achieve financial independence. They prioritize building strong relationships with clients to ensure their needs are met and they are prepared for any uncertainties that may arise. Outside of the office, Moy Serrano is actively involved in the community, serving in local organizations and starting a youth mentoring nonprofit called Help Our Youth.

Eric Miner Insurance is an insurance agency located at 1000 Business Center Circle in Thousand Oaks, California. Led by Eric D. Miner, CLTC, LUTCF, the agency is dedicated to helping clients make informed financial decisions. With a focus on providing simple and effective techniques, Eric Miner Insurance aims to help clients achieve their financial goals. As a Representative of Massachusetts Mutual Life Insurance Company (MassMutual) and offering securities through MML Investors Services, LLC, Eric Miner is committed to providing personalized service to meet the unique needs of each client. Whether you have questions about insurance coverage or want to discuss your specific financial goals, Eric Miner is available for a complimentary meeting to address your concerns.

Action Mobile Notary is a trusted finance institution located at 2809 Thousand Oaks Boulevard in Thousand Oaks, California. Our team of experienced notaries provide convenient and professional mobile notary services to individuals and businesses in the area. Whether you need documents notarized at your home, office, or any other location, we are here to assist you with efficiency and accuracy. With a commitment to excellent customer service, you can trust Action Mobile Notary for all your notarization needs.