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TOP 30 Insurance strategies in Thousand Oaks, CA
12 results found
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Oakridge Insurance Agency
Oakridge Insurance Agency, located at 1534 North Moorpark Road, Thousand Oaks, California, is your go-to insurance agency for all your business needs. With over 20 years of experience, we specialize in creating the right coverage portfolios, tax strategies, employee retention options, and health and wealth management concepts for businesses of all sizes. Our services include Medical, Dental, Vision, Life, Disability, FSA, QSEHRA, and HRA coverage. We also provide access to HR and Labor Law Updates, ACA compliance assistance, and prepare documents for your business to protect you in case of an audit.
Bente Dianna Pro Insurance Planning
Bente Dianna Pro Insurance Planning is a reputable insurance agency located at 325 Rolling Oaks Drive in Thousand Oaks, California, United States. With a team of knowledgeable professionals, they specialize in providing comprehensive insurance planning services to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, Bente Dianna Pro Insurance Planning is dedicated to helping you protect what matters most. Contact them today to discuss your insurance needs and receive personalized assistance.
Pacific Financial Strategies, inc
Pacific 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.
Mitch Rosenberg, Financial Adviser - Mdr Insurance & Financial Services
Mitch 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.
Big Munoz Insurance Agency
Big Munoz Insurance Agency is a reputable institution located at 1167 Thousand Oaks Boulevard in Thousand Oaks, California. As a trusted accounting, finance, and insurance agency, they provide a wide range of services to individuals and businesses in the local community. With a team of experienced professionals, Big Munoz Insurance Agency is dedicated to helping clients navigate the complexities of insurance and financial planning. Whether you need assistance with personal insurance coverage or business financial strategies, this institution is committed to providing top-notch service and expertise. Visit their office today to learn more about how they can help you secure your financial future.
New York Life
New 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.
Apex Law APC
Apex Law APC is a legal institution located in Thousand Oaks, California, with additional offices in Santa Monica and Westlake Village. Specializing in Real Estate, Environmental, Construction, Financial Services, Insurance, and Complex Commercial Litigation, Apex Law is dedicated to understanding the client's goals to provide customized and efficient legal representation. Founder Tom FitzGibbon brings a wealth of experience in federal court, technology-related matters, and a range of environmental and construction disputes. With a strong focus on delivering timely and successful results, Apex Law offers fair and reasonable fee arrangements tailored to each client's needs. The firm's commitment to excellence and client satisfaction is evident in their track record of successfully handling cases in various industries across California. Contact Apex Law APC for expert legal representation in a wide range of litigation matters.
Revolution Financial Management
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.
Jennifer Brown - Thrivent
Jennifer Brown - Thrivent is a finance institution located at 3255 Old Conejo Road, Thousand Oaks, California, United States. They are dedicated to working together with clients to help achieve their financial goals. Licensed in multiple states, including AZ, CA, ID, MA, OR, WA, and WI, Jennifer Brown focuses on building relationships with clients to understand their values and priorities. By educating and empowering clients, she helps them make decisions that align with their financial goals. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services and investment advisory services through Thrivent Investment Management Inc. Clients can further their planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services. Visit their website for more information on professional designations and services provided.
Nicholas Carrillo - Associate Financial Advisor, Ameriprise Financial Services, LLC
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.
L Karsten Lundring - Thrivent
L Karsten Lundring - Thrivent is a finance institution located at 3255 Old Conejo Road, Thousand Oaks, California, United States. Our mission is to improve the quality of life for our clients, their families, and our community by providing solutions centered on financial security, tax efficiency, and caring for others. With over 30 years of experience, we offer comprehensive advice and financial strategies tailored to your individual goals. Our services include managing accounts, financial planning, investments, insurance, banking, and generosity programs. We believe in giving back to the community and empowering individuals to live more meaningful lives. As part of Thrivent, a Fortune 500 company, we are committed to helping people build their financial futures and make the most of all they've been given. Join us to become part of a community that looks out for each other and strives for a more prosperous future.
Erik Lundring - Thrivent
Erik Lundring - Thrivent is a financial institution located at 3255 Old Conejo Road in Thousand Oaks, California, United States. Our mission is to enhance the quality of life for our clients, their families, and the community by providing personalized financial solutions focused on security, tax efficiency, and philanthropy. With over 30 years of experience, we aim to simplify and maximize our clients' financial opportunities through holistic planning, advice, and consistent execution. We believe in integrating our clients' objectives into a personalized roadmap that evolves with their changing needs and goals. Our customized solutions cover various key areas such as strengthening financial positions, protecting financial futures, accumulating wealth, tax-efficient money management, long-term care planning, retirement income preparation, legacy planning, and more. We offer comprehensive advice and financial strategies that are in the best interest of our clients.
List of businesses, places and services in California
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