Investment portfolios in Westlake Village, CA
25 results found
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Anchor Loans
● ClosedAnchor Loans is a finance institution located at 1 Baxter Way in Westlake Village, California, United States. They are known as the lender of choice for experienced real estate investors and builders, offering short-term funding for the purchase and repair of investment properties regardless of their condition. With Anchor Loans, investors can get the financing they need to build a portfolio of profitable rental properties. Clients praise Anchor Loans for their excellent rates, efficient customer service, and ability to close deals quickly, even in challenging circumstances. Many investors have completed numerous fix and flip loans with Anchor Loans, with some even completing large bridge loans on rental portfolios in less than 45 days. Overall, Anchor Loans is highly regarded for their reliability, professionalism, and results-driven approach to financing real estate investments.
1 Baxter Way STE 220, Westlake Village, CA 91362, United States -
Edmon Artinyan
● ClosedEdmon Artinyan is a health institution located at 2801 Townsgate Road in Westlake Village, California, United States. Specializing in providing high-quality healthcare services, Edmon Artinyan is dedicated to improving the well-being and health of its patients. With a team of experienced healthcare professionals, the institution offers a wide range of medical services and treatments to address various health concerns. Patients can expect personalized care and attention at Edmon Artinyan, ensuring their health needs are met with compassion and expertise.
2801 Townsgate Rd suite 133, 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 -
Hippocratic Financial Advisors
● OpenHippocratic Financial Advisors is a leading financial institution located at 30700 Russell Ranch Road in Westlake Village, California, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions tailored to each client's unique needs and goals. With a focus on integrity, transparency, and ethical practices, we strive to help our clients achieve financial success and security. Whether you are planning for retirement, investing for the future, or managing your wealth, Hippocratic Financial Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
30700 Russell Ranch Rd Suite 1000, Westlake Village, CA 91362, United States -
Exencial Wealth Advisors
● ClosedExencial Wealth Advisors is a finance institution located at 100 North Westlake Boulevard in Westlake Village, California. We provide financial advice and execution to clients across the U.S., offering customized portfolios, tax and accounting services. Our core philosophy is "Integrated beats fragmented," as we believe in coordinating investment management with other areas of your financial picture to improve outcomes. With our E3 process of Evaluate, Execute, and Evolve, we bring your integrated plan to life as your needs change. Our experienced team of CPAs and CFPs will guide you through every step of the process, offering services such as tax planning, retirement planning, and estate planning. With locations across the country, including Dallas, Austin, Charlotte, and Tampa, we are here to help you achieve your financial goals. Contact us at (805) 435-0030 to learn more about our services.
100 N Westlake Blvd # 203, Westlake Village, CA 91362, United States -
EP Wealth Advisors
● ClosedEP Wealth Advisors, located at 5743 Corsa Avenue in Westlake Village, California, is a finance institution dedicated to helping you achieve your financial goals. As an independent financial advisor, we take a planning-based approach to address your unique needs and goals. Our fee-only approach ensures objectivity in our investment recommendations. With personalized service and deep expertise, we allow you to focus on what truly matters. At EP Wealth, we offer a wide range of wealth management services to cater to all aspects of your financial life. Our team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create a personalized financial plan tailored to you. We manage changes to your investment portfolio and help implement your estate, tax, giving, and other plans. Regular portfolio reviews and updates keep you informed of your progress and any life changes.
5743 Corsa Ave # 224, Westlake Village, CA 91362, United States -
Hoss Financial
● ClosedHoss Financial is a leading finance institution located at 30700 Russell Ranch Road in Westlake Village, California, United States. With a reputation for providing top-notch financial services, Hoss Financial offers a wide range of solutions to meet the unique needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, Hoss Financial has the expertise and resources to help you achieve your financial goals. Trust in Hoss Financial for all your financial needs and experience the difference that personalized service and expert guidance can make.
30700 Russell Ranch Rd #250, Westlake Village, CA 91362, 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 -
Jeffrey Krinsky - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeffrey Krinsky - Financial Advisor at Ameriprise Financial Services, LLC, located at 3027 Townsgate Road, Westlake Village, California, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Jeffrey provides investment recommendations and portfolio management to help you achieve your financial objectives. With regular meetings to review and adjust your financial plan as needed, you can track your progress towards your goals securely from any device. Schedule a complimentary initial consultation to learn more about how Jeffrey can assist you in reaching your financial goals. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information about Jeffrey's qualifications and registered states. Let's meet to discuss your financial future today.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Financial Planning for Generations (FPG)
● OpenFinancial Planning for Generations (FPG) is a reputable finance institution located at 2829 Townsgate Road in Westlake Village, California, United States. Our dedicated team of financial experts is committed to providing comprehensive financial planning services to individuals and families of all generations. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, FPG is here to help you achieve your financial goals. With our personalized approach and years of experience in the industry, you can trust us to guide you towards a secure financial future. Contact us today to schedule a consultation and start planning for generations to come.
2829 Townsgate Rd, Westlake Village, CA 91361, United States -
Brandi L. Schnathorst, CFP - UBS Financial Services Inc.
● OpenBrandi L. Schnathorst, CFP at UBS Financial Services Inc. is a reputable financial institution located at 3011 Townsgate Road in Westlake Village, California. As a Certified Financial Planner, Brandi L. Schnathorst provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning, investment management, and wealth preservation, clients can trust in the expertise and professionalism of Brandi L. Schnathorst and the UBS Financial Services team. Visit their office in Westlake Village for a consultation and start planning for a secure financial future.
3011 Townsgate Rd Suite 300, 3rd Floor, Westlake Village, CA 91361, United States -
George Williams - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGeorge Williams is a financial advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road in Westlake Village, California. As a finance institution, George Williams offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are scheduled to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. For those interested in a complimentary initial consultation, George Williams is available to discuss retirement planning, education savings, major purchases, and more. Clients can also explore the Ameriprise® Credit Card Cash Back Calculator to maximize cash back rewards.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
James Thomas Carter - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJames Thomas Carter is a Financial Advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road, Westlake Village, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James provides personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. He helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. James offers complimentary initial consultations to help clients achieve a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. James Thomas Carter is registered in states where securities business can be conducted. Contact James to discuss your financial goals and begin planning for a secure future.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Jeff Cordova - Associate Manager, Ameriprise Financial Services, LLC
● ClosedJeff Cordova is an Associate Manager at Ameriprise Financial Services, LLC located at 3027 Townsgate Road, Westlake Village, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. Jeff provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Jeff offers complimentary initial consultations to help clients plan for retirement, education, major purchases, and more. With a focus on financial planning concepts, Jeff helps clients navigate the complexities of retirement income, market fluctuations, and inflation. Investment products are not FDIC insured, involve risks, and may result in loss of principal. Ameriprise Financial Services, LLC is a registered investment adviser, offering securities through FINRA and SIPC. Jeff Cordova is registered in select states, as listed on FINRA's BrokerCheck website. Reach out to schedule a consultation and start planning for a more confident financial future.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Carter Lin Group - Ameriprise Financial Services, LLC
● ClosedCarter Lin Group - Ameriprise Financial Services, LLC is a finance institution located at 3027 Townsgate Road, Westlake Village, California, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards financial goals and adjust their approach as life changes. Clients can access their investments and accounts securely from any device. The institution provides a complimentary initial consultation to get started. They also offer tools like the Retirement InteractiveSM tool to help clients explore important retirement income issues. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution cannot guarantee future financial results. They value referrals and strive to help friends and family members achieve their financial goals. Clients can expect to hear from the institution soon after a referral. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and they prioritize privacy and security for their clients.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor David J Eagle
● ClosedMerrill Lynch Financial Advisor David J Eagle, located at 2815 Townsgate Road in Westlake Village, California, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a financial strategy tailored to your investment style and life plan. With access to Merrill's investment insights and Bank of America's banking convenience, they help you plan for your financial future while providing transparency on potential risks and opportunities. The team believes in helping you make investment decisions that align with your goals, whether it's planning for retirement, buying a home, or funding education. By getting to know you through the Investment Personality Assessment, they customize a financial approach to help you pursue what matters most to you. The Merrill Personal Wealth Analysis™ helps document a personalized plan centered on your goals. They understand that life and markets change, so they regularly check in to discuss adjustments needed to keep you on track toward achieving your goals. With a focus on personalized service and attention to your financial needs, Merrill Lynch Financial Advisor David J Eagle is committed to helping you reach your financial goals.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Daniel A. Short - UBS Financial Services Inc.
● OpenDaniel A. Short - UBS Financial Services Inc. is a renowned finance institution located at 3011 Townsgate Road in Westlake Village, California, United States. With a strong reputation in the industry, the institution offers a wide range of financial services to individuals and businesses. From investment planning to wealth management, their team of experienced professionals is dedicated to providing top-notch financial advice and solutions to help clients achieve their financial goals. Trust and integrity are at the core of their business, making them a trusted partner for all your financial needs.
3011 Townsgate Rd Suite 300, 3rd Floor, Westlake Village, CA 91361, United States -
EPIC Wealth Partners - Ameriprise Financial Services, LLC
● ClosedEPIC Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 250 North Westlake Boulevard, Westlake Village, California, United States. Recognized as one of the Forbes Best-In-State Wealth Management Teams for 2024, we offer personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works with you to document your goals, track your progress, and adjust your approach as life changes. With easy access to your investments and accounts from any device, we prioritize security and transparency in our client relationships. Join us for informative events like the virtual April Market Snapshot seminar presented by industry experts, and schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Our President and CEO, Joel Boyce, is available to discuss EPIC's core beliefs and business practices with you. Whether you are a seasoned investor or just starting out, we cater to all levels of expertise.
250 N Westlake Blvd STE 200, Westlake Village, CA 91362, United States -
Thomas Yoon - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Yoon - Financial Advisor, Ameriprise Financial Services, LLC, located at 3027 Townsgate Road, Westlake Village, California, United States, is a finance institution that offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution provides regular reviews and updates to help clients track their progress towards financial goals. Clients can access their investments and accounts securely from any device. To schedule a complimentary initial consultation or learn more about how Thomas Yoon can help achieve financial goals, clients can visit the institution's website or contact directly. The institution offers a range of financial planning concepts and services, including investment advisory products through Ameriprise Financial Services, LLC. Securities are offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Debuiser, Foster & Associates - Ameriprise Financial Services, LLC
● OpenDebuiser, Foster & Associates - Ameriprise Financial Services, LLC is a finance institution located at 31351 Via Colinas, Westlake Village, California, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients' progress is regularly reviewed and analyzed, with adjustments made as life circumstances change. The institution provides secure access to investments and accounts from any device. They offer complimentary initial consultations to help clients get started on their financial planning journey. Ameriprise financial advisors are registered in certain U.S. states and clients can find additional information on their personal websites or through FINRA's BrokerCheck website. The institution emphasizes the importance of understanding risk tolerance when investing, as it impacts investment strategy and portfolio diversification. Ameriprise Financial Services, LLC cannot guarantee future financial results. Privacy and security are a top priority, with users agreeing to abide by the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are welcomed, and the institution is committed to helping friends and family members achieve their financial goals.
31351 Via Colinas Ste 104, Westlake Village, CA 91362, United States -
Sean Quinn Leonard - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSean Quinn Leonard is a financial advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road in Westlake Village, California. As a finance institution, Sean Quinn Leonard offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can schedule a complimentary initial consultation to discuss retirement, education, major purchases, and more. Regular progress reviews and updates ensure that financial strategies are adjusted as life changes. Clients have secure access to their investments and accounts from any device. Sean Quinn Leonard helps clients track their progress towards their financial goals and offers insights on stock prices and market trends. Securities offered by Ameriprise Financial Services, LLC are subject to investment risks. Sean Quinn Leonard is registered with FINRA and can conduct securities business with residents of specific states. The institution prioritizes privacy and security, adhering to strict rules and regulations. Referrals are welcomed, and new clients can set up an initial consultation to begin their journey towards a more confident financial future.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Stephen Patterson Jr - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedStephen Patterson Jr is a financial advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road in Westlake Village, California, United States. He offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He provides regular reviews and updates to help clients track their progress towards financial objectives. Clients can access their investments and accounts securely from any device. Stephen Patterson Jr also offers complimentary initial consultations to discuss financial planning concepts. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Residents of select states can conduct securities business with Stephen Patterson Jr, as listed on FINRA's BrokerCheck website. Get in touch to schedule a consultation and take the next step towards a more confident financial future.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Zachary Anargiros Frangos
● ClosedMerrill Lynch Financial Advisor Zachary Anargiros Frangos is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. With over 40 years of experience in the financial services industry, Zach Frangos specializes in advising clients on Portfolio Management and estate planning. He holds the Chartered Retirement Planning Counselor, CRPC designation and is a qualified Portfolio Manager who can help clients pursue their objectives by building and managing personalized investment strategies. Zach is also actively involved in the community, volunteering with organizations such as the Boy Scouts of America and the Coast Guard Academy Alumni Association. Alongside Diana Santana, a Registered Senior Wealth Management Client Associate, Zach provides personalized financial solutions tailored to each client's unique needs and priorities. By understanding your goals and priorities, Zach works to design a financial approach that reflects your personality and helps you achieve your financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Zach and his team are dedicated to helping you navigate the complexities of your financial life and pursue your goals. As a Merrill Lynch Wealth Management Advisor, Zach is committed to putting you first and providing personalized investment strategies to address your financial needs. Whether you are planning for retirement, saving for a home, funding education, or passing on wealth to future generations, Zach and his team are here to help you every step of the way. Contact Merrill Lynch Financial Advisor Zachary Anargiros Frangos today to start building a personalized financial plan centered on your goals and priorities.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Tom O'Neill - Morgan Stanley
● OpenTom O'Neill - Morgan Stanley is a prestigious finance institution located at 100 North Westlake Boulevard in Westlake Village, California, United States. With a strong reputation for excellence and expertise in financial services, the team at Tom O'Neill - Morgan Stanley is dedicated to providing top-notch investment advice and wealth management solutions to their clients. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Tom O'Neill - Morgan Stanley is committed to helping you achieve your goals with personalized strategies and expert guidance. Trust in the professionals at Tom O'Neill - Morgan Stanley to navigate the complexities of the financial world and help you make informed decisions for a secure and prosperous future.
100 N Westlake Blvd STE 200, Westlake Village, CA 91362, United States -
Priority Home Buyers | Sell My House Fast for Cash San Fernando Valley / Thousand Oaks
● OpenWelcome to Priority Home Buyers: Your Trusted Partner in Selling Your Home Fast for Cash in San Fernando Valley and Thousand Oaks At Priority Home Buyers, located at 3541 Old Conejo Road, Thousand Oaks, California, we specialize in providing homeowners with a seamless, stress-free option to sell their homes quickly and for cash. With a focus on the San Fernando Valley and Thousand Oaks, our mission is to prioritize your needs and offer you the best possible all-cash deal for your property.
3541 Old Conejo Road, Thousand Oaks, California 91320, United States
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