The 30 Best Legacy planning in Thousand Oaks, California

Hermance Law - Estate Planning Mom is a legal institution specializing in estate planning services, located at 4165 East Thousand Oaks Boulevard in Thousand Oaks, California, United States. Led by a dedicated team of lawyers, this institution focuses on providing personalized and comprehensive estate planning solutions to help individuals protect their assets and ensure their wishes are carried out. With a compassionate approach and a commitment to client satisfaction, Hermance Law - Estate Planning Mom is a trusted partner in planning for the future.

Retirement Planning Associates, Inc. is a finance institution located at 200 North Westlake Boulevard in Thousand Oaks, California. Our team of experienced professionals is dedicated to helping individuals and families plan for a secure and comfortable retirement. We offer a range of services including investment management, retirement income planning, and estate planning. Whether you are just starting to save for retirement or are nearing the end of your working years, we are here to provide personalized guidance and support to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a worry-free retirement.

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.

Welcome to Legacy Home Builders, your premier destination for transforming your house into the home of your dreams. Conveniently located at 1467 Lawrence Drive in the heart of Thousand Oaks, California, we specialize in providing top-notch general contracting services and a wide array of home goods to suit your style and needs. At Legacy Home Builders, we pride ourselves on our commitment to quality craftsmanship and exceptional customer service. Whether you're planning a full-scale home renovation, a kitchen remodel, or simply looking to update your living space with the latest home goods, our team of experienced professionals is here to guide you every step of the way. Our store features a curated selection of premium home products that blend functionality with aesthetic appeal, ensuring you find exactly what you're looking for.

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.

National Bartending School, located at 1489 Thousand Oaks Boulevard in Thousand Oaks, California, is a leading institution in the art of bartending. Since 1984, we have been at the forefront of bartending excellence, training thousands of aspiring mixologists. Our courses, led by industry veterans, cover everything from classic cocktail recipes to the latest mixology trends. With hands-on training, personalized mentoring, and a vibrant community, we provide a launchpad for the next generation of bartending stars. We are the only school to provide bartending job placement assistance to all graduates, ensuring that our students have the tools they need to succeed in the industry. Our flexible class schedules allow students to create their own schedule, with training available in the morning, afternoon, evening, and weekends. Additionally, we offer free unlimited, lifetime job placement assistance and refresher bartending classes.

Wood Law, Wills and Trusts is a prestigious institution located at 3255 Old Conejo Road in Thousand Oaks, California, United States. Specializing in estate planning, trust, and probate law, the institution is led by Stephen, a State Bar of California Certified Specialist in Estate Planning, Trust, and Probate Law. With nearly a decade of experience, Stephen is dedicated to helping clients create a solid estate plan that ensures their wishes are carried out and their loved ones are taken care of. At Wood Law, Wills and Trusts, clients can expect personalized attention and clear explanations of the legal process. Stephen believes in building long-lasting relationships with his clients and is committed to providing ongoing support even after the estate plan is signed. With a strong focus on education, Stephen offers valuable insights into estate planning and guides clients through the process with ease.

C3 Financial Strategies is a finance institution located at 2037 Magpie Court in Thousand Oaks, California, United States. Our team of experienced financial experts is dedicated to providing personalized financial planning and investment strategies to help our clients achieve their financial goals. Whether you are looking to retire comfortably, save for your children's education, or grow your wealth, C3 Financial Strategies is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Gold Coast Securities is a leading finance institution located at 275 East Hillcrest Drive in Thousand Oaks, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment management, wealth planning, and retirement solutions. With a focus on personalized service and tailored financial strategies, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how Gold Coast Securities can help you reach your financial objectives.

Cambridge Wealth Management is a premier financial institution located at 3717 Thousand Oaks Boulevard in Westlake Village, California, United States. Specializing in wealth management services, this institution offers a range of financial solutions to help clients achieve their financial goals. Whether you are looking to invest, save, or plan for the future, Cambridge Wealth Management has the expertise and resources to assist you. With a focus on personalized service and tailored financial strategies, clients can trust in the expertise and professionalism of this esteemed institution.

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.

Hofer & Associates Wealth Management is a leading finance institution located at 90 Thousand Oaks Boulevard in the beautiful city of Thousand Oaks, California, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us today and let us help you take control of your finances and achieve financial success.

Coastal Wealth Advisors, located at 3255 Old Conejo Road, Thousand Oaks, California, United States, is a finance institution with a mission to improve the quality of life for clients, families, and the community. With over 30 years of experience, their team works to simplify financial lives and maximize opportunities by providing holistic planning, advice, and consistent execution. They offer personalized solutions focused on financial security, tax efficiency, and caring for others, tailored to each client's goals and needs. Services include strengthening financial positions, protecting futures, accumulating wealth, tax-efficient money management, retirement planning, and creating a meaningful legacy. Managed accounts, investment advice, insurance, banking, and generosity programs are available to help clients make the most of their resources. As part of Thrivent, a Fortune 500 company with a long history of financial strength and community involvement, Coastal Wealth Advisors is dedicated to empowering individuals and developing prosperous communities. Thrivent's financial professionals do not provide legal, accounting, or tax advice, and licensing information can be found through state insurance departments. Clients can access a range of products, programs, and services through Thrivent's Financial Planning Framework and Dedicated Planning Services. Thrivent Financial for Lutherans offers insurance products, while Thrivent Investment Management Inc. provides securities and investment advisory services. Financial advisors at Thrivent are credentialed to offer investment advisory services, and more information can be found on Thrivent's website or FINRA's BrokerCheck.

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.

Ball & Company is a reputable finance institution located at 1000 Newbury Road in Thousand Oaks, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our dedicated team is here to help you achieve your financial goals. Trust Ball & Company to provide you with expert guidance and personalized solutions to secure your financial future.

Edward Jones - Financial Advisor: Giancarlo G Hamner, CFP®|CRPS™ is a reputable financial institution located at 3145 Old Conejo Road in Thousand Oaks, California. As a Certified Financial Planner and Chartered Retirement Plans Specialist, Giancarlo G Hamner offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a commitment to providing top-notch customer service and a deep understanding of the intricacies of the financial industry, clients can trust Edward Jones to provide them with the guidance and support they need to secure their financial future.

Sherith Squires - Thrivent is a finance institution located at 3255 Old Conejo Road, 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 compassion. With over 30 years of experience, we work to simplify financial matters and maximize opportunities through holistic planning and consistent execution. Our approach involves creating customized solutions across various areas such as financial strengthening, wealth accumulation, retirement planning, and legacy building. At Thrivent, we believe in using money as a tool for a greater purpose. We offer comprehensive advice, managed accounts, investments, insurance, banking, and generosity programs to help individuals make the most of their financial resources. As a member of Thrivent, you become part of a community dedicated to looking out for others and giving back to the neighborhoods we serve.

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 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.

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.

Ian Brown - 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 financial security, tax efficiency, and caring for others. With over 30 years of experience, we work to simplify financial lives and maximize opportunities through holistic planning and advice. We offer personalized solutions in areas such as strengthening financial positions, wealth accumulation, retirement planning, and legacy planning. Thrivent believes in using money as a tool for a higher purpose and provides a range of financial services including investments, insurance, banking, and generosity programs. As a member of Thrivent, you become part of a community focused on giving back and living a meaningful life. Thrivent is a Fortune 500 company with a long history of financial strength and stability, serving over 2 million clients and their communities. Our financial professionals provide advice and guidance tailored to individual needs and goals. Visit our website for more information on professional designations and licensing requirements. Please note that Thrivent does not provide legal, accounting, or tax advice.

Coastal Wealth Advisors is a finance institution located at 203 Bainbridge Court, Thousand Oaks, California, United States. Our mission is to improve the quality of life for our clients, their families, and our community by providing financial security, tax efficiency, and compassionate care. With over 30 years of experience, we offer holistic financial planning and advice to help simplify your financial life and maximize opportunities. Our personalized approach integrates your objectives into a roadmap that evolves with your changing needs and goals. We offer comprehensive advice and financial strategies that are in your best interest, including managed accounts managed by investment professionals. As part of Thrivent, a Fortune 500 company, we believe in using money as a tool to achieve a higher purpose and empower individuals to live more generous lives. Membership with Thrivent provides access to tools and resources for giving back to the community and living a more meaningful life. Thrivent is dedicated to helping people build financial futures and make a positive impact in the world. Visit us to explore how our financial expertise and solutions can help you achieve your goals and create a lasting legacy.

Raymond James Financial Services is a finance institution located at 4165 Thousand Oaks Boulevard in Westlake Village, California. They provide a wide range of financial services to individuals and businesses, including investment management, wealth planning, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future.

L Karsten Lundring - Thrivent is a finance institution located at 203 Bainbridge Court, Thousand Oaks, California, United States. Our mission is to improve the quality of life for our clients, their families, and our community by providing personalized financial solutions focused on security, tax efficiency, and caring for others. With over 30 years of experience, we work together to simplify financial lives and maximize opportunities, offering comprehensive advice and managed accounts managed by investment professionals. We believe in using money as a tool for a higher purpose and are committed to helping people make the most of their resources. As part of Thrivent, a Fortune 500 company, we offer financial expertise, investments, insurance, banking, and generosity programs to help clients build their financial futures and live generous lives. Joining Thrivent means becoming part of a community that looks out for others and provides tools and resources for a more meaningful life. Visit our website for information on professional designations and services offered.

Welcome to Forest Construction Co., Inc., your trusted partner in building the custom home of your dreams or transforming your current space with expert remodeling services. Located at 3365 Somis Road, Somis, California, we are a family-owned and operated general contractor with over three generations of experience in delivering top-tier construction services. With a legacy of completing over 8,000 projects, Forest Construction is committed to excellence, integrity, and meticulous planning. Whether you're looking to remodel your kitchen, bath, or entire home, our dedicated team is here to provide a superior construction experience. Our work guarantee exceeds industry standards, ensuring your project is completed with the utmost quality and attention to detail.

Welcome to Forest Construction, your trusted partner in building the custom home of your dreams and transforming your living spaces. Located at 3302 Thousand Oaks Boulevard, Thousand Oaks, California, we are a family-owned general contractor with a legacy of excellence spanning three generations. Our commitment to superb experience, meticulous planning, and unwavering integrity sets us apart in the construction industry. With over 8,000 successful projects under our belt, including numerous kitchen, bath, and home remodels, our expertise is unmatched. We pride ourselves on providing an exceptional construction experience, backed by a work guarantee that surpasses industry standards. Our dedicated team, many of whom have been with us for years, ensures that every project is executed with the highest level of craftsmanship and attention to detail.

Welcome to Oltmans Construction Co. Located at 270 Conejo Ridge Avenue, Thousand Oaks, California, Oltmans Construction Co. is your trusted partner in bringing construction projects to life. As a full-service general contractor, we specialize in a diverse range of markets, including commercial, industrial, e-commerce, healthcare, education, multi-family and affordable housing, and tenant improvement construction. Our commitment to integrity and craftsmanship has been the cornerstone of our legacy for over 90 years.

Welcome to George "Sparky" Anderson Field, a premier destination for sports enthusiasts and community gatherings in Thousand Oaks, California. Nestled in the heart of the city, our state-of-the-art facility is dedicated to providing a top-notch experience for athletes, families, and visitors alike. Named in honor of the legendary baseball manager Sparky Anderson, our field is a tribute to his legacy and passion for the game. At George "Sparky" Anderson Field, we offer a meticulously maintained playing surface and modern amenities that cater to both amateur and professional events. Whether you're here to participate in a thrilling baseball match, enjoy a community event, or simply relax in our welcoming environment, we strive to make your visit memorable.

Welcome to Lancer Memorial, a serene and respectful resting place located in the heart of Thousand Oaks, California. Situated at 2192 Ruskin Avenue, our cemetery offers a tranquil environment where families can honor and cherish the memories of their loved ones. At Lancer Memorial, we understand the importance of providing a peaceful and dignified setting for reflection and remembrance. Our beautifully landscaped grounds are meticulously maintained to offer a comforting atmosphere for visitors. We are committed to supporting families with compassion and respect, offering a range of services to meet diverse needs and preferences. Whether you are planning in advance or arranging a service for a loved one, our dedicated team is here to assist you every step of the way. Visit Lancer Memorial and experience a place of peace and solace amidst the natural beauty of Thousand Oaks.

Welcome to So California Funeral Directors Inc., a compassionate and professional funeral home dedicated to serving the Thousand Oaks community and surrounding areas. Located at 2219 Thousand Oaks Boulevard, Thousand Oaks, California, our family-owned business is committed to providing personalized and meaningful services that honor the lives of your loved ones with dignity and respect. At So California Funeral Directors Inc., we understand the emotional challenges of losing a loved one, and our experienced staff is here to support you every step of the way. We offer a wide range of services tailored to meet the unique needs and wishes of each family, including traditional funerals, cremations, memorial services, and pre-planning options.