TOP 30 Market navigation in Westlake Village, California
22 results found
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Pinnacle Estate Properties, Inc. - Westlake
● OpenPinnacle Estate Properties, Inc. in Westlake Village, California is a top-notch real estate agency dedicated to providing the highest level of service to clients. With a team of over 1,000 trained professional agents, Pinnacle has been the number one real estate firm in Los Angeles and Ventura Counties for many years. The company prides itself on offering the "Pinnacle of Professional Service" to help clients navigate their real estate needs with ease. Located at 971 South Westlake Boulevard, Pinnacle Estate Properties, Inc. is committed to guiding clients through the buying or selling process with honesty, politeness, and gratitude. The company's founders understood the importance of having knowledgeable and dedicated agents, which is why they set out to create a full-service real estate company back in 1985.
971 S Westlake Blvd, Westlake Village, CA 91361, United States -
U.S. Bancorp Investments - Financial Advisors: Westlake Village
● ClosedU.S. Bancorp Investments - Financial Advisors in Westlake Village is a leading finance institution located at 5750 Lindero Canyon Road in Westlake Village, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or building wealth for the future, our advisors are here to provide expert guidance and support every step of the way. Trust U.S. Bancorp Investments to help you navigate the complexities of the financial markets and make informed decisions that will secure your financial future.
5750 Lindero Canyon Rd, Westlake Village, CA 91362, United States -
Larry Watson, Top Producing Realtor Westlake Village Ca, Oxnard Ca, Moorpark Ca, RE/MAX Moorpark Ca RE/MAX Oxnard Ca
● OpenWelcome to Larry Watson, your top-producing realtor serving the vibrant communities of Westlake Village, Oxnard, and Moorpark, California. With a proven track record of excellence, Larry is committed to providing exceptional real estate services to both buyers and sellers in the region. As part of the esteemed RE/MAX team in Moorpark and Oxnard, Larry brings unparalleled expertise and local market knowledge to every transaction. Conveniently located at 484 East Los Angeles Avenue, Moorpark, CA 93021, Larry and his team are dedicated to helping you navigate the real estate landscape with ease and confidence. Whether you're searching for your dream home or looking to sell your property for the best price, Larry's personalized approach and professional integrity ensure a seamless and rewarding experience.
484 East Los Angeles Avenue, Moorpark, California 93021, United States -
Knowles & Company Insurance Services
● ClosedKnowles & Company Insurance Services is an insurance agency located at 5707 Corsa Avenue in Westlake Village, California. Our business is centered around building strong personal relationships with our clients to ensure they are properly protected. Honesty, transparency, and integrity are our core values. Our brokers work directly with insurance carriers to maintain the highest level of privacy and confidentiality for our clients. We meticulously navigate through insurance coverage and potential exposures to provide the best service possible with attention to detail.
5707 Corsa Ave # 106, Westlake Village, CA 91362, United States -
TCIG Pacific Insurance Services
● ClosedTCIG Pacific Insurance Services, located at 31200 Via Colinas in Westlake Village, California, is a health insurance agency that works directly with insurance carriers on behalf of their clients. They specialize in designing and maintaining the best benefit plans for businesses, handling marketing, implementation, administration, and guiding clients through complex regulatory and compliance environments. With dedicated claims support for employees and family members, TCIG ensures that all claim issues are 100% handled, allowing clients to focus on their business without having to deal with insurance companies directly. They also offer comprehensive solutions for owners and key executives to protect against the loss of critical employees.
31200 Via Colinas Suite 103, Westlake Village, CA 91362, United States -
Adept Legal Counsel PC
● ClosedAdept Legal Counsel PC is a unique law firm located at 2239 Townsgate Road, Westlake Village, California. What sets us apart from other firms is our dedication to providing personalized and empathetic legal services. We understand that navigating the legal system can be daunting, which is why we strive to truly listen to our clients and offer genuine care and support. Our team of attorneys at Adept Legal Counsel PC have a wealth of experience working with Fortune 500 companies, government agencies, and individuals in a wide range of legal matters. We offer the convenience of corporate counsel with the cost-effective flexibility of an outside firm, without the bureaucracy of larger firms.
2239 Townsgate Rd Suite 104, Westlake Village, CA 91361, United States -
CAPTRUST
● ClosedCAPTRUST is a finance institution located at 2625 Townsgate Road in Westlake Village, California, United States. Our team of advisors in Westlake Village offers financial expertise to endowments, foundations, retirement plan sponsors, and nonprofit organizations in Los Angeles, Pasadena, and surrounding areas. We provide services such as committee education, donor development, OCIO services, performance reporting, and investment management to help our clients achieve their financial goals. We support thousands of employer organizations with fiduciary partnerships, plan design optimization, financial wellness programs, and more. Our team shares best practices, market insights, and financial planning strategies to help clients make informed decisions. We also offer webinars on various topics, such as fiduciary liability, industry insights for hospitals and healthcare systems, and navigating volatility for nonprofits.
2625 Townsgate Rd #330, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Henry Hosung Byun
● OpenMerrill Lynch Financial Advisor Henry Hosung Byun is a finance institution located at 2815 Townsgate Road, Suite 300, Westlake Village, California, United States. Henry Byun believes that everyone deserves the opportunity to improve their financial future, regardless of their current circumstances. He values working with clients who are striving towards goals such as supporting their families, communities, businesses, and legacies. Henry Byun understands that achieving financial goals can be challenging, but he believes that open conversations and personalized financial planning are key to success. By utilizing tools such as the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, he works with clients to create tailored financial strategies focused on their aspirations and priorities. Whether clients are planning for retirement, saving for a home, or funding education, Henry Byun aims to help them make informed investment decisions that align with their objectives.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Bob Clark
● OpenMerrill Lynch Financial Advisor Bob Clark, located at 2815 Townsgate Road in Westlake Village, California, is dedicated to helping clients prioritize and pursue their financial goals. Bob, a Senior Financial Advisor with Merrill Lynch Wealth Management, believes in a personalized wealth management process that focuses on each client's individual needs and long-term goals. With a background in operational experience at Time Warner, Bob brings a disciplined approach to financial strategies, helping clients navigate the complexities of investing with a focus on achieving meaningful outcomes. Bob understands that life and financial goals are constantly evolving, which is why he takes the time to listen and understand each client's unique situation. Through Merrill Personal Wealth Analysis™, Bob works with clients to build a personalized plan centered on their priorities and aspirations. By gaining a deeper understanding of each client's investment personality, Bob can customize a financial approach that aligns with their goals and values.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Cal Pacific Wealth Management
● ClosedCal Pacific Wealth Management is a leading financial institution located at 756 Lakefield Road in Westlake Village, California, United States. Specializing in finance, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, Cal Pacific Wealth Management is here to provide personalized, expert guidance every step of the way. With a focus on transparency, integrity, and a commitment to excellence, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world with confidence.
756 Lakefield Rd # D, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Paul E Bartschi
● OpenMerrill Lynch Financial Advisor Paul E Bartschi is a finance institution located at 2815 Townsgate Road, Suite 300, Westlake Village, California, United States. The institution offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on your goals, priorities, and family needs. The advisors at Merrill Lynch Wealth Management are dedicated to understanding your financial situation and helping you achieve your aspirations, whether it's retirement planning, education funding, or wealth transfer. By utilizing the Investment Personality Assessment, they tailor their approach to match your investing preferences and goals. With access to Merrill's investment insights and Bank of America's banking solutions, they work with you to develop a comprehensive financial strategy designed to address your needs. The advisors at Merrill Lynch prioritize your goals and provide ongoing support to help you navigate life changes and market fluctuations. Their mission is to help you create a financial approach that reflects your personality and life priorities, guiding you towards achieving your financial goals. Contact Paul Bartschi, a registered advisor, to learn more about how Merrill Lynch can help you build a customized investment approach to address your financial needs and pursue your goals.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
GuideWell Financial
● ClosedGuideWell Financial is a finance institution located at 3625 Thousand Oaks Boulevard in Westlake Village, California, United States. As a provider of securities and advisory services through LPL Financial, a Registered Investment Adviser, GuideWell Financial aims to help investors make informed decisions about their financial future. With a focus on building relationships with clients and understanding their individual needs, GuideWell Financial offers personalized recommendations on investment products that are most suitable for each situation. Investors can trust in the expertise of the professionals at GuideWell Financial, who are committed to helping clients navigate the complexities of the financial market. Additionally, the institution provides informative videos on their website to further educate investors on various financial topics. Visit GuideWell Financial to explore all available opportunities and secure a reliable partner for your financial journey.
3625 Thousand Oaks Blvd #266, Westlake Village, CA 91362, United States -
David Racusin - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Racusin, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3027 Townsgate Road in Westlake Village, California, is dedicated to helping clients achieve their financial goals. With a background and qualifications available on FINRA's BrokerCheck website, David offers a Client Relationship Summary Disclosure to provide transparency and clarity to clients. With a focus on retirement planning, David addresses common concerns such as ensuring there is enough money to last throughout retirement, managing market fluctuations, and combating inflation's impact on retirement income. The Retirement InteractiveSM tool allows clients to explore and address potential challenges that could affect their financial security in retirement.
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 -
Merrill Lynch Financial Advisor Eric Carl Arbuckle
● OpenMerrill Lynch Financial Advisor Eric Carl Arbuckle, located at 2815 Townsgate Road, Suite 300, Westlake Village, California, is a finance institution focused on helping families in transition. Whether you are going through a divorce, experiencing a major liquidity event, or planning for retirement, the Redmond | Arbuckle Group is dedicated to providing you with the highest level of service and care. With a goals-based financial approach, the team works with you to design a personalized financial strategy to help you reach your most important goals. The team at Merrill Lynch understands that life and financial markets can change, which is why they are committed to regularly reviewing and adjusting your financial approach to help you stay on track. With access to the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The institution does not provide legal advice, but offers a range of services including investment advisory and financial planning. Trust Merrill Lynch Financial Advisor Eric Carl Arbuckle to help you navigate your financial future with confidence and peace of mind.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Armen Arzumanyan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenArmen Arzumanyan, a Financial Advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road, Westlake Village, California, offers expert financial advice and services. With a background in finance and qualifications available on FINRA's BrokerCheck website, Armen Arzumanyan can help clients navigate the complexities of retirement planning, investment strategies, and managing market fluctuations. Through the Retirement InteractiveSM tool, clients can explore potential challenges that may impact their retirement income and develop a plan for a more secure financial future. Whether you are a current Ameriprise client or seeking a complimentary initial consultation, Armen Arzumanyan is dedicated to helping individuals achieve their financial goals.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Garrett De Buiser - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedGarrett De Buiser - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 31351 Via Colinas, Westlake Village, California, United States, offers comprehensive financial planning services. Whether you are concerned about retirement income, market fluctuations, or inflation, Garrett De Buiser can help you navigate these challenges. The institution provides a complimentary initial consultation to discuss your financial goals and create a personalized plan for your future. With expertise in investment products and services, Ameriprise Financial Services, LLC ensures that your financial well-being is in good hands. Schedule a meeting with Garrett De Buiser today to secure a more confident financial future.
31351 Via Colinas Ste 104, Westlake Village, CA 91362, United States -
Carlos Garcia - Morgan Stanley
● OpenCarlos Garcia - Morgan Stanley is a leading finance institution located at 100 North Westlake Boulevard in Westlake Village, California. As a branch of the prestigious Morgan Stanley brand, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Carlos Garcia - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and success.
100 N Westlake Blvd STE 200, Westlake Village, CA 91362, United States -
Emily Trematerra - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEmily Trematerra is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 31351 Via Colinas in Westlake Village, California, United States. With a background and qualifications available on FINRA's BrokerCheck website, Emily offers a complimentary initial consultation to help clients work towards a more confident financial future. Specializing in investment products and services, Ameriprise Financial Services, LLC is a registered investment adviser, offering securities through FINRA and SIPC. Emily Trematerra is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Clients can expect personalized financial planning concepts and advice to help achieve their financial goals. With a focus on privacy and security, Ameriprise Financial Services, LLC ensures the protection of client information. Whether discussing stock prices, bull market rallies, or future financial results, Emily Trematerra and Ameriprise Financial Services, LLC are dedicated to helping clients navigate the complexities of the financial world.
31351 Via Colinas Ste 104, Westlake Village, CA 91362, United States -
Rosie Taxi Cab
● OpenWelcome to Rosie Taxi Cab, your premier transportation service located at 1300 Eastman Avenue, Ventura, California 93003. We pride ourselves on offering fast, reliable taxi and private car services available anytime, anywhere. Open 24/7, our established and recognized service is designed to meet your travel needs with a quick pick-up time of just 10 to 15 minutes. We are thrilled to announce our partnership with LYFT BUSINESS, enhancing our services from airport transfers to local rides. Whether you’re traveling to Los Angeles International Airport (LAX), Burbank Airport (BOB), or Santa Barbara Airport (SBA), we ensure a hassle-free, eco-friendly journey. Our advanced platform connects directly to LAX’s state-of-the-art data, allowing you to trace your flight in real time.
1300 Eastman Avenue, Ventura, California 93003, United States -
Elite Financial
● ClosedWelcome to Elite Financial, your trusted partner in mortgage lending and insurance services located at 2239 Townsgate Road, Westlake Village, California. With over 30 years of experience, we have proudly served individual homebuyers, real estate professionals, and home builders throughout California. Our commitment to integrity and exceptional client service has earned us a stellar reputation in the industry. At Elite Financial, we offer a comprehensive range of loan options with highly competitive rates and fees to suit your unique needs. Whether you are embarking on the journey of buying your first home or looking to refinance your current mortgage, our team of licensed and experienced mortgage professionals is here to guide you every step of the way. We believe in building lasting relationships with our clients and strive to provide personalized solutions that go beyond mere transactions.
2239 Townsgate Road, Westlake Village, California 91361, United States -
Aviara Real Estate
● OpenWelcome to Aviara Real Estate, your trusted partner in navigating the dynamic world of real estate. Conveniently located at 2225 Townsgate Road, Westlake Village, California, our agency is dedicated to providing exceptional service to clients throughout the region. Whether you're buying, selling, or investing, our team of experienced real estate professionals is here to guide you every step of the way. At Aviara Real Estate, we pride ourselves on our deep local knowledge and commitment to personalized service. Our agents are experts in the Westlake Village area and beyond, offering invaluable insights into market trends and neighborhood features. We understand that each client has unique needs, and we tailor our approach to ensure your real estate goals are met with utmost satisfaction.
2225 Townsgate Road, Westlake Village, California 91361, United States
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