Personalized financial planning services in Thousand Oaks, California

Welcome to the Thousand Oaks Finance Department, your trusted partner in accounting and financial management within the community. Conveniently located at 2100 Thousand Oaks Boulevard, Thousand Oaks, California, our office is dedicated to serving the financial needs of local residents and businesses. As a key component of the local government, we are committed to transparency, efficiency, and accountability in all our operations. Our team of experienced professionals provides a wide range of services, including budgeting, financial reporting, and fiscal planning, ensuring the economic well-being of our community. Whether you are a resident seeking assistance with municipal finance matters or a business owner navigating local financial regulations, the Thousand Oaks Finance Department is here to support you with expert guidance and personalized service. Visit us today to learn more about how we can help you achieve your financial goals.

Welcome to Ledger Financials, your trusted partner in financial success, conveniently located at 77 Rolling Oaks Drive, Thousand Oaks, California. At Ledger Financials, we pride ourselves on offering personalized financial services tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals is dedicated to providing comprehensive solutions, including tax planning, accounting, bookkeeping, and financial consulting. We are committed to helping you achieve your financial goals with integrity, precision, and a client-focused approach. Visit us today and discover how Ledger Financials can empower your financial future.

Welcome to Medicare Planning of California, your trusted local insurance agency specializing in Medicare and health insurance solutions. Conveniently located at 30 Fallbrook Avenue, Thousand Oaks, California, we are dedicated to helping you navigate the complexities of healthcare coverage. Our primary focus is on providing personalized Medicare plans that cater to your unique needs. As experienced insurance brokers, we advocate for the best possible coverage to ensure you receive effective and affordable health insurance. Whether you're seeking individual coverage or plans for the entire family, we conduct thorough analyses to find the optimal plan that aligns with your lifestyle and budget.

Welcome to Magaldi Financial Services, your trusted partner in comprehensive financial management located in the heart of Thousand Oaks, California. Situated at 206 Bainbridge Court, our firm is dedicated to providing expert financial solutions tailored to meet the unique needs of individuals, families, and businesses. At Magaldi Financial Services, we pride ourselves on offering a wide range of services including financial planning, investment management, tax strategies, retirement planning, and estate planning. Our team of experienced professionals is committed to guiding you through every financial decision with personalized attention and strategic insight.

Welcome to Coast to Coast Financial Solutions, your trusted partner in achieving financial success. Located at 101 Hodencamp Road in the heart of Thousand Oaks, California, we specialize in providing comprehensive financial services tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is dedicated to guiding you through every step of your financial journey, offering personalized solutions in areas such as investment management, retirement planning, tax strategies, and more. At Coast to Coast Financial Solutions, we are committed to building lasting relationships with our clients, ensuring that your financial goals are not only met but exceeded. Visit us today to discover how we can help you secure a prosperous future.

Aaron Keeley - State Farm Insurance Agent is a licensed insurance agency located at 500 East Esplanade Drive in Oxnard, California. Our office is situated on the twelfth floor of the City Bank building, allowing us to serve clients in Oxnard, Goleta, Santa Barbara, Camarillo, Ojai, Ventura, Thousand Oaks, Moorpark, Fillmore, and surrounding areas. Additionally, we are licensed to do business anywhere in the state of California, offering free insurance quotes online and virtual consultations. Aaron Keeley, the founder of the agency, started his State Farm career in New Mexico and relocated to Ventura County in 2021. He is dedicated to providing exceptional service to clients, ensuring they have the proper coverage for their homes, vehicles, health, life, and pets. The team at Aaron Keeley State Farm values building strong relationships with customers, offering clear communication, and personalized financial protection options.

Farmers Insurance - Jill Mongeon is a trusted insurance agency located at 99 North Reino Road in Thousand Oaks, California. With over 55 years of experience as a California resident, Jill Mongeon is proud to serve Ventura, LA, and Santa Barbara Counties, as well as the surrounding areas. The agency specializes in providing exceptional service and understanding your insurance needs. Whether you're looking for auto, home, renters, life, or business insurance, Jill Mongeon and her team are dedicated to helping you understand your coverage options and find the most affordable premiums. Conveniently located in the local Trader Joe's Shopping Center near Newbury Park High School, the agency is easily accessible to residents of Lake Sherwood, Dos Vientos, Westlake, Agoura Hills, and Thousand Oaks. The team at Jill Mongeon Insurance & Financial Services treats their clients like family, offering dedicated annual policy reviews to ensure that you have a complete understanding of your insurance needs.

Susan Erkfritz - State Farm Insurance Agent is an insurance agency located at 501 Marin St, Thousand Oaks, California, United States. With over 30 years of experience, Susan Erkfritz and her team offer a wide range of insurance services including Auto, Homeowners, Renters, Business, Life Insurance, and now, Pet Insurance. The agency is committed to helping families protect their furry loved ones and offers a kid and pet-friendly office environment. Susan Erkfritz is dedicated to serving the community and is actively involved in supporting local schools, charities, and organizations such as Manna, the local food bank. She holds multiple degrees and insurance credentials, ensuring that she can provide the best service to her clients.

Jessica Sawyer - State Farm Insurance Agent is an insurance agency located at 175 East Wilbur Road in Thousand Oaks, California, United States. Conveniently situated next to Daland Swim and around the corner from Whole Foods, we are here to help you with all of your insurance needs. Whether you are looking for auto, life, homeowners, or small business insurance, our experienced team is dedicated to providing you with the best coverage options. March is a great time to make plans for the future, and being prepared for emergencies is essential. Consider investing in life insurance for added protection in 2024. Our team, led by Jessica Sawyer, is committed to helping you and your family stay protected and secure.

Sheila Tan | GlobalGreen Insurance Agency of California is a leading health insurance agency located at 1323 Newbury Road in Thousand Oaks, California. Our dedicated team specializes in providing comprehensive insurance solutions to meet the unique needs of individuals and families. With a focus on customer service and personalized care, we strive to ensure our clients have the coverage they need to protect their health and well-being. Contact us today to learn more about our services and how we can help you find the right insurance plan for your needs.

HUB International Insurance Services Inc. in Thousand Oaks, California, is a leading finance and insurance agency located at 2393 Townsgate Road. Our office is comprised of several local insurance agencies that have joined forces to better serve our clients and employees. With a diverse team of professionals specializing in industries such as manufacturing, construction, gaming, financial services, real estate, restaurants, and more, we offer a wide range of insurance products including business insurance, workers compensation, professional liability, bonding, employee benefits, and individual medical plans. Additionally, we provide services for private clients and personal lines insurance. Securities are offered through Cambridge Investment Research Inc., while advisory services are provided by Cambridge Investment Research Advisors, Inc. Insurance services are offered through HUB International. Please note that Cambridge and HUB International are not affiliated.

HUB International is an insurance agency located at 3585 Maple Street in Ventura, California, United States. This office is the newest addition to Hub International’s Central Coast family of insurance professionals. The Ventura office was established in December 2009 when Hub acquired the former Ogilvy Hill insurance company, which merged with Hub’s Westlake Village and Thousand Oaks offices. Additionally, the Ventura office also includes the Laubacher Insurance Agency, which was acquired by Hub in March 2014. Laubacher Insurance Agency has a long history, dating back to 1903 when it was founded by the grandfather of one of the Company’s former principals. The HUB Ventura insurance office provides a wide range of insurance services, catering to various industries such as agriculture, ranching, arborists, gaming, construction, technology, and real estate. Services offered include property and casualty, life and health, employee benefits, investment, and risk management solutions. The office also offers claims management and employee benefits consulting resources.

Ryan Charlon - State Farm Insurance Agent is a second-generation State Farm Agent located at 340 Rosewood Avenue in Camarillo, California. As a proud father, husband, son, friend, and small business owner, Ryan Charlon is dedicated to making a positive impact in the lives of his customers, team, and community. The agency serves Camarillo, Oxnard, Newbury Park, Thousand Oaks, Westlake Village, Malibu, and surrounding areas, offering a variety of insurance and retirement plans tailored to individual needs. Whether you're looking for life insurance, small business insurance, car insurance, homeowners insurance, or any other type of coverage, the Ryan Charlon State Farm Agency is here to help. With a focus on understanding your goals and providing personalized service, Ryan and his team are committed to helping you plan, save, and grow for the future.

Farmers Insurance - Timothy Neal is a local insurance agency located at 325 East Hillcrest Drive in Thousand Oaks, California. Timothy Neal, a resident of California for nearly 45 years, takes pride in serving the Thousand Oaks community and surrounding areas. With over 10 years of experience as a former business owner in the restaurant industry, Timothy understands the importance of finding the right insurance coverage tailored to each client's needs. Whether you are looking for home insurance, earthquake insurance, auto insurance, recreational vehicle coverage, or business insurance, Timothy Neal is dedicated to ensuring that his clients are well taken care of. Conveniently located just off the 101 Freeway at Moorpark Road, Timothy's office is easily accessible for all your insurance needs.

Wellpoint is a health insurance agency located at 2100 Corporate Center Drive in Thousand Oaks, California, United States. Previously known as Amerigroup and UniCare in select markets, Wellpoint is dedicated to helping individuals live well across all life points. Their comprehensive approach to health care ensures that members get the most out of their benefits, whether they are enrolled in a Medicare plan or Medicaid. Wellpoint believes in focusing on the whole person, addressing not just physical health but also behavioral and social drivers that impact overall well-being. The Sydney Health App makes it easy for members to access services and connect with live agents. With over 30 years of experience, Wellpoint is a trusted name in health insurance, committed to helping people live well at every stage of life.

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.

Mail Call is a finance institution located at 587 North Ventu Park Road in Thousand Oaks, California. Our team of dedicated professionals is committed to providing top-notch financial services to our clients. Whether you need assistance with managing your investments, planning for retirement, or navigating the complex world of taxes, Mail Call is here to help. With a focus on personalized service and expert advice, we strive to help our clients achieve their financial goals and secure their future. Visit us today to see how Mail Call can help you take control of your finances.

Mission Wealth Management is a leading finance institution located at 370 North Westlake Boulevard in Thousand Oaks, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and a comprehensive approach to wealth management, we provide tailored solutions to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for college, or looking to grow your investments, Mission Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you navigate the complexities of the financial world and make informed decisions that will lead to long-term success.

The Law Office of Jeffrey T. Gillingham is a reputable institution located at 515 Marin Street in Thousand Oaks, California. Specializing in accounting, finance, and legal services, this institution provides expert advice and representation to clients in need of professional assistance. With a focus on delivering personalized solutions and achieving favorable outcomes for their clients, the team at The Law Office of Jeffrey T. Gillingham is dedicated to providing top-notch service in a variety of legal and financial matters. Whether you are in need of tax assistance, estate planning, or legal representation, you can trust in the expertise and experience of this esteemed institution.

Leigh Law Firm is a reputable lawyer institution located at 3625 East Thousand Oaks Boulevard, Westlake Village, California, United States. With a successful track record of recovering millions of dollars for their clients, Leigh Law Firm is dedicated to advocating for the recoveries that their clients rightfully deserve. Specializing in workers' compensation cases, their experienced attorneys serve Los Angeles and surrounding Southern California areas. Choosing the right legal representation after an accident or work-related injury is crucial, and Leigh Law Firm prides itself on providing personalized attention to each client. They understand the stress and challenges that injuries can bring, and are committed to helping clients plan for the future. Their attorneys are well-versed in both federal and state laws regarding workers' compensation in San Diego, ensuring that clients receive the compensation they are entitled to.

Slack & Associates is a reputable institution located at 515 Marin Street in Thousand Oaks, California, United States. Specializing in providing top-notch financial and business consulting services, Slack & Associates is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized and tailored solutions to meet the unique needs of each client. Whether you are looking for tax planning, investment advice, or business strategy development, Slack & Associates is the go-to institution for expert guidance and support. Reach out to them today to learn more about how they can help you succeed financially.

Loansmart is a reputable finance institution located at 3623 Old Conejo Road in Thousand Oaks, California. We specialize in providing a wide range of loan options to meet the financial needs of our clients. Our experienced team is dedicated to helping individuals and businesses secure the funding they need to achieve their goals. Whether you are looking for a personal loan, business loan, or mortgage, Loansmart is here to provide you with expert advice and personalized service. Contact us today to learn more about our competitive loan options and flexible repayment plans.

Wescom Credit Union is a trusted financial institution located at 11-A East Hillcrest Drive in Thousand Oaks, California, United States. As a member-owned credit union, Wescom offers a wide range of financial services including savings accounts, checking accounts, loans, and investment options. With convenient ATM access and personalized customer service, Wescom Credit Union is committed to helping members achieve their financial goals. Visit us today to experience the difference of banking with a credit union that puts its members first.

Graves & Bourassa is a prestigious institution located at 280 Thousand Oaks Boulevard in Thousand Oaks, California. With a reputation for excellence and expertise in a wide range of fields, including law, finance, and consulting, Graves & Bourassa is committed to providing top-tier services to its clients. Whether you are seeking legal advice, financial planning, or strategic business solutions, the professionals at Graves & Bourassa are dedicated to helping you achieve your goals. Contact us today to learn more about how we can assist you in navigating the complexities of your personal or professional endeavors.

Kurt Weston - State Farm Insurance Agent is a reputable insurance agency located at 516 Pennsfield Place, Thousand Oaks, California, United States. Just one block east of Moorpark Rd, between Wilbur Rd and Brazil St. on Pennsfield Pl., Kurt Weston and his experienced team are dedicated to providing exceptional customer service for all your insurance needs. Whether you need auto, home, condo, renters, small business, life, or health insurance, we are here to help protect you and your family. With a focus on helping people manage risks, recover from the unexpected, and achieve their dreams, our agency offers no-obligation life insurance consultations to ensure you have adequate coverage. Contact us today for personalized assistance and a remarkable customer experience. Our team is ready to assist you with any questions or concerns you may have. Remember, we are just a call, text, or email away.

Farmers Insurance - John Colby is an insurance agency located at 25 Rolling Oaks Drive in Thousand Oaks, California. As a local Farmers® agent, John Colby helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, or business insurance, John Colby has the knowledge and experience to help clients understand their coverage options. By offering personalized and straightforward service, John Colby aims to make clients smarter about insurance. Clients can contact John Colby for answers to any insurance-related questions they may have. From comprehensive coverage to deductibles and medical payments, John Colby can help take the mystery out of selecting the right insurance coverage for each individual's needs and budget. By offering online quotes and insurance discounts, John Colby helps clients save money while ensuring they have the coverage they need.

Farmers Insurance - John Pless is an insurance agency located at 555 Saint Charles Drive, Thousand Oaks, California, United States. With over 30 years of experience, our agency serves Thousand Oaks, Westlake Village, Moorpark, Simi Valley, Ventura County, and all counties in the State of California. We offer tailored coverage with concierge service, treating our clients like hotel guests with personalized service for all their insurance needs. Specializing in identifying and providing proper insurance coverage for each individual exposure, we have superb product knowledge and experience to ensure our clients fully understand their needs. Our coverage options include auto, home, condominium, renters, landlord, business, and life insurance, with additional expertise in HOA Master policies and EQ coverage throughout California. Contact us for comprehensive coverage, collision coverage, deductibles, medical payments, and more. We also offer competitive rates for Home insurance, Renters insurance, Business insurance, Condo insurance, and Life insurance. Our goal is to help you build a solid financial plan and provide added protection for your assets with a Personal Umbrella insurance policy. Contact us today for a consultation and let us help you reach your goals.

Farmers Insurance - John Pless is an insurance agency located at 25 Rolling Oaks Drive in Thousand Oaks, California. Serving clients in Thousand Oaks, Westlake Village, Moorpark, Simi Valley, Ventura County, and all counties in the State of California for the past 30 years, this agency provides tailored coverage with concierge service. Clients are treated with personalized service daily for all their insurance needs, with a focus on identifying and providing proper insurance coverage for each individual exposure. The agency specializes in auto, home, condominium, renters, landlord, business, and life insurance, as well as HOA Master policies and EQ coverage throughout California. With over 80 years of experience, Farmers Insurance offers competitive rates and multi-line insurance discounts for home insurance, renters insurance, life insurance, business insurance, and more. Clients can also receive assistance in building a solid financial plan for a secure future. For added coverage, a Personal Umbrella insurance policy can provide protection for assets and future earnings. Securities are offered through Farmers Financial Solutions, LLC. Contact Farmers Insurance - John Pless for a personalized insurance quote and financial consultation.

Farmers Insurance - Mark Young is an insurance agency located at 187 East Wilbur Road, Thousand Oaks, California, United States. As a local Farmers® agent, Mark Young helps customers identify the insurance coverage that best fits their needs. Mark offers personalized and straightforward assistance to make customers smarter about insurance. With knowledge and experience, Mark helps customers understand their coverage options, including auto, home, renters, business insurance, and more. Customers can contact Mark Young for any insurance-related questions. The agency provides comprehensive coverage, collision coverage, deductibles, and more. Mark can assist in selecting the right car insurance coverage tailored to individual needs and budgets. Farmers Insurance has been in the industry for over 80 years, providing insurance products to protect homes and belongings in case of disasters. The agency offers competitive rates and multi-line insurance discounts. Mark Young recommends reviewing life insurance policies to ensure financial support for dependents. Renters insurance is also available to protect personal belongings in case of unforeseen events. For small businesses, Farmers Insurance offers customized business insurance packages to reduce risks and protect investments. Condo insurance is also available to protect personal belongings.

Farmers Insurance - Richard Cisowski is a trusted insurance agency located at 555 Saint Charles Drive in Thousand Oaks, California, United States. Specializing in providing comprehensive insurance solutions for individuals, families, and businesses, this agency is dedicated to helping clients protect what matters most to them. With a focus on personalized service and tailored insurance plans, Farmers Insurance - Richard Cisowski strives to provide peace of mind and financial security to all of their valued customers. Contact them today to discuss your insurance needs and explore the range of coverage options available.