Strategic consulting services in Westlake Village, California
15 results found
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Robert M. Glickman , Consulting CFO
● OpenRobert M. Glickman, Consulting CFO is a reputable institution specializing in accounting and finance services. Located at 2659 Townsgate Road in Westlake Village, California, this institution offers expert financial guidance and support to businesses of all sizes. With a team of experienced professionals, they provide strategic financial planning, budgeting, forecasting, and other financial services to help clients achieve their financial goals. Whether you are a small startup or a large corporation, Robert M. Glickman, Consulting CFO is dedicated to providing personalized and reliable financial solutions to meet your needs.
2659 Townsgate Rd Suite 103, Westlake Village, CA 91361, United States -
SABRE Financial Services
● ClosedSABRE Financial Services is a leading finance institution located at 2945 Townsgate Road in Westlake Village, California. With a commitment to providing top-notch financial services, SABRE specializes in investment management, retirement planning, estate planning, and more. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Contact SABRE Financial Services today to learn more about how they can help you reach your financial objectives.
2945 Townsgate Rd STE 200, 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 -
Narayan Pallavur, CFP, CIMA, CPFA, CEPA - UBS Financial Services Inc.
● OpenNarayan Pallavur, CFP, CIMA, CPFA, CEPA - UBS Financial Services Inc. is a leading finance institution located at 3011 Townsgate Road in Westlake Village, California, United States. With a team of highly qualified professionals, including Certified Financial Planners, Chartered Investment Management Analysts, Certified Plan Fiduciary Advisors, and Certified Exit Planning Advisors, the institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or business succession planning, Narayan Pallavur and his team are dedicated to providing personalized and strategic solutions to meet your needs.
3011 Townsgate Rd Suite 300, 3rd Floor, Westlake Village, CA 91361, United States -
Smart Choice Accounting Services
● ClosedSmart Choice Accounting Services is a reputable institution located at 2629 Townsgate Road in Westlake Village, California. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial solutions tailored to meet the specific needs of our clients. With years of experience and expertise in the field, we strive to help individuals and businesses make smart financial decisions. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, Smart Choice Accounting Services is your go-to destination for all your accounting needs. Contact us today to learn more about how we can help you achieve your financial goals.
2629 Townsgate Rd Suite 255, Westlake Village, CA 91361, United States -
Law Office of Edward S. Matisoff
● ClosedThe Law Office of Edward S. Matisoff is a reputable legal institution located at 3625 Thousand Oaks Boulevard in Westlake Village, California, United States. Specializing in various areas of law, including but not limited to personal injury, family law, and estate planning, Edward S. Matisoff and his team are dedicated to providing top-notch legal services to their clients. With a commitment to excellence and a track record of success, clients can trust the Law Office of Edward S. Matisoff to handle their legal matters with professionalism and expertise.
3625 Thousand Oaks Blvd #113, Westlake Village, CA 91362, United States -
Testan Law
● ClosedTestan Law is a nationally recognized law firm located at 31330 Oak Crest Drive, Westlake Village, California, specializing in Workers’ Compensation and Civil Litigation Consultation & Defense. With a commitment to client service and diversity, the firm handles a wide range of cases including workers' compensation, general liability claims, employment discrimination, and civil matters. With offices across California, Testan Law is well-equipped to handle the litigation needs of insurance carriers, third-party administrators, and self-insured employers in both state and federal court. The firm's practice groups focus on specialized industries such as retail operations, airline transportation, trucking, staffing agencies, municipalities, and more. They provide consultation and defense against allegations of asbestos exposure, labor and employment law violations, Serious & Willful violations, and construction defect claims.
31330 Oak Crest Dr, Westlake Village, CA 91361, United States -
Elizabeth Geringer
● OpenElizabeth Geringer is a renowned health institution located at 2660 Townsgate Road in Westlake Village, California, United States. With a focus on providing top-quality healthcare services, Elizabeth Geringer is committed to promoting wellness and healing for all patients. The institution offers a wide range of medical services and treatments, delivered by a team of highly skilled and compassionate healthcare professionals. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Elizabeth Geringer is dedicated to providing personalized and effective healthcare solutions to meet your needs. Visit us today and experience the exceptional care and expertise that sets Elizabeth Geringer apart.
2660 Townsgate Rd Suite 610, Westlake Village, CA 913615709, 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 -
M & a Capital LLC
● OpenM & A Capital LLC is a finance institution located at 32129 Lindero Canyon Road in Westlake Village, California, United States. Specializing in mergers and acquisitions, M & A Capital LLC offers expert financial services to help businesses navigate complex transactions and achieve their strategic goals. With a team of experienced professionals, they provide personalized solutions tailored to meet the unique needs of each client. Whether you are looking to sell your business, acquire a new company, or secure financing for growth, M & A Capital LLC is dedicated to helping you succeed in the competitive world of finance.
32129 Lindero Canyon Rd UNIT 204, Westlake Village, CA 91361, United States -
Capstone Partners
● ClosedCapstone Partners is a finance institution located at 31111 Agoura Road in Westlake Village, California, United States. Specializing in investment banking and financial advisory services, Capstone Partners offers expert guidance and strategic solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Capstone Partners is dedicated to providing top-notch service and personalized support to each client. Whether you are looking to grow your wealth, secure funding for a project, or navigate complex financial transactions, Capstone Partners is here to help you succeed.
31111 Agoura Rd Suite 100, 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 -
Kernochan & Associates, Inc.
● ClosedKernochan & Associates, Inc. is a trusted accounting and finance institution located at 31111 Agoura Road, Westlake Village, California, United States. Our team is dedicated to helping businesses thrive by providing a range of services to streamline operations and improve financial health. From payroll processing to tax season support, we handle the back-office tasks so you can focus on growing your business. With our deep analysis and strategic guidance, we help you make informed decisions for long-term success. Additionally, our online apps make it easy to work with us, no matter where you are. Let us take the stress out of running your business and help you achieve your goals.
31111 Agoura Rd Suite 205, Westlake Village, CA 91361, United States -
Eric Alden Accountancy Corporation
● ClosedEric Alden Accountancy Corporation, located at 31225 La Baya Drive in Westlake Village, California, is a trusted institution specializing in accounting and finance services. Whether you need assistance with bookkeeping, tax preparation, or financial analysis, EAACCT offers a range of services to help companies maintain accurate and transparent financial information. Their tax services are designed to help individuals and businesses navigate the complexities of the tax system and stay compliant with changing regulations. Additionally, Eric Alden Accountancy helps clients create a roadmap to achieve their financial goals through comprehensive analysis and strategizing. Whether it's saving, investing, budgeting, or managing finances effectively, EAACCT is dedicated to helping clients make informed decisions. Trust Eric Alden Accountancy Corporation to help you set and meet your financial goals.
31225 La Baya Dr Suite 200, Westlake Village, CA 91362, United States -
Dave Crowell American Dream Realty a Top Producing Camarillo Realtor
● OpenWelcome to Dave Crowell American Dream Realty, your premier real estate agency located at 360 Mobil Avenue, Camarillo, California. As a top-producing realtor in Camarillo and Ventura County, Dave Crowell is renowned for his expertise, professionalism, and dedication to client satisfaction. Whether you are buying or selling a home, Dave is committed to making your real estate dreams a reality. With years of experience in the Ventura County real estate market, Dave Crowell has built a reputation as a consummate professional who is a joy to work with. His clients appreciate the depth of his involvement and his ability to make the real estate process seamless and stress-free. Testimonials from satisfied clients highlight his exceptional marketing skills, effective communication, and strategic negotiation capabilities.
360 Mobil Avenue, Camarillo, California 93010, United States
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