Tailored management solutions in Westlake Village, CA
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CFG Wealth
● ClosedCFG Wealth is a premier financial institution located at 2829 Townsgate Road in Westlake Village, California, United States. Specializing in wealth management and financial planning, CFG Wealth provides personalized services to help clients achieve their financial goals. With a team of experienced professionals, CFG Wealth offers a wide range of financial solutions tailored to meet the unique needs of each individual or family. Whether you are looking to grow your investments, plan for retirement, or protect your assets, CFG Wealth is dedicated to providing expert guidance and support every step of the way. Visit us today to learn more about how we can help you secure your financial future.
2829 Townsgate Rd STE 100, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Dane M Johnson
● ClosedMerrill Lynch Financial Advisor Dane M Johnson is a finance institution located at 2815 Townsgate Road, Suite 300, Westlake Village, California, United States. They specialize in managing wealth by creating personalized strategies tailored to each client's financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, they offer comprehensive financial services to help clients achieve their objectives. Dane Johnson believes in building long-term relationships with clients, taking the time to understand their unique needs and providing customized solutions. As a Chartered Retirement Planning Counselor, Dane Johnson is registered to do business in multiple states and offers expertise in retirement planning and investment strategies. By staying updated on the latest investment insights and strategies, clients can trust Merrill Lynch Financial Advisor Dane M Johnson to help them live their best financial life.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Paul E Bartschi
● ClosedMerrill 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 -
Nicholas Nino - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenNicholas Nino - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3027 Townsgate Road, Westlake Village, California, United States, is a finance institution that offers a range of specialized certifications and designations to ensure top-notch financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the advisors at this institution are equipped to handle various financial needs and situations. Whether it's retirement planning, estate planning, investment management, or specialized financial planning for specific groups such as domestic partners or military personnel, Nicholas Nino - Private Wealth Advisor has the expertise and knowledge to provide comprehensive and tailored financial solutions. The advisors at this institution are committed to upholding high ethical standards and staying current with industry best practices to ensure the best outcomes for their clients.
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Katayoon Bahadorani
● Closeded team at Merrill Lynch Financial Advisor Katayoon Bahadorani located at 2815 Townsgate Road in Westlake Village, California, you can expect personalized financial advice tailored to your unique goals and values. Katayoon Bahadorani, a Vice President and Wealth Management Advisor, brings over 15 years of experience in banking and wealth management to help high-net-worth and ultra-high-net-worth individuals and families grow and preserve their wealth effectively. Through one-on-one conversations and in-depth discovery, Katayoon and her team strive to understand your financial aspirations and concerns, providing you with a detailed wealth-management strategy to help you reach your short-term and long-term goals. Whether you are planning for retirement, saving for a home, or funding your child's education, the team at Merrill Lynch is dedicated to helping you pursue what matters most to you.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Horizon Family Office
● ClosedHorizon Family Office is a premier finance institution located at 2945 Townsgate Road in Westlake Village, California, United States. Specializing in providing comprehensive financial services to high-net-worth individuals and families, Horizon Family Office offers tailored solutions to help clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to excellence, Horizon Family Office is dedicated to providing top-notch financial planning, investment management, and wealth preservation services to its clients.
2945 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
David Krigstein - UBS Financial Services Inc.
● OpenDavid Krigstein - UBS Financial Services Inc. is a reputable finance institution located in Westlake Village, California. With a focus on providing high-quality financial services, the institution is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, the experienced professionals at David Krigstein - UBS Financial Services Inc. are committed to providing personalized and comprehensive financial services tailored to your individual needs. Visit their office at 3011 Townsgate Road to learn more about how they can help you secure your financial future.
3011 Townsgate Rd Suite 300, 3rd Floor, Westlake Village, CA 91361, United States -
Merrill Lynch Private Wealth Advisor Spencer M Miller
● OpenMerrill Lynch Private Wealth Advisor Spencer M Miller, located at 2815 Townsgate Road in Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The Miller | Asher Group specializes in working with ultra-affluent clients, particularly those who operate family-owned or privately-held businesses. The institution provides a boutique-like, concierge-style wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. The private wealth advisors at Merrill Private Wealth Management are dedicated to meeting specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a focus on a goals-based wealth management approach. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on individual goals. The institution is committed to providing highly personalized one-on-one service to a select group of clients, offering investment insights from Merrill and banking solutions from Bank of America. The institution strives to help clients pursue their financial goals today while planning for future generations. With a combination of personalized attention and global financial insights, Merrill Lynch Private Wealth Advisor Spencer M Miller aims to create tailored financial strategies for each unique situation.
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 -
Merrill Lynch Financial Advisor Michelle Gruber
● ClosedMerrill Lynch Financial Advisor Michelle Gruber is located at 2815 Townsgate Road, Suite 300, Westlake Village, California, United States. This finance institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is committed to providing exemplary client service, focusing on building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch Wealth Management are dedicated to helping clients achieve their goals, whether it's funding their children's education, planning for retirement, or managing wealth transfer to the next generation. The institution offers personalized investment strategies and financial solutions tailored to each client's unique needs and priorities. With access to global resources, Merrill Lynch Financial Advisor Michelle Gruber is dedicated to helping clients navigate the complexities of finance and plan for a secure financial future.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Alliance Advisory & Securities
● ClosedAlliance Advisory & Securities is a leading finance institution located at 31248 Oak Crest Drive in Westlake Village, California, United States. Specializing in providing expert advisory and securities services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, asset management, or assistance with securities transactions, Alliance Advisory & Securities is committed to delivering personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure a prosperous financial future.
31248 Oak Crest Dr #100, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Brendan James Lynch
● ClosedMerrill Lynch Financial Advisor Brendan James Lynch is located at 2815 Townsgate Road, Suite 300, Westlake Village, California, United States. As a Vice President and experienced financial advisor, Brendan is committed to building a strong relationship with clients and helping them make important financial decisions. He focuses on wealth management strategies tailored to individual needs, using a comprehensive approach that includes listening to clients and guiding them towards informed decisions. Brendan Lynch follows the Merrill tradition of community involvement and volunteers with local organizations. He offers personalized financial planning through Merrill Personal Wealth Analysis™, centered on clients' goals and priorities. By understanding each client's unique situation, Brendan designs and implements a personalized plan to help them pursue financial goals while managing investment risk.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Joshua Cummins
● ClosedMerrill Lynch Financial Advisor Joshua Cummins is a prestigious finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. The team at Merrill Lynch takes pride in their advisors who have received recognition from financial industry publications and Bank of America Corporation. They are dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. The institution offers a range of financial services, including wealth management, investment strategies, and financial planning. The team at Merrill Lynch is committed to helping clients achieve their financial goals, whether it be funding their children's education, planning for retirement, or managing wealth transfer. By utilizing the global resources of Merrill Lynch, the team is able to provide tailored financial solutions to meet each client's individual needs and priorities. With a focus on simplicity and transparency, Merrill Lynch Financial Advisor Joshua Cummins aims to make the often daunting task of financial planning an exciting journey towards reaching your goals. Contact Merrill Lynch Financial Advisor Joshua Cummins today to start planning for your financial future.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
John A. Short III - UBS Financial Services Inc.
● OpenJohn A. Short III - UBS Financial Services Inc. is a reputable finance institution located in Westlake Village, California, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, John A. Short III - UBS Financial Services Inc. offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust in the expertise and dedication of this esteemed institution.
T, 3011 Townsgate Road Suite 300, 3rd Floor, Westlake Village, CA 91361, United States -
Bumbarger Financial Partners Inc.
● ClosedBumbarger Financial Partners Inc. is a leading finance institution located at 3075 Thousand Oaks Boulevard in Westlake Village, California, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated advisors are here to provide personalized solutions tailored to your specific needs. Trust Bumbarger Financial Partners Inc. to guide you towards a secure financial future.
3075 Thousand Oaks Blvd, 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 -
Merrill Lynch Private Wealth Advisor Cindy Georghiou
● OpenMerrill Lynch Private Wealth Advisor Cindy Georghiou, located at 2815 Townsgate Road in Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The institution, part of The Miller | Asher Group, specializes in working with ultra-affluent clients, many of whom own family businesses. They provide a boutique-like wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. The private wealth advisors at Merrill Private Wealth Management are highly trained to meet specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a focus on a goals-based wealth management approach. The team at Merrill Private Wealth Management is committed to providing highly personalized service, helping clients develop multigenerational wealth strategies. They offer a range of financial services, including investment insights from Merrill and banking solutions from Bank of America. The institution aims to help clients pursue their financial goals, providing personalized financial strategies tailored to each client's unique situation. Clients can expect dedicated and personalized service from a team of specialists focused on simplifying personal and business finances. Merrill Private Wealth Management offers a powerful and personal experience for clients of substantial means, with a focus on supporting clients and their families for the long term. The institution provides financial strategies designed to meet evolving needs and offers the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch does not provide legal, tax, or accounting advice and recommends consulting with legal and tax advisors before making any financial decisions.
2815 Townsgate Rd Suite 300, 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 -
Pegasus Building Services
● OpenPegasus Building Services is a leading facility management company located at 2625 Townsgate Road in Westlake Village, California. With a commitment to excellence, Pegasus offers a wide range of services including janitorial, maintenance, landscaping, and security solutions for commercial properties. Their team of highly trained professionals ensures that every client receives top-notch service tailored to their specific needs. Trust Pegasus Building Services to keep your property clean, safe, and well-maintained.
2625 Townsgate Rd #330, 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 -
selko financial
● ClosedWelcome to Selko Financial, your trusted partner in navigating the complex world of finance. Conveniently located at 600 Hampshire Road, Westlake Village, California, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is committed to guiding you through every step of your financial journey, offering expert advice on investments, retirement planning, tax strategies, and wealth management. At Selko Financial, we pride ourselves on building lasting relationships with our clients, ensuring that your financial goals are not only met but exceeded. Visit us today and discover how we can help you secure a prosperous future.
600 Hampshire Road, Westlake Village, California 91361, United States -
Knox Insurance Agency
● ClosedWelcome to Knox Insurance Agency, your trusted local Farmers® agent in Ventura, California. Conveniently located at 674 County Square Drive, Ventura, CA 93003, we are dedicated to providing exceptional insurance solutions for families and businesses. With years of experience, we understand the importance of comprehensive coverage and asset protection, offering a full-service approach to meet all your insurance needs. At Knox Insurance Agency, we specialize in a wide range of personal and business insurance products, including auto, home (even high-value properties), renters, umbrella, and life insurance. Our expertise extends to worker's compensation and various financial services through Farmers Financial Solutions. Whether you need guidance on annuities, rollovers, IRAs, or Variable Universal Life Insurance (VUL), we're here to help you navigate these options with confidence.
674 County Square Drive, Ventura, California 93003, United States -
Farmers Insurance - Steven Guinn
● ClosedWelcome to Farmers Insurance - Steven Guinn, your trusted local insurance agency located at 2851 North Ventura Road, Oxnard, California 93036. As part of the renowned Farmers Insurance Group of Companies®, we offer a comprehensive range of over 50 insurance products tailored to meet your unique needs, including home, auto, business, life, and financial services. With over 85 years of industry experience, our agency is dedicated to providing exceptional service and personalized insurance solutions to our community. At Farmers Insurance - Steven Guinn, we believe in building a legacy and fostering generational wealth. Our agency owners are empowered to grow their businesses with unlimited income potential, while also contributing positively to the local community. We proudly support schools, youth programs, sports teams, and various charity organizations, establishing ourselves as valued community leaders.
2851 North Ventura Road, Oxnard, California 93036, United States -
Farmers Insurance - Janet Adon
● ClosedWelcome to Farmers Insurance - Janet Adon, your trusted local insurance agency located at 2860 East Vineyard Avenue, Oxnard, California 93036. As a dedicated Farmers® agent, Janet Adon is committed to helping you understand and choose the insurance coverage that best suits your individual needs. With a straightforward and personalized approach, Janet and her team are here to educate and guide you through the complexities of insurance, ensuring you have the right protection for your life's journey. Whether you're looking for auto, home, life, business insurance, or more, our knowledgeable team is equipped to help you explore your options. We take the mystery out of selecting the right car insurance, offering comprehensive and collision coverage, deductibles, and medical payments tailored to your budget. Start with an online auto insurance quote and discover various discounts to help you save.
2860 East Vineyard Avenue, Oxnard, California 93036, United States -
Colby John Insurance
● ClosedWelcome to Colby John Insurance, your trusted local Farmers® Insurance agency in Thousand Oaks, CA. Conveniently located at 555 Saint Charles Drive, Thousand Oaks, California 91360, we are dedicated to helping you navigate the complex world of insurance with ease and confidence. As your local Farmers® agent, Colby John is committed to providing you with personalized and straightforward guidance to identify the insurance coverage that best fits your unique needs. With extensive knowledge and experience, we offer a range of insurance solutions including auto, home, renters, business, and more, ensuring you are well-protected in all aspects of your life.
555 Saint Charles Drive, Thousand Oaks, California 91360, United States -
Munro Insurance
● ClosedWelcome to Munro Insurance, your trusted local Farmers® Insurance agency in Thousand Oaks, California. Conveniently located at 25 Rolling Oaks Drive, we specialize in helping you identify the insurance coverage that best fits your needs. With a personalized and straightforward approach, we aim to make you smarter about insurance. Our experienced team is here to guide you through a variety of coverage options, including auto, home, renters, business, and more. Whether you're looking for comprehensive car insurance, protection for your home, or a plan to safeguard your business, we have the knowledge to help you understand your choices and make informed decisions.
25 Rolling Oaks Drive, Thousand Oaks, California 91361, United States -
Farmers Insurance - William Parry
● ClosedWelcome to Farmers Insurance - William Parry, your trusted local insurance agency located at 100 North Rancho Road, Thousand Oaks, California. Since 2000, Bill Parry has been dedicated to providing exceptional customer service and expert insurance advice to the Thousand Oaks community. With a diverse background that spans from the PGA Apprentice Program to commercial airlines, real estate, and even catering, Bill brings a wealth of experience and a unique perspective to his role as a Farmers® agent. At Farmers Insurance - William Parry, we understand that navigating the world of insurance can be overwhelming. Whether you're looking for auto, home, life, renters, business, or condo insurance, we're here to simplify the process and tailor coverage to fit your needs and budget. With over 80 years of experience, Farmers® is a name you can trust to protect what matters most.
100 North Rancho Road, Thousand Oaks, California 91362, United States -
FARMERS INSURANCE - GARY ALTMAN
● ClosedWelcome to Farmers Insurance - Gary Altman, your trusted local insurance agency located at 5777 West Century Boulevard, Los Angeles, California. As your dedicated Farmers® agent, Gary Altman is here to help you navigate the complexities of insurance and find the coverage that best suits your needs. Whether you're looking for auto, home, renters, business insurance, or more, our personalized approach ensures that you understand your options and make informed decisions. With extensive knowledge and experience in the industry, Gary Altman can demystify the process of selecting the right car insurance coverage, explain the benefits of home insurance, and highlight the importance of renters insurance. We also offer tailored solutions for small businesses, ensuring that your unique operation is protected with a customized insurance package.
5777 West Century Boulevard, Los Angeles, California 90045, United States -
Farmers Insurance - Scott Walker
● ClosedWelcome to Farmers Insurance - Scott Walker, your trusted local insurance agency in Redondo Beach, California. Conveniently located at 811 North Catalina Avenue, we proudly serve the South Bay communities, offering personalized insurance solutions to meet your unique needs. As your local Farmers® agent, Scott Walker is dedicated to helping you navigate the complexities of insurance with ease and confidence. Our comprehensive range of insurance products includes auto, home, renters, business, and more. Whether you're looking for comprehensive coverage, collision coverage, or need guidance on deductibles and medical payments, we are here to simplify the process for you. Start with an online auto insurance quote and discover our available discounts that can help you save money.
811 North Catalina Avenue, Redondo Beach, California 90277, United States -
Farmers Insurance - Gregory Smith
● ClosedWelcome to Farmers Insurance - Gregory Smith, your trusted local insurance agency located at 1120 Manhattan Beach Boulevard, Manhattan Beach, California. As your dedicated Farmers® agent, Gregory Smith is here to help you navigate the often complex world of insurance with ease and confidence. Our personalized approach ensures that you receive the coverage that best fits your unique needs, whether it’s for auto, home, renters, business, or more. Understanding your insurance options is crucial, and Gregory brings the knowledge and experience needed to simplify this process for you. From comprehensive and collision coverage for your car to protecting your home, which is likely your most valuable asset, we offer a range of policies backed by over 80 years of Farmers’ reliability and strength.
1120 Manhattan Beach Boulevard, Manhattan Beach, California 90266, United States
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