Tax review in Westlake Village, California
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Glickman Tax Solutions
● OpenGlickman Tax Solutions is a leading accounting and finance institution located at 3717 Thousand Oaks Boulevard in Westlake Village, California. Our team of experts specializes in providing comprehensive tax solutions for individuals and businesses, ensuring compliance with all relevant laws and regulations. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maximize their tax savings. Contact us today to learn more about how Glickman Tax Solutions can assist you with all your accounting and finance needs.
3717 Thousand Oaks Blvd #195, Westlake Village, CA 91362, United States -
CONCEPT FINE HOMES & ESTATES
● OpenConcept Fine Homes & Estates is a premier real estate agency located at 2829 Townsgate Road in Westlake Village, California. Our team of experienced Realtors® and innovative millennial strategists are dedicated to guiding you through every step of the buying or selling process. With over $1 billion in completed transactions and a focus on local knowledge, we are able to command top dollar for sellers and find luxurious residences that exceed buyers' expectations. The majority of our client base comes from referrals and repeat business, showcasing our commitment to providing exceptional service. Whether you are looking to buy or sell a home, our team will provide honest feedback and support to ensure you are making the best decisions for your future. Testimonials from satisfied clients highlight our dedication and professionalism.
2829 Townsgate Rd STE 100, Westlake Village, CA 91361, United States -
Acorn Law
● ClosedAcorn Law, located at 310 North Westlake Boulevard in Westlake Village, California, is a trusted institution specializing in estate planning, trusts, and probate expertise to protect your family's future. Their team of extremely knowledgeable and friendly lawyers ensure that everything is done in a timely manner, providing you with peace of mind knowing that your loved ones will be taken care of when you pass away. Acorn Law offers personalized services to craft solid and comprehensive estate plans, ensuring that your assets are preserved and your family's financial stability is maintained. With a focus on professionalism and compassion, Acorn Law guides you through the complexities of estate planning, trusts, and probate, providing clarity and direction every step of the way. Whether you need assistance with setting up a trust, reviewing and updating your estate plan, or minimizing estate taxes, Acorn Law is the right fit for you. Schedule a free discovery call today to start planning for your family's future with Acorn Law.
310 N Westlake Blvd Suite 100, Westlake Village, CA 91362, United States -
Bank of America Private Client Advisor Steven (Steve) Block
● OpenBank of America Private Client Advisor Steven (Steve) Block is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. Our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personal experience. We take the time to listen and learn about you and your family before creating strategies to meet your financial needs and goals. With over 200 years of experience, we help clients manage significant wealth by providing personalized approaches and resources from Bank of America. Our commitment is to make your financial goals our top priority, whether you are looking to preserve wealth, build philanthropic legacies, or plan for future growth. At Bank of America Private Bank, we pride ourselves on our history of serving our clients' best interests and value innovation in a constantly changing world. We provide disciplined financial strategies and bridge generational gaps to help clients anticipate and respond to evolving markets and financial complexities. Please note that you are leaving the Bank of America Private Bank's website when directed to FINRA'S BrokerCheck. We strive to provide you with information about products and services that may interest you, and you have the option to opt out of online behavioral advertising. Investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions.
2815 Townsgate Rd, Westlake Village, CA 91361, United States -
EP Wealth Advisors
● ClosedEP Wealth Advisors, located at 5743 Corsa Avenue in Westlake Village, California, is a finance institution dedicated to helping you achieve your financial goals. As an independent financial advisor, we take a planning-based approach to address your unique needs and goals. Our fee-only approach ensures objectivity in our investment recommendations. With personalized service and deep expertise, we allow you to focus on what truly matters. At EP Wealth, we offer a wide range of wealth management services to cater to all aspects of your financial life. Our team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create a personalized financial plan tailored to you. We manage changes to your investment portfolio and help implement your estate, tax, giving, and other plans. Regular portfolio reviews and updates keep you informed of your progress and any life changes.
5743 Corsa Ave # 224, Westlake Village, CA 91362, 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 -
Deliko Brun Inc.
● ClosedDeliko Brun Inc. is a reputable institution located at 3295 Thousand Oaks Boulevard in Westlake Village, California, United States. Specializing in accounting, finance, and legal services, our team of professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with tax preparation, financial planning, or legal advice, Deliko Brun Inc. has the expertise and experience to meet your needs. Trust us to handle your financial and legal matters with precision and care.
3295 Thousand Oaks Blvd, Westlake Village, CA 91362, United States
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