TOP 10 Wealth management advice in Thousand Oaks, CA
25 results found
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Revolution Financial Management
● OpenRevolution Financial Management is a reputable insurance agency located at 515 Marin Street in Thousand Oaks, California. Our dedicated team of professionals is committed to providing top-notch financial management services to our clients. With a focus on revolutionizing the way insurance is handled, we offer personalized solutions tailored to meet the unique needs of each individual or business. Whether you are looking for life, health, property, or auto insurance, Revolution Financial Management is here to help you secure your future and protect what matters most. Contact us today to learn more about how we can assist you in achieving your financial goals.
515 Marin St, Thousand Oaks, CA 91360, United States -
Coastal Wealth Advisors
● OpenCoastal Wealth Advisors, located at 3255 Old Conejo Road, Thousand Oaks, California, United States, is a finance institution with a mission to improve the quality of life for clients, families, and the community. With over 30 years of experience, their team works to simplify financial lives and maximize opportunities by providing holistic planning, advice, and consistent execution. They offer personalized solutions focused on financial security, tax efficiency, and caring for others, tailored to each client's goals and needs. Services include strengthening financial positions, protecting futures, accumulating wealth, tax-efficient money management, retirement planning, and creating a meaningful legacy. Managed accounts, investment advice, insurance, banking, and generosity programs are available to help clients make the most of their resources. As part of Thrivent, a Fortune 500 company with a long history of financial strength and community involvement, Coastal Wealth Advisors is dedicated to empowering individuals and developing prosperous communities. Thrivent's financial professionals do not provide legal, accounting, or tax advice, and licensing information can be found through state insurance departments. Clients can access a range of products, programs, and services through Thrivent's Financial Planning Framework and Dedicated Planning Services. Thrivent Financial for Lutherans offers insurance products, while Thrivent Investment Management Inc. provides securities and investment advisory services. Financial advisors at Thrivent are credentialed to offer investment advisory services, and more information can be found on Thrivent's website or FINRA's BrokerCheck.
3255 Old Conejo Rd Suite 201, Thousand Oaks, CA 91320, United States -
Forum Financial Management, LP
● OpenForum Financial Management, LP is a leading finance institution located at 100 East Thousand Oaks Boulevard in Thousand Oaks, California, United States. With a team of experienced financial experts, Forum Financial Management, LP offers a wide range of financial services to individual and institutional clients. Whether you are looking for investment advice, wealth management, or retirement planning, Forum Financial Management, LP is dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to financial management to secure a stable and prosperous future.
100 E Thousand Oaks Blvd STE 200, Thousand Oaks, CA 91360, United States -
Daniel Bodemeijer - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenDaniel Bodemeijer, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 100 East Thousand Oaks Boulevard in Thousand Oaks, California, offers a range of financial services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, Daniel Bodemeijer is equipped to provide expert advice on asset management, estate planning, retirement planning, investment opportunities, insurance products, and more. As a Chartered Financial Consultant and Certified Financial Planner™, Daniel Bodemeijer upholds the highest standards of excellence and ethics in the financial industry. Whether you are planning for retirement, managing investments, or navigating the complexities of estate planning, Daniel Bodemeijer has the expertise to help you achieve your financial goals.
100 E Thousand Oaks Blvd STE 290, Thousand Oaks, CA 91360, United States -
Retirement Wealth Center and Peter Girolamo CPA
● OpenThe Retirement Wealth Center, led by Peter Girolamo CPA, is a trusted institution located in Thousand Oaks, California. Specializing in finance, they provide expert advice and services to help individuals plan for a secure and prosperous retirement. Whether you are looking to invest wisely, manage your assets, or minimize tax liabilities, the Retirement Wealth Center is dedicated to helping you achieve your financial goals. With a focus on personalized attention and strategic planning, Peter Girolamo CPA and his team are committed to guiding clients towards a financially stable future.
100 E Thousand Oaks Blvd #276, Thousand Oaks, CA 91360, United States -
Coastal Wealth Advisors
● OpenCoastal Wealth Advisors is a finance institution located at 203 Bainbridge Court, Thousand Oaks, California, United States. Our mission is to improve the quality of life for our clients, their families, and our community by providing financial security, tax efficiency, and compassionate care. With over 30 years of experience, we offer holistic financial planning and advice to help simplify your financial life and maximize opportunities. Our personalized approach integrates your objectives into a roadmap that evolves with your changing needs and goals. We offer comprehensive advice and financial strategies that are in your best interest, including managed accounts managed by investment professionals. As part of Thrivent, a Fortune 500 company, we believe in using money as a tool to achieve a higher purpose and empower individuals to live more generous lives. Membership with Thrivent provides access to tools and resources for giving back to the community and living a more meaningful life. Thrivent is dedicated to helping people build financial futures and make a positive impact in the world. Visit us to explore how our financial expertise and solutions can help you achieve your goals and create a lasting legacy.
203 Bainbridge Ct, Thousand Oaks, CA 91360, United States -
KCruz LLC
● OpenKCruz LLC is a finance institution located at 1534 North Moorpark Road in Thousand Oaks, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, KCruz LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
1534 N Moorpark Rd, Thousand Oaks, CA 91360, United States -
Apex Law APC
● OpenApex Law APC is a legal institution located in Thousand Oaks, California, with additional offices in Santa Monica and Westlake Village. Specializing in Real Estate, Environmental, Construction, Financial Services, Insurance, and Complex Commercial Litigation, Apex Law is dedicated to understanding the client's goals to provide customized and efficient legal representation. Founder Tom FitzGibbon brings a wealth of experience in federal court, technology-related matters, and a range of environmental and construction disputes. With a strong focus on delivering timely and successful results, Apex Law offers fair and reasonable fee arrangements tailored to each client's needs. The firm's commitment to excellence and client satisfaction is evident in their track record of successfully handling cases in various industries across California. Contact Apex Law APC for expert legal representation in a wide range of litigation matters.
199 W Hillcrest Dr Suite 115, Thousand Oaks, CA 91360, United States -
Jennifer Brown - Thrivent
● OpenJennifer Brown - Thrivent is a finance institution located at 3255 Old Conejo Road, Thousand Oaks, California, United States. They are dedicated to working together with clients to help achieve their financial goals. Licensed in multiple states, including AZ, CA, ID, MA, OR, WA, and WI, Jennifer Brown focuses on building relationships with clients to understand their values and priorities. By educating and empowering clients, she helps them make decisions that align with their financial goals. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services and investment advisory services through Thrivent Investment Management Inc. Clients can further their planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services. Visit their website for more information on professional designations and services provided.
3255 Old Conejo Rd Suite 101, Newbury Park, CA 91320, United States -
Pagano Joseph
● OpenPagano Joseph is a finance institution located at 3625 Thousand Oaks Boulevard in Westlake Village, California, United States. With a reputation for excellence and expertise in the field of finance, Pagano Joseph offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or wealth management, the knowledgeable team at Pagano Joseph is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.
3625 Thousand Oaks Blvd Suite 138, Westlake Village, CA 91362, United States -
Nicholas Carrillo - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenNicholas Carrillo is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 100 East Thousand Oaks Boulevard, Thousand Oaks, California, United States. Nicholas Carrillo holds various certifications including AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and many more. These certifications demonstrate his expertise in various aspects of financial planning and asset management. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, Nicholas Carrillo can provide you with comprehensive and personalized financial advice to help you achieve your financial goals. Contact Nicholas Carrillo today for expert financial guidance and support.
100 E Thousand Oaks Blvd STE 290, Thousand Oaks, CA 91360, United States -
Edward Jones - Financial Advisor: James Shipe
● OpenEdward Jones - Financial Advisor: James Shipe is a reputable financial institution located at 100 East Thousand Oaks Boulevard in Thousand Oaks, California, United States. Specializing in personalized financial planning and investment services, James Shipe and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: James Shipe provides expert advice and guidance to individuals, families, and businesses looking to grow and protect their wealth. Contact them today to schedule a consultation and start planning for a brighter financial future.
100 E Thousand Oaks Blvd Suite 124, Thousand Oaks, CA 91360, United States -
Sherith Squires - Thrivent
● OpenSherith Squires - Thrivent is a finance institution located at 3255 Old Conejo Road, Thousand Oaks, California, United States. Our mission is to enhance the quality of life for our clients, their families, and the community by providing personalized financial solutions focused on security, tax efficiency, and compassion. With over 30 years of experience, we work to simplify financial matters and maximize opportunities through holistic planning and consistent execution. Our approach involves creating customized solutions across various areas such as financial strengthening, wealth accumulation, retirement planning, and legacy building. At Thrivent, we believe in using money as a tool for a greater purpose. We offer comprehensive advice, managed accounts, investments, insurance, banking, and generosity programs to help individuals make the most of their financial resources. As a member of Thrivent, you become part of a community dedicated to looking out for others and giving back to the neighborhoods we serve.
3255 Old Conejo Rd Suite 201, Newbury Park, CA 91320, United States -
Erik Lundring - Thrivent
● OpenErik Lundring - Thrivent is a financial institution located at 3255 Old Conejo Road in Thousand Oaks, California, United States. Our mission is to enhance the quality of life for our clients, their families, and the community by providing personalized financial solutions focused on security, tax efficiency, and philanthropy. With over 30 years of experience, we aim to simplify and maximize our clients' financial opportunities through holistic planning, advice, and consistent execution. We believe in integrating our clients' objectives into a personalized roadmap that evolves with their changing needs and goals. Our customized solutions cover various key areas such as strengthening financial positions, protecting financial futures, accumulating wealth, tax-efficient money management, long-term care planning, retirement income preparation, legacy planning, and more. We offer comprehensive advice and financial strategies that are in the best interest of our clients.
3255 Old Conejo Rd Suite 201, Thousand Oaks, CA 91320, United States -
Ross M. Budrakey
● OpenRoss M. Budrakey is a reputable finance institution located at 277 Charro Avenue in Thousand Oaks, California, United States. With a focus on providing top-notch financial services and expertise to its clients, Ross M. Budrakey is known for its professionalism, integrity, and commitment to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Ross M. Budrakey is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to see how we can help you secure your financial future.
277 Charro Ave, Thousand Oaks, CA 91320, United States -
Spectrum World Inc
● OpenSpectrum World Inc is a reputable finance institution located at 1489 Thousand Oaks Boulevard in the beautiful city of Thousand Oaks, California, United States. With a commitment to excellence and a focus on providing top-notch financial services, Spectrum World Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, wealth management services, or assistance with financial planning, Spectrum World Inc has a team of knowledgeable professionals ready to assist you every step of the way. Trust Spectrum World Inc for all your financial needs.
1489 Thousand Oaks Blvd, Thousand Oaks, CA 91362, United States -
Dr. Francoise Menteer, MD, FACP
● OpenWelcome to the practice of Dr. Francoise Menteer, MD, FACP, where your health and well-being are our top priorities. Conveniently located at 227 West Janss Road, Thousand Oaks, California, our clinic is dedicated to providing exceptional medical care to the local community and beyond. As a board-certified physician and Fellow of the American College of Physicians, Dr. Menteer brings a wealth of knowledge and experience to her practice, ensuring that each patient receives personalized and comprehensive healthcare services. Our clinic offers a wide range of medical services, from preventive care and routine check-ups to the management of chronic conditions and complex medical issues. Dr. Menteer is committed to fostering a compassionate and welcoming environment where patients feel comfortable discussing their health concerns and receiving the care they need.
227 West Janss Road, Thousand Oaks, California 91360, United States -
Bank of America (with Drive-thru ATM)
● OpenWelcome to Bank of America, conveniently located at 152 West Hillcrest Drive, Thousand Oaks, California. As a leading financial institution, we are dedicated to providing exceptional banking services to meet all your financial needs. Our branch offers a wide range of services including personal and business banking, mortgage solutions, investment advice, and wealth management. For your convenience, we feature a state-of-the-art drive-thru ATM, allowing you to quickly and securely access your accounts, withdraw cash, deposit checks, and more, all from the comfort of your vehicle. Whether you're managing your day-to-day finances or planning for the future, our team of experienced professionals is here to support you with personalized service and expert guidance.
152 West Hillcrest Drive, Thousand Oaks, California 91360, United States -
U.S. Bank Branch
● OpenWelcome to the U.S. Bank Branch located at 33 West Thousand Oaks Boulevard, Thousand Oaks, California. As a trusted financial institution, we are committed to providing our community with exceptional banking services and personalized financial solutions. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our friendly and knowledgeable staff are here to assist you every step of the way. We pride ourselves on offering a comprehensive range of services, including personal and business banking, wealth management, and investment options, tailored to meet your unique needs. Visit us today and experience the exceptional service and convenience that U.S. Bank is known for. Your financial well-being is our priority.
33 West Thousand Oaks Boulevard, Thousand Oaks, California 91360, United States -
First Citizens Bank
● OpenWelcome to First Citizens Bank, your trusted partner in financial success, conveniently located at 199 East Thousand Oaks Boulevard, Thousand Oaks, California. Our mission is to provide exceptional banking services tailored to meet the diverse financial needs of our community. Whether you're looking for personal banking solutions, business accounts, or investment opportunities, our dedicated team is here to assist you every step of the way. At First Citizens Bank, we pride ourselves on offering a comprehensive range of financial services, including savings and checking accounts, loans, mortgages, and wealth management services. Our experienced professionals are committed to delivering personalized service and expert advice to help you achieve your financial goals.
199 East Thousand Oaks Boulevard, Thousand Oaks, California 91360, United States -
Pacific Western Bank
● OpenWelcome to Pacific Western Bank, your trusted partner in finance conveniently located at 50 West Hillcrest Drive, Thousand Oaks, California. As a leading financial institution, we are committed to providing exceptional banking services tailored to meet your individual and business needs. Our branch offers a comprehensive range of financial solutions, including personal and business banking, loans, and wealth management services. For your convenience, we also feature a state-of-the-art ATM for quick and easy access to your accounts. At Pacific Western Bank, we pride ourselves on delivering personalized service and expert financial advice to help you achieve your financial goals. Visit us today and experience the difference of a community-focused bank dedicated to your success.
50 West Hillcrest Drive, Thousand Oaks, California 91360, United States -
Bank of America Financial Center
● OpenWelcome to the Bank of America Financial Center, conveniently located at 1440 North Moorpark Road, Thousand Oaks, California. As a trusted institution in the realm of banking and finance, we are dedicated to providing a comprehensive range of financial services to meet your personal and business needs. Our knowledgeable team is committed to delivering exceptional customer service, whether you are looking to open a new account, explore mortgage options, or seek investment advice. At our Thousand Oaks location, you can access a variety of banking solutions, including checking and savings accounts, credit cards, loans, and wealth management services. We pride ourselves on fostering a welcoming and friendly environment where you can feel confident about managing your financial future. Visit us today and experience the difference that personalized banking can make in achieving your financial goals.
1440 North Moorpark Road, Thousand Oaks, California 91360, United States -
Bankful
● OpenWelcome to Bankful, your trusted financial partner located in the heart of Thousand Oaks, California. Situated at 2985 East Hillcrest Drive, our team is dedicated to providing exceptional financial services tailored to meet your unique needs. At Bankful, we prioritize your financial well-being, offering a comprehensive range of services including personal banking, business solutions, investment advice, and wealth management. Our experienced professionals are committed to delivering personalized and innovative solutions to help you achieve your financial goals. Whether you're planning for the future, growing your business, or managing day-to-day finances, Bankful is here to support you every step of the way. Visit us today to experience the Bankful difference and take the first step towards a secure financial future.
2985 East Hillcrest Drive, Thousand Oaks, California 91362, United States -
Farmers Insurance - William Parry
● OpenWelcome 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 -
Kara Marotta | Real Estate Agent
● OpenWelcome to Kara Marotta | Real Estate Agent, your premier destination for exceptional real estate services in the heart of Los Angeles. Nestled at 1524 Abbot Kinney Boulevard, Los Angeles, California, Kara Marotta is your dedicated partner in navigating the dynamic LA real estate market. As a Southern California native from Thousand Oaks, Kara brings a wealth of local knowledge and a deep appreciation for the diverse neighborhoods and architectural richness of Los Angeles. Having lived in Marina Del Rey, attended college downtown, and now residing in View Park-Inglewood, Kara's firsthand experience of LA's unique areas is unparalleled.
1524 Abbot Kinney Boulevard, Los Angeles, California 90291, United States
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