Investments in Westlake Village, California

Edward Jones - Financial Advisor: Paul L Blair IV photos

Edward Jones - Financial Advisor: Paul L Blair IV, Westlake Village

Westlake Village / California / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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Edward Jones - Financial Advisor: Tom Yoon, CFP® photos

Edward Jones - Financial Advisor: Tom Yoon, CFP®, Westlake Village

Westlake Village / California / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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Logix Federal Credit Union, Westlake Village

Westlake Village / California / United States

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Amenities

Accepts Credit Cards

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Edward Jones - Financial Advisor: Regina Korossy photos

Edward Jones - Financial Advisor: Regina Korossy, Westlake Village

Westlake Village / California / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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Julie C Lin - Ameriprise Financial Services, Inc. photos

Julie C Lin - Ameriprise Financial Services, Inc., Westlake Village

Westlake Village / California / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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Edward Jones - Financial Advisor: Olivia M Peterson photos

Edward Jones - Financial Advisor: Olivia M Peterson, Westlake Village

Westlake Village / California / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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D. F. Rick Speidel - Ameriprise Financial Services, Inc. photos

D. F. Rick Speidel - Ameriprise Financial Services, Inc., Westlake Village

Westlake Village / California / United States

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MyVision From the very start, I am committed to working withmy clients to help them plan to achieve their financial goals within their level of risk tolerance. I strive for excellence through customized service,attention to detail, and proficiency in assessing my clients needs and exceeding their expectations. It is important to me to do the right thing, the right way and for the right reasons. My vision is to : Maintain integrity, fairness, empathy and responsiveness in serving my clients Work to improve what I do and how I do it, and provide a concierge level of service Earn and be worthy of my clients loyalty Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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Edward Jones - Financial Advisor: Bryce G Wallington photos

Edward Jones - Financial Advisor: Bryce G Wallington, Westlake Village

Westlake Village / California / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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Doug Messner - Ameriprise Financial Services, Inc. photos

Doug Messner - Ameriprise Financial Services, Inc., Westlake Village

Westlake Village / California / United States

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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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Nicholas Nino - Ameriprise Financial Services, Inc. photos

Nicholas Nino - Ameriprise Financial Services, Inc., Westlake Village

Westlake Village / California / United States

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Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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Gary Kelman - Ameriprise Financial Services, Inc. photos

Gary Kelman - Ameriprise Financial Services, Inc., Westlake Village

Westlake Village / California / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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Carter Lin Group - Ameriprise Financial Services, Inc. photos

Carter Lin Group - Ameriprise Financial Services, Inc., Westlake Village

Westlake Village / California / United States

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We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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James Thomas Carter - Ameriprise Financial Services, Inc. photos

James Thomas Carter - Ameriprise Financial Services, Inc., Westlake Village

Westlake Village / California / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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Fischer Investment Strategies, Westlake Village

Westlake Village / California / United States

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Louis Ashamallah - Ameriprise Financial Services, Inc. photos

Louis Ashamallah - Ameriprise Financial Services, Inc., Westlake Village

Westlake Village / California / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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Wells Fargo Bank, Westlake Village

Westlake Village / California / United States

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Wells Fargo and Company (NYSE: WFC) is a nationwide, diversified financial services company with 1.6 trillion dollars in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,700 locations, more than 12,500 ATMs, online, wellsfargo.com, and mobile devices. Were headquartered in San Francisco, but were decentralized so every local Wells Fargo store is a headquarters for satisfying all our customers financial needs and helping them succeed financially. We do business with one in three U.S. households. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. At the end of third quarter 2014, Wells Fargo ranked fourth in assets among U.S. banks and was the worlds most valuable bank by market capitalization. In 2013, Euromoney named Wells Fargo "Best Bank in its Global Awards for Excellence, the first time a U.S.-based bank has won the top award. The Chronicle of Philanthropy ranked Wells Fargos corporate giving in the top two among all U.S. companies each of the past two years. Our vision: We want to satisfy all our customers financial needs and help them succeed financially.

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Quest Settlements, Westlake Village

Westlake Village / California / United States

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Quest Settlements is one of the leading structured settlement companies serving Los Angeles, Los Angeles County and Ventura County, California. Our settlement consultants provide an array of quality services for both claimants and attorneys, including structured settlements, special needs trusts, Medicare set asides, non-qualified annuities, lien resolution and qualified settlement funds (QSFs). We are available to assist you 24-hours a day.

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Great American Funding Corp., Westlake Village

Westlake Village / California / United States

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We are a Mortgage Broker/ DIRECT LENDER Banker that can offer many other options that others may not. We realize that while the Internet makes applying for Home Loans online easy and efficient, it’s nice to be able to pick up the phone and feel that personal touch. (805) 374-6000 Steven M. Marche, President at your service. Great American Funding Corporation is a Real Estate Loan Shopping Service which allows us to offer hundreds of Mortgage Loan programs from which to choose. A Mortgage Broker / Banker can obtain lower rates and SAVE you money. We get paid by the Big Banks, to do their job better, faster, quicker, less expensive and with lower rates! We’ll find a better mortgage and one that is best for you according to your specific needs and requirements. So you want a 1st, 2nd or even 3rd Mortgage, can do it. We do ALL the research, the paperwork and follow-up on all the particulars, avoiding common and often costly mistakes made by home loan shoppers. In business since 1977, our excellent reputation and long list of satisfied clients are testimony to our expertise and thoroughness. If you want an Expert, then call us today!

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Sorensen Wealth Management, Westlake Village

Westlake Village / California / United States

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At Sorensen Wealth Management, we instill high net worth businesses, individuals and families with confidence in investment consulting, wealth protection, wealth enhancement and charitable giving. Based in Westlake Village, California, our independent, customized solutions establish trusted relationships with clients across the United States.

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First Bank, Westlake Village

Westlake Village / California / United States

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At First Bank we measure success by building lifelong relationships. Our comprehensive selection of personal products and solutions are designed to help you focus on your long-term goals while effectively meeting your financial needs. With a passion for exceeding your expectations, we offer a variety of account choices, convenient access options and outstanding service whether you are banking with us in person or online.

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