• Financial Advisors / Consultants / Services / Planning

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    Wells Fargo Advisors / Al Adam
    Wells Fargo Advisors / Al Adam
    We serve individuals and businesses in all areas of investment planning, including: investments, retirement planning, tax management, estate investment planning, and education funding.
    2829 Townsgate Rd. # 200
    Westlake Village, CA 91361
    Wells Fargo Bank, N.A.
    300 E. Esplanade Dr. # 1700
    Oxnard, CA 93036
    • Map
    • (805) 497-7832
    Edward Jones / Sarah S Reznick, CFP®, ChFC®, CRPC®
    Edward Jones / Sarah S Reznick, CFP®, ChFC®, CRPC®
    Sarah Shirazi Reznick is a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors.
    2804 Camino Dos Rios # 207
    Newbury Park, CA 91320
    Edward Jones / Chelsea Henriod
    Retirement Planning / Education Planning / Estate Services / Investments
    299 W Hillcrest Dr. #112
    Thousand Oaks, CA 91360
    • Map
    • (805) 306-9488
    Northwestern Mutual
    2555 Townsgate Rd # 110
    Westlake Village, CA 91361
    • (805) 695-4005
    Hillcrest Financial Group
    515 Marin St. # 406
    Thousand Oaks, CA 91360
    • (805) 373-8686
    Edward Jones / Giancarlo G. Hamner CRPS® & Scott Gunn, Financial Advisors
    4580 E. Thousand Oaks Blvd. # 180
    Westlake Village, CA 91361
    • (805) 370-8174
    Artiea Capital Management
    31200 Via Colinas # 110
    Westlake Village, CA 91362
    • (805) 852-2300