Wealth Management in Westlake Village, CA

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Westlake Village, CA Wealth Management Firms

One Capital Management LLC
SEC File# 801-68010
CRD# 141413
5 out of 5
Location 3075 Townsgate Rd, Westlake Village, CA 91361, USA
Phone (805) 409-8150
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Silverberg Wealth Management
5 out of 5
Location 32107 Lindero Canyon Rd UNIT 106, Westlake Village, CA 91361, USA
Phone (805) 497-7032
Westlake Investment Advisors
Location 5743 Corsa Ave Suite 113, Westlake Village, CA 91362, USA
Phone (805) 277-7300
Horizon Wealth Management / LPL Financial
Location 2801 Townsgate Rd Ste. 106, Westlake Village, CA 91361, USA
Phone (805) 446-2868
Morando Wealth Management - Tremblay Financial
5 out of 5
Location 32129 Lindero Canyon Rd # 107, Westlake Village, CA 91361, USA
Phone (805) 569-1982
Short Wealth Management Group - UBS Financial Services Inc.
Location 3011 Townsgate Road Suite 300, 3rd Floor, T, Westlake Village, CA 91361, USA
Phone (805) 367-3653
Wealth Management in Westlake Village, CA

Where Wealth Management Advisors in Westlake Village, CA Serve

Westlake Village is located in the western part of Los Angeles County and is considered a suburb of the City of Los Angeles. The city was incorporated in 1981 and has a population of approximately 8,000 people. Some of the landmarks in Westlake Village include the Westlake Village Inn, the Ahmanson Ranch, and the Westlake Plaza shopping center. The top employers in Westlake Village are Amgen, Dole Foods, and KPMG. Major highways and streets in Westlake Village include Highway 101 and Kanan Road. The neighborhoods in Westlake Village include East Lake, Hidden Valley, North Ranch, and South Coast.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Westlake Village, CA is a city located in the western part of Los Angeles County. It is known for its many high-end shopping areas and restaurants. The city also has a thriving banking sector, with many major banks having branches there. The banks in Westlake Village offer a wide range of services to their customers, including checking and savings accounts, loans, mortgages, and investment advice. They also offer online banking services that allow customers to manage their accounts remotely.

Retirement Planning

If you're nearing retirement, it's time to start planning for it. Retirement planning in Westlake Village, CA can be a daunting task, but there are plenty of resources available to help make the process easier. The earlier you start planning for retirement, the more options you'll have available to you. Begin by estimating how much money you'll need each year in order to live comfortably. This number will vary depending on your lifestyle and expected expenses. Contact a local retirement planner today to get started.

Tax Services

Tax accountants in Westlake Village, CA help businesses and individuals file their taxes. They work with clients to make sure they are taking all of the deductions they are entitled to and that they are filing their taxes in the most advantageous way possible. Tax accountants can also help businesses set up bookkeeping systems and advise them on what types of tax credits they may be eligible for.

Financial Advisor

A financial advisor in Westlake Village, CA helps individuals and businesses manage their finances by providing advice on investments, insurance, and other money-related matters. They work with clients to create budgets, invest money wisely, and plan for the future. Financial advisors may also work with banks and other financial institutions to help their clients get the best rates on loans and other financial products.

Insurance Broker

An insurance broker in Westlake Village, CA helps people find the best insurance policies for their needs. They work with a variety of insurance companies to find the right coverage at the best price. They also help people file claims and answer any questions they may have about their policy.

Mortgage Loan Officer

Mortgage loan officers in Westlake Village, CA help people obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also work with clients to ensure they understand the terms of their mortgages and that they are getting the best deal possible. Mortgage loan officers play an important role in the housing market, and they help people buy homes and get into the housing market.

Estate Planning Lawyer

An estate planning lawyer in Westlake Village, CA helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


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