Wealth Management in Westlake Village, CA

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List of Firms

Westlake Village, CA Wealth Management Firms

Horizon Wealth Management / LPL Financial
Location 2801 Townsgate Rd Ste. 106, Westlake Village, CA 91361, USA
Phone (805) 446-2868
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
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
Morando Wealth Management - Tremblay Financial
5 out of 5
Location 32129 Lindero Canyon Rd # 107, Westlake Village, CA 91361, USA
Phone (805) 569-1982
Wealth Management in Westlake Village, CA

Where Wealth Management Advisors in Westlake Village, CA Serve

Westlake Village, CA is a picturesque suburban city located in the eastern Conejo Valley region of Southern California. It is known for its affluent neighborhoods, scenic parks, and upscale shopping centers. The city's most notable landmarks include the Westlake Village Inn, a luxurious resort with a vineyard and golf course, and the Four Seasons Hotel Westlake Village, a five-star hotel and spa. Westlake Village is home to several top employers, including Dole Food Company, Guitar Center, and Bank of America. The city is conveniently located near major highways such as the 101 and 23, providing easy access to nearby cities like Los Angeles and Ventura. The streets of Westlake Village are lined with beautiful homes and well-manicured lawns, with neighborhoods like North Ranch and Westlake Trails offering some of the most sought-after properties in the area.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Westlake Village, CA could benefit from a bank in various ways. Firstly, the bank could provide them with loans to start or expand their businesses. As Westlake Village is a hub of various small and medium-sized enterprises, access to funds could help entrepreneurs thrive. Additionally, the bank could offer investment opportunities to residents seeking to grow their wealth. With the town's proximity to Los Angeles, there is a high demand for real estate investment, and the bank could provide residents with such opportunities. Furthermore, the bank could offer services such as online banking to cater to the tech-savvy population of Westlake Village. With the town's scenic beauty and numerous outdoor activities, the bank could also provide loans for recreational activities such as boating and camping. Overall, a bank in Westlake Village could be instrumental in helping residents achieve their financial goals.

Insurance Broker

Residents of Westlake Village, CA can benefit greatly from the expertise of an insurance broker. With the city's high median household income and affluent population, an insurance broker can assist residents in finding the right insurance policies to protect their valuable assets, such as luxury homes and high-end vehicles. Additionally, with the city's location in Southern California, residents may face unique risks such as wildfires and earthquakes, which an insurance broker can help them prepare for. Furthermore, an insurance broker can help residents navigate the complex and ever-changing healthcare system, ensuring they have the right coverage for their needs. With so many options and variables to consider, an insurance broker can provide invaluable guidance and support to the residents of Westlake Village, CA.

Retirement Planning

Residents of Westlake Village, CA could greatly benefit from the services of a retirement planner. With a population of over 8,000 people, many of whom are nearing retirement age, the need for expert financial advice is crucial. A retirement planner can help navigate the complexities of Social Security and Medicare, as well as provide guidance on investment strategies and estate planning. Additionally, with Westlake Village's high cost of living, a retirement planner can help residents create a financial plan that ensures a comfortable retirement without sacrificing their current lifestyle. By working with a retirement planner, residents can feel confident that they are making informed decisions about their financial future and are prepared for any unexpected expenses that may arise.

Financial Advisor

Residents of Westlake Village, CA can benefit from the expertise of a financial advisor in several ways. One of the most common ways is through retirement planning. With the high cost of living in Westlake Village, CA, it is crucial for residents to have a solid retirement plan in place. A financial advisor can help residents create a retirement plan that takes into account their current financial situation, future goals, and potential risks. Additionally, a financial advisor can help residents invest their money wisely, considering the unique opportunities and challenges of the local economy. With a diverse range of industries and a high concentration of wealthy residents, Westlake Village, CA presents both opportunities and challenges for investors. A financial advisor can help residents navigate this complex landscape and make informed decisions about their investments. Finally, a financial advisor can also help residents with estate planning, ensuring that their assets are protected and distributed according to their wishes.

Mortgage Loan Officer

Residents of Westlake Village, CA would greatly benefit from the expertise of a mortgage loan officer. With the high cost of living in this affluent community, many residents may need assistance navigating the complex world of mortgages. A skilled loan officer can help residents secure the best possible interest rates and terms for their home loans, saving them thousands of dollars over the life of their mortgages. Additionally, Westlake Village is known for its luxury homes and high-end real estate market. A mortgage loan officer can help residents navigate the intricacies of purchasing a high-value property, including jumbo loans and other specialized financing options. With their knowledge and expertise, a mortgage loan officer can make the home financing process as smooth and straightforward as possible for residents of Westlake Village.

Tax Services

Residents of Westlake Village, CA can greatly benefit from the assistance of a tax advisor in navigating the complex tax laws and regulations. With the affluent community of Westlake Village, many residents have complex financial situations that require specialized knowledge and expertise. A tax advisor can provide guidance on tax planning, investment strategies, and estate planning, ensuring residents are maximizing their financial resources and minimizing their tax liabilities. In addition, with the recent changes to the tax code, a tax advisor can help residents navigate the new laws and identify opportunities for tax savings. Overall, a tax advisor can provide invaluable assistance to residents of Westlake Village, helping them to achieve their financial goals and secure their financial future.

Estate Planning Lawyer

Residents of Westlake Village, CA could greatly benefit from the services of an estate planning lawyer. With its affluent population and high property values, estate planning is a crucial aspect of financial management in this community. An estate planning lawyer can assist in creating wills and trusts, ensuring that assets are distributed according to the wishes of the individual. They can also provide guidance on minimizing tax liabilities and protecting assets from potential legal disputes. Additionally, in a community where many individuals own businesses or have complex financial portfolios, an estate planning lawyer can offer expertise in succession planning and business succession strategies. Overall, an estate planning lawyer can provide residents of Westlake Village with peace of mind knowing that their assets are protected and their wishes will be carried out in the event of their passing.


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