Retirement Planning in Westlake Village, CA

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Top Retirement Planners in Westlake Village, CA

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Lincoln Financial Advisors
SEC File# 801-42530
CRD# 3978
Location 31111 Agoura Rd # 200, Westlake Village, CA 91361, USA
Phone (818) 540-6900
Directions
SEC File# 801-68456
CRD# 142618
Location 30699 Russell Ranch Rd, Westlake Village, CA 91362, USA
Phone (818) 577-1180
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
Directions
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Dan Casey Financial Planning
Location 890 Hampshire Rd, Westlake Village, CA 91361, USA
Phone (805) 371-4777
Directions
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Reef Wealth Management
Location 32107 Lindero Canyon Rd UNIT 106, Westlake Village, CA 91361, USA
Phone (310) 529-6069
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Life Strategies Advisors, Inc
5 out of 5
Location 5716 Corsa Ave, Westlake Village, CA 91362, USA
Phone (818) 483-6611
Directions
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Kinecta Wealth Management - Retirement, Investing, Wealth, Estate Planning
5 out of 5
Location 973 S Westlake Blvd, Westlake Village, CA 91361, USA
Phone (800) 854-9846
Directions
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Kendyl Roundtree, CFP®, MBA, MFP
Location 31111 Agoura Rd, Westlake Village, CA 91361, USA
Phone (818) 540-6916
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Silverberg Wealth Management
5 out of 5
Location 32107 Lindero Canyon Rd UNIT 106, Westlake Village, CA 91361, USA
Phone (805) 497-7032
Directions
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Diane M. Galvin, CFP, CIMA - UBS Financial Services Inc.
Location 3011 Townsgate Rd Suite 300, 3rd Floor, Westlake Village, CA 91361, USA
Phone (805) 367-3712
Directions
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Village Wealth Advisors
SEC File# 801-121298
CRD# 296866
5 out of 5
Location 2945 Townsgate Rd #120, Westlake Village, CA 91361, USA
Phone (805) 603-4960
Directions
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David Brodsky - Raymond James
5 out of 5
Location 3027 Townsgate Rd, Westlake Village, CA 91361, USA
Phone (805) 373-5680
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 32129 Lindero Canyon Rd #100, Westlake Village, CA 91361, USA
Phone (818) 707-6122
Directions
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Garrett De Buiser - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 31351 Via Colinas Ste 104, Westlake Village, CA 91362, USA
Phone (818) 597-8111
Directions
SEC File# 801-6358
CRD# 877
Location 32107 Lindero Canyon Rd STE 122, Westlake Village, CA 91361, USA
Directions
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Carney Wealth Management
3 out of 5
Location 5655 Lindero Canyon Rd STE 502, Westlake Village, CA 91362, USA
Phone (818) 874-9010
Directions
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The Van Acker Financial Group - UBS Financial Services Inc.
Location 3011 Townsgate Rd Suite 300, Westlake Village, CA 91361, USA
Phone (805) 367-3670
Directions
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Strategic Path Financial Group, LLC
5 out of 5
Location 30700 Russell Ranch Rd Suite 250, Westlake Village, CA 91362, USA
Phone (805) 267-9294
Directions
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Nicholas Nino - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3027 Townsgate Rd STE 200, Westlake Village, CA 91361, USA
Phone (805) 277-5159
Time Monday: 7:30 AM – 5:00 PM Tuesday: 7:30 AM – 5:00 PM Wednesday: 7:30 AM – 5:00 PM Thursday: 7:30 AM – 5:00 PM Friday: 7:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-29358
CRD# 111147
Location 5743 Corsa Ave Ste 224, Westlake Village, CA 91362, USA
Phone (424) 270-8750
Directions
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The Davis Group - UBS Financial Services Inc.
Location 3011 Townsgate Road Suite 300, 3rd Floor, T, Westlake Village, CA 91361, USA
Phone (805) 367-3680
Directions
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Retirement Planners of America
SEC File# 801-72262
CRD# 157222
5 out of 5
Location 2829 Townsgate Rd Suite 100, Westlake Village, CA 91361, USA
Phone (818) 918-6270
Directions
Retirement Planning in Westlake Village, CA

About Westlake Village, CA for Those Planning to Retire

Westlake Village, CA is a picturesque city nestled in the Santa Monica Mountains, boasting a plethora of landmarks and attractions that are sure to impress. From the stunning Westlake Lake to the iconic Four Seasons Hotel, there is no shortage of sights to see in this vibrant community. Top employers in the area include Amgen, Dole Food Company, and Guitar Center, making it a hub for innovation and commerce. Major highways such as the 101 and 23 provide easy access to neighboring cities, while streets like Thousand Oaks Boulevard and Lindero Canyon Road offer a variety of shopping and dining options. Westlake Village is home to several distinct neighborhoods, each with its own unique charm and character. From the upscale enclaves of North Ranch and Westlake Trails to the family-friendly neighborhoods of Foxmoor and First Neighborhood, there is something for everyone in this diverse and dynamic city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Westlake Village, CA can benefit greatly from the services provided by a bank. One of the most common ways a bank can help residents is by offering various types of loans to support their financial needs. This is especially important in Westlake Village, where the cost of living is higher than the national average. A bank can provide loans for home mortgages, car purchases, and personal expenses such as medical bills or education costs. In addition, banks can offer investment opportunities to residents, helping them grow their wealth and plan for the future. With the help of a bank, residents of Westlake Village can achieve their financial goals and feel more secure in their financial future.

Insurance Broker

Residents of Westlake Village, CA can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help residents navigate the complex insurance market by providing them with expert advice on the best insurance policies that suit their unique needs. Moreover, an insurance broker can help residents save money by comparing different insurance policies and identifying the most affordable options. In Westlake Village, CA, where the cost of living is relatively high, saving money on insurance premiums can be a significant relief for residents. Additionally, an insurance broker can help residents file insurance claims and ensure that they receive fair compensation in case of accidents or other unforeseen events. With the help of an insurance broker, residents of Westlake Village, CA can enjoy peace of mind knowing that their insurance needs are well taken care of.

Wealth Management

Residents of Westlake Village, CA could greatly benefit from the expertise of a wealth manager in a variety of ways. For example, with the high cost of living in the area, many individuals may struggle to balance their financial goals with their day-to-day expenses. A skilled wealth manager could help them develop a comprehensive financial plan that takes into account their short-term and long-term goals, as well as their unique circumstances. Additionally, with the prevalence of tech startups and other high-growth industries in the area, many residents may have complex investment portfolios that require specialized knowledge and attention. A wealth manager could provide guidance on how to diversify their investments, manage risk, and maximize returns. Overall, a wealth manager can help residents of Westlake Village, CA navigate the complex financial landscape of the area and achieve their financial goals.

Financial Advisor

Residents of Westlake Village, CA could benefit from the expertise of a financial advisor in a multitude of ways. With its affluent population and high cost of living, Westlake Village residents may require specialized financial planning to manage their assets and investments. A financial advisor could assist in creating a comprehensive financial plan that addresses the unique needs of Westlake Village residents, such as navigating the local real estate market or planning for retirement in an area with a high median age. Additionally, a financial advisor could provide guidance on tax planning and investment strategies to help residents maximize their wealth and minimize their tax burden. With the help of a knowledgeable financial advisor, residents of Westlake Village can feel confident in their financial future and enjoy the many benefits of living in this beautiful and prosperous community.

Mortgage Loan Officer

Residents of Westlake Village, CA can benefit greatly from the expertise of a mortgage loan officer in many ways. Firstly, with the high cost of living in Westlake Village, a mortgage loan officer can help residents secure a mortgage loan to purchase a home or refinance their existing mortgage. This is particularly important given that the median home value in Westlake Village is $1.4 million, which is significantly higher than the national average. Additionally, a mortgage loan officer can help residents navigate the complex and ever-changing lending landscape, ensuring that they receive the best possible terms and interest rates. Furthermore, given that Westlake Village is a popular tourist destination, a mortgage loan officer can help residents who are interested in purchasing a second home or investment property in the area. Overall, the guidance and expertise of a mortgage loan officer can be invaluable for residents of Westlake Village looking to achieve their homeownership goals.

Tax Services

Residents of Westlake Village, CA could greatly benefit from the assistance of a tax advisor in various ways. With the city's high median household income and affluent population, a tax advisor could provide guidance on minimizing tax liability and maximizing deductions. Additionally, with the city's proximity to Los Angeles and its reputation as a hub for entertainment industry professionals, a tax advisor could provide specialized knowledge on tax laws and regulations specific to the entertainment industry. Furthermore, with the city's high property values and complex real estate market, a tax advisor could assist residents in navigating the intricacies of property tax laws and regulations. Overall, a tax advisor could provide invaluable assistance to residents of Westlake Village, CA in navigating the complexities of the tax system and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Westlake Village, CA can benefit from the expertise of an estate planning lawyer in a multitude of ways. One specific issue that residents of this affluent community may face is the need for asset protection. With a high median household income and a prevalence of high-value real estate, individuals in Westlake Village may require advanced estate planning strategies to safeguard their assets and minimize tax liabilities. Additionally, an estate planning lawyer can assist with creating wills and trusts, establishing healthcare directives, and ensuring that beneficiaries are properly designated. By working with an experienced estate planning attorney, residents of Westlake Village can have peace of mind knowing that their assets and loved ones are protected for the future.

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