📍 516 Pennsfield Pl Suite 204 Ste 204, Thousand Oaks, CA, 91360
📞 805-496-4333
For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.
📍 1341 E Thousand Oaks Ste 100 Ste 100, Thousand Oaks, CA, 91362
📞 805-494-4646
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.
📍 171 E Thousand Oaks Blvd 107, Thousand Oaks, CA, 91360
📞 805-495-7762
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.
📍 100 N Westlake Blvd Ste 200 Ste 200, Westlake Village, CA, 91362
📞 805-497-0881
We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.
📍 4055 E Thousand Oaks Blvd Ste 200, Westlake Village, CA, 91362
📞 805-379-9870
Sorensen Wealth Management specializes in designing customized solutions to achieve all your financial goals. As a family-oriented wealth management firm, we not only focus on investment planning, we also work with you to address your personal aspirations, clarify your future, establish your priorities, and reach your family milestones. Our philosophy is grounded in realizing the true purpose of wealth. We believe it’s more than just money – it is about what it allows you to accomplish. Founded in 1986 near Thousand Oaks, CA, we serve clients around California and beyond. Because we are independent and unbiased, we have ultimate flexibility to offer a wide-range of products and services with no conflict of interest or third-party money managers. We also work with an extensive network of attorneys, accountants and other professionals and are able to provide their expertise on your behalf. Our wealth managers have extensive experience in all facets of investing. They are skilled in new approaches to investing to provide the best risk-adjusted returns in a volatile market and protect your future purchasing power based on clearly-defined goals.
📍 340 N Westlake Blvd Suite 165 Ste 165, Westlake Village, CA, 91362
📞 805-496-5584
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.
📍 2629 Townsgate Rd Ste 135, Westlake Village, CA, 91361
📞 805-496-6891
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.
📍 2951 E Thousand Oaks Blvd, Thousand Oaks, CA, 91362
📞 805-494-5203
📍 Serving Your Area, Thousand Oaks, CA, 91360
📞 805-497-3500