Financial
Manta has 247 businesses under Financial in Westlake Village, CA
Featured Company Listings
5
(1)
600 Hampshire Road # 160
Westlake Village, CA
(818) 597-1818
CLAIMED
Categorized under Tax Return Preparation and Filing
4385 Ambercrest Place
Westlake Village, CA
(855) 244-8466
CLAIMED
Retirement Plans
Pension Plans
Financial Services
401(k) Plans
Actuarial Services
Our goal is to customize DB and 401(k) plans for our clients. We help you change your high income status to a high net worth status with our careful and cautious guidance. Through this, you will reach financial heights you have never known before. Many of our clients contribute heavily when their income is high, and reduce or eliminate contributions when things get tight. In tough times, we may help you access your retirement assets for either a loan or distribution. Just remember, wherever life leads you, we will follow to care for your retirement plan.
4055 E. Thousand Oaks Blvd.
Westlake Village, CA
(805) 379-9870
CLAIMED
Investment Advisory Services
Insurance Services
Retirement Planning Services
Tax Deferred Investments
Higher Education Savings
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.
2945 Townsgate Road, Suite 110
Westlake Village, CA
(805) 496-8150
CLAIMED
Stock Broker
Stifel, Nicolaus & Company, Incorporated is a full-service brokerage and investment banking firm established in 1890 and the principal subsidiary of Stifel Financial Corp. The Company provides securities brokerage, investment banking, trading, and investment advisory.
960 S Westlake Blvd, #200
Westlake Village, CA
(323) 284-2731
CLAIMED
Categorized under Alternative Loans
Direct hard money lenders Los Angeles, San Diego, San Francisco and all of Northern and Southern California. We are a true direct capital financing company for real estate investors.
CLAIMED
IRA Gold Investment
Proof Gold American Eagles IRA
401k To Gold
Buy Precious Metals IRA Products at iraingold.com. We offer competitive gold prices when you buy Proof Gold American Eagles IRA. Give us a call today at (877) 362-1999 and get your financial future back on track with holding physical precious metals in your financial portfolio!
30700 Russell Ranch Road
Westlake Village, CA
(310) 569-1883
CLAIMED
Categorized under Mortgage bankers and loan correspondents
Homebridge Financial Services, Inc. (Homebridge), is one of the top 10 privately held, non-bank mortgage lending firms in the U. S. For more than 25 years, Homebridge's vision has been to make the dream of home ownership a reality for every customer. Homebridge strives to do this by making the complicated mortgage lending experience simple, easy and transparent for everyone involved.
1155 Lindero Canyon Road
Westlake Village, CA
(818) 865-2247
CLAIMED
Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Westlake Village, CA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
954 South Westlake Blvd
Westlake Village, CA
(805) 370-1709
CLAIMED
Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Westlake Village, CA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
CLAIMED
Categorized under Mortgage bankers and loan correspondents
Meet Judy Hoffman, your dedicated loan officer based in Westlake Village. Specializing in personalized mortgage solutions for repeat home buyers, first-time buyers, real estate investors, and homeowners looking to refinance, they are your seasoned expert on all things mortgage. Whether you want to explore Conventional loans, FHA loans, VA loans, Jumbo loans, home improvement loans, USDA home loans, or grant and down payment assistance, Judy Hoffman is your go-to guide through the process.
Connect with them today to learn more about our services, view customer testimonials, and start your mortgage prequalification process. Check out our mortgage blog for insights on current mortgage rates and trends, and feel free to use our mortgage calculator to estimate monthly payments. With their expertise, you'll stay ahead with accurate information on today's mortgage rates, helping you achieve your homeownership goals.
All Company Listings
370 North Westlake Boulevard # 130
Westlake Village, CA
(805) 230-2430
CLAIMED
Categorized under Financial Planning Consultants
Classic Financial is a full-service boutique financial firm that specializes in helping individuals, small businesses and health professionals achieve their financial goals.
As fiduciaries, we pride ourselves on making sure our clients understand and are completely educated on every product and program before implementation. In addition, Classic Financial provides the proper strategies and ideas to protect individuals, families and businesses from unforeseen events. Classic looks at themselves as a “Cradle to Grave” firm.
Our team is a group of professionals that have recognized that no two individuals, families or businesses have the same financial situations or goals. We develop tailored strategies and solutions to reach these objectives. By working with others that specialize in designing programs such as Profit Sharing Plans, Defined Benefit Pension Plans, 401K plans, we help individuals and businesses create deductible opportunities to achieve their retirement goals. In addition, we design diversified investment portfolios according to individual risks by implementing Modern Portfolio Theory.
In summary, Classic Financial & Insurance Services, Inc. looks at themselves as the “Quarterback” for your team. We work with professionals such as your pension administrators, accountants, and attorneys to help provide the most efficient ways of accomplishing your goals, objectives and dreams throughout your life.
31416 Agoura Road, Suite 210 Westlake Village, CA 91361
Westlake Village, CA
(805) 852-2241
CLAIMED
Mortgage Lender, Mortgages
Mortgage Loans
Mortgage Loan Services
On Q Financial, Inc. was established with the vision of hiring the best people in the industry. Year after year, we build on that guiding principle ensuring our clients and referral partners consistently receive a high level of customer service as well as a “Mortgages Simplified” home loan experience.
In 2013, On Q Financial, Inc. funded $1.935 billion in loan volume. Since inception, On Q Financial, Inc. has experienced incremental growth every year. As of January 1, 2014, On Q Financial, Inc. employs 400 with 46 offices in Arizona, California, Colorado, Florida, Georgia, North Carolina, South Carolina, Texas, Utah and Washington.
31416 Agoura Road, Suite 210 Westlake Village, CA 91361
Westlake Village, CA
(818) 618-4157
CLAIMED
Mortgage Lender, Mortgages
Mortgage Loans
Mortgage Loan Services
On Q Financial, Inc. was established with the vision of hiring the best people in the industry. Year after year, we build on that guiding principle ensuring our clients and referral partners consistently receive a high level of customer service as well as a “Mortgages Simplified” home loan experience.
In 2013, On Q Financial, Inc. funded $1.935 billion in loan volume. Since inception, On Q Financial, Inc. has experienced incremental growth every year. As of January 1, 2014, On Q Financial, Inc. employs 400 with 46 offices in Arizona, California, Colorado, Florida, Georgia, North Carolina, South Carolina, Texas, Utah and Washington.
3625 East Thousand Oaks Boulevard
Westlake Village, CA
(888) 570-1348
CLAIMED
Categorized under Mortgage Brokers Arranging for Loans, Using Money of Others
30700 Russell Ranch Road
Westlake Village, CA
(310) 569-1883
CLAIMED
Categorized under Mortgage bankers and loan correspondents
Homebridge Financial Services, Inc. (Homebridge), is one of the top 10 privately held, non-bank mortgage lending firms in the U. S. For more than 25 years, Homebridge's vision has been to make the dream of home ownership a reality for every customer. Homebridge strives to do this by making the complicated mortgage lending experience simple, easy and transparent for everyone involved.
4385 Ambercrest Place
Westlake Village, CA
(855) 244-8466
CLAIMED
Retirement Plans
Pension Plans
Financial Services
401(k) Plans
Actuarial Services
Our goal is to customize DB and 401(k) plans for our clients. We help you change your high income status to a high net worth status with our careful and cautious guidance. Through this, you will reach financial heights you have never known before. Many of our clients contribute heavily when their income is high, and reduce or eliminate contributions when things get tight. In tough times, we may help you access your retirement assets for either a loan or distribution. Just remember, wherever life leads you, we will follow to care for your retirement plan.
4055 E. Thousand Oaks Blvd.
Westlake Village, CA
(805) 379-9870
CLAIMED
Investment Advisory Services
Insurance Services
Retirement Planning Services
Tax Deferred Investments
Higher Education Savings
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.
5655 Lindero Canyon Rd., Suite 120
Westlake Village, CA
(714) 617-1670
CLAIMED
Categorized under Mortgage Brokers
At Finance of America Mortgage, we get that earning the trust of our customers means more than just doing the paperwork – it means becoming a partner. We’re committed to providing the most innovative technology and service, but always with a personal touch
2945 Townsgate Road, Suite 110
Westlake Village, CA
(805) 496-8150
CLAIMED
Stock Broker
Stifel, Nicolaus & Company, Incorporated is a full-service brokerage and investment banking firm established in 1890 and the principal subsidiary of Stifel Financial Corp. The Company provides securities brokerage, investment banking, trading, and investment advisory.
2629 Townsgate Road, Suite 235
Westlake Village, CA
(844) 722-4846
CLAIMED
Categorized under Security Brokers
CLAIMED
Categorized under Business Financing
CLAIMED
Categorized under Mortgages
CLAIMED
Categorized under Business Financing
860 Hampshire Rd. Suite: S
Westlake Village, CA
(805) 374-6000
CLAIMED
Categorized under Mortgages
We are a DIRECT LENDER Banker that can offer many other options that others may not. We realize that while the Internet makes applying for Home Mortgage Loans online easy and efficient, it’s nice to be able to pick up the phone and feel that personal touch. (805) 374-6000 Steven M. Marche, President at your service. Great American Funding Corporation is a Direct Mortgage Lending Source which allows us to offer hundreds of Mortgage Loan programs from which to choose. A Mortgage Banker can obtain lower rates and SAVE you money. We get paid by the Big Banks, to do their job better, faster, quicker, less expensive and with lower rates!
1155 Lindero Canyon Road
Westlake Village, CA
(818) 865-2247
CLAIMED
Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Westlake Village, CA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
CLAIMED
Categorized under Mortgages
Option Funding, Inc. is committed to addressing the inequalities in lending through technology innovation and accessibility for all borrowers nationwide. By combining their state-of-the art platform with a team of industry experts, they are confident that this will lead to long lasting change within mortgage lending as well as provide homeownership options across America.
CLAIMED
Categorized under Dealers, security
31416 Agoura Road, Suite 210 Westlake Village, CA 91361
Westlake Village, CA
(310) 600-4128
CLAIMED
Mortgage Loans
Mortgage Lender, Mortgages
Mortgage Loan Services
On Q Financial, Inc. was established with the vision of hiring the best people in the industry. Year after year, we build on that guiding principle ensuring our clients and referral partners consistently receive a high level of customer service as well as a “Mortgages Simplified” home loan experience.
In 2013, On Q Financial, Inc. funded $1.935 billion in loan volume. Since inception, On Q Financial, Inc. has experienced incremental growth every year. As of January 1, 2014, On Q Financial, Inc. employs 400 with 46 offices in Arizona, California, Colorado, Florida, Georgia, North Carolina, South Carolina, Texas, Utah and Washington.
CLAIMED
Categorized under Financial Advisory Services
OneBlueWindow provides content only solutions as well as customized newsletters for financial advisors that need professional newsletter content that can be distributed to clients and prospects confidently.
5
(1)
600 Hampshire Road # 160
Westlake Village, CA
(818) 597-1818
CLAIMED
Categorized under Tax Return Preparation and Filing
31360 Via Colinas. Suite 109
Westlake Village, CA
(818) 532-1080
CLAIMED
Personal Tax Planning Services
Accounting Services
Tax Services
We at South Coast Tax Resolution pride ourselves as being a team of licensed professional's assisting taxpayers who have overwhelming IRS/state debts and we understand that these situations are temporary and not a reflection of who you are!!What sets us apart from the other firms is that we are a firm that is SOLELY comprised of licensed individuals who are the only ones to handle your case. Our licensed experts work with our clients to reduce IRS/state debt, set up a payment plan, release a bank levy or wage garnishment and/or prepare and file past due tax returns.
4165 E. Thousand Oaks Blvd. Suite 350,
Westlake Village, CA
(805) 379-1850
CLAIMED
Categorized under Mortgage Brokers
CLAIMED
Categorized under Mortgage bankers
Clear Oak Mortgage provides a seamless pathway to homeownership, cutting through the complexity of mortgage financing with streamlined, technology-driven solutions. Their innovative process enables initial loan approvals in as little as 15 minutes, including on weekends, thanks to a fully digital verification system for income, assets, and tax documentation.
Whether you're buying your first home or refinancing, Clear Oak Mortgage places people first and simplifies every step toward achieving your financing goals.
954 South Westlake Blvd
Westlake Village, CA
(805) 370-1709
CLAIMED
Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Westlake Village, CA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
31416 Agoura Road, Suite 210 Westlake Village, CA 91361
Westlake Village, CA
(805) 377-6469
CLAIMED
Mortgage Lender, Mortgages
Mortgage Loans
Mortgage Loan Services
On Q Financial, Inc. was established with the vision of hiring the best people in the industry. Year after year, we build on that guiding principle ensuring our clients and referral partners consistently receive a high level of customer service as well as a “Mortgages Simplified” home loan experience.
In 2013, On Q Financial, Inc. funded $1.935 billion in loan volume. Since inception, On Q Financial, Inc. has experienced incremental growth every year. As of January 1, 2014, On Q Financial, Inc. employs 400 with 46 offices in Arizona, California, Colorado, Florida, Georgia, North Carolina, South Carolina, Texas, Utah and Washington.
960 S Westlake Blvd, #200
Westlake Village, CA
(323) 284-2731
CLAIMED
Categorized under Alternative Loans
Direct hard money lenders Los Angeles, San Diego, San Francisco and all of Northern and Southern California. We are a true direct capital financing company for real estate investors.
CLAIMED
Categorized under Banks
3625 E Thousand Oaks Blvd Ste 266
Westlake Village, CA
(805) 494-5094
CLAIMED
Categorized under Financial Advisory Services
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.
CLAIMED
Residential Mortgage Loans
Interest Only Mortgage Loans
Mortgage Loan Services
Bad Credit Mortgage Loans
Jumbo Mortgage Loans
CLAIMED
Categorized under Mortgage bankers and loan correspondents
Meet Judy Hoffman, your dedicated loan officer based in Westlake Village. Specializing in personalized mortgage solutions for repeat home buyers, first-time buyers, real estate investors, and homeowners looking to refinance, they are your seasoned expert on all things mortgage. Whether you want to explore Conventional loans, FHA loans, VA loans, Jumbo loans, home improvement loans, USDA home loans, or grant and down payment assistance, Judy Hoffman is your go-to guide through the process.
Connect with them today to learn more about our services, view customer testimonials, and start your mortgage prequalification process. Check out our mortgage blog for insights on current mortgage rates and trends, and feel free to use our mortgage calculator to estimate monthly payments. With their expertise, you'll stay ahead with accurate information on today's mortgage rates, helping you achieve your homeownership goals.
CLAIMED
Categorized under Mortgage bankers and loan correspondents
Meet Dena Souza, your dedicated loan officer based in Westlake Village. Specializing in personalized mortgage solutions for repeat home buyers, first-time buyers, real estate investors, and homeowners looking to refinance, they are your seasoned expert on all things mortgage. Whether you want to explore Conventional loans, FHA loans, VA loans, Jumbo loans, home improvement loans, USDA home loans, or grant and down payment assistance, Dena Souza is your go-to guide through the process.
Connect with them today to learn more about our services, view customer testimonials, and start your mortgage prequalification process. Check out our mortgage blog for insights on current mortgage rates and trends, and feel free to use our mortgage calculator to estimate monthly payments. With their expertise, you'll stay ahead with accurate information on today's mortgage rates, helping you achieve your homeownership goals.
CLAIMED
Categorized under Tax return preparation services
Our small business certified tax pros can handle your small business tax preparation needs including small business taxes, payroll services, and bookkeeping. Set up an appointment in your local Westlake Village Block Advisors office or work with your small business tax consultant from home. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you decide to work on your small business taxes from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
CLAIMED
Categorized under Banks
CLAIMED
IRA Gold Investment
Proof Gold American Eagles IRA
401k To Gold
Buy Precious Metals IRA Products at iraingold.com. We offer competitive gold prices when you buy Proof Gold American Eagles IRA. Give us a call today at (877) 362-1999 and get your financial future back on track with holding physical precious metals in your financial portfolio!
CLAIMED
Categorized under Banks
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