Financial Planners Near Me in Newbury Park, CA

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Sherith Squires - Thrivent

(805)375-3215 verified
3255 Old Conejo Rd. Suite 201
Newbury Park CA, 91320
financial planners
4 hours and 36 minutes by plane • 2005.34 mi
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Sherith Squires is committed to providing financial advice, investments, insurance, b...read more
OPEN UNTIL 5:00PM
updated 3 weeks ago
Call (805)375-3215  Verified
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Jennifer Brown - Thrivent

(805)375-3258 verified
3255 Old Conejo Road Suite 101
Newbury Park CA, 91320
financial planners
4 hours and 36 minutes by plane • 2005.34 mi
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jennifer Brown is committed to providing financial advice, investments, insurance, ba...read more
OPEN UNTIL 5:00PM
updated 3 months ago
Call (805)375-3258  Verified
reported as closed

Donald Meyer

business phone
3255 Old Conejo Rd 103
Newbury Park CA, 91320
financial planners
4 hours and 36 minutes by plane • 2005.34 mi
updated 8 months ago
Call (805)375-3260  Verified
reported as closed

Amy Hastings

business phone
3255 Old Conejo Rd 104
Newbury Park CA, 91320
financial planners
4 hours and 36 minutes by plane • 2005.34 mi
updated 7 months ago
Call (805)405-4303  Verified
might be closed

Sherith Squires

business phone
3255 Old Conejo Rd 201
Newbury Park CA, 91320
financial planners
4 hours and 36 minutes by plane • 2005.34 mi
Call (805)484-0081  Verified

HARTFIELD FINANCIAL & INS SVC

business phone
2731 ERRINGER RD # 90
Simi Valley CA, 93065
financial planners
4 hours and 34 minutes by plane • 1993.21 mi
Hartfield Financial & Insurance Services, Inc., (HFIS), a Leader in Financial Services and Insurance Planning, is dedicated to helping clients achieve their long-term financial goals utilizing balance...read more
Call (805)522-5815  Verified
More info available at FINRA's BrokerCheck website

Sunil Prabhakar - Financial Advisor, Ameriprise Financial Services, LLC

(805)578-9200 verified
2345 Erringer Rd Ste 219
Simi Valley CA, 93065
financial planners
4 hours and 34 minutes by plane • 1993.44 mi
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult...read more
OPEN UNTIL 5:00PM
updated 10 months ago
Call (805)578-9200  Verified

EP Wealth Advisors

business phone
5743 Corsa Avenue, Ste 224
Westlake Village CA, 91362
financial planners
4 hours and 35 minutes by plane • 1998.59 mi
Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepar...read more
OPEN UNTIL 5:00PM
updated 9 months ago
Call (424)270-8750  Verified

Jonathan Vasquez - Financial Planner

business phone
5743 Corsa Avenue
Westlake Village CA, 91362
financial planners
4 hours and 35 minutes by plane • 1998.64 mi
Jonathan Vasquez is a Financial Planner at California Educators, and he helps people to discover the best and most competitive options available for retirement income planning. Our meticulous approach...read more
updated 9 months ago
Call (818)206-1163  Verified

Livergood, Russell CFP

business phone
5743 Corsa Ave 220
Westlake Village CA, 91362
financial planners
4 hours and 35 minutes by plane • 1998.59 mi
updated 4 years ago
Call (818)225-0828  Verified
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