Investment Bankers in Ventura, California

Ventura / California / United States

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Retirement Income Specialists provides a full service wealth advisory practice specializing in retirement income planning and retirement plan distributions. Every retirement plan has a different set of rules, requirements and restrictions. I work with clients and their advisers to navigate the treacherous retirement planning landscape to help those clients maximize their income while moderating tax exposures. I coordinate their assets with Social Security and pension maximization strategies, design and implement simple or sophisticated plans to ensure retirees and their survivors can maintain a sustainable income stream, and establish dynasty plans to propel the next generation. At Retirement Income Specialists we provide the tools, resources and guidance to help clients achieve a successful retirement. Please note our other location at: 2555 Townsgate Road Suite 300 Westlake Village, CA 91361

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West Coast Wealth Management, Ventura

Ventura / California / United States

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The professionals at West Coast Wealth Management have over 30 years of experience in asset management and financial consulting. We are here to listen to your goals and objectives, and to address your financial needs through a sound money management philosophy. Our Commitment Our firm’s primary focus is on personalized client service. We provide our clients with straightforwardness, honesty, and objective financial advice. We pride ourselves in our integrity and commitment. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.

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Golden Oak Wealth Management, Ventura

Ventura / California / United States

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Tom Ellis has been an investment advisor since 2003, beginning at a boutique firm in Pasadena. In early 2008 that firm merged with UBS and Tom Ellis decided to strike out on his own, building the investment advisory firm now known as Golden Oak Wealth Management. Despite a difficult environment for investors and advisors in 2008, Tom’s consistent risk-based focus and individualized investor attention has led to a successful & growing advisory practice.

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Pacific Advisors, LLC, Ventura

Ventura / California / United States

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Pacific Advisors, LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

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