Wells Fargo Advisors

Arnold Samuel & Associates, located in Westlake Village, CA, specializes in providing comprehensive financial advisory services with a commitment to premier client service. Their executive team and advisors are dedicated to facilitating transitional wealth planning and fostering lasting client relationships. As part of their professional offerings, the firm collaborates with Osaic Wealth and operates under the guidelines of an independent registered investment advisor. They emphasize tailored investment strategies, ensuring compliance with state regulations while avoiding tax or legal advice. Generated from the website

Oak Asset Management, located in Westlake Village, CA, provides a comprehensive range of investment advisory services, including portfolio management, retirement income analysis, and risk analysis. With additional offices in Flagstaff, AZ, and Las Vegas, NV, the firm focuses on customized strategies to meet the diverse needs of its clients at various stages of their financial journeys. Dedicated to client education and engagement, Oak Asset Management offers complimentary Get Acquainted meetings to assess how their services can best support potential clients. As a Registered Investment Adviser, the firm emphasizes the importance of proper licensing and provides an informative platform while acknowledging the inherent risks of investing. Generated from the website

Financial Transition Partners is a trusted financial advisory firm based in Thousand Oaks, CA, offering a range of services including living legacy planning, business law, and comprehensive client portal access. With a dedicated team of professionals and a mission to help clients leave a lasting legacy, Financial Transition Partners provides personalized solutions and expertise to guide individuals and businesses towards financial success.Generated from the website