FIDELITY INVESTMENTS
111 South Westlake Boulevard, #103, Thousand Oaks, CA 91362
Since 2001
Estate, Retirement and College Planning, Tax-Efficient Investing, 401K, Wealth Management, Saving for Retirement, Charitable Giving, Retirement Income Plan, Investment Guidance, Social Security, Life Insurance & Other Retirement Accounts
Provides financial and investment guidance to their customers ● They can create a plan to help you pass assets ● They can work with you to help you grow and protect your wealth
TBR® Inspection Report
PACIFIC FINANCIAL STRATEGIES, INC.
223 East Thousand Oaks Boulevard, Suite 403, Thousand Oaks, CA 91360
Since 1987
401K, Retirement, Insurance, Income and Financial Planning, Cash Flow and Investment Management, Stocks, Bonds, Investment Portfolio, Asset Allocation & Liabilities
Serves also in Ventura ● Strives to understand each client’s life situation, providing strategies, solutions and services ● Helps to individuals, families, and small business owners identify and achieve their financial future ● Offers clients a range of model portfolios that they construct using asset allocation from Conservative to Aggressive strategies
TBR® Inspection Report
BODEMEIJER & ASSOCIATES
100 Thousand Oaks Boulevard, Suite 290, Thousand Oaks, CA 91360
Since 2000
AMERIPRISE FINANCIAL SERVICES, INC. - 401K and Retirement Planning, Charitable Giving, Wealth Preservation Strategies, Investment Portfolio, Financial Planning, Investment Management, Insurance, Tax Planning & Investments
Offer personalized advice that helps them balance important retirement income needs ● Has a sound investment strategy is a key to achieving your financial goals