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      Investments in Lake Sherwood, CA

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      1. Edward Jones - Financial Advisor: Regina Korossy

      Edward Jones - Financial Advisor: Regina Korossy
      805-418-7161Call Now
      Directions
      InvestmentsInvestment SecuritiesFinancial Planners

      2535 Townsgate Rd Ste 211, Westlake Village, CA 91361

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

      YP
      103 Years
      in Business

      2. Edward Jones - Financial Advisor: James Shipe

      Edward Jones - Financial Advisor: James Shipe
      805-370-8174Call NowVisit Website
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      InvestmentsInvestment SecuritiesFinancial Services

      4580 E Thousand Oaks Blvd Ste 180, Westlake Village, CA 91362

      From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

      YP
      103 Years
      in Business

      3. Edward Jones - Financial Advisor: Joseph D Lindley

      Edward Jones - Financial Advisor: Joseph D Lindley
      805-496-5584Call Now
      Directions
      InvestmentsInvestment SecuritiesFinancial Services

      340 N Westlake Blvd Ste 165, Westlake Village, CA 91362

      From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

      YP
      103 Years
      in Business

      4. Edward Jones - Financial Advisor: Paul L Blair IV

      Edward Jones - Financial Advisor: Paul L Blair IV
      805-418-7161Call NowVisit Website
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      InvestmentsInvestment SecuritiesFinancial Services

      2535 Townsgate Rd Ste 201, Westlake Village, CA 91361

      From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

      YP
      103 Years
      in Business

      5. Morgan Stanley Wealth Management

      Morgan Stanley Wealth Management
      805-497-0881Call NowVisit Website
      Directions
      InvestmentsInvestment SecuritiesFinancial Planning Consultants

      100 N Westlake Blvd Ste 200, Westlake Village, CA 91362

      From Business: Morgan Stanley Smith Barney LLC is one of the leading wealth management firms in the global market. Based in Thousand Oaks, Calif., the firm offers a range of services,…

      YP
      29 Years
      in Business

      6. J.P. Morgan Private Bank

      J.P. Morgan Private Bank
      805-857-7628Call NowVisit Website
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      Investment SecuritiesFinancial ServicesInvestment Management

      2931 Townsgate Rd, Westlake Village, CA 91361

      From Business: J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family…

      7. Cohen Private Wealth Management Group - Stifel

      Cohen Private Wealth Management Group - Stifel
      805-373-8260Call NowVisit Website
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      Investment SecuritiesFinancial Planning ConsultantsFinancial Services

      3075 Townsgate Rd Ste 300, Westlake Village, CA 91361

      CLOSED NOW:8:00 am - 5:00 pm

      From Business: At Cohen Private Wealth Management Group, we focus on helping affluent individuals and business owners holistically address their financial needs and goals. We are fully…

      8. Access Securities

      Access Securities
      818-889-5409Call NowVisit Website
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      InvestmentsInvestment SecuritiesFinancial Planners

      32107 Lindero Canyon Rd Ste 201, Westlake Village, CA 91361

      CLOSED NOW:9:00 am - 5:00 pm

      11. Western International Securites

      Western International Securites
      805-379-1444Call NowVisit Website
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      Investment SecuritiesFinancial Services

      870 Hampshire Rd Ste S, Westlake Village, CA 91361

      CLOSED NOW:8:00 am - 5:00 pm

      12. Pax Trading Partners

      Pax Trading Partners
      805-906-2025Call Now
      Directions
      Investments

      2239 Townsgate Rd, Westlake Village, CA 91361

      13. Sessa Bob

      Sessa Bob
      805-496-7509Call Now
      Directions
      Investment Securities

      2555 Townsgate Rd Ste 300, Westlake Village, CA 91361

      CLOSED NOW:9:00 am - 5:00 pm

      14. Garcia Cesar

      Garcia Cesar
      805-777-8869Call Now
      Directions
      Investment SecuritiesFinancial Planning Consultants

      2555 Townsgate Rd Ste 300, Westlake Village, CA 91361

      CLOSED NOW:8:00 am - 5:00 pm

      15. Ash Brokerage Corp

      Ash Brokerage Corp
      818-903-2790Call Now
      Directions
      Investment Securities

      2629 Townsgate Rd Ste 150, Westlake Village, CA 91361

      18. Vnu Capital

      Vnu Capital
      805-267-7175Call Now
      Directions
      Investments

      2945 Townsgate Rd, Westlake Village, CA 91361

      19. Stifel

      Stifel
      805-496-8150Call NowVisit Website
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      Investment SecuritiesFinancial Planning ConsultantsFinancial Services

      2945 Townsgate Rd Ste 110, Westlake Village, CA 91361

      CLOSED NOW:6:30 am - 6:00 pm

      25. Woomera Capital Inc

      Woomera Capital Inc
      818-216-9891Call Now
      Directions
      Investments

      4607 Lakeview Canyon Rd, Westlake Village, CA 91361

      26. Davis Communications Inc

      Davis Communications Inc
      818-710-8198Call NowVisit Website
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      Investment Securities

      3835 E Thousand Oaks Blvd, Westlake Village, CA 91362

      CLOSED NOW:9:00 am - 5:00 pm

      28. FMB Wealth Management

      FMB Wealth Management
      805-497-0881Call NowVisit Website
      Directions
      Investment SecuritiesFinancial Planning Consultants

      100 N Westlake Blvd, Westlake Village, CA 91362

      CLOSED NOW:9:00 am - 5:00 pm

      29. Sorensen Wealth Management

      Sorensen Wealth Management
      805-379-9870Call NowVisit Website
      Directions
      InvestmentsFinancial Planning ConsultantsFinancial Services

      4055 E Thousand Oaks Blvd Ste 200, Westlake Village, CA 91362

      CLOSED NOW:Closed
      YP
      39 Years
      in Business

      30. Independent Financial Group

      Independent Financial Group
      805-495-0033Call Now
      Directions
      Investment Securities

      250 N Westlake Blvd, Westlake Village, CA 91362

      CLOSED NOW:7:00 am - 6:00 pm

      We found 454 results for Investments in or near Lake Sherwood, CA.They also appear in other related business categories including Investment Advisory Service, Financial Planning Consultants, and Investment Securities. 19 of these businesses have an A/A+ BBB rating. 5 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including South Valley, Thousand Oaks, and Woodland Hills-Warner Center. These businesses offer their services in one-or-more of the following languages: and Spanish.