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State DirectoryInvestment Advisory Service in Meiners Oaks, CA
1. Jones, Olga, AGT
407 W Ojai Ave, Ojai, CA 93023
From Business: 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…
2. Edward Jones - Financial Advisor: Jonathan Morton
1211 Maricopa Hwy Ste 103, Ojai, CA 93023
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…
3. Edward Jones - Financial Advisor: Jeff Springgate
411 W Ojai Ave Ste A, Ojai, CA 93023
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…
10. Legacy Financial Group
965 E Main St, Ventura, CA 93001
From Business: Since she started her career as a financial advisor in 2010, Gaea Verneris, founder of Legacy One Financial, continues to evolve her practice and the way she works with…
11. Harasta, Logan Donald, AGT
3875 Telegraph Rd, Ventura, CA 93003
From Business: Logan Donald Harasta is a Licensed Financial Representative with Primerica serving VENTURA and its surrounding areas.
12. Gavenman, Scott Henry, AGT
3875 Telegraph Rd, Ventura, CA 93003
From Business: Scott Henry Gavenman is a Licensed Financial Representative with Primerica serving VENTURA and its surrounding areas.
13. Pacific Advisors
3585 Maple St Ste 140, Ventura, CA 93003
From Business: 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…
14. Beeh, Jeffrey, CHFC
702 County Square Dr, Ventura, CA 93003
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jeffrey Beeh is committed to providing financial advice,…
23. True Blue Law Firm
1056 E Meta St, Ventura, CA 93001
From Business: Estate & Legacy Planning Attorney
24. Mariner
58 N Ash St, Ventura, CA 93001
From Business: Access to a wealth of knowledge and solutions.
25. Swan Retirement Planning
56 E Main St Ste 205, Ventura, CA 93001
From Business: Retirement is stressful for a person to deal with on their own, but this major life event should be easy to navigate. With the right amount of help from the right team,…
26. West Coast Wealth Management
670 E Thompson Blvd Ste D, Ventura, CA 93001
From Business: 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…
27. Maranantha Financial
1106 S Seaward Ave, Ventura, CA 93001
From Business: Maranantha Financial was founded in 2016 with one goal: to provide the highest level of financial planning for you and your family. We work closely with you to determine your…
28. Jeffrey Beeh - Thrivent
702 County Square Dr Ste 107, Ventura, CA 93003
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jeffrey Beeh is committed to providing financial advice,…
