Business in Financial consultant:

Edward Jones - Financial Advis
Edward Jones - Financial Advis
Glendale Securities Inc
VALOR HOME FINANCE Inc.
Winthco Wealth Management - CP

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Financial consultant

1. Edward Jones - Financial Advisor: Greg Lewandowski - Simi Valley

· 1 reviews

40 W Cochran St Suite 208, Simi Valley, CA 93065

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1. Personalized financial advice: Tailored to your unique needs and goals, helping you make informed decisions for a secure future.
2. Complimentary consultation: Meet with our advisors virtually or in-person to assess your investing style and find the right match for you.
3. Start early, achieve more: Our advisors can help you build strong savings habits in your 20s, increasing the likelihood of reaching your financial goals.
4. Financial comfort during uncertainty: 84% of clients working with a financial advisor reported greater comfort during the pandemic, highlighting the value of professional guidance.
5. Edward Jones strategies: Explore four investment strategies designed to save you time and maximize returns, setting you up for long-term success.

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2. Edward Jones - Financial Advisor: Kailey N Craig, ChFC®

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· 16 reviews

2655 First St UNIT 140, Simi Valley, CA 93065

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1. Expert Financial Advising: Trust Kailey Wagner, a professional advisor who goes above and beyond to understand your unique financial needs.
2. Personalized Services: Benefit from tailored content, research, and offers that help you build a comprehensive financial strategy for your future.
3. Proactive Communication: Receive regular updates on market highlights, economic news, and how they impact your portfolio from Kailey and her team.
4. Full-Service Financial Solutions: Access a wide range of services, including life insurance, small business law, and estate planning, all under one roof.
5. Client-Centered Approach: Experience the peace of mind that comes from having a dedicated financial advisor who truly cares about your financial well-being and calls you with valuable insights.

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Stock broker

3. Glendale Securities Inc - Los Angeles

· 2 reviews

15233 Ventura Blvd Suite 712, Sherman Oaks, CA 91403

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1. Expert OTC Trading: Trade over-the-counter (OTC) securities with our experienced team, offering personalized service and competitive pricing.
2. Form 211 Filings: Simplify the process of becoming a publicly traded company with our professional Form 211 filing services.
3. Market Making: Benefit from our market making expertise, ensuring liquidity and efficient pricing for your securities.
4. DTC Eligibility: Gain access to a wider range of investors by making your securities eligible for deposit with the Depository Trust Company (DTC).
5. Physical Certificate Deposits: Securely deposit and manage your physical certificate holdings with our reliable and trustworthy team.

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Mortgage broker

4. VALOR HOME FINANCE Inc.

· 45 reviews

1555 Simi Town Center Way #640, Simi Valley, CA 93065

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1. Expert Mortgage Advisors - Our team of experienced advisors will guide you through the home buying or refinancing process quickly and confidently.
2. Competitive Rates - Take advantage of great rates to make your dream home an affordable reality.
3. Rate Comparison Tool - Shop around for the best mortgage terms using our rate comparison tool.
4. Fast Funding Options - Never miss out on your dream home with our fast funding options.
5. Customized Rate Comparisons - Get your personalized rate comparison for free and make sure you're getting the best deal.

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Investment service

5. Winthco Wealth Management - CPA Simi Valley

· 2 reviews

1871 Tapo St, Simi Valley, CA 93063

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"Kevin has been doing my tax preparation services for years and he’s great!"

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Stock broker

6. Edward Jones - Financial Advisor: Bryce G Wallington, CFP®

· 1 reviews

30423 Canwood St Suite #134, Agoura Hills, CA 91301

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1. Exclusive financial advice: Receive personalized investment strategies from our U.S. financial advisors, tailored to your unique goals and priorities.
2. Advanced planning tools: Utilize our Starting Point tool and My Priorities quiz to kickstart your financial planning and determine your individual investment priorities.
3. Market insights: Stay updated with our weekly market highlights and economic news summaries, ensuring you're informed about the latest financial trends.
4. Compliance and security: Trust in our commitment to data privacy and protection, adhering to strict regulations and using secure systems for your peace of mind.
5. Tailored services: Benefit from a wide range of investments and services, designed to meet the diverse needs of U.S. residents, and conducted by properly registered financial advisors.