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    Private Equity Firm Thousand Oaks Near Me

    Fidelity Investments Cedarstone Advisors The Mentor Group, Inc. Zephyr Investment Management
    Thousand Oaks > Investment service > Private equity firm Thousand Oaks

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    1. Fidelity Investments - Thousand Oaks

    路 13 reviews

    111 S Westlake Blvd #1, Thousand Oaks, CA 91362

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    1. 1. Personalized Financial Planning: Kevin Cvitanov provides patient and informative customer service tailored to individual needs.
    2. 2. Convenient Options: Schedule in-person or Zoom meetings for flexibility in accessing wealth management and investment services.
    3. 3. Comprehensive Resources: Fidelity offers a user-friendly website and app for research and information on retirement and brokerage services.
    4. 4. Customer-Centric Approach: Nancy Chappell and the team prioritize understanding customer needs across generations for a seamless experience.
    5. 5. Quality Amenities: Enjoy good coffee and free parking while utilizing Fidelity's reliable and easy-to-use platform for financial services.

    2. Cedarstone Advisors - Thousand Oaks

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    路 1 reviews

    3125 Old Conejo Rd Unit 7, Thousand Oaks, CA 91320

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    1. 1. Personalized Financial Planning: We work with you to create customized solutions that fit your unique situation and help you achieve your goals.
    2. 2. Experienced Team: With over 25 years of industry experience, our passionate team offers expertise in cash management, 401k planning, and pension management.
    3. 3. Empowering Education: We believe in the power of knowledge and have written books and articles on tax efficiency and value-based investing to educate and empower our clients.
    4. 4. Community Impact: Whether you're running a charity or working to end hunger, we help ensure your funds are put to work to make a positive impact in the community.
    5. 5. Retirement Expertise: From helping Southern California Edison employees retire successfully to offering streamlined investing options, we provide professional guidance for a stable financial future.

    3. Whitman Peterson LLC - Thousand Oaks

    路 1 reviews

    3075 Townsgate Rd STE 210, Westlake Village, CA 91361

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    1. 1. Top-tier returns with a wide margin of safety for Institutional Investors seeking secure and profitable real estate investments.
    2. 2. Join a team of Great Human Beings making significant contributions in a close-knit environment.
    3. 3. Proprietary partnerships with best-in-class real estate companies for successful programmatic investments.
    4. 4. Diverse investment strategies including multifamily housing, industrial, lodging, and seniors housing for compelling opportunities.
    5. 5. Founded by experienced leaders, Whitman Peterson has raised 5 funds and invested in over $20 billion worth of properties.

    4. The Mentor Group, Inc.

    路 5 reviews

    200 N Westlake Blvd UNIT 204, Thousand Oaks, CA 91362

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    1. 1. Tailored Valuation Services: At The Mentor Group, we specialize in providing comprehensive solutions tailored to your unique needs as a business owner.
    2. 2. Full-Service Appraisal Firm: As a national valuation and appraisal firm, we offer a wide range of services to meet the needs of various clients, from small businesses to large corporations.
    3. 3. Expertise in Selling Companies: Through our FINRA-registered investment banking arm, Mentor Securities LLC, we provide unparalleled due diligence and support for selling businesses, with our senior professionals having valued and sold nearly every type of business and asset.
    4. 4. Responsive and Results-Driven: Our team is experienced, responsive, and committed to delivering results that exceed your expectations, ensuring your journey to success is a smooth one.
    5. 5. Trusted Advisors and Mentors: We pride ourselves on building partnerships based on trust, expertise, and a commitment to your success, providing you with the guidance and support you need to make informed decisions for your business.
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    5. Zephyr Investment Management

    路 1 reviews

    3625 Thousand Oaks Blvd STE 145, Thousand Oaks, CA 91362

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    1. 1. Independent, Fee-Based RIA: We prioritize your interests over our own, ensuring unbiased financial advice.
    2. 2. Holistic Financial Planning: We offer personalized investment management, retirement planning, and values-based financial planning services.
    3. 3. Supporting Women's Financial Needs: Tailored planning services to help women achieve financial security and independence.
    4. 4. Retirement Plan Advisory Services: Expert guidance for companies and organizations, simplifying fiduciary responsibilities and empowering retirement plan participants.
    5. 5. Adapting to Market Conditions: Proactive investment strategies that adjust to changing market and economic conditions, ensuring a steady financial path.

    6. The Oaks Group - Morgan Stanley

    路 2 reviews

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

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    Review

    "Seth ranked one of the top 100 advisor under 40 in the US!"

    7. M & a Capital LLC

    路 1 reviews

    32129 Lindero Canyon Rd UNIT 204, Westlake Village, CA 91361

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