Alteri Wealth LLC

Lindsey & Lindsey Wealth Management, based in Thousand Oaks, CA, is an independent, family-operated firm dedicated to providing personalized and integrated financial services tailored to meet the unique needs and goals of its clients. With a focus on long-term relationships built on trust, the firm emphasizes a fiduciary responsibility that prioritizes clients' best interests through objective financial planning. The firm specializes in comprehensive financial management for high-net-worth individuals, retirees, and business owners, offering a wide range of services including estate planning, tax coordination, retirement planning, and investment management. By acting as the quarterback of clients' financial teams, Lindsey & Lindsey ensures seamless collaboration with other trusted advisors to create effective and cohesive financial strategies. Generated from the website

Borough Organization is a professional services firm based in Westlake Village, CA, specializing in providing comprehensive solutions for businesses. With a focus on efficiency and practicality, Borough Organization offers strategic consulting and project management services to help clients achieve their goals. Generated from their business information

Presberg Pensions, Inc. is a leading independent third-party pension administration firm based in Westlake Village, CA. With a team of expert actuaries and retirement plan consultants, they specialize in helping business owners design and implement customized retirement programs, including Defined Benefit Pension Plans, Cash Balance Pension Plans, Profit Sharing Plans, 401k Plans, and Combination Plans. Committed to providing unbiased recommendations and impartial guidance, Presberg Pensions, Inc. stays up to date with the ever-changing pension rules to ensure their strategies align with government guidelines and meet the objectives of their clients' firms. With a comprehensive approach and a focus on exceptional customer service, Presberg Pensions, Inc. aims to exceed their clients' expectations. Their team, led by President and Actuary Robert Presberg, is dedicated to creating retirement security for both business owners and employees. As a company that solely provides retirement plan consulting and administration services, Presberg Pensions, Inc. is committed to helping businesses create programs that benefit all parties involved.Generated from the website