Coldwell Banker Residential Brokerage

Heritage Capital Strategies, an independent financial services firm based in Westlake Village, CA, specializes in providing tailored life insurance solutions for business owners, affluent families, key executives, and family offices. With a commitment to identifying products and funding scenarios that manage current financial risks while allowing for future modifications, their team offers personalized life insurance portfolios to align with each client's unique financial vision. As a member of the M Financial Group, Heritage Capital Strategies ensures proactive review of insurance performance and access to benefits offered through this relationship. With expertise in asset transfer, executive benefits, and asset management, their team is well-positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.Generated from the website

Meridian Estate Brokerage, located in Oxnard, CA, is a reputable real estate firm led by experienced broker Dave Wolloch. Specializing in a variety of residential and investment properties throughout Ventura, Los Angeles, and Santa Barbara Counties, the brokerage is known for its integrity, professionalism, and commitment to exceeding client expectations. Offering a comprehensive range of services, Meridian Estate Brokerage assists both buyers and sellers through every stage of the real estate process, ensuring a smooth experience. With a proven track record in various sale situations, the firm is dedicated to maximizing and protecting the interests of its clients while providing insightful market analysis and valuable resources. Generated from the website