Edward Jones

Zephyr Investment Management, located in Westlake Village, CA, is an independent, fee-based Registered Investment Advisor (RIA). For over 25 years, they have been dedicated to helping clients achieve financial security through trusted investment management and financial planning services. Zephyr always prioritizes clients' interests, demonstrating respect and passion for investing in every decision made. Acting as a personalized financial compass, Zephyr collaborates closely with clients to analyze their situations, set future goals, and navigate through various market conditions. Their investment strategy is crafted to adapt to changing economic winds, ensuring financial smooth sailing for clients. They offer services such as investment management, values-based financial planning, and retirement planning, tailoring solutions for each individual's needs. Moreover, Zephyr provides comprehensive retirement plan advisory services for companies offering 401(k) and 403(b) plans, guiding participants towards sound financial decisions. Their team is committed to simplifying retirement planning and offering the necessary support and resources. To set a course towards an optimal financial future, individuals can reach out to Zephyr Investment Management for expert guidance, regardless of the financial climate. Generated from the website content

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Towngate Wealth Management, located in Westlake Village, CA, offers a range of investment and insurance products through Wells Fargo Advisors Financial Network. Their team of associates provides market commentary, resources, and educational videos on financial concepts and current events. Catering to residents of CA and NV, Towngate Wealth Management emphasizes the importance of understanding investment risks and offers services through separate registered broker-dealers and non-bank affiliates of Wells Fargo Company. Clients can access a variety of calculators, articles, and a tax library to support their financial planning needs.Generated from the website