Nai Capital Commercial

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300 E Esplanade Dr Ste 1660
Oxnard, CA 93036
+1 (805) 278-1400
http://heritagecapitalstrategies.com

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.

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