Neil Elmouchi, AGT - Summit Financial

SageView Advisory Group is a financial advisory firm based in Westlake Village, CA, specializing in providing comprehensive wealth management services to individuals and businesses. With a focus on personalized financial planning and investment strategies, SageView Advisory Group aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information

One Capital Management is a financial services firm with multiple locations across California and one in Fort Collins, Colorado. The company offers a range of business segments, including a Private Client Group and specialized teams focused on family, sports, and fire and police services. With a commitment to personalized service and expert financial guidance, One Capital Management aims to address the unique needs of its diverse clientele. The firm emphasizes collaboration and innovation through initiatives like the Idea Lab and Blueprint Advisor Center. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Westlake Village, CA area, David Racusin will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.