Preferred Financial Solutions

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

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

Raymond James, situated in Westlake Village, CA, is a distinguished financial services firm specializing in custom wealth management services, investment banking, asset management, and capital market solutions. Catering to individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, and specialized assistance tailored to each client's unique objectives. Drawing on their extensive expertise, the company excels at guiding clients through intricate financial landscapes, providing meticulous analysis and personalized support to help them achieve their financial goals. With a global presence and a strong community focus, Raymond James places a strong emphasis on careful risk management, empowering clients to not only safeguard their assets but also explore opportunities for growth and seamless transfer of wealth. Their dedication to delivering attentive, meaningful, and objective-driven solutions underscores their commitment to providing valuable financial guidance to a diverse range of clients. Generated using this brand's available information