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8AM - 5PM
30851 Agoura Rd Suite 305, Agoura Hills9AM - 5PM
3075 Thousand Oaks Blvd, Westlake Village“Bumbarger was one of the easiest and most knowlegable financial planner I have met. He listens intently, responds immediately, and seems to have a good grasp on investments that most planners I have interviewed are not even aware of or are restricted in presenting.“
8AM - 4PM
2655 First St UNIT 160, Simi Valley“My husband and I love Greg for all of our financial needs. He takes his time and explains everything in great detail. We have recommended him to our family and they love him also. He makes us feel safe that we trusted him with our savings.“
“Objective and Independent advice-- Complete Financial Planning Wonderful and attentive service Greenbrier Wealth Management--Warren Bud Wilson and John Kwiatkowski have many years experience with wealth management and complete financial planning. Go see them and meet them. They will provide you with independent and objective advice.“
“What a great place! All the financial advisors are wonderful and very friendly. You can even find their sense of humor every once in awhile :) If you are looking for some financial services (stocks, IRA's, 401K's, etc.), this is definately the place to go!“
“My name is Robert Gonzales and I wanted to take a moment to personally thank David brodsky for being the kind of person that takes the time to make you feel comfortable and to make sure your needs are taken care of. It's a quality that is very hard to find anymoreI just Retired and I've had many choices but my wife and family have known David for years. So now that it's my turn to invest into my future. I'm more than comfortable with my desision. So much my wife and I drove 125 miles to meet and to invest in my IRA“
9AM - 5PM
200 North Westlake Boulevard Suite 109, Westlake Village“As a young investor, I was nervous to work with financial planners, as I worried I would be taken advantage of. But after searching for 2-years and countless meeting with planners, I knew Investor's Advantage was the right choice. John and Daniel are not only passionate professionals, but they take the time to educate me. I know exactly where my money is going, my account's performance, and what their fees are. I highly recommend working with Investor's Advantage.“
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