Reviews for Westlake Financial Management

Mar 2023

Liars and crooks
Feb 2022

Just terrible??
Feb 2021

LIARS!!!! They don’t honor what they tell you on the phone, and, when you call again, they deny they told you anything.

From Westlake Financial Management

We are a full service Investment Advisory firm located in Westlake Village, California. We provide individual investors and businesses an array of tax-sensitive Wealth Management strategies. We are Independent Investment Managers who operate free from proprietary products, enabling our clients to address the majority of their financial planning needs through a dedicated consultative approach. We incorporate a complete range of industry standard products, services, and strategies for all of our clients. The scope of financial products and services we provide to our clients includes Equities, Mutual Funds, Fixed Income, Separately Managed Accounts, Customized Retirement Strategies, Insurance, Annuities, Long Term Care, and Estate Planning.

Hours

Monday: 6:30AM - 4PM
Tuesday: 6:30AM - 4PM
Wednesday: 6:30AM - 4PM
Thursday: 6:30AM - 4PM
Friday: 6:30AM - 4PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 2/5