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| Tax advantage investing, corporate plans, 401k administration and implementation. Asset protection. Insurance. CCEP for Citadel Law Offices. |
| Contact: | Alexander Marotta |
| Phone: | 8055262100 |
| Fax: | 8055262055 |
| Address: | 2955 Cochran St. B-202 SIMI VALLEY CA 93065 |
| Hours: | Open M-F 9AM - 5PM plus anytime by appointment. |
| Special Offer: | Free financial evaluations. |
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| Financial & Wealth Planning, Investments, Retirement Planning, IRA & 401(k) Rollovers, Annuities, Life, Disability and Long Term Care Insurance. Certified Specialist in Planned Giving (CSPG)
Anil Garg is a Registered Principal with LPL. Securities offered through Linsco/Private Ledger (LPL) Member NASD & SIPC.
California Insurance Lic #0748263 |
| Contact: | Anil Garg, CFP, MBA, CSPG |
| Phone: | 805-520-9790 |
| Fax: | 805-584-9790 |
| Website: | www.lpl.com/anil.garg |
| Address: | 1951 Galt Street #103 Simi Valley CA 93065 |
| Hours: | Monday through Friday
9am-6pm |
| Special Offer: | Please call us to set up a free initial consultation to review your current financial situation. |
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| Growing and Protecting Wealth in a Tax Efficient Way.
Financial Services including investments, 401k rollovers, college savings, retirement accounts, life & long-term care insurance, estate planning and living trusts.
We will work with you to build your financial future.
Daniel Porter is a registered representative offering securities through AIG Financial Advisors, Inc. a registered broker / dealer. Member FINRA and SIPC. |
| Contact: | Daniel Porter, MBA |
| Phone: | 805 527-2430 |
| Fax: | 805 527-6545 |
| Website: | www.DJRFS.com |
| Address: | 2480 Stearns Street Simi Valley CA 93063 |
| Hours: | Monday - Friday 8:30 am - 5:30pm
Tax Season
Monday - Friday
8:30 am - 8:30 pm |
| Special Offer: | Mention this ad for a free 45 minute consultation. During this time we can review your investments, life insurance and estate planning needs. |
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| Retirement Planing Specialists
Since 1871 and with experience that comes from serving the needs of more than 6 million clients, we can help you:
*Plan for the continuation of your income
*Build financial independence for retirement
*Protect your financial security
*Simplify for finances
*Reduce your tax burden
*401K rollovers made easy |
| Contact: | Ken Crossman |
| Phone: | 805-306-0118 |
| Fax: | 800-231-1275 |
| Website: | www.edwardjones.com |
| Address: | 1197 E. Los Angeles Avenue A4 Simi Valley CA 93065 |
| Hours: | Monday through Friday 9:00- 5:00
Saturday mornings by appointment |
| Special Offer: | An hour of your time may be worth more than you think. Call us today and mention "Shop Simi Valley" for a no cost, no obligation retirement assessment |
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| Full service Insurance and Financial Services Agency with 28 years eperience in the Insurance business. Offer products through Farmers Insurance including Auto, Home, Business, Work Comp and Life. |
| Contact: | Timothy Shannon |
| Phone: | 805 520-7150 |
| Fax: | 805 581-0634 |
| Website: | www.theshannonagency.com |
| Address: | 5775 E. Los Angeles Avenue 101 Simi Valley CA 93063 |
| Hours: | 8:00 am - 6:00 pm Monday through Friday, Saturdays by appointment. |
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| Hartfield Financial & Insurance Services ("HFIS"), is an Independent Financial Services Company specializing in Financial Planning and Asset Management. We help both Individual Investors and Small Business Owners with Retirement Planning, 529 College Education Savings Plans and Life Insurance/Estate Preservation Plans.
HFIS has built a name for itself as a trusted leader in Financial Planning and Asset Management. As an experienced financial advisor and President of HFIS, Thomas J. Hartfield has been successfully helping clients meet their long-term financial needs.
Thomas J. Hartfield - An experienced, dedicated Financial Planner - Thomas J. Hartfield, President of HFIS, has been recognized as a hands-on proactive Financial Advisor and personally reviews every financial plan.
"HELPING FAMILIES PRESERVE THEIR WEALTH" |
| Contact: | Thomas J. Hartfield |
| Phone: | 805-522-5815 |
| Website: | www.hartfieldfinancial.com |
| Address: | P. O. Box 101 Simi Valley CA 93065 |
| Hours: | Monday - Friday 9:00 - 5:00.
Evenings and Weekends by Appointment only. |
| Special Offer: | A complimentary 1-hour comprehensive investment & insurance review will be offered to all first time clients. Just mention Shop Simi Valley First. |
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| For over 20 years providing personalized service in:
Federal and State Income Tax
Electronic Filing (Free)
Rapid Refund Federal and State
Bus Sales Tax Preparation
Estate Tax Filing
Mobile Service - We come to You!
Free Review of Previous Years Returns
Enrolled Agent and CTEC certified tax experts. |
| Contact: | Lawanda Reed EA |
| Phone: | 805-583-8953 |
| Address: | PO Box 940088 Simi Valley CA 93094 |
| Hours: | By appointment only |
| Special Offer: | 10% discount on 2005 Tax Preparation for ShopSimiValleyFirst shoppers. |
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| SEARCH MIKE LEFTON SIMI VALLEY AND MOORPARK HOMES ON THE MARKET
Mike Lefton is recognized award-winning agent with many years of professional and knowledgeable experience. Mike Lefton, is a dedicated Broker associate/agent that is committed to quality service and astounding results. Mike Lefton truly believes in the American Dream...
“Home Ownership.”
Serving Simi Valley, Moorpark, Thousand Oaks, Westlake, Ventura beach areas and San Fernando, Mike Lefton looks forward to serving all your real estate needs. Experience the difference our negotiation skills have to offer!
Over 12 years of Real Estate experience since 1996.
Mike Lefton works with buyers and sellers providing Full-service real estate and excellent customer service. Mike Lefton has closed hundreds of real estate transactions in Simi Valley and Moorpark area. Call Mike Lefton for a Free Market Evaluation or a Free list of homes on the market. My website is updated daily. Mike Lefton works for the largest independent real estate firm in Ventura County TROOP REAL ESTATE. Contact Mike Lefton at Troop Real Estate for a all your Simi Valley and Moorpark Real Estate needs. |
| Contact: | Mike Lefton, Troop Real Estate |
| Phone: | (805) 407-6453 |
| Fax: | (805) 578-3440 |
| Website: | WWW.MIKELEFTON.COM |
| Address: | 3200 Los Angeles Ave Simi Valley CA 93065 |
| Hours: | Monday-Friday
9:00 am- 5:30 pm
SEARCH MiKE LEFTON SIMI VALLEY AND MOORPARK HOMES ON THE MARKET
WWW.MIKELEFTON.COM |
| Special Offer: | SEARCH MIKE LEFTON SIMI VALLEY AND MOORPARK HOMES FREE
www.simivalleyrealestatehomes.com
www.realestatehomerelocation.com
www.americanhomes1.com
www.mikelefton.com
www.home-times.com
www.moorparkrealestate.weebly.com
www.activerain.com/mikelefton
www.simivalleyhomeaccess.com
Determination,Dedication,Drive
The Winning Combination!
Simi Valley Real Estate|Moorpark Real Estate|Thousand Oaks Real Estate
FULL SERVICE |