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Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the country. We believe that, If you don`t know where you are going, you won`t know when you get there. This is why we spend a significant amount of time discussing your personal aspirations, hopes for your loved ones and your vision of the future before we recommend a personalized financial path. Our Process simplifies complicated financial strategies, adds confidence to your financial decisions and provides direction to help you achieve your financial goals. “Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisors Services offered through Summit Financial. Triad Advisors, LLC and Summit are not affiliated entities.”
Spartan Capital`s respected team of investment banking professionals helps our clients to grow assets through portfolio construction and investment diversification, often presenting alternative investments to our clients to ensure long-term growth opportunities and a balanced investment strategy. Whether planning for retirement, acquiring property or expanding a business, we listen and we understand—every decision requires sound advice to keep your money growing, your risks managed and your tax liability at a minimum. In addition to expertise identifying and managing equities and fixed income products, Spartan Capital offers to select clients: investment banking, mergers and acquisitions, corporate finance and private equities.
IdentityTheft.com is a Los Angeles, CA-based company in the Financial Services sector.
Buckle is the inclusive, digital financial services company serving the rising vital middle class and providers to the gig economy. Using technologies and data sources, Buckle provides insurance and credit products to rideshare and delivery drivers who generally earn less than the average American wage and are subsequently penalized for having poor or no credit. Buckle gig auto insurance is the first insurance policy designed to protect gig drivers with one single affordable policy offering coverage for personal, rideshare, and delivery driving. Unlike traditional insurers who cannot effectively insure gig workers, Buckle provides protection for those driving for leading companies, including Uber, Lyft, DoorDash, GoPuff, Instacart, Amazon Flex, Uber Eats, Grubhub, Favor, and others.
First California Bank is one of the leading providers in Financial Services. It is based in West Des Moines, IA. To find more information about First California Bank, please visit www.fcbank.com