Finance

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Business Genre:
Short Business Description: Wealth Advisor, CFP, Investment Advisor Representative. Fee-only
Long Business Description:

Wealth advisor, Certified Financial Planner, Author, Investment Advisor Representative.

Business Website Address: http://DeborahWEllis.com
Business Phone Number: 805-585-5424
Business Person Name: Deborah W. Ellis
Business Genre:
Short Business Description: Wealth Advisor
Long Business Description:

What keeps you up at 3 am, besides those greasy tacos from Tito’s Tacos?
When you hear the words, recession or devaluation what comes to mind?
Call me. I’ll eliminate your fears of things that go bump in the night and give you peace of mind.

Business Website Address: http://deborahwellis.com
Business Phone Number: 805-585-5424
Business Address: 11856 Balboa Blvd. #132
Granada Hills, CA
ZIP Code: 91344
Business Genre:
Short Business Description: Fee- only Investment Advisor Representative (IAR), Certified Financial Planner (CFP), Wealth Manager
Long Business Description:

Fee- only. I do not accept any commissions or payments from any companies so there is no conflict of interest on anything I may advise a client. I’ve been successfully investing my own money for over 35 years and work with clients to plan and strategize to meet their personal objectives.

Business Website Address: http://www.DeborahWEllis.com
Business Phone Number: 805-585-5424
Business Fax: 805-456-7700
Business Address: 11856 Balboa Blvd. #132
Granada Hills, CA
ZIP Code: 91344
Business Person Name: Deborah W. Ellis, CFP, IAR, CRPC, MBA
Business Genre:
Short Business Description: Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Long Business Description:

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

Business Website Address: http://www.edwardjones.com
Business Phone Number: 818-998-5974
Business Fax: 866-486-8140
Business Address: 9913 Topanga Canyon Blvd.
Chatsworth
ZIP Code: 91311
Business Person Name: Mark Fishlowitz
Flourish
Business Name: Flourish
Business Genre:
Short Business Description: Through a unique combination of education and empowerment I help my clients make great financial decisions they can be confident with.
Long Business Description:

I am working to build business relationships and trusted referral partners by making connections with other business owners, entrepreneurs, and community leaders.

Business Phone Number: (818) 276-5375
Business Fax: (818)504-8230
Business Address: 1812 W. Burbank Blvd. #400 Burbank, CA 91506
ZIP Code: 91506
Business Person Name: Rita Boccuzzi
Laff Financial – Wealth Management
Business Genre:
Short Business Description: Financial Planning, Retirement, Independence and Investment Planning. Services and Products: Mutual Funds, Stocks, Annuities, Bonds, CDs, ETFs, Structured Products and more. With more than 35 years quality experience. My Approach: Trust – Integrity – Service *** I make a difference.
Long Business Description:

Martha E. Laff, CLU, ChFC, CRPC. Independent Investment Advisor. In the business of showing you how to pursue your wealth. Also, to help you grow your financial confidence in the future, to identify what you want today, to guide you in balancing the pursuit of your dreams for tomorrow. We will use unique tools like the online site I provide for my clients – E-Wealth Management and Guided Wealth Portfolios, which begin with a straightforward conversation about your financial goals. See and live the life you’ve earned and desire to experience. I am a Chartered Life Underwriter, Chartered Financial Consultant, and Certified Retirement Planning Consultant.

Business Website Address: Laff Financial
Business Phone Number: Direct: 818 601-7056 – Office Message Line: 818 363-1216
Business Fax: 818 363-1222
Business Address: 19931 Eagle Ridge Ln.
Porter Ranch, CA
ZIP Code: 91326
Headshot
Business Genre:
Short Business Description: Financial Education and solutions to create a better future for you and your family.
Long Business Description:

World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services.

Insurance products offered through World Financial Group Insurance Agency, Inc., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, Inc. and/or WFG Insurance Agency of Puerto Rico, Inc. – collectively WFGIA.

Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor.

WFG, WFGIA and TFA are affiliated companies.

WFG and WFGIA Headquarters: 11315 Johns Creek Parkway, Johns Creek, GA 30097-1517. Phone: 770.453.9300

TFA Headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone: 770.248.3271

Business Phone Number: 818-618-7217
Business Fax: 818-385-1305
Business Address: 4730 Woodman Avenue, Suite 375
Sherman Oaks, CA 91423
ZIP Code: 91423