Westlake Financial Management - Thousand Oaks, California

Overview of Westlake Financial Management

Westlake Financial Management, situated at 3625 E Thousand Oaks Blvd Suite 208, Thousand Oaks, CA 91362, offers a variety of financial services including Financial Consulting, Financial Advisory, Financial Planning, Income Protection Insurance, Investment Services, and Stock Brokerage. With a phone number of 8059912600, potential clients can easily reach out for advice or services. Their website, westlakefm.com, further provides detailed information about their offerings and how to get in touch.

Key Features and Accessibility

- Specialties: Westlake Financial Management specializes in providing comprehensive financial solutions, making them a one-stop shop for various financial needs.
- Accessibility: The office is wheelchair accessible, underlining their commitment to inclusivity. They also offer an LGBTQ+ friendly environment.
- Appointments: It's recommended to make an appointment before visiting. Despite this, online appointments are available, offering flexibility to clients.
- Facilities: The building is equipped with a wheelchair accessible entrance, parking lot, and restroom, ensuring all clients' needs are catered to.

Client Reviews and Ratings

Westlake Financial Management has received a modest number of reviews, specifically 4 on Google My Business. The average opinion across these reviews is a 2 out of 5. This indicates a room for improvement in customer satisfaction, which prospective clients should consider.

Recommendations for Prospective Clients

For anyone looking to engage with Westlake Financial Management, here are some points to keep in mind:

- Contacting: Given the average satisfaction rating, it's advisable to reach out via their website or call to inquire about services and how they can meet your specific financial needs.
- Preparation: Given the recommendation to make an appointment, prepare any financial documents or questions you might have beforehand to make the most of your visit.
- Expectations: With a low average rating, manage your expectations and consider discussing these concerns with the advisors directly.

Final Recommendation

While Westlake Financial Management presents a wide array of services and facilities for accessibility, the average client satisfaction rating might prompt some caution. Nonetheless, their commitment to inclusivity and the availability of online appointments are noteworthy. If financial advisory services align with your needs and you're willing to take the necessary steps to assess their suitability, it's worth contacting them through their website for more information. Don't forget to verify their services and schedules to ensure they meet your expectations.

To get started, visit their website at westlakefm.com and explore their services further. Whether you're looking to consult on financial planning or need advice on investment services, Westlake Financial Management offers a range of options. Just remember to approach with clear expectations and perhaps consider seeking additional opinions to make an informed decision.

👍 Reviews of Westlake Financial Management

The T.

1/5

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

Janice P.

1/5

Just terrible👎🏼

Kevin S.

1/5

Liars and crooks

James P.

5/5