Investing in Ventura, CA
3 locations found near Ventura
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Investing
Investing
“Debbie is so experienced and shares all her years of knowledge past and present in understandable language ! ..She truly cares for her clients and wants the best for them ....if a new update comes along she may think will benefit her clients she passes the information on and explains why it will benefit your portfolio....Debbie and Jenny are both professional kind and welcoming .... It makes for a most comfortable and informative visit each and every time ...I know my future is in good hands with Debbie”
Investing
“I have used this family run company since the beginning, (many years). They are absolutely the best financial planners around. Mike and Debra are so dedicated to providing the best service, they go above and beyond as planners and managers. Their integrity, honesty and knowledge of financial strategies are bar none. I have experienced excellent returns and great peace of mind having the Lynd Group handle all my retirement planning and investments. Highly recommend.”
“Gabe is a personable, honest man who looks out for YOUR best interests. He is very knowledgeable and always available to discuss your needs. Gabe helped me plan my retirement and continues to take care of my investments in a most profitable way. I’ve been with Gabe for over 5 years and have referred friends who are all pleased with his services.”