Main Corporate Location:
925 Broadbeck Drive # 220
Thousand Oaks, CA 91320
Phone: (805) 376-8070 or (877) 883-8080
Fax: (805) 376-8171
Email: info@espplanners.com
Web Site: www.espplanners.com
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ESP Financial Services, LLC is a full service investment advisory company specializing in retirement and estate planning. Our professional associates have more than 30 years of combined experience in helping individuals and small business realize their financial aspirations in achieving a worry free retirement lifestyle, a seamless transfer of their accumulated wealth to the next generation or other benefactors, and a record of investment management with solid growth over time. In addition, we are registered with the Department Of Corporations to offer fee-based services as an Investment Advisor Representative, and are licensed in numerous states to offer insurance products. We provide a full range of mutual funds, including no load, a complete menu of insurance products ranging from fixed annuities to variable life insurance and everything in between, plus IRAs and other retirement plans in addition to financial planning & consulting. We monitor closely the portfolios of our clients to assure that risk tolerances are maintained, tax efficiency is optimized, growth is maximized during periods of rising prices and the hard-earned investments of our clients are protected when markets decline.
Our 20 year history of solid returns for our loyal clients, positions us as the premier financial advisory service in the Ventura County area. We believe a successful financial plan begins with a thorough analysis of not only the client’s current financial holdings but also a clear understanding of their financial goals, risk profile and what they aspire to leave as a legacy. Our financial planning process has been finely tuned over time to deliver maximum results for minimum costs all the while staying within the risk-tolerance bounds set for us by our clients. We believe a professional financial advisor always keeps the welfare and peace of mind of clients at the center of financial plans knowing that their success assures our success.
ESP Financial Services, LLC is committed to remaining a good citizen not only to the market we serve but also to our profession, and above all to our clients who entrust us with their financial assets. We understand that a successful relationship is built on trust and we work hard every day to serve your best interest and to continue earning your confidence.
