Retirement Planning Associates, Inc. - Thousand Oaks (CA)

Tina Mkrtchyan I have been using West Coast Financial & Realty & Professional Tax Services for the past three years and I am amazed how wonderful they are. Extremely knowledgeable, extremely welcoming, very kind and caring owners. Love working with them!!

Sylvia Anguiano I am very appreciative of the professional service provided by Marbella. She has always been attentive, accurate, and helpful with my banking needs. I especially appreciate her discretion when discussing my account requests.

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.