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Our Office Locations

Please direct all mail to the Westlake Village Main Office location.

4195 East Thousand Oaks Boulevard
Suite 125
Westlake Village, CA 91362

Phone: (805) 330-3700

Hours:
Mon-Thu: 8:30 AM – 5:00 PM
Fri: 8:30 AM – 2:30 PM

301 N. Lake Avenue Suite 1002
Pasadena, CA 91101

Hours: By Appointment Only

416 Auburn Folsom Road Auburn, CA 95603

Hours: By Appointment Only

6200 Antioch Street
Suite 202
Oakland, CA 94611

Hours: By Appointment Only

1255 Treat Boulevard
Suite 300
Walnut Creek, CA 94597

Hours: By Appointment Only

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Contact

Phone:
Office: (805) 330-3700
Toll-Free: (855) 334-0033
Fax: (805) 379-0600

Email:
[email protected]

Locations

4195 East Thousand Oaks Boulevard
Suite 125
Westlake Village, CA 91362

Hours:
Mon-Thu: 8:30pm–5:00pm
Fri: 8:30am–2:30pm

 301 N. Lake Avenue Suite 1002
Pasadena, CA 91101

Hours: By Appointment Only

416 Auburn Folsom Road Auburn, CA 95603

Hours: By Appointment Only

6200 Antioch Street
Suite 202
Oakland, CA 94611

Hours: By Appointment Only

1255 Treat Boulevard
Suite 300
Walnut Creek, CA 94597

Hours: By Appointment Only

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This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI,ID, IL, KS, KY, MD, MN, NC, ND, NM, NV, NY, OK, OR, SC, SD, TN, TX, WA, WI, VA, UT. No offers may be made or accepted from any resident outside the specific states referenced. Financial professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed, or exempt from registration and not all od the securities, products, and services mentioned are available in every state or jurisdiction.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

PLEASE NOTE: The information and links being provided are strictly as a courtesy. When you access a third party websites you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third party technologies, websites, information, and programs made available through this website.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Securities offered through Cambridge Investment Research, Member FINRA/ SIPC. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory Firm. Cooper McManus, Lindsey and Lindsey Wealth Management, Ascent Wealth Management, and Cambridge Investment Research are not affiliated.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.

CLICK HERE FOR OUR FIRM’S FORM CRS. Cambridge’s Form CRS (Customer Relationship Summary)

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