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APEX Financial Services  

1951 Galt Street, Ste 103

Simi Valley, CA 93065
Phone:
  • 805-520-9790

Flipbooks

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Calculators

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LPL Financial

Welcome to APEX Financial Services

In this ever changing world we live in, having a Financial Advisor you know and trust is more important than ever.

Our goal is to help you as an individual, family, and business owner to create a plan that makes sense for you to achieve your financial goals.

We understand that each situation is unique and we strive to understand yours and help with a strategy that is appropriate for you. We stay in touch, communicate frequently, and review in person on a regular basis to provide the best service to you.

We can help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.