APEX Financial Services  



1951 Galt Street, Ste 103

Simi Valley, CA 93065



Our Mission

APEX Financial Services provides customized financial analysis and risk management plans for individuals, families, and businesses.  Our team has a combined experience of more than 28 years in the financial services industry. Our experience includes estate planning, retirement and education planning, insurance, annuities, and wealth management. We offer a variety of investment choices including fee based plans. We also offer life insurance, annuities, and long-term care insurance. Our goal is provide solutions and services that meet your individual needs.