APEX Financial Services  

CONNECT

Address:

1951 Galt Street, Ste 103

Simi Valley, CA 93065

Phone:

805-520-9790

Services

 

 

 

 

APEX Financial Services provides customized financial analysis and risk management plans for individuals, families, and businesses. Our experience includes estate planning, retirement and education planning, special needs, insurance, annuities, and wealth management. Our team offer a variety of investment choices including fee based plans.

When we meet you for the first time, we'll review your goals, your current financial health, and where we may be able to help you. During our relationship we will be in contact regularly and meet ongoing to review the status of your goals and any life changes. We view our role as a trusted advisor and strive to help you live the life you desire.

We offer access to the following:

RETIREMENT STRATEGIES

ESTATE CONSIDERATIONS

WEALTH MANAGEMENT

FINANCIAL STRATEGIES

INSURANCE ANALYSIS

PORTFOLIO ANALYSIS

EDUCATION PLANNING

ANNUITIES

LIFE INSURANCE

LONG-TERM CARE INSURANCE