Classic Financial & Insurance Services, Inc., a state registered investment advisor serving Westlake Village, California and surrounding communities, provides financial planning and asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Classic Financial & Insurance Services, Inc.
Classic Financial & Insurance Services, Inc. provides investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Classic Financial & Insurance Services, Inc. is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.
*Insurance offered through Classic Financial & Insurance Services, Inc.