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Simi Valley, CA 93065. Retirees and Retirement Planning. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too. Exit Strategies of the Rich and Famous. 160;Anil Garg       . Whether you are in planning for retiremen...

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Simi●●●●lley , California, 93063

United States US

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be●●●●●●●●●@yahoo.com

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Becky Savell

3390 B●●●●●●Avenue

Simi●●●●lley , California, 93063

United States US

1.80●●●●7016
be●●●●●●●●●@yahoo.com

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Becky Savell

3390 B●●●●●●Avenue

Simi●●●●lley , California, 93063

United States US

1.80●●●●7016
be●●●●●●●●●@yahoo.com

View this contact

Becky Savell

3390 B●●●●●●Avenue

Simi●●●●lley , California, 93063

United States US

1.80●●●●7016
be●●●●●●●●●@yahoo.com

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Home | APEX Financial Services | apexfinancialservices.us Reviews

https://apexfinancialservices.us

Simi Valley, CA 93065. Retirees and Retirement Planning. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too. Exit Strategies of the Rich and Famous. 160;Anil Garg       . Whether you are in planning for retiremen...

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1

Team | APEX Financial Services

http://www.apexfinancialservices.us/team

Simi Valley, CA 93065. Retirees and Retirement Planning. 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 expertise includes estate planning, retirement and education planning, special needs, insurance, annuities, and wealth management. We offer a variety of investment choices including fee based plans. Click to read more.

2

Lifestyle | APEX Financial Services

http://www.apexfinancialservices.us/resource-center/lifestyle

Simi Valley, CA 93065. Retirees and Retirement Planning. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Suddenly Single: 3 Steps to Take Now. Here are 3 steps to take right now that may make a difference if you find yourself suddenly single. To Catch a Thief. Preparin...

3

Special Needs

http://www.apexfinancialservices.us/p/special-needs

Simi Valley, CA 93065. Retirees and Retirement Planning. When Your Child Has Special Needs. Where do you start? Getting reliable information and support is important when you have a child with special needs. Start by talking to:. Your obstetrician, pediatrician, and primary physician. Social workers familiar with federal, state, and community resources. Mental health professionals (e.g., psychologists and counselors). Parents of other children with special needs. Community volunteer agencies and parent g...

4

Mission

http://www.apexfinancialservices.us/p/mission

Simi Valley, CA 93065. Retirees and Retirement Planning. At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. Check the background of your financial professional on FINRA's BrokerCheck. Securities and Advisory services offered through LPL Financial.

5

Tax Resources | APEX Financial Services

http://www.apexfinancialservices.us/tools/tax-resources

Simi Valley, CA 93065. Retirees and Retirement Planning. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck.

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Welcome to Apex Financial Services. WE ARE HERE FOR YOU! Apex Financial Services has been delivering dependable and competitive equipment financing programs for over 20 years and continues to be dedicated to our customers growth and success during today's economy. Our personalized service and communication creates long term relationships with not only our vendors and customers, but with our lenders as well, ensuring a satisfactory experience from beginning to end.

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Skip to main content. Heart of a Teacher. Heart of a Teacher. Heart of a Teacher. We are dedicated to providing investment management and strategic wealth planning to families and small businesses. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. 1529 Hunt Club Blvd., Suite 100.

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Home | APEX Financial Services

Simi Valley, CA 93065. Retirees and Retirement Planning. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too. Exit Strategies of the Rich and Famous. 160;Anil Garg       . Whether you are in planning for retiremen...

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Apex Financial

Offer In House Financing for your clients. 60% of the American Public have no credit, bad credit, or are simply maxed out. Don't let that stop you from getting a client. Turn those lost clients into cash in your bank by offering in house financing. Click here to see how we can help you. Apex has created solutions for different industries as well as financing programs for different credit levels. With our unique Loan Management System, we help you find the right financing programs. True No Credit Check.

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