JLW Financial & Insurance Services

  • Insurance & Financial Services
4607 Lakeview Canyon Rd. # 482
Westlake Village, CA 91361
(805) 497-9264
(805) 435-3636 (fax)
Hours:
8:30 a.m. to 5:00 p.m.
Monday - Friday

About Us

As a Certified Financial Planner and the owner of JLW Financial & Insurance Services, Jim has thirty-two years of experience in the Insurance and Financial Services industry. JLW Financial & Insurance read more
  • About

    As a Certified Financial Planner and the owner of JLW Financial & Insurance Services, Jim has thirty-two years of experience in the Insurance and Financial Services industry. JLW Financial & Insurance Services provides innovative and cost-effective Insurance/Risk Management and Financial Services solutions for privately held business owners and their employees. His company offers fee-based, Comprehensive Financial Planning, Life/Health, Retirement, Key Executive and Estate/Exit Planning Services to privately held businesses and their employees. His company’s mission is to develop and preserve both the physical (i.e. health) and financial assets of his clients and their employees so that they can enjoy their retirement years and leave a lasting legacy for future generations.

  • Highlights

  • Media

  • Special Offers

    Exit Planning Assessment and Certified Exit Planning Advisor Analysis- 25% Discount For Chamber Members until Labor Day
    Print Coupon
  • Whom to Contact

    • Mr. Jim Wisdom
      Owner
      4607 Lakeview Canyon Rd. # 482
      Westlake Village, CA 91361
      Phone: (805) 497-9264
      Cell Phone: (818) 469-6640
      Fax: (805) 435-3636
  • Directions

    Located at 4607 Lakeview Canyon Rd. # 482 off the 101 freeway between Lindero Canyon Exit and Westlake Blvd. exit.