Financial
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
3585 Maple St Ste 144, Ventura, Californ...Phone Number
(805) 644-1224Website
www.rickjeffery.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Financial
Richard S. Jeffery, CFP® is a financial services firm based in Ventura, California, specializing in investment management solutions. The company offers a range of services including retirement planning, estate management, investment strategies, insurance, and tax planning. Their target clients are individuals seeking personalized financial guidance to navigate their unique challenges and achieve their financial goals. With a team of experienced professionals, they aim to support clients through all stages of life.Explore more
Financial Org Chart
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Richard S. Jeffery, CFP® is a financial services firm based in Ventura, California, specializing in investment management solutions. The company offers a range of services including retirement planning, estate management, investment strategies, insurance, and tax planning. Their target clients are individuals seeking personalized financial guidance... Read More
