FMB Retirement Services, an affiliate of FMB Wealth Management, is a boutique Retirement Services firm located in Westlake Village, CA. FMB coordinates the financial affairs of a limited number of clients by implementing a comprehensive consulting process. We are a fee only company, specializing in long-term investment strategy and dynamic portfolio design. We only take new clients when we believe that we can add competitive value to those clients' financial situations. Primarily using passive, low-cost strategies for investments and a consultative and collaborative approach to investing, FMB Retirement Services strives to make a positive impact for our select clients. The consultative process identifies the specific challenges that clients face in reaching their goals and enables us to build a support plan designed to help overcome those issues. FMB Retirement Services’ clients are offered customized choices and solutions that can allow them to reach their goals and reinforce their values. These solutions are developed and delivered in close consultation with the clients as well as with other trusted advisors in a highly collaborative environment. In every aspect of our work, we make a commitment to provide competitive client service and strive to meet every client's highly individualized retirement needs.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 100 N. Westlake Blvd.,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fmbretirementservices.com
- Keywords
- Retirement Plans.
- HQ
- Westlake Village, CA
Fmb Retirement Services Questions
Fmb Retirement Services's website is fmbretirementservices.com
Fmb Retirement Services's LinkedIn profile is https://www.linkedin.com/company/fmb-retirement-services
Fmb Retirement Services has
5 employees.
View email and phone details for 5
employees at Fmb Retirement Services.
Fmb Retirement Services's industry is
Financial Services
Fmb Retirement Services's top competitors are
California State Treasurer's Office,
Retirement Security Centers,
Lpl Financial,
Aig Retirement Services,
Retirement Capital Strategies,
The Retirement Group Llc,
Fisher Investments,
Federal Employees Retirement Services, Inc.,
Pcs Retirement,
Teacher Retirement System Of Texas.
Fmb Retirement Services's categories are Financial Services
Fmb Retirement Services's founding year is 2012
