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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
- 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
The Retirement Group Llc,
Retirement Security Centers,
California State Treasurer's Office,
Retirement Capital Strategies,
Pcs Retirement,
Fisher Investments,
Aig Retirement Services,
Teacher Retirement System Of Texas,
Federal Employees Retirement Services, Inc.,
Lpl Financial.
FMB Retirement Services's categories are Financial Services
FMB Retirement Services's founding year is 2012
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Top FMB Retirement Services Employees
-
Jeremy (JJ) Fields, CFP®
Partner/Chief Technology Officer
Thousand Oaks, California, United States, United States2empower-retirement.com, fmbwealth.com -
Grant Blindbury, CFP®
Partner At Fmb Wealth Management
Westlake Village, California, United States, United States2fmbwealth.com, gmail.com3 +131026XXXXX
-
Nick Carta
Federal Contractor
South Lake Tahoe, California, United States, United States1rainforrent.com -
Debbie Fields, CFP®
Owner And Partner At Fmb Wealth Management & Fmb Retirement Services
Moorpark, California, United States, United States2msn.com, fmbwealth.com4 +180552XXXXX
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