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31111 Agoura Road
Suite 200
Westlake Village, CA 91361
(818) 540-6967

 

Our Mission

As registered representatives with Lincoln Financial Advisors, we adhere to Lincoln’s overriding philosophy - the one that distinctively defines the way we do business - to "Serve First, Last and AlwaysSM".

Lincoln Financial Advisors' "Serve First" philosophy was conceived over 50 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.

Our clients receive the best of two worlds: the experience and financial stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.