Lamia Financial Group

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(805) 497-1717Call Visit WebsiteVisit Website Map & DirectionsDirections100 E Thousand Oaks BlvdThousand Oaks, CA 91360 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Thousand Oaks with Investment Advisory Service

Conejo Valley (3 miles)
Newbury Park (3 miles)
Westlake Village (7 miles)
Oak Park (10 miles)
Agoura Hills (11 miles)
Moorpark (12 miles)
Simi Valley (13 miles)
Somis (14 miles)

More Info

Extra Phones

Phone: (805) 379-1993

Phone: (805) 648-4840

Phone: (805) 494-3416

Neighborhoods

Thousand Oaks, Downtown Thousand Oaks

AKA

Lamia Christopher

MNS Engineers Inc

Winters Financial Group Inc

Christopher Lamia

Other Links

https://www.mnsengineers.com/contact-us

https://www.wfginc.com/contact

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Real Estate Agents, Retirement Planning Services

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Details

Phone: (805) 497-1717

Address: 100 E Thousand Oaks Blvd, Thousand Oaks, CA 91360

Website: https://www.mnsengineers.com/contact-us

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Lamia Financial Group

Tax Planning
Charitable Giving
Charitable giving not only supports those in need but also can provide financial benefits in the form of tax deductions. However, maximizing these benefits while staying compliant with IRS regulations requires careful planning and understanding.
Tax Services
Our tax professionals have over 75 years combined experience providing the following types of tax preparation and tax advisory services to Individuals, Businesses and Trusts...
Tax Deductions
Income Tax
Lucia Toledo joined Lamia Financial Group, Inc. in 2017, after graduating from California Lutheran University with honors. She received a Bachelor of Science in Accounting and a Bachelor of Art in Spanish. Prior to joining the firm, Lucia had previously volunteered for Ventura County Volunteer Income Tax Assistance (VITA). She obtained her Enrolled Agent certification in August 2021.

Investment Management
Wealth Management
Jeff joined Lamia Financial Group, Inc., in 2008 after a 30-year career as a Partner in a local accounting firm. Jeff graduated from California State University Northridge in 1976 with a Bachelor of Science degree in Business Administration, with an option in Accounting. Jeff received his Certified Public Accountant designation in 1978 and the CERTIFIED FINANCIAL PLANNER™ designation in 2013. Jeff provides Wealth Management services through his affiliation as a Financial Advisor with Forum Financial Management. Jeff has been a member of Thousand Oaks Rotary since 1978, served as Club President in 1989-90, is a Paul Harris Fellow, and is a member of The Bequest Society of Rotary International.

Accounting Services
In years past, small business owners found themselves entering facts and figures into ledgers by hand, which took hours and hours to complete. Fortunately, financial software for accounting and bookkeeping has changed things dramatically.

Financial Planning
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. We use that information to provide you with tax, accounting, and/or financial planning services to you at your request.
Retirement Planning
Annuities
Annuities aren’t such a modern concept as you might think. Although many people are just now hearing about annuities, they’ve been around as far back as the Roman Empire. Citizens of Rome would make a lump sum payment into what they called an “annua” fund. They would then receive a payment each year until death.

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