Daniel Medina's Contact Details

Daniel Medina's Company Details

'Investor''s Advantage Corporation'

Westlake Village, California, United States • 1 - 10 Employees
Financial Services

Investor's Advantage in Westlake Village, California does not take the same old Investment Approach as many companies in the "Financial Planning" industry. We work based on mathematical probabilities that relate to YOUR SPECIFIC financial position within the scope of the ENTIRE global financial marketplace. We do not just represent one company with one line of, "Financial Products". We specialized in, "Wealth Management and Retirement Planning" in the true sense of the words. While there are over 3,000 local financial advisors with many different opinions, not all firms in the Conejo Valley pay for independent research. This independent research is one of the cornerstones of our Investment Strategy that helps investors see the larger picture and make appropriate, if not more informed decisions. This independent research has been used with investors in the workshops that the President of our firm conducts.200 N. Westlake Blvd., Suite 109Westlake Village, California 91362-3783805.495.2077 800.266.2077 888.WHY.BEPOORFax: 805.495.9728www.westlakefinancialadvisors.comSecurities offered through Securities America, Inc. (SAI), Member FINRA (www.finra.org) / SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. Investors Advantage and the Securities America companies are separate entities.