Financial Advisors… Talk to Steve Greenwood

We specialize in all forms of estate planning, which often brings in financial advisors from allied fields on a referral basis to ensure each of our client’s receive the best available counsel and that their entire asset base is protected and valued to the greatest extent possible.

We do considerable work with strategic finance professionals such as CPAs, REALTORS┬«, insurance brokers, enrolled agents, registered securities brokers, corporate fiduciaries, successor trustees, bankers, business brokers, and other professionals involved in client relations and business development.  We have found that integrating efforts and collaborating on appropriate client issues can be most beneficial to all parties involved.  Our principal, Steve Greenwood, would be pleased to discuss with you and your clients how to benefit from estate planning to create greater peace of mind.

Further, if you ever need a speaker on estate planning for any of your clients or their companies, civic or professional organizations or social or networking groups, please feel free to contact Steve directly at 805-277-5020 or e-mail steve@caestatelaw.com.

Wealth Counsel

Wealth Council

Docubank

Docubank

Contact Us

Steven M. Greenwood, P.C.
2801 Townsgate Rd., Ste. 210
Westlake Village, CA 91361

805-277-5020 - Phone
805-277-5021 - Fax
info@CAestatelaw.com

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