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MFA WEALTH SERVICES

Integrating Essential Financial Services Under One Roof


Over the past 15 years we have experienced a period of rapid growth and development.  The breadth and depth of the service we provide have continued to expand to satisfy the growing needs you, our valued clients, have communicated. 

  • Asset Management

  • Investment Counseling

  • Advanced Wealth Planning and Management

  • Tax Counseling

  • Estate Planning

  • Trust Planning, Administration and Probate*

  • Corporation, LLC and Partnership Formation*

  • Professional Relationship Management

  • Insurance including Annuities, Life and Long Term Care

Contact us to find out the Advantages You Receive from a Professional Team that Works Together for You.

MFA Wealth Services
100 East Thousand Oaks Boulevard
Suite 258
Thousand Oaks, California 91360

(833) 496-5474


* Legal Services offered through Cornerstone Law Center, an independent Law Firm
 

Encourages proactive dialogue to ensure financial well-being of aging parents.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Explains benefits of employee-stock ownership plans for succession planning.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Use this calculator to estimate how much income and savings you may need in retirement.

How Long Will It Take to Pay my Balance?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How much Disability Income Insurance do you need?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck