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Thousand Oaks Estate Planning

5.0

About this business

Location details

2629 Townsgate Rd suite 235B, Thousand Oaks, CA, 91361, United States

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WeekdayScheduleStatus
Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.06 reviews
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Michael Blaser's profile image
Michael Blaser 
on Google
6 years ago

Theresa's expertise and knowledge in the field of her specialization is awesome! Very comprehensive services and extraordinary knowledge and expertise. I have referred family to her...that speaks volumes! 

Allison McGrath's profile image
Allison McGrath 
on Google
6 years ago

Theresa Loss is amazing and very helpful. She really knows her stuff!! 

Brian Collins's profile image
Brian Collins 
on Google
6 years ago

If you are need of an estate planner or simply have questions about this difficult but all-important decision, Theresa comes highly recommended. She is very patient and understanding and above all a consummate professional. Give her a call! 

Brian Angel's profile image
Brian Angel 
on Google
7 years ago

Theresa is caring, compassionate, and has all the answers to the questions that were vexing us. I feel very confident in our Estate Plan based on her vast knowledge and our overall experience. Highly Recommended!!! 

Kathy Costas's profile image
Kathy Costas 
on Google
7 years ago

Theresa has such a comprehensive process to guide clients through all of the steps needed to create an effective estate plan. She explains everything and why you need each piece. She also goes the extra step to make sure your assets are held in the trust properly. I highly recommend her! 

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Frequently asked questions about Thousand Oaks Estate Planning

How is Thousand Oaks Estate Planning rated?

Thousand Oaks Estate Planning has a 5 star rating with 6 reviews. 

When is Thousand Oaks Estate Planning open?

Thousand Oaks Estate Planning is closed now. It will open tomorrow at 8:30 a.m. 

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