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About Us
We bring innovative solutions to privately held businesses in the areas of Employee Benefits, Retirement, Estate and Business Succession Planning.

To learn more about California's new health care marketplace, click here.

To learn more about James L. Wisdom Insurance Services, click here.

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Our Services
Quick Contact
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JLW Financial and Insurance Services
4607 Lakeview Canyon Road- Suite 482
Westlake Village, CA, 91361

Phone:
805-497-9264

Fax:
805-435-3636

License:
CA: 0699524

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