CHANNEL ISLANDS GROUP

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Channel Islands Group specializes in estate, tax, trust, and insurance planning. The firm has developed customized wealth management plans under its core values of transparency and prioritizing client trust while supporting financial, mortgage, and legal services all under one roof since 2014.

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CHANNEL ISLANDS GROUP

Social Links:

Industry:
Financial Services Insurance Wealth Management

Founded:
2014-01-01

Address:
Ventura, California, United States

Country:
United States

Website Url:
http://www.channelislandsgroup.com

Total Employee:
1+

Status:
Active

Contact:
(805) 652-6944

Email Addresses:
[email protected]

Technology used in webpage:
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http://www.channelislandsgroup.com

  • Host name: server-3-162-125-48.iad61.r.cloudfront.net
  • IP address: 3.162.125.48
  • Location: Seattle United States
  • Latitude: 47.6348
  • Longitude: -122.3451
  • Metro Code: 819
  • Timezone: America/Los_Angeles
  • Postal: 98109

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More informations about "Channel Islands Group"

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Aug 31, 2021 Channel Islands Group officially became part of Mariner Wealth Advisors on Aug. 31, 2021. We are confident that itโ€™s the right step for our firm and our clients. Like us, the โ€ฆSee details»

Mariner Wealth Advisors to Acquire Channel Islands Group

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Channel Islands Group - LinkedIn

Channel Islands Group is an employee owned firm located in Ventura, California. Our professionals have decades of combined experience and deep roots in the local community. โ€ฆSee details»

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Channel Islands Group is a wealth advisory that also operates an estate planning business. On July 28th, 2021, Channel Islands Group was acquired by Mariner Wealth Advisors. Use the โ€ฆSee details»

Mariner to Buy $277M RIA Channel Islands Group

Jul 28, 2021 Mariner Wealth Advisors announced plans to acquire Ventura, Calif.โ€“based Channel Islands Group, a registered investment advisor with $277 million in assets and โ€ฆSee details»

Channel Islands Group - Crunchbase

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Mariner Wealth Advisors to Acquire Channel Islands Group - News โ€ฆ

Jul 28, 2021 Channel Islands Group has approximately $277 million in assets under management (AUM) and a very successful estate planning business. The firm has developed โ€ฆSee details»

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Cathy... - Channel Islands Mortgage Services - Cathy Milligan

Jun 25, 2015 Cathy Milligan, doing business as Marina Funding Group has joined Channel Islands Group a local Ventura County firm whose professionals have over 85... Cathy Milligan, โ€ฆSee details»

Channel Islands Mortgage Services - Cathy Milligan | Ventura CA

Channel Islands Mortgage Services - Cathy Milligan, Ventura, California. 172 likes. Financial and mortgage solutionsSee details»

CHANNEL ISLANDS GROUP - Updated November 2024 - Yelp

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Channel Islands Group - Contacts, Employees, Board Members

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*KPMG Islands Group Ltd. is a Cayman Islands Company and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private โ€ฆSee details»

Channel Islands PR group marks 10th anniversary with new faces

Feb 20, 2018 The Channel Islands Group of the Chartered Institute of Public Relations has a new committee which will lead the Group through its 10th anniversary. Guernsey-based Mark โ€ฆSee details»

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In close collaboration with local Chumash groups, Channel Islands Restoration is establishing a native plant garden in the community. As of 2023, our first project is underway, planting purple โ€ฆSee details»

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How Our Organization Supports Island Conservation The Channel Islands are a group of eight islands located off the coast of California, USA. These islands are known for their unique โ€ฆSee details»

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