Gold Coast Securities Inc

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Investment Securities, Annuities & Retirement Insurance Plans, Financial Planners

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Tomorrow: 9:00 am - 5:00 pm

31 Years

in Business

Accredited

Business

(805) 496-3660Call Visit WebsiteVisit Website Map & DirectionsDirections275 E Hillcrest Dr Ste 225Thousand Oaks, CA 91360 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Thousand Oaks with Investment Securities

Conejo Valley (4 miles)
Newbury Park (4 miles)
Westlake Village (7 miles)
Oak Park (10 miles)
Agoura Hills (10 miles)
Moorpark (12 miles)
Simi Valley (13 miles)
Somis (14 miles)

More Info

Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: TollFree: (800) 289-9999
Neighborhood: Thousand Oaks
Other Link: https://gcsec.com
Other Email: Email Business
Categories: Investment Securities, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (805) 496-3660

Address: 275 E Hillcrest Dr Ste 225, Thousand Oaks, CA 91360

Website: https://gcsec.com

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Gold Coast Securities Inc

Estate Taxes
Tax Services
Income Tax
Life insurance is a contract between you and an insurance company. Basically, you pay the insurance company a series of payments-or premiums-based on the type of policy that you've purchased. In turn, the insurance company agrees to pay your beneficiary a specified sum of money. The specified sum is called a death benefit. Your beneficiary is the person that you designate to receive the benefit from the insurance company. Generally the payment your beneficiary receives is not subject to federal or state income taxes. However, payments to your beneficiaries may result in estate tax liabilities. (You should discuss any potential tax benefits with your tax advisor.)

Investment Management
As Senior Vice President of Operations, Ms. Tamano is responsible for the back-office operations of the firm. In this capacity, Ms. Tamano oversees new accounts, trading, and portfolio management.
Mutual Funds
Do you ever think, "What would it be like to own an All-Star team?"? What if you could select from some of the best mutual funds from different fund families all in one account? At Gold Coast Securities, we identify some of the best retail and institutional mutual fund managers and combine them in a way that reflects your individual needs. A GCS Investment Professional will work with you to determine your risk tolerance and investment time horizon so that the right combinations will be chosen for you. Gold Coast Securities will conduct ongoing monitoring of your mutual funds and report your account performance to you on a quarterly basis. To learn more about this service, including account size minimums and suitability, please Contact Us.
Bonds

Accounting Services

Financial Planning
Comprehensive. Holistic. This is where it all begins. No two people are alike, and neither are their financial needs. By working with a GCS Investment Professional, together you can design a financial plan that helps you get to where you want to be. To learn more about this service, please Contact Us.
Retirement Planning
Did you ever wonder how large institutions manage their investments? What if you could have access to the same money managers they use for their large pension plans? Our Institutionally Managed Portfolios do just that. Now, with the help of a GCS Investment Professional, you can have a portfolio that includes individual stocks and bonds that are privately managed by some of the largest and well-known investment firms. To learn more about this service, including account size minimums and suitability, please Contact Us.
Annuities
An annuity is a contract between you and an insurance company that lasts over a specific time period. In this agreement, the customer agrees to pay the life insurance company a specified amount of money. These payments are also known as purchase payments and can be made once or over a series of payments. In exchange for these purchase payments, the investor can opt to receive a lump sum or a series of payments from the insurance company. A major potential benefit of annuities is that earnings can accumulate tax-deferred—meaning you don’t pay taxes on either the contributions or the earnings until you take a distribution. (You should discuss any potential tax benefits with your tax advisor. Please note that other investment vehicles, such as IRAs and employer sponsored retirement plans, also may provide investors with tax deferred growth. Also, if an investor invests in a variable annuity through a tax-advantaged retirement plan, the investor will realize no additional tax advantage from the variable annuity.)
Long Term Care
Nearly half of all Americans will need long-term care at some point in their lives. In fact, one in five over the age of 50 is at a high risk of needing long-term care within the next 12 months.
Asset Management
Allocate Your Assets: After your financial goals, sensitivity towards risk and investment horizon are assessed, your Investment Professional will help you to choose the investment vehicles that are suitable for you. More important than the individual securities you hold in your portfolio, proper asset allocation can increase the potential for returns while mitigating individual sector risk. Putting all your eggs in one basket can cause problems even in investing.
College Funding

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