Planatek Financial Inc

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Our mission is to continually and consistently provide personalized solutions to our clients and relocating employees while maintaining the highest degree of honesty and integrity.

Our Philosophy “Clients for Life”. A strong and genuine belief in the “clients for life” principle of doing business is what fuels this company. Referrals from previous clients, local real estate professionals, CPA’s and other financial consultants have always been the majority of Roshe & Simone’s production.

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Planatek Financial Inc Contact Information:

  • 31351 Via Colinas
    Ste 202
    Thousand Oaks, CA 91362
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  • Phone: (818) 707-8899
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  • Hours

    Monday 9:00 am - 5:00 pm
    Tuesday 9:00 am - 5:00 pm
    Wednesday 9:00 am - 5:00 pm
    Thursday 9:00 am - 5:00 pm
    Friday 9:00 am - 5:00 pm