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ABOUT US

Your Life. Your Goals. Your Financial Journey. We’re Here for it All.

Client focused

You’re never just a number.

Educators at heart

We simplify the complex.

A team approach

You get the full team.

At our firm, we have the client - and only the client - in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

 

After years in the business, we have developed a reputation for educating individuals in an easy-to- understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

 

We feel a commitment to our community.​​

 

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

 

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

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No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

OUR MISSION

To Develop a Long-Term Trusting Relationship with You 

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

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We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.

Our commitment is to utilize all of our resources to help you pursue your goals.

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We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

OUR VALUED CLIENTS

Testimonials & Reviews

​​Dear Len and Nili,

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Thank you for steering me in the right direction all these years . Bless you both, I so appreciate you. 

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-Lori Turrell - LAUSD

Dear Nili,

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I want to thank you for your service.  I feel very secure and privileged to work with you as my financial planner.  You are a terrific person. Thank you again for everything.

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With Love,

Angela De Lorenzo - Montebello Unified School District

Dear Ilana,

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I needed to take a moment to let you know how much I appreciate you and EVERYTHING you've done for me, thank you so much.

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You are a wonderful agent, not only because you're knowledgeable and competent, but also because you instill in me a confidence and trust that are invaluable. Additionally, you have me invested in accounts that are exactly perfect for my current needs as well as the situation we hope I grow into. I will continue referring you to my peers, as I know they will be in the best hands,

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Thanks again, I feel fortunate to have you on my team!!!

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Best personal regards,

DonnaAnn W
Teacher
LAUSD

Dear Ilana,

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I feel truly blessed to have you as my financial advisor. When we first met over five years ago, I had no idea how it all worked or what was available to me as a teacher, you took me under your wing and guided me financially to a position today that is quite remarkable... I wouldn't have believed it was possible... a very big thank you!

 

You always display complete professionalism, integrity, competence, availablity and knowledge, resulting in me feeling secure and confident. Thank you Ilana, it's been a pleasure working with you and I look forward to many more years together.

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Warmest regards,

Mary C
Teacher – Burbank Unified School District

To whom it may concern,

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I have worked with Teachers Financial Services, Mr. Len Osviowitz, for the past few years. I have yet to find another company that offers such outstanding service and that is always available to answer any questions relating to my retirement and insurance needs. They are very professional and knowledgeable and keep up to date on all the latest developments pertaining to the 403(b) program.

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I have referred them to several of my peers and would like to strongly recommend that Teachers Financial Services become an approved vendor for UTLA. I have no doubt that our members would benefit greatly from this.

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Yours truly,

Michelle D.
Union Chair / Dana Middle School

Dear Mr. Magnus,

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I would like to personally thank you for your expert and professional service for the last four years to Mulholland Middle School and its staff.

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Many staff members have commented how “user friendly” and professional Teacher Financial Services has been in its service to them. I also would like to praise you and your partner, Mr. Len Ovsiowitz, for your valuable service to our school community.

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Sincerely,

Dr. John L. White
Principal

To Whom It May Concern:

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I have had the pleasure of meeting with Stan Magnus for the past 8-10 years, including both social and professional interaction. I find him to be an interesting, engaging person with a long and interesting background. Growing up in South Africa has given him a perspective that is quite evident in that he shows respect for the individual with whom he communicates. He is respectful of that person's political, professional and economic feelings, attitudes, and knowledge. In addition, one feels that Stan takes a special interest in that person during a conversation.

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In observing his business relationships with clients, or potential clients, he demonstrates a strong desire to be up-front and truthful on all matters, even to the extent of pointing out problems or errors of which the client needs to be aware of because of prior investments or poor management of the clients account... without trashing or bad-mouthing others in the field.

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I have found him to be a good salesperson who is anxious that those with whom he is working feel no pressure or arm-twisting; a difficult task in the world of money/finance management.

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In summery, let me state that I have found Stan Magnus to be an honest, forthright and respectful professional and respectfully suggest that you give him the opportunity to work with your members. They can only gain from the opportunity.

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Sincerely,

Jack S. Moscowitz

To whom this may concern,

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I am a third grade teacher and UTLA representative from Melvin Avenue E.S. in Reseda, California. Stan Magnus contacted me so he could help the teachers here with their financial planning. He presented himself very professionally. Not only did he make phone calls to set up appointments, provide lunches, and explain complicated finances, but he did so with the utmost respect for teachers' busy schedules. I am very impressed with their professionalism and he will always be welcome at our school. Thank you for your time.

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Sincerely,

Rebekah R.

Teachers FS

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​​niliteachersfs@gmail.com

Teachers Financial Services
P.O. Box 4124
Malibu, CA 90264

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 

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Please note: Neither Teachers Financial Services nor any of its agents may give legal, tax, or accounting advice. On this website we explain our understanding of the current tax laws and regulations for 403(b) Tax Sheltered Annuities. Please consult your own attorney, accountant or tax advisor.

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