Best Financial Advisors in Camarillo, CA

18 firms listed · all 18 in Camarillo · 3 open weekends · 8 rated 4.5+ · 2 show a license

Data verified October 18, 2026

Channel Islands Taxes

Channel Islands Taxes

5.0 18 reviews
“We feel his fees are very reasonable, especially for the amount of time he spends preparing our tax return.”
Serves Camarillo, CaliforniaSince 2007
Po Box 3606
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David J. Haskell

David J. Haskell

5.0 1 review
“David J Haskell is great guy he's very knowledgeable really cares about what he does for people and I can say so because I am myself”
40+ years
548 Spring Oak Rd
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Cost Segregation Initiatives

Cost Segregation Initiatives

5.0 20 reviews
“The product was great, and they delivered the report sooner than anticipated.”
35+ years
5999B Ridge View St
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Powell Financial Group

Powell Financial Group

Since 1987BBB A+
231 Village Commons Blvd UNIT 17
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Lifetime Planning

Lifetime Planning

5.0 3 reviews
“Has been a great experience for me to have my retirement account taken care of by this office.”
1200 Paseo Camarillo
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Lyskin Duke

Lyskin Duke

5.0 1 review
“Answered a lot of my questions!”
California license #0804346Since 2005
751 E Daily Dr # 215
i

The 18 firms listed for Camarillo, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Camarillo, CA

All 18 firms we list here are in Camarillo itself. We have 19 firms in Camarillo on file; this page shows the highest-rated 18. 8 of the firms on this page have a rating, and all of them are rated 5.0, across 47 reviews. 2 are open on Saturdays and 3 on Sundays. 2 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers remote or virtual consultations; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 18 of the firms on this page; 12 publish a contact page and 12 list a public email. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Mitchell & Associates

Mitchell & Associates

5.0 2 reviews
“The very best at what they do!”
Since 1988
333 Lantana St
i
G&L Professional Services DBA Financial Services

G&L Professional Services DBA Financial Services

Since 1998
4000 Calle Tecate STE 210
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Summit Wealth Management Group

Summit Wealth Management Group

Since 1989Family-owned
400 Camarillo Ranch Rd STE 202
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Brightpath Wealth Planning

Brightpath Wealth Planning

Since 2013
5999 Ridge View St B
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Cogent Independent Advisors

Cogent Independent Advisors

Free consultationSince 2016
4065 Mission Oaks Blvd B
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Timothy J. Warren, CPA

Timothy J. Warren, CPA

Since 2016
333 N Lantana St #118
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AMG Financial Services

AMG Financial Services

Since 2016
360 Mobil Ave
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Capital Financial Group

Capital Financial Group

LicensedSince 2014
1601 Carmen Dr Suite 114
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Camber Wealth

Camber Wealth

Since 2021
400 W Ventura Blvd #205
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Searle Financial

Searle Financial

Since 2011Virtual consultations
651 Via Alondra #701b
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Brentwood Asset Advisors

Brentwood Asset Advisors

Since 1999
5999 Ridge View St B
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Vision Wealth

Vision Wealth

Since 2013
1297 Flynn Rd STE 280
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HomeWealth Management AdvisorsCaliforniaCamarillo, CA

Why these companies made our list

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