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New Era Debt Solutions
- Management
- Communication
- Creditors
“Thank y'all so much for the help with getting all my debts paid y'all were very professional keep up the good work 💯 thanks again Anna Christopher 😊 …”
Best Financial Advisors in Camarillo, CA
24 firms listed · 23 in Camarillo · 5 open weekends · 13 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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Disabatino CPA
“We appreciate the support and commitment and would recommend him for tax prep and accounting services.”
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Channel Islands Taxes
- Knowledge
- Questions
- Job
“I have always been happy with the professionalism that Don has had, and the quick responses to any help I may need in researching past taxes for school admittance.”
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David J. Haskell
“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”
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Cost Segregation Initiatives
- Saving
- Team
- Fee
“I appreciate it that they charge a flat fee for their services, rather than some companies that charge a percentage of credits received: I always feel like that is worrisome, as I think it encourages companies to be more aggressive than might be appr...”
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Powell Financial Group
“After obtaining a degree and delving into careers in Accounting and Real Estate, I found myself at a crossroads. Neither career was particularly satisfying and I found myself seeking to find a new direction for my experience, education and inner core...”
The 24 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
Of the 24 firms we list here, 23 are in Camarillo itself and 1 comes from Ventura (15 mi). 13 of the firms on this page have a rating, from 4.9 to 5.0 across 351 reviews; 2 have 50 or more reviews. 4 are open on Saturdays and 3 on Sundays. 2 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers remote or virtual consultations; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 13 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Camarillo listed here?
23 of the 24 firms are located in Camarillo. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Lifetime Legal
“Exceptional!”
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White & Associates, Susan White EA
“White & Associates was founded in Camarillo back in 1982. With three generations of bookkeeping and tax preparation experience, we work with individuals, small to medium businesses, trusts and non-profits to make sure you don't overpay your taxes.”
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Lifetime Planning
- Retirement
“I asked my mom in law for a honest and experienced advisor because she is super smart,organized and wont trust anybody, so she told me Erick and his dad has being in this business for a long time, his dad retired and Erick is now helping people like ...”
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Lyskin Duke
“Answered a lot of my questions!”
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Mitchell & Associates
“Professional and knowledgeable organization with great leadership and community involvement.”
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Gerhart Group
“I admire Judith's unwavering commitment to empowering women.”
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G&L Professional Services DBA Financial Services
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Summit Wealth Management Group
“As a prospective client, we invite you to schedule a complimentary discovery meeting in our offices to talk about your current situation and circumstances as well as your long-term objectives. Our initial meeting will focus on you, your family, and y...”
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Brightpath Wealth Planning
“Pete Kozak, CFP® combined hiswealth management experience, expertise and enthusiasm into BrightPath Wealth Planning LLC to help clients make the most of money and life.”
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Timothy J. Warren, CPA
“Learn how a tax-managed strategy helps our clients minimize capital gains and other fund distributions to mitigate the tax drag on portfolio performance on taxable accounts. Using this technique of total portfolio management, you can receive the bene...”
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Cogent Independent Advisors
“A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Financial planning is the process of deciding how to allocate current and future assets to best achieve competing financial goals. To do thi...”
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Capital Financial Group
“My father brought me into the business and I watched how he loved helping people. Today, I enjoy providing our clients peace and solutions from debt that might threaten their financial independence and future. Providing strategies for business owners...”
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AMG Financial Services
“This is the DivTag Drag & Drop Footer. If you don't insert anything here, this gap will be hidden when site is published”
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Brentwood Asset Advisors
“Brentwood is a full-service company that works alongside a plan sponsor's consulting actuary, investment advisor and legal team by providing all of the services associated with the purchase of a group annuity contract. Our work starts with pre-sale s...”
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Searle Financial
“Prior to engaging Robert's firm, I was burdened with the daily, weekly and monthly tasks of bookkeeping, payroll and accounting. Robert quickly reviewed my business (a regulated financial company) and set up the proper accounts, software and systems ...”
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Camber Wealth
“The word camber by definition relates to shapes and angles. At Camber Wealth, our approach is to view every angle or possibility when we provide fiduciary-based advice about your retirement and wealth. This allows us to show you which angles or strat...”
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Vision Wealth
“Here at Vision Wealth, we are committed to providing unparalleled financial direction by offering a comprehensive range of investment services. We strive to integrate wisdom and create peace of mind to our clients as we go beyond traditional investme...”
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Pacific View Tax
- Real Estate
- Stress
- The Office
“I can't express enough gratitude to Pacific View Tax LLC Kris Nguyen & Staff, for coming to my rescue when I was drowning in tax-related stress, in 2017.”
Retirement Planning and Investment Management Services in Camarillo, CA Cost Estimates
Minimum cost
$1105
Maximum cost
$9385
National Average
$3313
Avg Per Hour Rates
$332
$2209
$6073
Fair price range is based on 297 cost profiles
Why these companies made our list
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