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New Era Debt Solutions

(50)

Management
Accounts
Communication

“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 😊 …”

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Check out this ⭐⭐⭐⭐⭐ Review! "I love New Era Debt Solutions because they did everything they could to make sure I was successful. Months when I was short or couldn’t make it they adjusted my payments. They kept me up-to-date with any new activity and settlements. They were so easy to work with. They were always very responsive. I would recommend them to anyone struggling to get back on track financially." -- Cierra A...

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Disabatino CPA

(1)

Tax Planning & Preperation, Bookkeeping Overview, Financial Records Clean Up

“We appreciate the support and commitment and would recommend him for tax prep and accounting services.”

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Channel Islands Taxes

(18)

Tax Services, Personal Financial Planning, DIY Software

“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

(1)

“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

(20)

Team
Report
Tax

“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...”

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Lifetime Legal

(1)

Wills, Charitable Planning, Living Trust Packages

“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

(1)

Investment Advisory, Financial Planning, Tax Planning

“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

(1)

“Answered a lot of my questions!”

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Transformation Financial Life and Health Agent

“Transformation Financial Inc. is an organization that is comprised of individuals associated with World Financial Group Insurance Agency, LLC and World Financial Group, Inc., but it is not an affiliated company of World Financial Group, Inc., WFGIA, ...”

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Gerhart Group

(2)

“I admire Judith's unwavering commitment to empowering women.”

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Mitchell & Associates

(2)

“Professional and knowledgeable organization with great leadership and community involvement.”

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G&L Professional Services DBA Financial Services

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Summit Wealth Management Group

Financial Planning, Planning For Life Events, Wealth Management

“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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Timothy J. Warren, CPA

Pre-Retirement Stock Strategies

“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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Brightpath Wealth Planning

Retirement Planning, Investment Analysis and Management, Life Transitions

“We partner with clients to shed light on their path ahead and confidently take steps towards their best life. BrightPath Wealth Planning is an independent fee-only financial planning and investment advisory firm. Independent means firm is owned by Pe...”

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Rene S. Randel, Mba, Cpa, CFP

“For over 20 years, Rene S. Randel, MBA, CPA, CFP® has helped clients pursue their financial goals. Our firm offers a full array of tax, financial, investment* and estate planning services. Mr. Randel is uniquely positioned to recommend which investme...”

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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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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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Capital Financial Group

Tax Management, Estate Conservation, Retirement Strategies

“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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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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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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Average Cost	$3313
Minimum cost	$1105
Maximum cost	$9385
Avg Per Hour Rates	$332

Best Financial Advisors in Camarillo, CA

The highest-rated Financial Planning & Wealth Management companies out of 141 vetted & reviewed in the Camarillo area.

New Era Debt Solutions

Disabatino CPA

Channel Islands Taxes

David J. Haskell

Cost Segregation Initiatives

Powell Financial Group

Lifetime Legal

White & Associates, Susan White EA

Lifetime Planning

Lyskin Duke

Transformation Financial Life and Health Agent

Gerhart Group

Mitchell & Associates

G&L Professional Services DBA Financial Services

Summit Wealth Management Group

Timothy J. Warren, CPA

Cogent Independent Advisors

Brightpath Wealth Planning

Rene S. Randel, Mba, Cpa, CFP

AMG Financial Services

Searle Financial

Capital Financial Group

Camber Wealth

Brentwood Asset Advisors

Retirement Planning and Investment Management Services in Camarillo, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Camarillo

Popular in Camarillo