Simi Valley, CA

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Simi Valley, CA
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Best Financial Advisors in Simi Valley, CA

The highest-rated Financial Planning & Wealth Management companies out of 200 vetted & reviewed in the Simi Valley area.

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Paul Goodnough CPA

Paul Goodnough CPA

(2)
Quickbooks Setup, Payroll, Non-Filed Tax Returns
“I am much appreciative of his, (and his assistant Kelly), efforts to keep me and my small business in compliance with the IRS .”
Offers Financing Options
In Business Since 2005
Transparent Fees & Pricing
525 Country Club Dr unit c, Simi Valley, CA
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Skidmore Markell & Co.

Skidmore Markell & Co.

(6)
Business Tax Returns, Tax Planning, Financial Statements
“Best staff/professionals in the world.”
In Business Since 2011
CPA Certified
2480 Stearns St, Simi Valley, CA
i
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Winther & Co

Winther & Co

Defined Benefit Plans, Emoney, Insurance
“Winthco Wealth Management is a wealth management solutions company dedicated to helping our clients pursue their financial goals by offering sound tax advice and sound wealth guidance by experienced financial consultants. Our team of professionals is...”
In Business Since 1988
Transparent Fees & Pricing
1871 Tapo St, Simi Valley, CA
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Escient Financial

Escient Financial

Bitcoin, Cryptocurrency, & Digital Assets, Pricing, Financial Planning & Investment Advice
“Attain your financial freedom with a unique strategy designed to achieve your goals with a customized approach to digital assets that includes portfolio construction, tax planning, estate planning, and more.”
Remote Consultations Available
In Business Since 2019
Transparent Fees & Pricing
754 Verdemont Cir, Simi Valley, CA
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Wingroup Financial

Wingroup Financial

(8)
  • Decisions
  • Future
  • Financial Advisor
“Mark clearly knows the business of finance, understands the markets and trends and offers sound advice that I can rely on to make responsible, well-informed decisions for my retirement account.”
2655 First St UNIT 250, Simi Valley, CA
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Muskat Financial

Muskat Financial

Wealth Management, Retirement Consulting
“We are committed to delivering on your financial goals. Our affiliation with Commonwealth Financial Network ®, an independent registered investment adviser-broker/dealer, gives us invaluable resources, experience, and guidance that assist us in fulfi...”
In Business Since 2000
990 Enchanted Way Suite 107, Simi Valley, CA
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Qmulate Capital

Qmulate Capital

“This guarantee only applies to the fees charged by Qmulate. No other fees, expenses, or market losses will be waived or reimbursed under this guarantee, including, but not limited to, the fees charged by issuers of particular securities and the fees ...”
In Business Since 2020
Transparent Fees & Pricing
2655 First St #250, Simi Valley, CA
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Simi Valley Investment Services

Simi Valley Investment Services

“Fundamental Investment and Financial Planning Strategies Fortunately there are steps investors can take to lower costs and mitigate unnecessary risks to capture the gains of the marketplace. While risk can never be eliminated, it can be limited to an...”
In Business Since 2019
Transparent Fees & Pricing
1445 E Los Angeles Ave suite 301-m, Simi Valley, CA
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The Independent Financial Group

The Independent Financial Group

“As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.”
In Business Since 1999
2655 First St #250, Simi Valley, CA
Featured

Roth accounts can be attractive, especially when viewed through the lens of our national debt and the possibility (probability?) of higher taxes in the future to fund that debt. Roth distributions may very well remain untaxable, but that doesn’t mean Congress couldn’t create reforms that would make these accounts less attractive, thus reducing their inflows.

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Arxis Wealth Management

Arxis Wealth Management

“We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.”
In Business Since 2006
2468 Tapo Canyon Rd, Simi Valley, CA
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Declaration Financial

Declaration Financial

960 Enchanted Way, Simi Valley, CA
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Porter & Lasiewicz, Cpa's

Porter & Lasiewicz, Cpa's

“Condo Hotel Associations present significant tax challenges. Their ownership structure is that of a full ownership condominium association, but their operations are those of a hotel. This presents unique challenges in the management of the associatio...”
3355 Cochran St UNIT 101, Simi Valley, CA
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Engineered Capital Gains Solutions

Engineered Capital Gains Solutions

“"As a multifamily real estate broker out of Florida, I have worked with countless professionals over the years. I can say without hesitation that Engineered Capital Gains Solutions, Inc. is one of my favorites to work with. What sets them apart is th...”
In Business Since 2020
980 Enchanted Way ste 106, Simi Valley, CA
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Income Tax Solutions

Income Tax Solutions

(2)
“Professional and careful attention from the entire team.”
Serving Simi Valley Area
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Periscope Money

Periscope Money

“At Periscope, we value our relationships with our clients. We want our clients to feel relief when we partner with them. We're always here to answer your questions and provide you with the financial reports and data you need to get things done.”
In Business Since 2013
2655 First St UNIT 250, Simi Valley, CA
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Sutherland Campbell Tax & Financial Services

Sutherland Campbell Tax & Financial Services

In Business Since 2003
Serving Simi Valley Area
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The Advisor Consulting Group

The Advisor Consulting Group

“C ollaboration allows for better communication. By working with all team members, we facilitate the delivery of extraordinary results for the client. ACG will translate technical language and complex strategies so the client understands what is being...”
In Business Since 2002
Serving Simi Valley Area
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Impact Leadership Network

Impact Leadership Network

(49)
  • Training
  • Financial Freedom
  • Mentor
“My agent Felesha Watts is amazing, she's very tentative, informative, not pushy and she has a way of making you feel like you're with the right person at the right time.”
Coupons & Offers
In Business Since 2024
Licensed
Serving Simi Valley Area
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David Reinus CPA

David Reinus CPA

(42)
  • Ethical
  • Decision
  • Advice
“However, it's beyond that, they really take care of us and wouldn't lets us forget about anything, they keep track of everything and guide for whatever we need.”
In Business Since 2007
Free Initial Consultation
Serving Simi Valley Area
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Premier Tax & Finance

Premier Tax & Finance

(21)
Planning Services, Entrepreneurial Success Plan, Financial Reporting
“He had both state and fed efiled before the bad guys could do it this morning several others filed this morning too late already been filed by bad guys....”
In Business Since 2014
Licensed, BBB Rating: A+
223 Thousand Oaks Blvd # 405, Thousand Oaks, CA
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John E. Bennett, CPA

John E. Bennett, CPA

(12)
Quickbooks Services, Individual Services, Business Services
“Bennett has been preparing my taxes for over twenty years, answering questions, offering advice, and ensuring that all is done correctly, fully, and accurately.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2001
Licensed, BBB Rating: A+
Serving Simi Valley Area
i
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Kennedy Wealth Management

Kennedy Wealth Management

(35)
  • Proactive
  • Fear
  • Seminar
“We have worked directly with Mark Kennedy and his staff to create a plan that not only preserves our assets but also assures that we will not run out of money for as long as we live.”
In Business Since 2010
Free Initial Consultation
Serving Simi Valley Area
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Camu Document Services Inc.

Camu Document Services Inc.

(50)
  • Plan
  • Ira
  • Company
“The services is so awesome, they explain in details all what you needed to know, they are accommodating, respectful and true people, I recommend this Company to all.”
In Business Since 2019
Serving Simi Valley Area
i
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Peak Financial Planning

Peak Financial Planning

(27)
  • Budgets
  • Explanations
  • Decision
“Moreover, Eric employs a diverse set of tools to educate his clients, catering to different learning styles and needs, which has greatly enhanced my understanding of financial planning and investment strategies.”
Remote Consultations Available
Free Initial Consultation
In Business Since 2021
Transparent Fees & Pricing
Serving Simi Valley Area
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Retirement Planning and Investment Management Services in Simi Valley, CA Cost Estimates

Minimum cost
$1190
Maximum cost
$10113
National Average
$3570
Avg Per Hour Rates
$357
$2380
$6544
Typical price range is based on 451 cost profiles
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Average Cost $3570
Minimum cost $1190
Maximum cost $10113
Avg Per Hour Rates $357

Typical range $2380 to $6544 is based on 451 cost profiles.

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Wealth Management Advisors near Simi Valley

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