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Paul Goodnough CPA
“I am much appreciative of his, (and his assistant Kelly), efforts to keep me and my small business in compliance with the IRS .”
Best Financial Advisors in Simi Valley, CA
24 firms listed · 14 in Simi Valley · 2 open weekends · 11 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
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Skidmore Markell & Co.
- Money
“Best staff/professionals in the world.”
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Winther & Co
“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...”
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Escient Financial
“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.”
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Wingroup Financial
- 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.”
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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...”
The 24 firms listed for Simi Valley, 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: Simi Valley, CA
Of the 24 firms we list here, 14 are in Simi Valley itself and 10 come from towns including Calabasas (2, 10 mi), Valencia (2, 14 mi) and Sun Valley (2, 21 mi). 13 of the firms on this page have a rating, from 4.0 to 5.0 across 520 reviews; 2 have 50 or more reviews and 11 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are business services (2), investment management (2), tax planning (2) and tax preparation (2). 1 shows a license on its website; 1 lists staff certifications (CPA) and 2 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer payment plans; 3 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for 21 of the firms on this page; 19 publish a contact page; 15 list a public email and 3 take 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.
Do firms listed for Simi Valley take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Muskat Financial
“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...”
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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 ...”
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Declaration Financial
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Arxis Wealth Management
“We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.”
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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...”
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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.”
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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...”
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Income Tax Solutions
“Professional and careful attention from the entire team.”
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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.”
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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...”
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Sutherland Campbell Tax & Financial Services
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Impact Leadership Network
- 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.”
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David Reinus CPA
- 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.”
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Premier Tax & Finance
- Financial
- Questions
- Number
“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....”
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John E. Bennett, CPA
- Questions
- Laws
“Bennett has been preparing my taxes for over twenty years, answering questions, offering advice, and ensuring that all is done correctly, fully, and accurately.”
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Kennedy Wealth Management
- 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.”
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Camu Document Services Inc.
- 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.”
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Peak Financial Planning
- 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.”
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
Why these companies made our list
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