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.

Paul Goodnough CPA

Paul Goodnough CPA

(1)
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 2004
Transparent Fees & Pricing
525 Country Club Dr unit c, Simi Valley, CA
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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 1987
Transparent Fees & Pricing
1871 Tapo St, Simi Valley, CA
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AQ Financial

AQ Financial

(1)
“I've used AQ since 2019 and they've always been stellar with communication and tax prep!”
In Business Since 2016
Serving Simi Valley Area
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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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Escient Financial

Escient Financial

Pricing, Why Advice-Only Financial Planning?, Financial Planning & Investment Advice
“As aCertified Digital Asset Advisor, Escient Financial has the expertise with digital assets (Bitcoin and cryptocurrency) necessary to provide advice on portfolio construction and analysis,self-custody solutions, tax planning, estate planning, and mo...”
In Business Since 2019
Transparent Fees & Pricing
754 Verdemont Cir, 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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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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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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The Independent Financial Group

The Independent Financial Group

“Believe it or not, investing during working years was the easy part. Just keep accumulating! Even better, the money you put aside wasn't taxable. Such a deal! Tax-delayed doesn't mean tax-free however.”
In Business Since 1999
2655 First St #250, 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...”
In Business Since 2020
3355 Cochran St UNIT 101, Simi Valley, CA
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Caniretirenow

Caniretirenow

In Business Since 2005
Serving Simi Valley Area
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Income Tax Solutions

Income Tax Solutions

(1)
“Lupe was very helpful during my tax return process :)”
Serving Simi Valley Area
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Spring Financial Planning

Spring Financial Planning

“Hourly-based advice in the financial planning world is not common. We do not manage investments for a percentage fee or sell any financial products such as insurance, which means these factors do not influence our recommendations. No long-term contra...”
In Business Since 2016
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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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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Sutherland Campbell Tax & Financial Services

Sutherland Campbell Tax & Financial Services

In Business Since 2003
Serving Simi Valley Area
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David Reinus CPA

David Reinus CPA

(42)
Accountants
“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 2015
Free Initial Consultation
Serving Simi Valley Area
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Impact Leadership Network

Impact Leadership Network

(49)
  • Individuals
  • 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.”
In Business Since 2016
Serving Simi Valley Area
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Camu Document Services

Camu Document Services

(50)
  • Knowledge
  • Understanding
  • Financial
“Also the Company Team getting me and my Family Living Trust as well as Educated me on my Retirement accounts and all options available and what was suitable for me and my Family.”
In Business Since 2019
Serving Simi Valley Area
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Premier Tax & Finance

Premier Tax & Finance

(22)
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 2013
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 1998
Licensed, BBB Rating: A+
Serving Simi Valley Area
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Kennedy Wealth Management

Kennedy Wealth Management

(33)
  • Seminar
  • Questions
  • Retirement
“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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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.

Why these companies made our list

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