Best Financial Advisors in Thousand Oaks, CA

“As a business owner constantly seeking efficiency and reliability in payment processing, I was thoroughly impressed by the comprehensive suite of merchant services offered by this forward-thinking company.”

“My wife and I have been coming to Jacobs and Jacobs to have Greg Burke prepare our business and personal yearly taxes and other support during the year.”

“I've done several purchases and refinance loans with him throughout the years and each time from start to finish Arin kept me in the loop and feeling confident about the process.”

“A fantastic financial advisor with many years of experience.”

“Hillcrest Financial Group is an SEC registered investment adviser located in Thousand Oaks, CA. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Hillcrest Financial Group's web site on the ...”

“Steve genuinely cares about his clients and has helped us tremendously.”

“I had questions and Mike had answers”

“There's no time like the present to start planning your financial future. If you're ready to start planning for your retirement years, call us first. Don't wait until it is too late. We'll help you make sure your retirement years are nothing but smoo...”

“The professional use of innovative tools, webinars, and regularly scheduled individually tailored meetings has ensured our family financial well being is well balanced and on a healthy growth trajectory based on the age and stage of our lives.”

“As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by p...”

“Count on us to help you pursueyour aspirations for today and tomorrow. We'll help you navigate life's major transitions (like divorce, or loss of spouse, or retirement). We're there for you when you choose a new path (like starting or selling a busin...”

“I would like to sincerely welcome you to our website, and encourage you to explore the many tools and resources we have available. Ball & Company is dedicated to helping our clients develop a roadmap to build, manage and preserve their wealth for a l...”

“Sara is new to the financial industry only starting in 2022 when she was hired at De Groote Financial. As Operations Manager, Sara is responsible for all the paperwork surrounding opening accounts and investment paperwork and is also responsible for ...”

“We understand that every individual's financial situation is unique. Our experienced professionals will work closely with you to understand your goals, aspirations, and challenges, creating a comprehensive financial roadmap tailored to your needs.”

“We can tell you without hesitation that having a plan in place is better than having no plan at all. This statement is true for investing and applies across all areas in life, whether you are deciding on your next career move or throwing a surprise b...”

“Here at Bruno Financial we believe that the most important aspect to financial planning is knowing who you are as a person. We take the time to get to know our clients on a personal level and we pride ourselves on being a boutique wealth management f...”

“Providing financial consulting and investment management to affluent individuals and families in Los Angeles, CA and beyond.”