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.”

“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 ...”

“They are open and honest on what to expect throughout the process and are constantly in contact with me and calling me at least once a week to give me updates regarding my stand, which helping me move forward these hard times.”

“Great company that actually cares about the well being of their clients!”

“I had questions and Mike had answers”

“Schulman Lobel offers a comprehensive range of accounting, consulting, business management, and tax services to individuals and businesses in the U.S. and across the world.”

“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...”

“He proactive and reaches out to them with the advice they need to attain their financial goals whether it's short or long term.”

“White, Zuckerman, Warsavsky, Luna & Hunt brings much more than accounting expertise to our clients. We provide value-added services such as locating and verifying hard-to-find financial research while in a court-imposed time crunch; providing clear, ...”

“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...”

“Investment success comes when you have the “right” balance of risk, opportunity, and expense. What is “right” depends on each person and their goals, investments they have access to, and financial knowledge to make sound decisions. Is the investment ...”

“Welcome to LINDSEY AND LINDSEY WEALTH MANAGEMENT. Why choose us? Experienced in all areas of financial planning to help you work towards your goals, we believe actions speak louder than words.”

“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...”

“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 ...”