Best Financial Advisors in Thousand Oaks, CA

“Premier Tax & Finance is not only highly knowledgeable about current personal & business/corp accounting, tax & finance laws, rules & regulations, but they are also willing to go the distance to make sure your needs are meet and you are happy with yo...”

“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.”

“Easy and a pleasure to work with.”

“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.”

“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...”

“Rick began his career with a degree in FinanceandReal Estatefrom California State University, Northridge. Over the next decade, he became a partner in two mortgagebankingfirms, funding over half a billion dollars in residential loans. In order to bet...”

“David Martin Darst, CFA is an Investment Advisor to DeGroote Financial Group, specializing in asset allocation and product selection. Previously, David served for 17 years as a Managing Director and Chief Investment Strategist at Morgan Stanley Wealt...”

“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...”

“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.”

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

“New Era is an amazing debt settlement company they help me pay all my debt which other company dupe me and was charged by the federal government thank you New Era”