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Premier Tax & Finance
- Number
- Financial
- Questions
“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....”
Best Financial Advisors in Thousand Oaks, CA
24 firms listed · 13 in Thousand Oaks · 4 open weekends · 11 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Mona Payment Solutions
- Company
- Needs
- Questions
“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.”
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Jacobs & Jacobs
- Questions
“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.”
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ALG Loans
- Calls
- Home
- Refinance
“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.”
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Eagleson Arndt Financial Advisors
“A fantastic financial advisor with many years of experience.”
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Hillcrest Financial Group
“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 ...”
The 24 firms listed for Thousand Oaks, 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: Thousand Oaks, CA
Of the 24 firms we list here, 13 are in Thousand Oaks itself and 11 come from Sherman Oaks (6, 24 mi), Westlake Village (3, 5 mi) and Camarillo (2, 9 mi). 11 of the firms on this page have a rating, from 4.8 to 5.0 across 297 reviews; 1 has 50 or more reviews. 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business services (2), estate planning (2), personal financial planning (2) and tax preparation (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. 20 have ten or more years of experience, the longest 79 years. 3 offer payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 19 list a public email and 2 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.
Why are financial advisers outside Thousand Oaks listed here?
13 of the 24 firms are located in Thousand Oaks. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Cedarstone Advisors
“Steve genuinely cares about his clients and has helped us tremendously.”
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Fitzgerald Financial Services
“I had questions and Mike had answers”
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Retirement Planning Associates
“We assist a select group of individuals and families with navigation through an increasingly complex financial, retirement and estate planning landscape. Our strengths arise from our commitment to learn and understand your personal situation, identif...”
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Mark Smith Financial Services
“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...”
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Guidewell Financial
“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...”
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Pagano Joseph
“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...”
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Cogent Independent Advisors
“A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Financial planning is the process of deciding how to allocate current and future assets to best achieve competing financial goals. To do thi...”
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Stephen M Rousso & Associates: Rousso Stephen M CPA
“He helped us with Trusts, probate and always taxes.”
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De Groote Financial Group
“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 ...”
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Roundtree Financial
“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.”
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Forum Financial Management, LP
“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...”
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Ball & Company
“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...”
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Bruno Associates
“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...”
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PB Tax and Accounting Services
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
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Thousand Oaks Bookkeeper Experts
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Schaefer Financial Services
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Trace Wealth Advisors
“Providing financial consulting and investment management to affluent individuals and families in Los Angeles, CA and beyond.”
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New Era Debt Solutions
- Chose
- Creditors
- Credit Card Debt
“They have me a reasonable monthly ( half of the minimum payment of $900) and a reasonable term ( 4 years vs 30 years) Someone was always quick to respond to me if I had any questions.”
Retirement Planning and Investment Management Services in Thousand Oaks, CA Cost Estimates
Minimum cost
$1191
Maximum cost
$10117
National Average
$3571
Avg Per Hour Rates
$358
$2381
$6547
Average price range is based on 494 cost profiles
Why these companies made our list
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