Best Financial Advisors in Thousand Oaks, CA

The highest-rated Financial Planning & Wealth Management firms out of 290 vetted & reviewed in the Thousand Oaks area.

POM Unlimited - Financial Advisor Los Angeles

POM Unlimited - Financial Advisor Los Angeles

(1)
“Would recommend utilizing his services for your insurance needs..”
In Business Since 2019
Serving Thousand Oaks Area
i
Premier Tax & Finance

Premier Tax & Finance

(22)
Planning Services, Entrepreneurial Success Plan, Tax Representation
“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...”
Licensed, BBB Rating: A+
In Business Since 2012
223 Thousand Oaks Blvd # 405, Thousand Oaks, CA
i
Jacobs & Jacobs

Jacobs & Jacobs

(10)
Trusts and Estates, Non-Filed Tax Returns, IRS Wage Garnishment
“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.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1946
455 E Thousand Oaks Blvd Ste 101, Thousand Oaks, CA
i
Kennedy Wealth Management

Kennedy Wealth Management

(23)
  • Seminar
  • Retirement
“My priorities are safety, security and most importantly peace of mind, which I absolutely have working with Mark and his exceptional, professional team of associates.”
Free Initial Consultation
In Business Since 2010
Serving Thousand Oaks Area
i
Mona Payment Solutions

Mona Payment Solutions

(17)
  • Questions
“Easy and a pleasure to work with.”
In Business Since 2016
1325 Thousand Oaks Blvd #200, Thousand Oaks, CA
i
Eagleson Arndt Financial Advisors

Eagleson Arndt Financial Advisors

(2)
Subscription Based Financial Planning, Hourly Advice, Certified Student Loan Advising
“A fantastic financial advisor with many years of experience.”
In Business Since 2005
100 Thousand Oaks Blvd Suite 174, Thousand Oaks, CA
i
Wiere Mediation

Wiere Mediation

(1)
“Decades of experience, unflappable equilibrium, highly respected in the business and general communities.”
In Business Since 1997
3138 Heavenly Ridge St, Thousand Oaks, CA
i
Strategic Path Financial Group

Strategic Path Financial Group

(10)
  • Patient
  • Retirement
“They were very professional and mapped out a strategic retirement financial plan that put us on a clear path to the comfortable retirement we had always hoped to achieve.”
In Business Since 2019
Serving Thousand Oaks Area
i
Life Strategies Advisors

Life Strategies Advisors

(2)
“The smartest, most honest and trustworthy person ever.”
Free Initial Consultation
In Business Since 2012
Serving Thousand Oaks Area
i
Jack B. Murad, Cpa, MBT Financial Services

Jack B. Murad, Cpa, MBT Financial Services

(1)
Insurance, Tax, Money
“He's a great accountant and a great guy.”
In Business Since 1999
Serving Thousand Oaks Area
i
Silverberg Wealth Management

Silverberg Wealth Management

(1)
“Marcus has always listened to my needs and kept a close eye on my investment activity.”
In Business Since 2014
Serving Thousand Oaks Area
i
The Stewardship Solution

The Stewardship Solution

(10)
  • Investment
  • Retirement
“Being able to have peace of mind regarding my finances, being able to have a quality of life that's comfortable is the result of working with my financial advisor, Derrik Hubbard.”
In Business Since 2007
Serving Thousand Oaks Area
i
David Brodsky - Raymond James

David Brodsky - Raymond James

(1)
Services, Services
“My name is Robert Gonzales and I wanted to take a moment to personally thank David brodsky for being the kind of person that takes the time to make you feel comfortable and to make sure your needs are taken care of.”
Family Business
In Business Since 1998
Serving Thousand Oaks Area
i
Transamerica Financial Advisors

Transamerica Financial Advisors

(1)
“Friendly and remarkably positive people who can motivate a village of enthusiastic people to make changes.”
Offers Financing Options
In Business Since 2009
Serving Thousand Oaks Area
i

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
Click to copy
Successfully copied!
Average Cost $3571
Minimum cost $1191
Maximum cost $10117
Avg Per Hour Rates $358

Fair range $2381 to $6547 is based on 494 cost profiles.

Why these companies made our list

Is this page useful? Yes No
Back To Top