Best Financial Advisors in Thousand Oaks, CA

The highest-rated Financial Planning & Wealth Management companies out of 148 vetted & reviewed in the Thousand Oaks area.

Premier Tax & Finance

Premier Tax & Finance

(22)
Planning Services, Entrepreneurial Success Plan, Tax Representation
“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....”
Licensed, BBB Rating: A+
In Business Since 2013
223 Thousand Oaks Blvd # 405, Thousand Oaks, CA
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Mona Payment Solutions

Mona Payment Solutions

(21)
Rewardpay Surcharging Solution, Ecommerce & Shopping Cart, Consumer Choice
“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.”
In Business Since 2016
1325 E Thousand Oaks Blvd, Thousand Oaks, CA
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Jacobs & Jacobs

Jacobs & Jacobs

(9)
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 1947
455 E Thousand Oaks Blvd STE 101, Thousand Oaks, CA
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Accuretta

Accuretta

(6)
“Brenda and her team are professional , prompt and thorough, I fee confident that we are being taken care of when that dreaded time of the year comes around”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2011
Free Initial Consultation
Serving Thousand Oaks Area
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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
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Hillcrest Financial Group

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 ...”
Transparent Fees & Pricing
In Business Since 2017
515 Marin St Suite 406, Thousand Oaks, CA
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Compliancespace

Compliancespace

(13)
  • Plan
  • Financial
  • Team
“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.”
Remote Consultations Available
In Business Since 2022
Serving Thousand Oaks Area
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Cedarstone Advisors

Cedarstone Advisors

(1)
“Great company that actually cares about the well being of their clients!”
In Business Since 2013
3125 Old Conejo Rd Unit 7, Thousand Oaks, CA
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PB Tax and Accounting Services

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...”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2014
Serving Thousand Oaks Area
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Fitzgerald Financial Services

Fitzgerald Financial Services

(1)
Michael Grodotzke, LPL Investment Advisor Representative, Timothy Fitzgerald, LPL Registered Principal
“I had questions and Mike had answers”
In Business Since 2005
Serving Thousand Oaks Area
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Retirement Planning Associates

Retirement Planning Associates

Investment Market Perspectives, Personal Financial Planning
“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...”
In Business Since 1998
200 N Westlake Blvd #111, Thousand Oaks, CA
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Schulman Lobel

Schulman Lobel

Forensic & Litigation Support, International Tax, Outsource CFO
“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.”
In Business Since 2012
Serving Thousand Oaks Area
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Mark Smith Financial Services

Mark Smith Financial Services

Business Services, Tax Services, Services For Individuals
“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...”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1990
Offers Financing Options
925 Broadbeck Dr #230, Thousand Oaks, CA
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Premier Financial Consultants

Premier Financial Consultants

(1)
“He proactive and reaches out to them with the advice they need to attain their financial goals whether it's short or long term.”
65+ Years Experience
Serving Thousand Oaks Area
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White Zuckerman Warsavsky Luna & Hunt - Sherman Oaks

White Zuckerman Warsavsky Luna & Hunt - Sherman Oaks

“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, ...”
In Business Since 2011
Serving Thousand Oaks Area
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Guidewell Financial

Guidewell Financial

Videos, Calculators, Flipbooks
“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...”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2016
3625 Thousand Oaks Blvd #266, Westlake Village, CA 91362
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Pagano Joseph

Pagano Joseph

Estate Planning, Asset Management
“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...”
In Business Since 2004
3625 Thousand Oaks Blvd Suite 138, Westlake Village, CA
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NBS Financial Services

NBS Financial Services

Estate Planning, Investment Management, Education Planning
“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 ...”
In Business Since 1996
Thousand Oaks, CA
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Cogent Independent Advisors

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...”
Free Initial Consultation
In Business Since 2017
4065 Mission Oaks Blvd B, Camarillo, CA
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Stephen M Rousso & Associates: Rousso Stephen M CPA

Stephen M Rousso & Associates: Rousso Stephen M CPA

(1)
“He helped us with Trusts, probate and always taxes.”
In Business Since 2021
Serving Thousand Oaks Area
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Lindsey & Lindsey Wealth Management

Lindsey & Lindsey Wealth Management

“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.”
In Business Since 2011
4195 E Thousand Oaks Blvd STE 125, Westlake Village, CA 91362
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Forum Financial Management, LP

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...”
In Business Since 1997
100 E Thousand Oaks Blvd STE 200, Thousand Oaks, CA
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Ball & Company

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...”
In Business Since 2017
1000 Newbury Rd suite 205 suite 205, Thousand Oaks, CA
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De Groote Financial Group

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 ...”
In Business Since 2013
3013 Willow Ln, Thousand Oaks, CA
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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
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Average Cost $3571
Minimum cost $1191
Maximum cost $10117
Avg Per Hour Rates $358

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

Why these companies made our list

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