Premier Tax & Finance
“Very responsive which I appreciate in a CPA as well as knowledgeable.”
Best Financial Advisors in Thousand Oaks, CA
15 firms listed · 12 in Thousand Oaks · 2 open weekends · 7 rated 4.5+
Data verified October 18, 2026
Jacobs & Jacobs
“Jason Corey of Jacobs and Jacobs in Thousand Oaks, California, has been the CPA responsible for my business and personal taxes for many years.”
Eagleson Arndt Financial Advisors
“I would definitely recommend her services and would trust her advice and management.”
Hillcrest Financial Group
Cedarstone Advisors
“Great company that actually cares about the well being of their clients!”
Retirement Planning Associates
The 15 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 15 firms we list here, 12 are in Thousand Oaks itself and 3 come from Westlake Village (5 mi). 7 of the firms on this page have a rating, from 4.8 to 5.0 across 53 reviews. 2 are open on Saturdays. 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 has a BBB rating of A or A+. 13 have ten or more years of experience, the longest 79 years. 3 offer payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 12 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.
Do firms listed for Thousand Oaks take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Mark Smith Financial Services
Guidewell Financial
Pagano Joseph
Ball & Company
De Groote Financial Group
Bruno Associates
Forum Financial Management, LP
Thousand Oaks Bookkeeper Experts
Hinna Rajp, CPA
“We have used her services for both personal and corporate taxes, she is always there to answer our questions.”
Why these companies made our list
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