Best Financial Advisors in Ventura, CA

“Steve Wagner has been helping us with our retirement plans since 1988.”

“Her personable approach not only makes for an easy relationship, but allows her to know more about what her clients' needs and expectations are, now and for the future.”

“So grateful to have found him.”

“I especially like that they really care about my situation, rather than being just another number at the big box financial planning offices around here.”

“Ross and his son-in-law Jason ensure their clientele understand the how's and the why's of their investing philosophy, and they take the time to make sure we understand, in lay terms, their decisions.”

“As someone who isn't naturally confident with big financial decisions, I can confidently say Michael has given us the tools to feel comfortable in understanding how to manage our money.”

“Services also include individual tax preparation and assistance with any existing tax problems are taken care of quickly and efficiently. Regardless of which accounting and tax services you need, the MBA Taxes approach is centered on customer service...”

“The word camber by definition relates to shapes and angles. At Camber Wealth, our approach is to view every angle or possibility when we provide fiduciary-based advice about your retirement and wealth. This allows us to show you which angles or strat...”

“Our campaigns involve cold calling (telemarketing) combined with email blasts and Linkedin networking. We can contact decision-makers that meet your criteria, introduce your services and prequalify them. Interested prospects are referred to you for a...”

“Welcome, I'm Rick Jeffery, a financial professional in Ventura, California. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal ...”

“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.”

“We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual...”

“I work as an independent contractor in the film industry, so tax season can be overwhelming and hard to sort through with all the tax forms I receive, but every year, Don takes the time to help me get organized and make sense of everything.”

“David J Haskell is great guy he's very knowledgeable really cares about what he does for people and I can say so because I am myself”

“On the management side, he is the best, so much so that my clients seek out his services for everything from retirement accounts, annuities and what not.”

“Exceptional!”

“White & Associates was founded in Camarillo back in 1982. With three generations of bookkeeping and tax preparation experience, we work with individuals, small to medium businesses, trusts and non-profits to make sure you don't overpay your taxes.”