View Profile

David Reinus CPA

(42)

Financial
Ethical
Advice

“I've been working with David right from the start of reviewing a potential business purchase, right through to the quarterly reports, tax filings, and payroll.”

i

View Profile

Fridman & Associates

(16)

Tax Services, Services For Individuals, Quickbooks Services

“Gustavo has made it very easy for me - he was very responsive and knowledgeable, happy to help with any question, and guided me on every step of the way.”

i

View Profile

Hinna Rajp, CPA

(12)

Tax Return
Tax Laws
Questions

“Hinna's knowledge of tax laws and strategies is truly impressive, and she has consistently helped me optimize my tax filing, maximizing deductions and minimizing my tax burden.”

i

View Profile

Seapoint Business Advisors

(7)

What Is the Process?

“His help went beyond simple due diligence as he not only ensured we had everything we needed from his client, but consistently made recommendations/introductions for lawyer, accountants, surveyors, etc.”

i

View Profile

Powell Financial Group

“After obtaining a degree and delving into careers in Accounting and Real Estate, I found myself at a crossroads. Neither career was particularly satisfying and I found myself seeking to find a new direction for my experience, education and inner core...”

i

View Profile

Sabre Financial Services

Wealth Management, Personal Financial Planning, Risk Management & Insurance Services

“Each of our team members has unique talents and lengthy professional experience in their niche markets. The four cornerstones of our practice are personal financial planning, corporate consulting & business advisory services, wealth management and ri...”

i

View Profile

Davinci Capital Partners

(8)

Feel
Future
Marketing Strategy

“Any possible changes in the model or investment strategy are presented to us by phone call or a personal visit, and we reach the decision together as to how to proceed.”

i

View Profile

Sparks & Company

“We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals.”

i

View Profile

Planatek Financial

(7)

Communication
Financing
Home

“I have to say when it comes to knowledge about lending both Roshe and Simone of Planatek Financial are the best, they know the rules and regulations as well as what is the best way to get a loan.”

i

View Profile

Signet Strategic Wealth Management

(2)

Comprehensive Financial Planning, Retirement Planning, Sri/Esg Investing

“Chris is excellent at explaining current market conditions and recommending options to further diversity or protect against market conditions.”

i

View Profile

Amodio Wealth Advisors

(2)

Tax and Estate Planning, Asset Management, Financial Planning

“Amodio Wealth Advisors continues to provide our family with peace of mind knowing that a professional, empathetic, and knowledgeable team supports our financial goals.”

i

View Profile

Fischer Investment Strategies - Westlake Financial Advisors

(2)

Business Owners, Retirement Plan Services

“What they do well, from my perspective, is to understand that an investment strategy has to make sense for the individual client, and we all have different financial needs and goals.”

i

View Profile

Life Strategies Advisors

(1)

“I trust him with my financial future and have no worries as to whether or not he's looking out for my best interest.”

i

View Profile

Michael Snowhite Crfa

(5)

Informative

“Michael takes the necessary time to make sure you fully understand all aspects of your financial situation and his suggestions to improve on what you already have.”

i

View Profile

Carington Financial

(1)

Roth: the Missing Link, Fiduciary Liability, Financial Literacy

“Rick takes a genuine interest in meeting your financial goals.”

i

View Profile

Manchester Financial

Women in Financial Transition, Business Owners & Entrepreneurs, Frontier & Verizon

“Whether you are a corporate employee/retiree, high net-worth business owner/officer, or just concerned about your family's financial future, we will have the right solution custom-designed for you to align your assets with your aspirations.”

i

View Profile

Ransenberg Financial & Insurance Services

Calculators, Articles, Life Stages

“As with most other things in life, the key to achieving your long-term financial goals and objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retire...”

i

View Profile

The Warren Group Wealth Management

(2)

“Dan Warren handles our business and retirement planning and has also helped educate us on the importance of a buy sell agreement and business succession planning.”

i

View Profile

Silverberg Wealth Management

(1)

“Marcus has always listened to my needs and kept a close eye on my investment activity.”

i

View Profile

Atlantis Financial Oracles

Tax Planning, Tax Problems, Tax Relief

“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”

i

View Profile

Village Wealth Advisors

(1)

Charitable Giving, Investing, Research & Market Planning

“The entire staff at Village Wealth is warm and friendly and makes us feel like part of the family.”

i

View Profile

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.”

i

View Profile

Retirement Planning Associates

Personal Financial Planning, Investment Market Perspectives

“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...”

i

View Profile

Perry Hay

“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...”

i

Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Westlake Village, CA

The highest-rated Financial Planning & Wealth Management companies out of 101 vetted & reviewed in the Westlake Village area.

David Reinus CPA

Fridman & Associates

Hinna Rajp, CPA

Seapoint Business Advisors

Powell Financial Group

Sabre Financial Services

Davinci Capital Partners

Sparks & Company

Planatek Financial

Signet Strategic Wealth Management

Amodio Wealth Advisors

Fischer Investment Strategies - Westlake Financial Advisors

Life Strategies Advisors

Michael Snowhite Crfa

Carington Financial

Manchester Financial

Ransenberg Financial & Insurance Services

The Warren Group Wealth Management

Silverberg Wealth Management

Atlantis Financial Oracles

Village Wealth Advisors

David Brodsky - Raymond James

Retirement Planning Associates

Perry Hay

Retirement Planning and Investment Management Services in Westlake Village, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Westlake Village

Popular in Westlake Village