Best Financial Advisors in Camarillo, CA

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List of Firms

Camarillo, CA Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Dawn Simmons, AAMS®
SEC File# 801-3297
CRD# 250
Location 267 Village Commons Blvd UNIT 15, Camarillo, CA 93012, USA
Phone (805) 702-4157
Directions
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Royal Alliance
Location 340 Rosewood Ave # P, Camarillo, CA 93010, USA
Phone (805) 445-9943
Directions
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Mutual Securites Inc
Location 807 Camarillo Springs Rd, Camarillo, CA 93012, USA
Phone (805) 484-0808
Directions
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Kozak Financial Advisory
Location 5999 Ridge View St, Camarillo, CA 93012, USA
Phone (800) 764-3522
Directions
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Edward Jones - Financial Advisor: Christopher B Bannon
SEC File# 801-3297
CRD# 250
Location 2360 Ventura Blvd b, Camarillo, CA 93010, USA
Phone (805) 389-6699
Directions
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LPL Financial
Location 1601 Carmen Dr # 115, Camarillo, CA 93010, USA
Phone (805) 987-9244
Directions
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Edward Jones - Financial Advisor: Richard K Wagner, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 484 Mobil Ave Suite 16, Camarillo, CA 93010, USA
Phone (805) 484-9330
Directions
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Edward Jones - Financial Advisor: Tom Cronley, CFP®
SEC File# 801-3297
CRD# 250
Location 2360 Ventura Blvd b, Camarillo, CA 93010, USA
Phone (805) 389-6699
Directions
Financial Advisors in Camarillo, CA

Where Certified Financial Advisors in Camarillo, CA Serve

Nestled in the heart of Ventura County, Camarillo, CA is a vibrant city that boasts a rich history, diverse culture, and an array of landmarks that are sure to captivate and inspire. From the iconic Camarillo Ranch House to the scenic Conejo Valley Botanic Garden, there is no shortage of must-see destinations in this idyllic community. At the same time, Camarillo is also a hub of economic activity, with top employers like St. John's Pleasant Valley Hospital, the Ventura County Office of Education, and the Ventura County Sheriff's Office providing a strong foundation for the local economy. Meanwhile, major highways like the 101 and the 118, as well as key thoroughfares like Las Posas Road and Ventura Boulevard, make it easy to get around and explore everything that Camarillo has to offer.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Camarillo, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional banking services, such as checking and savings accounts, loans, and credit cards. Another popular option is online banking, which allows residents to manage their accounts and make transactions from the comfort of their own home. Additionally, many banks in Camarillo offer investment services, such as retirement accounts and financial planning. One specific thing about Camarillo that sets it apart from other cities is its strong sense of community. Many banks in the area are locally owned and operated, which allows them to provide personalized service and build relationships with their customers. This community-focused approach is what makes banking in Camarillo feel like a truly personal experience.

Insurance Broker

Residents of Camarillo, CA would greatly benefit from the services of an insurance broker. With the city's close proximity to the ocean, many residents may be in need of specialized insurance coverage for their homes or businesses. Additionally, Camarillo is known for its agricultural industry, and an insurance broker could assist farmers in finding the right insurance policies to protect their crops and equipment. Furthermore, as a growing city with a bustling economy, residents may need assistance in finding affordable health insurance options or workers' compensation coverage for their businesses. An insurance broker can provide personalized guidance and support to ensure that residents of Camarillo have the proper insurance coverage to protect themselves and their assets.

Retirement Planning

Residents of Camarillo, CA can benefit greatly from the services of a retirement planner. A retirement planner can help residents of Camarillo, CA by providing guidance on how to save for retirement, how to invest their money, and how to plan for their future. Retirement planners can also help residents of Camarillo, CA to identify their retirement goals and create a plan to achieve them. One specific way that a retirement planner can help residents of Camarillo, CA is by providing guidance on how to navigate the high cost of living in the area. Camarillo, CA is known for its high cost of living, and a retirement planner can help residents to create a realistic budget and plan for their retirement that takes into account the cost of living in the area.

Wealth Management

Residents of Camarillo, CA can benefit from a wealth manager in several ways. Firstly, a wealth manager can help them create a financial plan that aligns with their long-term goals and objectives. Secondly, they can provide advice on investment strategies that can help grow their wealth over time. Additionally, a wealth manager can help residents of Camarillo navigate the complex tax laws and regulations that are unique to California. For example, California has some of the highest state income taxes in the country, which can have a significant impact on a resident's overall tax liability. By working with a wealth manager, residents of Camarillo can ensure that they are taking advantage of all available tax deductions and credits, while also minimizing their tax liability. Overall, a wealth manager can provide valuable guidance and support to residents of Camarillo as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Camarillo, CA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, investment properties, or refinance their existing mortgages. In Camarillo, where the median home price is higher than the national average, a mortgage loan officer can assist residents in finding the best loan options that fit their financial situation. They can also help residents navigate the complex process of applying for a mortgage, including gathering necessary documentation, completing paperwork, and understanding the various fees and costs associated with a mortgage. With the help of a mortgage loan officer, residents of Camarillo can achieve their homeownership goals and enjoy the benefits of living in this beautiful Southern California city.

Tax Services

Residents of Camarillo, CA can benefit greatly from the expertise of a tax advisor. One common way a tax advisor can help is by providing guidance on how to maximize deductions and credits on state and federal tax returns. With Camarillo's high cost of living, residents may be looking for ways to reduce their tax burden and keep more of their hard-earned money. Additionally, a tax advisor can help residents navigate complex tax laws and regulations, ensuring compliance and avoiding penalties. Whether it's advice on retirement planning or assistance with tax preparation, a tax advisor can provide valuable insights and support to Camarillo residents looking to make informed financial decisions.

Estate Planning Lawyer

Residents of Camarillo, CA can benefit greatly from the assistance of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Camarillo is by creating a comprehensive estate plan that takes into account the unique laws and regulations of the state of California. For example, Camarillo residents may want to consider the impact of California's community property laws on their estate planning decisions. An estate planning lawyer can help residents of Camarillo navigate these complex legal issues and ensure that their estate plan is tailored to their specific needs and goals. Additionally, an estate planning lawyer can help Camarillo residents with other important tasks, such as drafting a will, setting up a trust, or creating a power of attorney. Overall, an estate planning lawyer can provide invaluable guidance and support to help Camarillo residents protect their assets and plan for the future.

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