Best Financial Advisors in Thousand Oaks, CA

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List of Firms

Thousand Oaks, CA Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 100 Thousand Oaks Blvd STE 260, Thousand Oaks, CA 91360, USA
Phone (805) 379-1776
Directions
SEC File# 801-61230
CRD# 113057
Location 370 N Westlake Blvd Suite 100, Thousand Oaks, CA 91362, USA
Phone (805) 695-3276
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Professional Planning
SEC File# 801-60483
CRD# 114861
Location 100 Thousand Oaks Blvd STE 150, Thousand Oaks, CA 91360, USA
Phone (805) 446-4601
Directions
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Edward Jones - Financial Advisor: Pritipal Bhinder
SEC File# 801-3297
CRD# 250
3 out of 5
Location 1341 E Thousand Oaks Blvd Suite 100, Thousand Oaks, CA 91362, USA
Phone (805) 494-4646
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 6:30 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Pence Wealth Management - Financial Advisors
5 out of 5
Location 468 Pennsfield Pl STE 201, Thousand Oaks, CA 91360, USA
Phone (800) 731-3623
Directions
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Westlake Financial Management
3 out of 5
Location 3625 E Thousand Oaks Blvd Suite 208, Thousand Oaks, CA 91362, USA
Phone (805) 991-2600
Directions
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De Groote Financial Group
SEC File# 801-78358
CRD# 168178
Location 3013 Willow Ln, Thousand Oaks, CA 91361, USA
Phone (800) 984-3302
Directions
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Edward Jones - Financial Advisor: James Shipe
SEC File# 801-3297
CRD# 250
Location 100 E Thousand Oaks Blvd Suite 124, Thousand Oaks, CA 91360, USA
Phone (847) 628-3750
Directions
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Hofer & Associates Wealth Management
Location 90 Thousand Oaks Blvd #310, Thousand Oaks, CA 91360, USA
Phone (805) 557-8054
Directions
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Erik Lundring - Thrivent
SEC File# 801-29618
CRD# 18387
Location 3255 Old Conejo Rd #201, Thousand Oaks, CA 91320, USA
Phone (805) 375-3221
Directions
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Sterling Oaks Financial
Location 100 Thousand Oaks Blvd # 172, Thousand Oaks, CA 91360, USA
Phone (805) 446-4612
Directions
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Jason D Sands - Financial Advisor, Ameriprise Financial Services, LLC
Location 3027 Townsgate Rd STE 200, Westlake Village, CA 91361, USA
Phone (818) 592-3319
Directions
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Lars H Jorgensen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 100 E Thousand Oaks Blvd Ste 290, Thousand Oaks, CA 91360, USA
Phone (805) 277-0261
Directions
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Edward Jones - Financial Advisor: Chelsea L Henriod
SEC File# 801-3297
CRD# 250
5 out of 5
Location 299 W Hillcrest Dr #112, Thousand Oaks, CA 91360, USA
Phone (805) 852-7160
Directions
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 4165 Thousand Oaks Blvd STE 255, Westlake Village, CA 91362, USA
Phone (805) 221-3200
Directions
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Financial Standards
Location 1336 N Moorpark Rd # 207, Thousand Oaks, CA 91360, USA
Phone (805) 374-6727
Directions
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Daniel Bodemeijer - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 100 E Thousand Oaks Blvd Ste 290, Thousand Oaks, CA 91360, USA
Phone (805) 777-7875
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Retirement Planning Associates, Inc.
Location 200 N Westlake Blvd #111, Thousand Oaks, CA 91362, USA
Phone (805) 495-2157
Directions
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Goyette Financial Planning
Location 25 Rolling Oaks Dr, Westlake Village, CA 91361, USA
Phone (805) 494-8181
Directions
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Hillcrest Financial Group
SEC File# 801-122983
CRD# 317862
5 out of 5
Location 515 Marin St Suite 406, Thousand Oaks, CA 91360, USA
Phone (805) 373-8686
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Eagleson Arndt Financial Advisors, LLC
5 out of 5
Location 100 Thousand Oaks Blvd Suite 174, Thousand Oaks, CA 91360, USA
Phone (805) 496-8450
Directions
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Dukes Wealth Management
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 650 S Westlake Blvd, Thousand Oaks, CA 91362, USA
Directions
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Strategic Financial
5 out of 5
Location 1 Boardwalk Ave STE 103, Thousand Oaks, CA 91360, USA
Phone (805) 494-1825
Directions
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Edward Jones - Financial Advisor: Stuart M Laba, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 171 E Thousand Oaks Blvd #107, Thousand Oaks, CA 91360, USA
Phone (805) 495-7762
Directions
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Pacific Financial Strategies
SEC File# 801-70849
CRD# 151434
5 out of 5
Location 223 Thousand Oaks Blvd, Thousand Oaks, CA 91360, USA
Phone (818) 991-7794
Directions
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Advisor Group For Life
Location 3625 Thousand Oaks Blvd STE 145, Westlake Village, CA 91362, USA
Phone (805) 496-6810
Directions
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Modern Portfolio Consultants LLC
Location 323 W Stafford Rd, Thousand Oaks, CA 91361, USA
Phone (805) 370-5300
Directions
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GuideWell Financial
Location 3625 Thousand Oaks Blvd #266, Westlake Village, CA 91362, USA
Phone (805) 494-5094
Directions
Financial Advisors in Thousand Oaks, CA

Where Certified Financial Advisors in Thousand Oaks, CA Serve

Nestled in the rolling hills of Ventura County, Thousand Oaks is a thriving city with a rich history and a bustling economy. From its picturesque hiking trails to its world-class shopping destinations, Thousand Oaks is a city that truly has it all. Landmarks like the Conejo Valley Botanic Garden and the Ronald Reagan Presidential Library offer visitors a glimpse into the city's past, while top employers like Amgen and Anthem Blue Cross ensure that Thousand Oaks remains a hub of innovation and industry. Major highways like the 101 and the 23 make it easy to get around the city, while streets like Thousand Oaks Boulevard and Hillcrest Drive offer plenty of opportunities for shopping, dining, and entertainment. Neighborhoods like Dos Vientos and Lynn Ranch are known for their beautiful homes and tight-knit communities, while areas like Newbury Park and Oak Park offer a more suburban feel.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Thousand Oaks, CA are serviced by banks in a variety of ways. One of the most common ways is through personal banking services such as checking and savings accounts, loans, and credit cards. Many banks in Thousand Oaks also offer online and mobile banking options, making it easy for residents to check their balances, transfer money, and pay bills from the comfort of their own homes. Additionally, some banks in Thousand Oaks offer specialized services such as wealth management, investment advice, and retirement planning. With its affluent community and high median household income, Thousand Oaks is home to many banks that cater to the unique financial needs of its residents.

Insurance Broker

Residents of Thousand Oaks, CA can benefit greatly from the services of an insurance broker. Thousand Oaks is a beautiful city with a high standard of living, but it's not immune to the unexpected. An insurance broker can help residents find the right coverage for their needs, whether it's for their home, car, or health. For example, Thousand Oaks is known for its hot summers, which can lead to wildfires. An insurance broker can help residents find a policy that covers fire damage and ensures they are protected in the event of a disaster. Additionally, many residents of Thousand Oaks have high-value homes and possessions, so an insurance broker can help them find the right coverage to protect their assets. Overall, an insurance broker can provide peace of mind for Thousand Oaks residents, knowing that they are prepared for whatever life may throw their way.

Retirement Planning

Residents of Thousand Oaks, CA could greatly benefit from the guidance of a retirement planner. Thousand Oaks is a city with a high cost of living, and many residents are nearing retirement age without enough savings to support their lifestyle. A retirement planner can help these individuals create a personalized plan to save for retirement, taking into account their unique financial situation and goals. Additionally, Thousand Oaks is home to many affluent individuals who may have complex financial portfolios and investments. A retirement planner can provide expert advice on how to maximize these investments and ensure a comfortable retirement. Overall, a retirement planner can help residents of Thousand Oaks, CA navigate the often confusing and overwhelming world of retirement planning, and provide peace of mind for their future.

Wealth Management

Residents of Thousand Oaks, CA would benefit greatly from the services of a wealth manager. With a high cost of living and a median household income of over $100,000, many residents are in need of guidance on how to manage their finances effectively. A wealth manager can provide personalized financial planning and investment advice to help individuals and families meet their financial goals. In particular, Thousand Oaks residents may benefit from a wealth manager's expertise in estate planning, as the city has a large population of retirees and wealthy individuals who need help managing their assets and planning for the future. Additionally, a wealth manager can help residents navigate the complex tax laws and regulations that apply to high earners in California, ensuring that they are maximizing their financial resources and minimizing their tax burden.

Mortgage Loan Officer

Residents of Thousand Oaks, CA can benefit from the assistance of a mortgage loan officer in many ways. Firstly, they can help residents navigate the complex process of obtaining a mortgage, which can be especially daunting for first-time homebuyers. Additionally, mortgage loan officers can help residents find the best mortgage rates and terms that fit their specific financial situation. This is particularly important in Thousand Oaks, where the cost of living is relatively high compared to other areas in California. Furthermore, mortgage loan officers can help residents understand the different types of mortgages available to them, such as fixed-rate and adjustable-rate mortgages, and which one would be the best fit for their needs. With the help of a mortgage loan officer, residents of Thousand Oaks can confidently make one of the biggest financial decisions of their lives and find the perfect home for themselves and their families.

Tax Services

Residents of Thousand Oaks, CA could benefit greatly from the guidance of a tax advisor in a number of ways. For one, Thousand Oaks is known for its high median household income, which can result in more complex tax situations for individuals and families. A tax advisor can help navigate the intricacies of tax law and ensure that residents are taking advantage of all available deductions and credits. Additionally, Thousand Oaks is home to many small business owners who may require specialized tax advice to maximize profits and minimize liabilities. A tax advisor can provide valuable insights on business structure, deductions, and compliance issues. Overall, having a knowledgeable tax advisor can help Thousand Oaks residents save money, avoid penalties, and achieve their financial goals.

Estate Planning Lawyer

Residents of Thousand Oaks, CA can benefit greatly from the services of an estate planning lawyer. These professionals specialize in helping individuals and families plan for their future, ensuring that their assets and wishes are protected and carried out after they pass away. Specifically, for residents of Thousand Oaks, CA, an estate planning lawyer can provide guidance on how to navigate the unique laws and regulations in the state of California. This includes understanding the state's probate process, which can be complex and time-consuming without proper legal guidance. Additionally, an estate planning lawyer can help residents of Thousand Oaks, CA create a plan that takes into account the high cost of living in the area and ensures that their loved ones are financially secure even after they are gone.

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